5 Features to Improve Task Management in Microsoft Planner!
16,104
Publicado 2024-01-25
🔹 What You'll Learn:
Exporting Data for Additional Reporting
Consolidating Tasks Across Projects
Tracking Tasks Efficiently
Using Labels for Delegated Tasks
Syncing Planner with Outlook for Seamless Task Scheduling
👨💼 About Your 365 Coach:
At Your 365 Coach, led by Scott Brant a Microsoft MVP, we're dedicated to helping you master Microsoft 365 tools. Our coaching and training are tailored to empower you in navigating the digital workplace with ease and confidence.
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📌 Timestamps:
00:00 Introduction
01:17 How to Sync Planner to Outlook Calendars
05:28 How to Export Planner Data
07:44 How to View All My Planner Tasks
09:44 How to Filter and Report on Tasks in Planner using Dashboards
11:14 How Can I Track Delegated Tasks in Planner?
12:53 Summary
#MicrosoftPlanner #TaskManagement #ProductivityTips #Your365Coach #Microsoft365
Todos los comentarios (14)
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Hi Scott. I am trying to use MS Planner just like MS Project for construction scheduling. Please let me know if I can add columns such as duration, predecessor, successor...etc in a grid view & link them to create a construction schedule. Thanks.
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Great video Scott!
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Thanks for the video
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thnx, its was helpfull.. ❤ i gave a Question. i can export my planer to others, as Excel-file, but how can i import it into my planer?
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Thanks for the video! The Tasks from Planner are "read only" in my Outlook. Is there a way to edit those?
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Great video! How long does it take for Planner to synchronize new tasks to show in Outlook?
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Can you make the text bold in the Bucket heading or in the Task heading??
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Good content. thanks. I am interested in the concept of task blocking on my calendar and I don't find the 'add to Outlook' feature in Planner very useful. It doesn't update when I change the timing of tasks in Planner, and it involves too many clicks and drags to transform the all day Planner calendar event that appear in Outlook into an event with on my daily calendar. I would find it really useful to use the To Do sidebar feature in the new Outlook experience to drag tasks that originate in Planner to my calendar. However although the 'Assigned' and 'Planned' tasks from Planner appear in all versions of the actual To Do app in those categories, those categories are omitted from the To Do sidebar in Outlook, and if tasks that originate in Planner are added to My Day in the app they do not appear in the My Day on the Outlook To Do side bar. Do you know why that is? Is it a bug or a feature. Will it be corrected? It seems like a big missed opportunity from Microsoft
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the issue we have is adding comments to premium plan tasks, the nice simple basic plan tasks comments work well and easy, the annoying way you cannot see comments on the planner app for premium tasks is a pain
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Can you make the text bold in the bucket heading or task heading?
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Can we add a custom field, say purchase order number?
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Great video but the e book link doesn't seem to work for me
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Teams doesn't have an app called Tasks by Planner or anything like that. What am I missing?
