Microsoft Teams Planner TIPS and Tricks 2025

The new Microsoft Planner available in Microsoft Teams, brings together all of your tasks from the old Planner & Project, Microsoft Loop, Microsoft Outlook, and Microsoft To-Do. Which is great because everything is under one roof. But this can also lead to overwhelm because you have so many to-do items and you aren't exactly sure how to manage them.

In this Microsoft Planner Tutorial, we are going to look at each of these components differently. I'll also share with you my top tips so that you can learn how to manage your tasks effectively.

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

Let's nerd out 🤓

⏰ KEY MOMENTS

00:00 INTRO
MICROSOFT PLANNER
00:37 Create a Plan
01:28 Managing tasks in planner for the assigned person
03:27 Accessing the whole plan for all team members

MICROSOFT PLANNER PREMIUM
04:22 Microsoft Planner Premium Plan (Microsoft Project)

MICROSOFT LOOP
04:44 Loop Tasks List / Collaborative Meeting Notes
04:52 Creating a meeting in Microsoft Teams
05:36 Managing tasks in Planner from Loop (assigned)
06:09 Viewing Meeting Notes in Loop (assigned & assigner)
06:40 Shared Locations for Meeting Notes

MICROSOFT OUTLOOK
06:55 Microsoft Outlook
07:16 Flagging emails in Outlook (delegate task)
08:28 Creating tasks for personal completion in Outlook

MICROSOFT TO DO
09:36 Microsoft To Do

MY TOP TIPS
10:29 Plan using My Day
11:53 Filter & Sort My Tasks
12:59 Adding / Removing tasks to My Day
13:24 Scheduling tasks in Outlook Calendar

📹 WHAT TO WATCH NEXT

✏️ OFFICE SKILLS WITH AMY

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

We believe that being a 'nerd' is a term of pride, I personally, have been advertising myself as an Excel Nerd in interviews since 2009.

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

Whether you're a beginner or an experienced user, we'll help you become more efficient, automate tasks, and save time.

✨ NEW CONTENT WEEKLY

With new content every week, we'll keep you up-to-date on the latest technology trends and help you stay ahead of the curve.

🔮 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!

👍🏼 LIKE, COMMENT & SUBSCRIBE 🩵

Don't forget to like, comment, and subscribe to our channel to show your support and stay tuned for more technology videos to come. Let's Nerd Out together and unleash the power of technology!

[officeskillswithamy]

✨ What is your top tip for the New Planner in Microsoft Teams? ✨

[gregjohns]

Excellent explanation - I didn't realize what Planner could actually do. Hopefully it'll help me stay more organized!

[melissaeick]

This is exactly what I needed! Thank you! I'm going to assign this video to my team to watch (so they'll see this comment - Hi Dragonfly Team!).

[marcingorski]

Very useful video, well organized tips that can easily boost productivity. Appreciated.

[scottstandell]

Thank you Amy great video, much appreciated!

[kevindowell]

Your videos are so informative. Biggest challenge as a Manager... Is there a way to sell ALL tasks across ALL plans assigned to a Direct Report? So during a 1:1 we can see the tasks and manage rather than going to each of the 9-10 plans? No need for me to see their 'private' tasks... just ones we share as a Group.

[BobGregHenry]

Great video, thank you for posting. I'm utterly confused on how to keep tasks organized as they synch between Planner, Loop and To Do. The tasks pull into Planner based on my meeting name, no project name. And when they synch to To Do I can't file them under a list or Group. And some of my lists synch back to Planner but not all. It is very frustrating and confusing. Do you have a video on this perhaps?

[motozooca]

How to meeting notes in reoccurring/weekly status meeting for a longer project?

[spectator]

I have Project and Planner 3, and I don't see the "Show on card" option. Has something changed?