Microsoft Planner | How We Use Planner

We are often asked how we use different Microsoft apps in our work, so we've put together a series to show you. This is the third episode of the series, and we're going to show you how we use Microsoft Planner at Collaboration Coach.

🎵 MUSIC: Moist by Mikos Da Gawd

🤝 CONNECT WITH US:

[techdelasabana]

Hey Matt. I love this concept of "How we use..." It's great to see real life implementations. In this particular video I will proudly copy the way you use planner. I like very much the idea of having a single planner for almost all, instead of partitioned and disperse plans. Thanks for sharing.

[Cyberoll]

Can you create a comparison video between Microsoft Planner vs Asana?

[kleidav]

Problem I see with Planner is that what they call tasks contains then checklists. So it’s not really a task anymore, it’s more of a project with a series of task.

[cosettesaliba]

Hello, wondering if there is a way to automate due dates. For example, if I set this up for an event I have now, and then I need to duplicate it and setup for the same event happening in december, is there a way where I can just set the event date and all tasks due dates are automatically set?

[BrumCraft]

Hi, thanks for the vid. I'm looking for a To Do solution where I can delegate tasks to other staff too & keep track of everything. I'm not sure whether to go for To Do, Planner or Lists. What do you suggest?

[NathanMonkMusic]

Hi Matt, would you be willing to share the power automate flow you referred to in this video?

[shannonsweeley]

Is there a way to create task dependencies?

[raracool]

This video series is really helpful. What licence do you use, if you don’t mind me asking?

[chh]

Nicely done ... very helpful ... 👍👍

Looking forward to "Personal Task Management in To Do" ... next week???

[yellowboat]

Where does lists come into your workflow? I watched your previous lists video but looks like you'll have to duplicate information, create the video in lists with a date, then double it up in planner and SharePoint?

[myadvisor]

Hello Matt, I hope you can help me. I have two Microsoft 365 packages. One is offered by my employer and the other I subscribed to my self. I use planner daily just for my own tasking and to do list no one ells in the company uses it. I started using planner before I had my own 365 package. Is there a way how I can transfer my current planner account tasks to my personal 365 account without losing any of the history and current & future tasks?

[johnfirst]

If you assign a person to an individual task in a bucket, they can't see any of the other tasks, correct?

[alec]

Great video...but GOD, Planner is such an incomplete tool.

1. You cannot have built-in recurring tasks (I know it's on their roadmap, and that you can pull off a Power Automate, however my clients aren't tech savvy enough to use Power Automate).
2. You cannot assign different people to different checkboxes
3. There's no color-blind friendless mode for label (I'm blue-purple, red-green deficient)
4. You cannot attachment multiple files in one upload.