Microsoft Planner Quick Tips
35mGeneral2019-07-05
Authors
Heather Severino
Globally recognized Trainer with over 23 years of experience
Course details
Microsoft Planner, a planning and project management app for Office 365, was designed to help teams stay focused as they shepherd their projects to the finish line. In this course, get bite-sized tips for making the most of this tool. In each one-to-two-minute video, Microsoft Certified Trainer and MVP Heather Severino provides on-the-spot solutions for some of the most common questions about Planner. Learn how to customize Planner notifications; add, move, copy, delete, and filter tasks; view group conversations; collaborate in a OneNote notebook; add a plan to Outlook Calendar; and more.
Learning objectives
Viewing a group conversation
Adding, moving, copying, and filtering tasks
Adding checklists and attachments to tasks
Copying a plan
Customizing notifications
Filtering tasks by due date and labels
Accessing a SharePoint site
Adding a plan to Outlook Calendar
Navigating with the Planner hub
Working with the mobile Planner app
Learning objectives
Viewing a group conversation
Adding, moving, copying, and filtering tasks
Adding checklists and attachments to tasks
Copying a plan
Customizing notifications
Filtering tasks by due date and labels
Accessing a SharePoint site
Adding a plan to Outlook Calendar
Navigating with the Planner hub
Working with the mobile Planner app
Skills covered
Microsoft PlannerProject Management SoftwareQuick TipsOffice 365Microsoft 365Project ManagementBusiness Software and ToolsMicrosoft
Concepts
0. Introduction
- 01 - Saving time in Microsoft Planner
1. Microsoft Planner Quick Tips
- 02 - Locate the Planner app
- 03 - Collapsing the navigation pane and lists
- 04 - Create a plan
- 05 - Create a plan and add it to an existing Office 365 group
- 06 - Add and remove members in a plan
- 07 - Change plan settings
- 08 - Customize Planner notifications
- 09 - Add a plan to favorites
- 10 - Copy a link to a plan
- 11 - Add and move buckets
- 12 - Add a task
- 13 - Add a checklist
- 14 - Add an attachment to a task
- 15 - Move a task
- 16 - Copy a task
- 17 - Add a comment
- 18 - Mark a task as complete
- 19 - Delete a task
- 20 - Label and group tasks
- 21 - Filter tasks
- 22 - View in a chart format
- 23 - Working in Schedule view
- 24 - View a group conversation
- 25 - Go to SharePoint document library files
- 26 - Collaborate in a OneNote notebook
- 27 - Access the SharePoint site
- 28 - Working with My Tasks
- 29 - Navigate with the Planner hub
- 30 - Add a plan to the Outlook calendar
- 31 - Add a plan to a Teams channel
- 32 - Copy a plan
- 33 - Working with the mobile Planner app