How to use Microsoft PLANNER Effectively 2025: Manage TASKS Across ALL 365 Apps

These are 9 tips on How to use Microsoft Planner Effectively 2025 so that you will never miss a task across all of your 365 apps.

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 Microsoft Planner Tutorial
00:20 How to use My Day
04:06 How to use My Tasks
06:56 How to use My Plans
08:20 Create a Plan
10:49 How to manage Teams Meeting Tasks with Loop
13:36 How to create tasks from Outlook emails
16:39 How to manage in Tasks in To Do
17:36 How to Delete a Plan in Planner
17:49 Other Planner Features
18:36 How to manage Planner Notifications

📹 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

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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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[charlesieuter]

I find all your videos very helpful. Thanks for doing them. Are you available to consult for our small business? Thanks.

[tamishavogelland]

Looove your videos! I was wondering if you have one comparing planner & project? Would love your insights on that!

[amybursey]

I really love your videos, the way you go through things is so easy to follow without being too long. One thing I am having trouble with is copy plan. I have Plan Details, Copy Link to Plan and Export Plan to Excel- but Copy Plan is not an option on my drop down is that a premium feature?

[Kaitlin]

These are some great tips! Has anyone else had issue with the copy plan option disappearing from planner? If so anyone find a work around so we can use our template plans?

[BobGregHenry]

Thank you for posting Amy. I noticed in this video and in others you are adding meeting notes directly from the meeting invite. I've been adding meetings notes from within the active Teams meeting ("notes" icon on the top of the active Teams meeting). But while this puts the notes in Loop, it does not appear to put them in the meeting invite. Am I doing things correctly?

[kirstie]

Hi Amy! I’m coming from Asana and am wondering how I can do a few things in Planner.

How do I remove due dates from items that already have a due date?

Is there a way to view my tasks in a board view or a way to add sections/headers so that it’s not a giant list of unorganized tasks?

[tamishavogelland]

My ngo has weekly meetings, that are about different topics. What would you do: create the notes in a loop in the meeting link, or something else (because the tasks then get the name of the meeting which is the same every week "weekly meeting", because it's not on a certain topic? Currently we are making a word document for the agenda & tasks that come from it but obviously this is not the best way, would love to hear your thoughts!

[aimiminami]

Hi, how to to add Planner to my Outlook?