Microsoft Planner Tutorial 2024 (in Teams)

The new Microsoft Planner application is out and ready to be used inside Teams. Let's talk about the basics on how to use it and the differences from Tasks by Planner and To Dos. COMMENT if you have any questions and LIKE the video if you want to hear more about Planner. Thanks, friends!

Microsoft Planner is a task management application developed by Microsoft as part of the Office 365 suite of productivity tools. It allows teams to create plans, organize and assign tasks, share files, communicate, and collaborate on projects in a visual way. With Planner, teams can easily track the progress of tasks, set deadlines, and visualize their workflow using customizable boards, charts, and calendars. It's particularly useful for teams that need a simple and intuitive tool for managing projects and tasks without the complexity of more advanced project management software.

Timestamps:
00:00-01:19 Introduction
01:20-02:40 My Day
02:41-05:59 My Tasks
06:00-07:10 My Plans
07:11-12:10 Creating a Task (Customization)
12:11-12:58 Sharing a Task
12:59-13:33 Move, Copy or Delete a Task
13:34-15:30 Creating a Plan
15:31-16:09 Sharing a Plan

[altruologist]

Really glad I found this and will show it to my team in my small business. Very clear and thanks for showing how features and views are used. I hope you make more tutorials.

[jongwoncho]

I really appreciate your video for learning Planner of Teams from Korea!

[henneld_edu]

I believe MS Planner will also bring in any tasks assigned to you from a team's meeting notes (aka loop). This is huge when trying to create teams as a working management platform for your organization.

[aceleratuecommerce]

During minute 16, you explain that people who were included in the group can access the plan. My question is: How can I create another group? Because if they add more people they will obviously be able to see the plan, but maybe I don't want to. Great video, thank you in advance.

[theo_dopolus]

Great video! Could you share some information about gantt view. Do I have to use an app to do so in planner? Does planner have a gantt view wit the premium member ship? thank you so much!

[congobongo]

Can you clarify what you can search for. Specifically, can you search for a word anywhere in that task or just in the title?

[KDevinio]

I've got a question about a reminder on a task: I want that the task owner receives a notification 4 weeks before the end date of the task. Is that possible?

[rikindshah]

HI Excellent Details, just a question, is it possible to add custom columns like we can do it in MS lists? as we need few custom columns. also does it send notifications about comments / task status change etc. in teams?

[williamsestateagents]

i cant even find 'tasks' in Teams.. any ideas? i can see 'chat' and ' calender ' but thats it ...