The New Microsoft Planner Tutorial 2024

Welcome to the new Planner tutorial for 2024. If you've got any shared tasks to do across your organisation then Microsoft Planner is still the best thing to use pragmatically, usually, and we're going to go through some of the nuances and how to get the most out of your Microsoft licence in terms of task management in today's video, given that the new Planner has just come out promising to combine Microsoft To Do, Microsoft Planner and Microsoft Project on the web.

00:00 Intro
00:44 The Easiest Way to Get Started
03:41 Basic Plan Features
16:42 Premium Plan Features
29:26 Copilot in Planner

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Watch our latest videos:

- New Microsoft Planner Annoyances: Private Plans and Task Management Explained

- New Microsoft Planner Preview: Revolutionary or Just More of the Same?

- How To Organise Teams And Channels In Microsoft Teams:

- How To Assign Tasks In Microsoft Teams:

- Microsoft OneNote vs Apple Notes:

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- New Microsoft Planner Preview: Revolutionary or Just More of the Same?

- Using Microsoft To Do and OneNote Together:

- Microsoft Teams Tricks And Tips 2024:

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Thanks for watching. Remember to comment below and let me know what you think of the video 😀

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MORE WAYS TO SUPPORT THE CHANNEL

If you liked this video or it helped you out at all, then please consider either:

🙏 using Super Thanks above (just under the video) or

🍻 buying me a beer to help support the channel to keep making free content:
(it is entirely optional and only a one-off payment, no subscription is required)

🏎 Thinking of buying a Tesla? Use referral code:
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[ragulmukesh]

Hi

I need a detail about the option (add to the calendar )

I can't find that option in the new version

Can I get any detail about the issue

[irenetumulac]

Thank you for your helpful video. Is there any way of deleting a plan once it's created? I copied a plan as a test in the web interface but I couldn't somehow delete it.

[matthewkling]

Thank you for the video, well done. Kinda new to most of this stuff but learning quickly thanks to great people like you. My question is… if I create a plan and assign tasks, share to group, will everyone in that group be able to see assignments even if the people who aren’t assigned to a task? If so, is there a way to manipulate visibility permissions?

[phstanfield]

Thanks for the update Gavin! MSFT seems to be dropping the ball. They should own this project planning/collaboration ecosystem, but are frustrating loyal clients with shoddy product management.

[travisbroadhead]

Thanks for this great breakdown! Can’t believe that the assigned to me section is not connected with the premium project plans at launch tbh, haha, but I’m staying optimistic for this revamp of Planner in general to keep improving over time.

[lukemanning]

I found adding a premium plan to a team required using the project app for the tab not the planner app is that your experience as well?

[ashatkus]

can you create a template to use across multiple projects? Many of the tasks are the same for each project, so having a template to import for new projects would be super helpful. I did see I can copy the project, but when I copy it, and add it to team, it's updating tasks from the one I copied from.

[AdCasey]

Is there a way to see who created a task? We are an ecommerce team looking to add content creation tasks to our content teams planner app. We would not use the assign feature as the manager of the content team will manage who in their team will complete the work. But for their team members reference, how would they know which member of the ecom team created the task if they needed to get in touch to speak with them about it?

[hazala]

So the premium planner is exactly like the Microsoft project?

[mayacamhi]

I think I've gotten around the Planner permissions issue? You can add a website tab to a channel and put the web address of the plan in there....

Still confused about the limitations here since I'm piloting it with just a few people. Does this workaround allow specific people to view or edit?

[JHurtigh]

Great stuff, Gavin! As always answering all the questions raised by watching the MS release material! 👍I thought I'd force myself to dive into the new Planner by moving all my personal tasks to an individual premium plan but just realized you can't move tasks to and from a premium plan. Have you heard anything about when that feature can be expected? Not being able to use the Task list as an inbox before triaging tasks into Planner seems like a real deal-breaker.... :(

[adamb]

As a team manager, is there any way to view all tasks across the company assigned to my team on any given day so I can balance workload?

[TerryAtkinson-fpgt]

So if I want to have a conversation about a task like we can in Trello then we need a premium plannner plan. But only I need the premium plan licence to set it up and everyone else can use it ? Is that how it will work eventually? I don’t have the new experience yet. And we are moving away from Trello because they are now charging per workspace member and we are already paying for 365. I have a premium licence but I still need a premium planner licence on top of that ?😔

[tomrubane]

How would you add resources (for lack of better term) to a project, such as a Client's name, contact person, contact info; project brief, etc. In other words, important info that is not actually a task.

[gauravrajwanshi]

Can we tag team members now in comment section?

[nicola]

Claiming that "..if you have any task to do across your organization then Microsoft planner is still the best...) is a bit of a salesman pitch far from reality.
I can mention several solutions far more intuitive and easy to use than MS Planner. Most of them for free...