How to Use Microsoft Planner to Manage Your Project (2024)
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Published 2024-01-02
👨🏫 What You'll Learn:
🔹 Setting Up Your Project in Planner
🔹 Task Management with Buckets and Planner Tasks
🔹 Email Integration and Filing
🔹 Document Management using Planner and SharePoint
🔹 Real-Time Synchronisation using Microsoft To Do
💡 Whether you're managing a small team project or overseeing a large-scale initiative, this tutorial will empower you with the knowledge to use Microsoft Planner effectively.
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⏱️ Timings:
00:00 Introduction
01:14 Creating your Project Planner
04:39 Creating Project Buckets and Tasks in Planner
10:43 Storing, Filing and Working with Files in Planner
15:44 Securing your Project Planner
19:19 Filing Email using Planner and Groups
22:24 Simplify Task Management using Microsoft To Do
24:21 Project Reports using Planner
26:37 Summary
#MicrosoftPlanner #ProjectManagement #Your365Coach #Microsoft365 #PlannerTutorial #TaskManagement #Productivity
All Comments (21)
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If you need more when it comes to managing Tasks in Planner, To Do, Microsoft Lists and Loop, then why not check out our brand new learning course for Mastering Tasks in Microsoft 365! It has twenty video lessons presented by me, Cheat Sheets, a Companion eBook and access to our private Community Channel. You can find out more and enrol using the link below 😀 www.your365coach.co.uk/taskmanagement
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Love that you ensure the basics are understood...will use your site for any training
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This was very helpful! Thank you so much!
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Subscribed and waiting for all the new content on microsoft planner! Cant wait to use it for my new job in feb 2024😮
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Super helpful! Thank you!
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I saw it very useful! you are well done😁 I wish you success!
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Thanks for the great video! Do you have any tips/recommendations on 'archiving' tasks and plans? When a task is complete, do you normally have a "finished/completed tasks" bucket at the end? What about when a Plan (being used for a specific project) is complete? On that note, I have one more question (so sorry!) - do you recommend using one plan per project, like "Quarterly Report, Q3 2024" or does it work (similar to Trello) to have a Plan for multiple projects, like "Special Events" where you have a handful of projects living simultaneously in one Plan?
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Awesome ~~😊
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Hello Scott! thanks for the video. is there a possibility for project manager to look and track task loading for each team member, but not only inside 1 plan but overall through all plans? to see and know to whom you can assign a new task. thanks in advance!
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Really good set of videos on Planner. Thank you. However in my org I don't have the option to create just a private plan. Is that a setting in 365 Admin preventing that from being an option? TIA. Mike.
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Thanks
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Thanks. This was mostly about standard & basic Planner functionality. What about New Planner , which would be integrated with Project or it least Project features like Gantt charts and tasks interdependencies?
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How does this sync up with MS Projects? Is there any integration directly so you start in MS projects and can sync it over to the Planner?
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Is there anyway to see tasks from different projects and resources in a single view, to have a full scope of the agency activity?
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What is your suggestion to organize the overview of the assigned to others (deligated) tasks?
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Thank you for your informative videos. May I ask what would the difference be in features of 365 on an I Mac?
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Thanks for the video, really useful as I am looking into posssible solutions for our new team to use. Is there a way to export the Charts and Calendar views into excel / pdf? Thanks in advance
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I want to see what items and tasks that has been completed in the last week, do you have a video on that? :)
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I have a large team with their own projects, can I use planner to keep an eye on their progress or is it not designed for that?
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Hi, Thanks for a useful video. Do you know if I can add more dates to a task in Planner? Many thanks in advance.
