The New Microsoft Planner Tutorial 2024

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Publicado 2024-04-17
Welcome to the new Planner tutorial for 2024. If you've got any shared tasks to do across your organisation then Microsoft Planner is still the best thing to use pragmatically, usually, and we're going to go through some of the nuances and how to get the most out of your Microsoft licence in terms of task management in today's video, given that the new Planner has just come out promising to combine Microsoft To Do, Microsoft Planner and Microsoft Project on the web.

00:00 Intro
00:44 The Easiest Way to Get Started
03:41 Basic Plan Features
16:42 Premium Plan Features
29:26 Copilot in Planner

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Watch our latest videos:

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If you liked this you can check out our other most popular videos:

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Todos los comentarios (15)
  • @MeeTime
    Thanks for watching. Remember to comment below and let me know what you think of the video 😀 NEED MORE HELP? 🧑‍🏫 Join this channel to get access to perks: youtube.com/channel/UCM-5EIdBnBqkD2g6gEcLaDg/join ☎ Find out the specific benefits you can unlock with Microsoft 365! Get our Modern Working Assessment and Recommendations for your organisation (for 20 knowledge workers or more): www.meetimeservices.com/call 🧑‍💻 Improve collaboration by avoiding the mistakes 99% of organisations are making: www.meetimeservices.com/webinar MORE WAYS TO SUPPORT THE CHANNEL If you liked this video or it helped you out at all, then please consider either: 🙏 using Super Thanks above (just under the video) or 🍻 buying me a beer to help support the channel to keep making free content: www.buymeacoffee.com/meetime (it is entirely optional and only a one-off payment, no subscription is required) 🏎 Thinking of buying a Tesla? Use referral code: ts.la/gavin936501 ...and we both get credits towards free supercharging miles or other accessories ⚡ In the UK and want to get cheap, green energy? Switch to Octopus Energy using this code: share.octopus.energy/ore-wave-781 ...and we both get £50 towards our bill 🛜 Switch to Zen Broadband and get £25 voucher: zen.mention-me.com/m/ol/ur8cm-gavin-jones 📶 Switch to Smarty mobile and get £10 voucher: i.smarty.co.uk/xCyQJw
  • @JHurtigh
    Great stuff, Gavin! As always answering all the questions raised by watching the MS release material! 👍I thought I'd force myself to dive into the new Planner by moving all my personal tasks to an individual premium plan but just realized you can't move tasks to and from a premium plan. Have you heard anything about when that feature can be expected? Not being able to use the Task list as an inbox before triaging tasks into Planner seems like a real deal-breaker.... :(
  • @phstanfield
    Thanks for the update Gavin! MSFT seems to be dropping the ball. They should own this project planning/collaboration ecosystem, but are frustrating loyal clients with shoddy product management.
  • Thanks for this great breakdown! Can’t believe that the assigned to me section is not connected with the premium project plans at launch tbh, haha, but I’m staying optimistic for this revamp of Planner in general to keep improving over time.
  • @lukemanning3825
    I found adding a premium plan to a team required using the project app for the tab not the planner app is that your experience as well?
  • @mayacamhi1166
    I think I've gotten around the Planner permissions issue? You can add a website tab to a channel and put the web address of the plan in there.... Still confused about the limitations here since I'm piloting it with just a few people. Does this workaround allow specific people to view or edit?
  • @AdCasey79
    Is there a way to see who created a task? We are an ecommerce team looking to add content creation tasks to our content teams planner app. We would not use the assign feature as the manager of the content team will manage who in their team will complete the work. But for their team members reference, how would they know which member of the ecom team created the task if they needed to get in touch to speak with them about it?
  • So if I want to have a conversation about a task like we can in Trello then we need a premium plannner plan. But only I need the premium plan licence to set it up and everyone else can use it ? Is that how it will work eventually? I don’t have the new experience yet. And we are moving away from Trello because they are now charging per workspace member and we are already paying for 365. I have a premium licence but I still need a premium planner licence on top of that ?😔
  • @hazala6046
    So the premium planner is exactly like the Microsoft project?
  • @adamb7230
    As a team manager, is there any way to view all tasks across the company assigned to my team on any given day so I can balance workload?
  • @tomrubane3185
    How would you add resources (for lack of better term) to a project, such as a Client's name, contact person, contact info; project brief, etc. In other words, important info that is not actually a task.
  • @nicola3444
    Claiming that "..if you have any task to do across your organization then Microsoft planner is still the best...) is a bit of a salesman pitch far from reality. I can mention several solutions far more intuitive and easy to use than MS Planner. Most of them for free...