How to use the New Microsoft Planner in Teams - BASIC Version - [2024]

In this video, we will learn how to use the NEW Microsoft Planner in Teams - Basic Version. In this Microsoft Planner tutorial, you will learn how to master your task management across all platforms. Microsoft has finally bridged the gap between Microsoft Planner & Microsoft Todo, harmonizing your tasks in the new Planner experience.

If you are a student, teacher, project manager, business owner or super nerd like me, then we have got you covered!

⏰ KEY MOMENTS

00:27 How to manage My Day
03:09 How to Manage Tasks
01:05 How to manage Microsoft Loop Tasks
04:54 How to manage My Plans
06:59 How to create Personal Plans
08:22 My Teams
09:12 Add a Plan
09:56 Sneaky Settings
10:40 Old Planner Settings

📹 WHAT TO WATCH NEXT
10 Tips to Manage Task List Notifications & Integrations in Microsoft Loop

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Welcome to Office Skills with Amy! We create easy-to-follow and engaging how-to-technology videos to help you boost your productivity and save time in the office.

🤓 DISCOVER YOUR INNER NERD

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Our goal is to inspire you to unleash the power of technology and Discover Your Inner Nerd along the way. We're here to show you how to make the most out of Microsoft 365 apps and other cutting-edge technology

📝 WHAT WILL YOU LEARN

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🔮 TECHNOLOGY VIDEOS TO COME

Microsoft 365 apps including Microsoft Office, Microsoft Loop, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft OneNote and more!

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[officeskillswithamy]

✨✨ Let me know which feature you would like to see released in the New Planner in Microsoft Teams ✨✨

[Ussie]

Great video(s).. very helpful.. thank you Amy. Could you please do a video for newbies how to switch from excel files to Planner premium for "all things project management" (schedule, tasks, decisions, notes, ..) with a good example? It would be great to go beyond the feature description to a "this is how I used planner" medium-high complex real-life project. Thank you!!!!

[chaytea]

Thank you. This video is beneficial and gives a super overview!!

[squareggs]

Thank you Amy 🤩 I would love to see a recycle bin, and a task history feed potentially so we can see what has happened to tasks since being in the plan last.

[minaFbeshay]

You are doing a great job. I liked all your videos. Keep it up!

[sg]

Hi Amy, thank you

How can you get update task notification by teams workflow? Do you use power automate?
Thank you 9:15

[keithturner]

This is a great video, but I need a consultant to help me and my team better use Planner, Teams and Outlook!

[agattagein]

Thank You, how can I keep tasks after marking them as completed?

[jokevandenberghe]

Thank you, little question, the settings off the Old Planner are gone now. In the Old Planner you could go to OneNote or SharePoint, but now I don't find these settings anymore. You know where they are or why it's gone?

[ajcobb]

Great video! Quick question, Im not sure how to get the version of the new planner shown in the video. My new planner app still says "Tasks by Planner and To Do" with the initial logo.

[mattrobinson]

I appreciate the video. I am interested in Loop tasks. If I assign someone a task from a Loop component attached to a meet: 1) does it go to their Planner’s “Assigned to me” 2) as the assigner, can I see the assigned task in Planner, or only in the Loop component it was created in, like meeting notes?

[charlierob]

Thinking of using this for my sales pipeline, can I export into a spreadsheet?

[mariekhrysscrisostomo]

I noticed that flagged emails that are added to My Tasks are not shareable or cannot be assigned, is there any way to do that?

[BetinaBuyar]

Hi Amy, thank you for the video. I cannot see the Notifications tab in the Plan details. I can see only the General and Group tabs. Do you know why? Thank you!

[bitGoan]

Hi, great video.
Is there a way to add more data within a task. For instance we have a plan, with a task A. There are details like bucket, progress, priority etc. Can we add more data to this task like say, client etc?

[zeamays]

Can you see different task in different plans? It seems you are limited to each plan

[vanaSolove-yiqd]

I can not see my list on my to do from Planner ? any tips? thks for your video

[gejoli]

I can't figure out how to move a flagged email task into a plan. is it possible?

[jezlawrence]

The MC item relating to the new planner says that custom backgrounds are being straight up retired due to lack of use, so I don't rate the chances of it being added back again later :(

[RichardTheriault-qxbv]

Do you know if you can copy a plan template?