How to use the NEW Microsoft Planner in Teams

This was so helpful! Thank you for saving me tons of time trying to figure this out by myself!

Thank ypu, it was helpful!

Excellent explanation Jamie! Thank you!!!

Fantastic tool and great video

Great video! Is there a way to duplicate a plan that’s not associated to a group? I have multiple self-created plans and just want to make copies for new project but can’t find a copy option to copy all the tasks inside the plan to a new plan

Is there any way to change default way to open Planner attachments directly in desktop apps (Teamsx,excel,PPT)?

With the new planner I can no longer bulk move tasks from one plan to another. Is there a way to do this

Great Video! Below are the Timestamped Summaries from ChatWithPDF: 00:00📝 Introducing the new Microsoft Planner in Teams for work management. 00:36🌟 The new planner combines Microsoft To-Do, Planner, and Project for a collaborative experience. 01:13📅 Quick tour of the new Microsoft Planner with easy navigation and task management. 01:51🔍 Sorting tasks, details, and columns for efficient workflow in Microsoft Planner. 02:29📧 Task filtering, attachments, and organization within Microsoft Teams. 03:06📊 Viewing plans from different apps and filtering options for efficient project management. 03:42🗒 Creating and managing plans within Microsoft Planner for seamless integration. 04:20🔄 Connecting tasks to plans, changing views, and filtering options for better organization. 04:59📋 Adding tasks, setting due dates, assigning team members, and customizing tasks in Microsoft Planner. 05:33📈 Checking task status, viewing progress, and managing projects effectively in Microsoft Planner. 06:08🎨 Creating new plans from scratch or using templates for quick setup in Microsoft Planner. 06:40🔄 Pinning plans, adding tasks, and organizing buckets for better task management. 07:14📅 Adding tasks with due dates, assigning team members, and customizing task details in Microsoft Planner. 07:48🔄 Organizing tasks by moving them between buckets and changing task views for better visualization. 08:20📑 Using templates for quick plan creation, editing tasks, and managing projects efficiently in Microsoft Planner. 08:54🔄 Editing tasks, deleting, moving, or copying them for easy customization in Microsoft Planner. 09:22📌 Integrating plans into Teams channels, adding tabs, and managing tasks collaboratively in Microsoft Planner. 09:55🔍 Checking assigned tasks, adding them to 'My Day', and completing them within Microsoft Planner. 10:28🔄 Customizing task views within Teams channels for efficient collaboration in Microsoft Planner. 11:00🚀 Concluding walkthrough of the new Microsoft Planner's integration features for streamlined work

Thank you for the very useful video. I have not been able to add collaborater, customers and experts outside my organisation to MS Teams, ToDo and now Planner. This is very important in my work and I am thinking on giving up on Microsoft allready. Have you any good ideas how to add tasks and include people outside of the organization to Teams, Planner etc?

@Teacher's Tech Hi, Great video. is there a way to export Tasks or Plans to the EXCEL PLEASE?

Maybe a video on how to switch off automated updates and how to prevent Teams from trying to switch itself on when the user does not want to use it? Maybe it's just me but recently MT has been notorious for such "unwanted self-activiations and self-updates" that I seriously take into account the possibility of permanent removal of it with no interest of using this service in the future. So in case there is a chance to make it a tiny bit less annoying I would really appreciate some quick troubleshooting video on such topic. As for MT, I only use it since companies I work with use it but yes, users feedback for the serice provider- please, make it less annyoing and self-imposing for times when I do want to use other serices. Otherwise, I'm not going to be the only user on the globe getting completely fed up with excessive disruption of my work due to service being way too much out of control of end user.

Why no Board view for my private tasks?

Can I use the MS planner for private use ,only so that other people cannot view it

can you create templates on it?

Great video and a nice overview of the new features. I'm glad to see MS acted on user requests over the years. Still a few features that seem to be missing. As your video shows, easy to use when you have small amounts of content but after a while the list of planners starts to grow and grow and becomes difficult to manage. If you're working in several planners, providing organization options would be great. A search function within the planner hub to find a specific plan should be available. Also, allow users to filter or categorize plans by category or type which could be an option when creating a new plan. New plan > Category= Type 1, Type 1, Type 3, etc... and then user can select these types as filters. Also, I notice in a video posted on MS 365 channel there are additional functions in Advanced Planner which I don't see in your version? https://www.youtube.com/watch?v=4U5KNwNBLdA

Everything you explained was already in there. So, what's new in Planner?

How do you turn off the task completed ding? It is very loud and distracting.

❓Looks promising but does it solve my main two problems❓ 1. Many users accidentaly click on the DONE button on tasks asigned to three persons, leaving the other two with completed task, which they sometimes didnt even see…. 2. I like to manage daily tasks in mobile app, but there I cannot just push parts of a bigger task into my daily view via checklists - If I do my part of a bigger task with checklist I will still see it on daily view to distract me…

Considering their resources, this planner is no more than a to do list. It is nowhere near a PM system that I would hope for from someone like Microsoft.

Great work! Can you take a moment to review my work too?🙏