How to use Microsoft Planner | Complete Guide | Add to Teams

Microsoft Planner is a Kanban solution that simplifies task management for teams. It's a fully customizable, visual tool that's super-easy to use. It uses a simple card-based interface with files, checklists, labels, and more to track progress and deadlines. Best of all, it's fully integrated with other Microsoft apps like Teams. You can use Microsoft Planner to manage your teamwork and to make sure everyone in the team knows which tasks to do. Planner is also great for personal task planning and organizing. You can schedule tasks in Planner and get a visual overview of task distribution within the team as well as task due dates and more.
You can filter tasks in Microsoft Planner based on different criteria, such as person responsible, task label, due date etc.

In this complete guide I'll show you how Microsoft Planner works and how you can successfully track your tasks.

00:00 How to Use Microsoft Planner
01:21 How to Access Microsoft Planner
01:59 How to Create a Plan in Microsoft Planner
03:39 What are Buckets in Microsoft Planner
05:18 How to Create Tasks in Microsoft Planner
11:23 How to Manage Projects with Microsoft Planner
12:51 How to Filter and Group Information in Microsoft Planner
13:40 How to Use Charts View in Microsoft Planner
14:04 How to Use Schedule View in Microsoft Planner
14:43 How to Export a Plan from Microsoft Planner to Excel
15:17 How to Use Planner in Microsoft Teams

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[brian]

People hitting the Dislike button must have dyslexia and thought they were hitting Like. I have been providing training and consulting to the Fortune 50, including Microsoft, for 25+ years and Leila's content and presentations are exceptional. When someone tells you for what uses a software application is not appropriate, they are not just detailing features but also have a good understanding of the overall business need as well as other applications which fulfill that need. It is nice to see someone so talented doing so well.

[davidadams]

Wow! That was easily the best overview I've seen. Outstanding! As a follow-up video idea ... "Real Plans in Planner", a collection of how different people use it. It is so flexible and, as they say, there are many ways to skin a cat.

[jeffreyallankent]

This is the best tutorial I have seen for Planner. Thanks for sharing this. This will be my "go to" tutorial for those who are starting with Planner.

[jreder]

When adding plans to Teams you are only able to do this if you created the plan based on that Team Group. If you don't so this then you can't use the embedded app, but...you can add it to a Team using the website app/tab in your Teams channel. Fun tool. Great overview!

[cjmccoy]

EXACTLY WHAT I NEEDED. Really appreciate the time and effort you put into structuring your content. Beautifully done. Consider me a fan!

[SavageGothamChess]

EXCELLENT TUTORIAL. BRIEFLY EXPLAINED. NEVER KNEW YOU COULD EXPORT THEM TO EXCEL.

[vijayarjunwadkar]

What do I say? I have recently migrated to MS Teams and your videos are just-in-time for me to help with transition! Your 3D approach - Describe, Demonstrate, Deliver is unmatched and makes every technical topic a cakewalk! Bravo! 😊👍

[hectoralicea]

Thanks Leila!! Awesome tool to know. We use 365 at my job, and I will start using this this week. I work for a non profit so your trainings and expertise i find so valuable to me. Thanks again to you and your team. Enjoy your day.

[rodrigoparanhos]

This is the best channel for bussiness tools

[michaelsongiso]

Leila you're the best, I have never seen someone thatb explains so well in my life, it's actually hard not to understand you. Hoping to do morer training with your videos

[Dehcallmeandsome]

Hi Leila, brilliant tutorial thank you. I use planner often for my work and I'm encouraging use for the board of my charity organisation. You've added to my skill level and I'm happy to share. Subscribed!

[boxes]

Thank you. I was discussing how to keep control of a suite of training videos we are currently preparing. You just showed me exactly how to do it. The ability to link to live documents and other files was a critical element of our discussion.

[jms]

If this were integrated with Outlook to allow you to link tasks to emails, that would be a game-changer for me. Everything in my job revolves around email.

[djfmate]

Thankyou for sharing this information on Planner. I work for a not-for-profit organization in Australia and we moved over to O365 and MS Teams just around 18 months ago. Many of my colleagues use Planner but not in the most efficient way and definitely not taking advantage of all its features that you have so clearly explained! I will be sharing this video with them soon! Thanks again for such brilliant content Leila! Cheers from David in Australia. 👍😉🙌

[maheshglmotta]

Thanks Leila. This was brilliant. Explained so very simply and the steps are now registered for life. Many Many Thanks for the superb content.

[maxxmaxxmar]

Thank you very much, Leila. it does help me to understand the overview quickly, your presentation is really great!

[gabriellaprievara]

Thank you for this excellent video! At my workplace, we just started to use Planner today. I'm so happy that I could start studying with you right away. :)

[lh]

Thank you ! Your videos are now my ‘go to’ for anything I need to learn more on Microsoft. Your way of explaining and articulation is so straightforward, logical and educational, good pace and easy to understand ! Amazing!

[JorgeEscobarMX]

Thank you, I'm actually going to use planner tomorrow for scheduling and track my learning progress on programming languages.

[martinrubrey]

Hi Leila - Great video - I am just getting into Planner, Lists, To do, Teams - great video along with all your others. I am really getting to understand which app to use now, keep up the good work.