How to use Microsoft Planner

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  • Опубліковано 25 гру 2024

КОМЕНТАРІ • 490

  • @KevinStratvert
    @KevinStratvert  4 роки тому +30

    Find out all about Tasks in Microsoft Teams, which combines Planner together with To Do: ua-cam.com/video/FJaICKh5kR8/v-deo.html

    • @LoneGunman90
      @LoneGunman90 3 роки тому

      Thank you, Isaac.

    • @dmsjlloyd
      @dmsjlloyd Рік тому

      Can tasks that are repeated monthly be scheduled???

    • @brianvanpelt2882
      @brianvanpelt2882 6 місяців тому

      is there a good way to use this but in the SharePoint environment?

  • @TG-Maverick22
    @TG-Maverick22 Місяць тому

    Kevin you have been helping people all over the world with your MS how to do videos. Appreciate you very much. Your YT channel deserves all the success. Cheers!

  • @2000costanza
    @2000costanza 4 роки тому +13

    I love the way Kevin's calm and pleasant voice explains these videos - he's definitely the best tutor / tutorials I've seen. Keep up the great work Kevin :)

    • @hamoodj792
      @hamoodj792 5 місяців тому

      he sounds excited to me. defintley a great teacher.

    • @AmberCanvas7
      @AmberCanvas7 4 місяці тому

      He is an AI

  • @VeeGeesMommy
    @VeeGeesMommy 4 роки тому +29

    Great video. I love how all of these applications link together. One thing I would like to see in Planner is a dependency relationship where completion of one task triggers a notification to the owner of next task in line.

    • @sgarcata
      @sgarcata 3 роки тому

      That struck me as a key feature that is missing. I love the Automation aspect you mention as well.

    • @abhijeetindap81
      @abhijeetindap81 2 роки тому

      Exactly what I am looking for. Is there any other aap who can do that ?

    • @usmctodoc
      @usmctodoc Рік тому

      Microsoft Project does that

    • @jmdougherty
      @jmdougherty Рік тому

      @@usmctodoc Very expensive solution. Yes, it does a lot more, has many more features. We need something in between.

    • @73cidalia
      @73cidalia Рік тому

      @@abhijeetindap81 ClickUp can do that. I’d recommend watching a few video tutorials. It’s also easy to find answers in their knowledge base or using Google. According to ClickUp: “You'll receive a notification when a task dependency is added, unlinked, or when a task becomes unblocked. If you have the Dependency Warning ClickApp enabled, ClickUp will display an incomplete warning if you attempt to close a task that is waiting on another task.”

  • @michaelesteves7653
    @michaelesteves7653 4 роки тому +2

    I submitted a proposal to job that I have no idea what I am getting into lol. I've worked as an Office 365 support back in 2018-19 and I think your videos can really help get up to speed.
    I just subscribed to your channel and I hope that you upload more videos related to Office 365.

  • @tinatargonski
    @tinatargonski 3 роки тому

    Super video! I applauded for $2.00 👏

    • @KevinStratvert
      @KevinStratvert  3 роки тому

      Thanks so much Tina! Much appreciated! 👍

  • @tinatargonski
    @tinatargonski 3 роки тому +4

    Seriously, you're a great teacher!

  • @Erroneouse15
    @Erroneouse15 3 роки тому +3

    Thank you very much! Didn’t know this existed & I’m a post it person. This is going to change my life, and your video is the cliffs notes. I’m exhausted in bed, it’s late and this actually inspires me to want to get up and set it up! TY TY TY!!

  • @gen2ux
    @gen2ux 3 роки тому +48

    As of May 4 2021 this is now a purple icon in Teams and it's named "Tasks by Planner and To Do".

  • @rachelkelly512
    @rachelkelly512 4 роки тому

    This presentation was very helpful. And the presenter has a good voice for training.

  • @AlexFrezCorrea
    @AlexFrezCorrea 4 роки тому +11

    tip: set speed 1.25x or 1.5x.
    Great video btw!!

  • @huser365
    @huser365 4 роки тому +1

    Kevin, are you looking over my shoulder? Just yesterday I needed to make a table of contents in Word and just like that there you were with a solution. Right now I'm looking into Planner, and look, there you are. You are creeping me out lol :-). Great content and presentation as ever. Thank you.

    • @Pooply21
      @Pooply21 4 роки тому

      I'm currently working on it as well!
      To be honest, it's annoying that we can't assign Checklist items to different team members nor give those due dates

  • @joniboissonneault997
    @joniboissonneault997 3 роки тому +2

    This was exactly what i needed! I've used both applications, but didn't know how to link the 2. Quick and easy tutorial. Great work!

  • @virudeep03
    @virudeep03 6 місяців тому

    गुरुर्ब्रह्मा गुरुर्विष्णुः गुरुर्देवो महेश्वरः 🙏जयगुरुदेव 🙏
    Very well explained 🙏

  • @melissaw7
    @melissaw7 Рік тому +5

    Great video Kevin! Planner is a great tool, and I enjoy working with it. Would love the ability to see who completed subtasks when multiple people are assigned to a single task (something like the person's profile with time/date stamp). Would love the ability to use the @ symbol to message someone specifically when multiple people are assigned to a task. This would eliminate other team members from being emailed on correspondence about the task that do not directly require their attention. They can always review the dialog from the task board but not be bothered with emails. Hope Microsoft will consider this. Looking forward to more useful features within Planner. Thanks!

  • @chloexiong
    @chloexiong 4 роки тому +1

    My school is using Microsoft through and through. Your videos really helped me to start the Microsoft ecosystem. Thank you!

  • @HonoraryAsian
    @HonoraryAsian 3 роки тому

    Thank you! Nice instruction and easy to follow. Someone just told me about MS Planner and after seeing the video, I am really excited to use it.

  • @Bertha_CIOL
    @Bertha_CIOL 3 роки тому

    Thank you for this very helpful tutorial, Kevin! MS Planner is now my new best friend!

  • @lucifortune
    @lucifortune 2 роки тому

    Thanks for the video, Kevin. My team has been using Planner via Teams since 2020. We track our projects by year. The problem we've run into is that some of our projects (cards) have more than one asset to it. Rather than creating a separate task/card for each asset (some can be as many as 96 different social media graphics for one project), we've been using a Label called "Multiple Assets" and add the number of total assets a particular card has in its name. For example: Project A - 5 would show that this project has 5 assets to it that we want to count at the end of the year. So, when we go to the Charts tab, it will show the number of projects in that channel/tab, however it won't add up the individual assets for a card into the total number. So, if my team has completed 10 projects, the Chart tab will show that. But, if two of the cards have multiple assets (such as Project A - 5 and Project B - 5), the Chart tab won't show that we've actually completed 19 projects. I have to manually count the total number of assets for that year. Does that make sense? Is there a way to count all assets without making a separate task for each item?

  • @frankiefrank4853
    @frankiefrank4853 3 роки тому +3

    In Teams the Planner icon is now a purple checklist icon... this drove me mad when I was clicking the very similar icon, the Projects icon and after two days of this... eureka!!!! I can read. Great video by the way.

  • @zziwamartin117
    @zziwamartin117 4 роки тому

    You're excellent at Microsoft Office products. Thanks for teaching the grobe

  • @BKTX
    @BKTX 3 роки тому +2

    Such a great tutorial. We are trying to implement a business process with multiple phases and tasks underneath each. Thank you, Kevin.

  • @lisaguerrero5600
    @lisaguerrero5600 Рік тому

    So helpful! I have been trying to find something like this. I agree with other commenters, that I would like to see a way to link tasks also, for instance if Jon Doe needs to do X before Jane Doe can do Y successfully, there should be some sort of a "nested" task, wherein Jon Doe's "X" is the main task and Jane's "Y" is the nested task, so that once Jon marks his task as complete, Jane's shows up as needing to be completed.

  • @barbgingerich510
    @barbgingerich510 4 роки тому +2

    do you have a more in depth about the sorting and filtering? Can you sort all your tabs? I created about 14 different ones for projects but cannot find how to filter all of them. Or is it better to place the 14 different projects under 1 tab and have each project be a bucket?

  • @normtakemori7044
    @normtakemori7044 4 роки тому +5

    Love your concise and efficient style of presenting material....bravo!

  • @kirratimms6136
    @kirratimms6136 4 роки тому +1

    Hi Kevin, Does planner have the ability to copy the tasks or make them recurring? for example if it's something the team does monthly and we want to track the progress without creating the tasks every month.

  • @sherylsailer4439
    @sherylsailer4439 3 роки тому +2

    Can you upload a spreadsheet to planner? We currently use a spreadsheet with tasks, assignees and due dates. Can we upload that to planner as opposed to having to recreate all the tasks in planner.

  • @toddouellette5619
    @toddouellette5619 2 роки тому

    Love your videos, always concise and informative

  • @deanrule9621
    @deanrule9621 4 роки тому

    Excellent overview. With this I will get started. Thanks.

  • @shabaccabdilahi9641
    @shabaccabdilahi9641 4 роки тому

    Just wanted to quickly stop by and say thank you very much for this great video.

  • @tracyhelpsyou7152
    @tracyhelpsyou7152 4 роки тому +5

    Hi, thanks for a great video ... is there a way to duplicate a bucket of tasks with different due dates for projects that recur each week?

  • @FredMay-t2m
    @FredMay-t2m 3 місяці тому +1

    This was a very helpful video! Is there a way to combine team members plans together to make a meta plan and one person oversee it all?

  • @twentyfivenhot
    @twentyfivenhot 2 роки тому +1

    this is exactly what my team needs. Great video.

  • @bangonkali
    @bangonkali 4 роки тому +8

    Nice. Thanks! Didn't know this existed even though we've been on teams for a while now.

  • @muelfernandez
    @muelfernandez 2 роки тому

    Very helpful video. Now I’m inspired to use this in our company.

  • @Tipko
    @Tipko 2 роки тому

    Thx Kevin. Great video. Simple and clear.

  • @solomonlalani
    @solomonlalani Рік тому +2

    Good explanation Kevin. Thanks. Questions: 1. Can non-Offic365 subscribers outside of your organizations be assigned tasks? I work with multiple teams geographically scattered in different countries, all of whom are not part of our organization and many may also not be Office365 subscribers? 2. What reports can be generated (on the outset, it seems there is no reporting functionality)? For example, can I see the days it took to complete each task/sub-task from the assigned date? Versus the deadline? 3. Can an existing worksheet from Excel be imported as a project?

  • @albert-zn3bp
    @albert-zn3bp 3 роки тому

    Really appreciate your videos! It is easy to understand and thorough enough to cover all the essential basic to let us kick start with experimenting.Thanks!

  • @ReYKaP-2010
    @ReYKaP-2010 5 місяців тому

    Very informative, and this one video is enough to kick start

  • @daisygarud
    @daisygarud 4 роки тому

    Very good way of explaining makes it very easy to understand

  • @hrishikeshchowdhury6987
    @hrishikeshchowdhury6987 4 роки тому

    Your way of explanation is really awesome and to the point. Love your videos. Thanks for uploading.

  • @onowuchux8643
    @onowuchux8643 2 роки тому

    Thanks Kevin. You actually do simplify it.

  • @limnitechtutoring
    @limnitechtutoring Рік тому

    I love that you have to say your hr department told you to say that. May Lord God bless you

  • @Alynrochelle87
    @Alynrochelle87 3 роки тому +1

    When a task is assigned, what notification (and where) does the person receive? Is there a way to set up dependencies? In your example, one task couldn't be started until the one before it was completed. If there was a notification sent to the person with the next task, it would be more efficient. Can you delete buckets when you are done with that mini-project?

    • @sfmchris123
      @sfmchris123 3 роки тому

      curious to know the answer to this as well

  • @mosesidam3390
    @mosesidam3390 2 роки тому

    thank you very much for the simpfied manner of teaching

  • @Are910
    @Are910 2 роки тому

    Great, thx! Would appreciate a video on how to use Planner across multiple teams/departments, so that I can view boards by each team/department, but then also in the aggregate, ensuring department members only view their own buckets.

  • @michaelferrandino3702
    @michaelferrandino3702 3 роки тому

    Thanks! I could not figure out how to view completed tasks until you brought up "View Progress"

  • @Gman240B
    @Gman240B 3 роки тому +7

    Hey Kevin, Great Microsoft Planner tutorial! I showed this to my boss and he loved the concept of it and we are currently trying to implement Microsoft Teams into our company. I noticed there was a delete task option and I was wondering if there was a way to prevent other team members from deleting tasks?

  • @LisaClues
    @LisaClues Рік тому

    Thanks Kevin, that was great to learn how to link the programs together.

  • @nayeliramirezmoreno3374
    @nayeliramirezmoreno3374 4 роки тому +1

    Hello Kevin, Thanks for the tutorial. However, I would like to know if Microsoft Planner can show Gantt charts. It can be illustrative and it can provide a quick look when activities have several tasks. Thanks

  • @marilynmorgenlander9722
    @marilynmorgenlander9722 4 роки тому +2

    Hi Kevin, Great video. I just want to know who does the updating of a task? Does each person who is assigned the task make the updates or is it the originator?

    • @VeeGeesMommy
      @VeeGeesMommy 4 роки тому

      Each person is able to update their own tasks.

  • @teresaperkins3712
    @teresaperkins3712 3 роки тому +1

    We do quarterly releases, so the tasks are very similar each project. I see there is a way to export tasks to Excel, but is there a way to import them? I would love to export the previous tasks, update with new dates and import them for the next release. Maybe there is a way to automate something....hmm.

  • @yoyolao2026
    @yoyolao2026 4 роки тому +3

    Hi Kevin, can we add estimated and actual hours for each task?

  • @anne-mariekirchner1314
    @anne-mariekirchner1314 4 роки тому +5

    Hi Kevin. Thanks for the video. I appreciate the difference in showing using different bucket names rather than the standard ones (todo in progress, completed). Question, I haven't really seen a good example creating a plan from an existing plan. I have tried that in Teams and did not get what I was expecting including that it ended up creating a new "group" instead of attaching to the team I was already in. I only found I was able to create a new plan for the same team If I was in planner from the web.

  • @T_210
    @T_210 4 роки тому +1

    Just found your videos and channel- thanks and good luck! Quick question, why does Planner only work for school and business accounts? I pay for my MS products, not digging they slice off certain parts of the family. In the alternative, MS sure needs a "Project Lite"- Project is vastly too expensive (unless you are building a office building!), us mortals would be happy to have a project management tool that is easy to use and affordable/included on Office. Thanks for the feedback!

  • @danielmackay7053
    @danielmackay7053 3 роки тому +3

    Great intro, will be using with my team. I saw the export to excel feature and wondered if there is a solution to import into something like "Gantt project planner". I know it sounds silly, but I need to show project progress to the board and they prefer seeing something like that. I can write my own VB to automate this, but why reinvent the wheel.. :)

  • @levancanh3927
    @levancanh3927 Рік тому

    Excellent tutorial as usual. Thank you

  • @mybudinesd4545
    @mybudinesd4545 3 роки тому

    Great video direct and too the point.

  • @kellylindsey2804
    @kellylindsey2804 4 роки тому +2

    Thanks, Kevin! Do you know if there is a way to create standard tasks to be copied into a board? I manage a number of similar projects and it would be nice to be able to copy common tasks from project to project rather than recreating each task every time. Trello has that function that you can create a checklist template and then pull that entire checklist in to any project which is really nice but I have not been able to find a similar function within Planner, am I just missing it?

  • @andrewmagdaleno5417
    @andrewmagdaleno5417 4 роки тому +1

    Commenting for the algorithm.
    Very helpful, thank you.

  • @jesstechspice
    @jesstechspice Рік тому

    Thanks Kevin! This was super informative!

  • @johannlotter4984
    @johannlotter4984 2 роки тому

    Hi Kevin. Thanks for the video. Any idea when the rich text change in planner is available for general release?

  • @mandarborkar5657
    @mandarborkar5657 Рік тому

    pretty much to the point. Thanks Kevin!

  • @tarshajackson8668
    @tarshajackson8668 4 роки тому +1

    is there a feature to create a template in planner such that you can start a new bucket with similar items. like for the videos in the example. a template that would always include the key task and you just have to change the date or even a dynamic date like 3rd tuesday etc.

  • @BeeCrzcrz
    @BeeCrzcrz 3 роки тому

    OMG, you just enlighten my life, open a new horizon to me. Why didn't I know it earlier :((

  • @mickaellelong6884
    @mickaellelong6884 3 роки тому +1

    Great videos, thanks. Could you do one, or have you done one, showing how to integrate MS Planner to MS Project?

  • @queridanel3012
    @queridanel3012 4 роки тому +1

    I have set up my 'master planner' and now trying to copy it to other channels. I don't however want details entered into any of the copied planners to be pulled through to the master planner. How do i go about this?

  • @naanbread1970
    @naanbread1970 4 роки тому +1

    Thank you Kevin! Shout out from Redmond. Great info on Planner. I love this app. Thanks so much for sharing your brain.

  • @nicolameere2130
    @nicolameere2130 4 роки тому +16

    Hi Kevin, thanks for the videos, really informative. My question: when you assign work to people in planner does it send them a notification, or is the planner just your plan to keep track of your team. Also Is it linked to the calendar in any way.

    • @andreidobrin89
      @andreidobrin89 4 роки тому +1

      Hello, It does send them an email. I'm using Planner for some time now

    • @deagaric4765
      @deagaric4765 4 роки тому +3

      It can also sync with your outlook calendar

    • @heatherfeather2621
      @heatherfeather2621 4 роки тому +2

      It doesn't for all. There is a setting for the workplan and the default is off for me. I also have alerts turned off in Teams...so I never see anything. Now, if you comment on a task everyone on that task gets and email period. I'd love a deeper look into planner (talk about alerts, workaround for not being able to add a team to a task easily, inability to track progress as people complete portions of a task, etc)

  • @ddbean6571
    @ddbean6571 Рік тому

    Fantastic overview! Thanks!

  • @mohamedrudwan2157
    @mohamedrudwan2157 3 роки тому

    Great effort. Worth a try but couldn’t find it on the browser? Is it possible also to use it for self-planning other than a group organizer?

  • @tirinop
    @tirinop 4 роки тому

    Thanks you Kevin...I am thinking about using Planner for organizing my class...last year I used the calendar on the main TEAMS page. Basically set a meeting for every assignment. I was thinking about using Planner but seeing how I could assign various class assignments to a whole group. Some of this is not completely appropriate for what I am trying to do. Any suggestions for teachers?

  • @Osuna2024
    @Osuna2024 2 роки тому

    Hellom Kevin! I was looking for an MS Project to see if we include it in our 2023 budget. I can't find a tutorual on your page! Do you have a video on this platform or are you soon planning to do one? It would be awesome since your videos are very well explained and I would like your guide.
    Thanks! And have a great start to your week.

  • @hreeves100
    @hreeves100 2 роки тому

    Great tutorial, question: Does MS planner have an interface to the ATLASSIAN tools Jira or Confluence

  • @Falcon-qg7sr
    @Falcon-qg7sr 4 роки тому +1

    Thank you so much for your video, it is really helpful and now I can start using this lovely tools with out any problem.

  • @SasanAfsoosi
    @SasanAfsoosi 4 роки тому +6

    Great job. Thanks! It will be helpful if you can produce a video on "MS Planner for Agile PI Planning".

  • @noleman3369
    @noleman3369 4 роки тому +1

    Well done! Question: What if a team member or manager doesn't have Teams? How do you share and/or collaborate?

  • @williamageorge
    @williamageorge 4 роки тому +1

    Good presentation. Just one question though. Is there any possibility to add reminders for the tasks?

    • @BronsonLivesHere209
      @BronsonLivesHere209 4 роки тому

      I get sent reminders to my email address of Tasks that are due. Sorry I don’t know how to set it up but it’s possible.

    • @williamageorge
      @williamageorge 4 роки тому

      @@BronsonLivesHere209 I also get reminders sent at the due date. But I want to decide when I will receive the reminder Just like how it is in outlook tasks. The user can decide when to get the reminder.

    • @BronsonLivesHere209
      @BronsonLivesHere209 4 роки тому

      @@williamageorge Sorry I can't help you there. Good luck.

  • @alepollsvideos
    @alepollsvideos 3 роки тому

    Hi Kevin, this tool would be really good to use for personal projects, is there a way to log with a non work account? From what I see, it has a great feature which is missing in To-Do, which is the progress tracking feature. I need to be able to track activities by progress. Thanks.

  • @pratikkute8143
    @pratikkute8143 4 роки тому

    Thanks Kevin,
    It was really very informative.... We are going up with Planner next week and this will give me a boost to prepare an SOP.

  • @betiwondwossen9613
    @betiwondwossen9613 4 роки тому

    waw your explanation is 100% good thank you

  • @nurheuteable
    @nurheuteable 2 роки тому +1

    Hi Kevin, thanks for the video! It would be great if there werde the possibility to add a status for a task, like on hold, in review, with client, with third party or something similar instead of just not started, in progress, and finished. Do you know if Microsoft plans to change this or is there the possibility to change it myself? Thanks in advance.

  • @travelwell6049
    @travelwell6049 Рік тому

    Great video as always. I'm going to give it a go. 🙂

  • @yusrighouse
    @yusrighouse 4 роки тому

    ah nice video man. My company recently started using teams and right now still kinda figuring out how to use all these cool stuff. Thanks!

  • @ATL_323
    @ATL_323 4 роки тому

    Excellent video. I stumbled upon your video trying to find an introductory video and I found gold instead! Thanks for the excellent video content!

  • @asdigitalmarketing9317
    @asdigitalmarketing9317 3 роки тому

    THX for the video. How is the best way to track time for tasks?

  • @sudevrohan
    @sudevrohan 4 роки тому +1

    Can the effort be recorded against each task which is assigned so that one can get a timesheet as well from Planner ?

  • @dawilliams1887
    @dawilliams1887 4 роки тому

    Thanks, Kevin! Very helpful video. One thing I didn't see you cover is how to export information from Planner.

  • @williampulling7275
    @williampulling7275 4 місяці тому

    It would be helpful if there was more detail about configuration like editing labels and configuring priorities if that functionality is available.

  • @MermaidsMoonlight
    @MermaidsMoonlight 3 роки тому

    Hi Keving, Thanks for this tutorial. I created a team in Planner on the ONLINE version... how do I transfer that information to Planner on Teams? I would really appreciate your help. Thank you!

  • @danielabocco7624
    @danielabocco7624 4 роки тому +2

    Hi Kevin - GREAT video. thank you - quick question, can we change the name of the labels? or is that not available for that feature yet? thanks!

  • @hanadreads
    @hanadreads 3 роки тому

    Good job. Keep diving into the examples.

  • @k2theboss47
    @k2theboss47 4 роки тому +1

    Great Video!
    Q: Is there a way to connect Planner to PowerBI? I mean without having to Export to Excel and import into Power BI each time you want your updated tasks?

  • @naseerakbari1164
    @naseerakbari1164 3 роки тому

    hey thanks for your Video! can i safe it as a draft and use it often and often? i am just thinking as proccess flow management, which it happens often!

  • @the-human-unit2758
    @the-human-unit2758 3 роки тому

    Hello Kevin, love the tutorials. I just started a job as an industrial engineer 3 and my office used all of the Microsoft apps but I never did use Microsoft so I'm trying to learn them. We collect mfg data from several systems that all connec to our SAP system. What's the best app to use l to pull data out of an SAP system to generate automated daily reports

  • @jasonderjung7353
    @jasonderjung7353 4 роки тому +1

    Is there a way to create a "recurring" task in teams, for example every Thursday at 3pm?

  • @judithjscott
    @judithjscott 4 роки тому

    Excellent video. Thanks so much!

  • @thefamily6418
    @thefamily6418 2 роки тому

    Great overview, thanks so much!!

  • @aidayohannes3846
    @aidayohannes3846 3 роки тому

    Very informative! God Bless you for your work!!😁

  • @murraywilkinson4794
    @murraywilkinson4794 4 роки тому +1

    hi Kevin, Im trying to add planner into teams and it doesnt show up when i press the add tab, any ideas what im doing wrong?