Microsoft Planner - Epic Management Of Shared task list - Best Practices | 2023 | Efficiency 365

Поділитися
Вставка
  • Опубліковано 27 лис 2024

КОМЕНТАРІ • 37

  • @sharrilee
    @sharrilee 4 місяці тому

    Thank you. Really like your youtubes. Super helpful.

    • @efficiency365
      @efficiency365  4 місяці тому

      Thanks @sharrilee
      This planner version is now revamped. Watch this latest video.
      Efficient Tasks Management using the New Planner 2024 - ua-cam.com/video/kgxqzDirw1o/v-deo.html
      Check out my other best practices videos as well.
      Task Management Best Practices - ua-cam.com/video/DJcxPtu-rcg/v-deo.html
      Microsoft Teams Meetings - 16 Best Practices - ua-cam.com/video/l3Bvq-I0hy4/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @amal93_GA
    @amal93_GA 3 місяці тому

    Appreciate your simple yet useful guidance. I don't see the "Tasks by Planner and To Do" either in my outlook or MS team, either in the 3 dots or in the more apps section. I am using the recent 365. Can you guide on this ?
    I can see "To Do" in the outlook side bar, and "Planner" in the MS teams interface.

    • @efficiency365
      @efficiency365  3 місяці тому

      Thanks @amal93_GA
      See the new version of this video.
      It is just called Planner now.
      Task Management Best Practices - ua-cam.com/video/DJcxPtu-rcg/v-deo.html
      Efficient Tasks Management using the New Planner 2024 - ua-cam.com/video/kgxqzDirw1o/v-deo.html
      Check out my other best practices videos as well.
      Microsoft Teams Meetings - 16 Best Practices - ua-cam.com/video/l3Bvq-I0hy4/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @derrick8224
    @derrick8224 Рік тому

    Excellent. Thanks

    • @efficiency365
      @efficiency365  Рік тому +1

      Thanks @derrick8224
      Check out my other best practices videos as well.
      Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      Task Apps Comparison: ua-cam.com/video/ViWJIzMPQZg/v-deo.html
      Teams Meeting - Agenda, Action Points, Notes - ua-cam.com/video/k0t8_mNkMDw/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @r0ricker
    @r0ricker Рік тому

    This is very helpful. Background music and mod funny clips included.

    • @efficiency365
      @efficiency365  Рік тому

      Thanks @rachaelricker4623.
      Check out my other best practices videos as well.
      Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Word Tables Best Practices - The ultimate guide - ua-cam.com/video/ueKCHxNUOkA/v-deo.html
      Cheers. Doc.

  • @efthimiosspiridopoulos9531
    @efthimiosspiridopoulos9531 Рік тому

    Great content, thank you!
    How do we book time in Outlook calendar though for a Planner task? Importing the plan as Calendar does not allow booking time in day calendar.

    • @efficiency365
      @efficiency365  Рік тому

      Use the Bookings app - which is a part of Office 365.
      ua-cam.com/video/t4WHKvmec5Y/v-deo.html

  • @StyleHike
    @StyleHike Рік тому

    i have watched lot of your videos on TEAMS thanks a ton for your guidance and support . If you could advise me how to create subtasks and assign them to different individuals, I would greatly appreciate it

    • @efficiency365
      @efficiency365  Рік тому

      Thanks @StyleHike.
      Using Planner you cannot have subtasks.
      Each Planner task does have a checklist. You can consider those as subtasks.
      For formal dependencies across tasks you have to use MS Project or similar apps.
      One word of caution: Planner tasks are great. But anyone in the team can delete or alter anything in a task without any audit trail.
      I suggest you use Loop components for managing work - here is how you do it in a meeting context. ua-cam.com/video/k0t8_mNkMDw/v-deo.html
      Check out my other best practices videos as well.
      Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices ua-cam.com/video/D7ZrfphW4vo/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Word Tables Best Practices - The ultimate guide - ua-cam.com/video/ueKCHxNUOkA/v-deo.html
      Cheers. Doc.

  • @MBudhwant
    @MBudhwant Рік тому

    Very helpful

    • @efficiency365
      @efficiency365  Рік тому

      Thanks @ItsGonnaBeOkayForAll
      I also create conceptual and thought provoking videos. Check these out:
      Is efficiency dangerous? ua-cam.com/video/Tp3j-UEcxLA/v-deo.html
      The Efficient Mindset. NOT Basic or Advanced - ua-cam.com/video/_kpTgeBKUck/v-deo.html
      How to manage ignorance? Learn to learn - ua-cam.com/video/RsSJDVNC-Eo/v-deo.html
      Don't buy Microsoft Office 365 - unless Podcast - ua-cam.com/video/zbwQUKrJ_pg/v-deo.html
      Do let me know your feedback.
      Cheers
      Doc

  • @phillyputz
    @phillyputz Рік тому +3

    Very helpful content but the background 'musak' is pretty distracting.

    • @efficiency365
      @efficiency365  Рік тому +2

      Thanks for the feedback. Will reduce musak volume (or stop using it) in future videos.

  • @diangela100
    @diangela100 Рік тому

    Is it possible to automatically assign a task to a person? Or at least have the person as a mandatory field?
    Thanks for the videos btw, always great
    👍

    • @efficiency365
      @efficiency365  Рік тому +2

      No automatic assignment possible in Planner itself.
      However if you have specific condition(s) when a task should be assigned to someone, use Power Automate.

  • @cossack4930
    @cossack4930 Рік тому

    I knows it’s early but when should I use Loop vs. OneNote? I can see a case that OneNote merges into Loop (+Whiteboard)

    • @efficiency365
      @efficiency365  Рік тому

      Hi
      OneNote is for taking notes. Unstructured stuff.
      Loop is for specific things where you need inputs from multiple persons.
      Loop components are currently available in Teams Chat, Word and Outlook, but will be available in OneNote as well.
      Loop items are standalone - you can put them anywhere and they still update the base content.
      Container independent co-authoring = Loop.

  • @espenlund9131
    @espenlund9131 Рік тому

    Is there a way to move tasks created in loop components or similar to a shared plan?

    • @efficiency365
      @efficiency365  Рік тому +1

      Thanks @espenlund9131.
      First of all, check out this video - Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      You can create a workspace in Loop and copy paste individual loop components.
      Check out my other best practices videos as well.
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices ua-cam.com/video/D7ZrfphW4vo/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Word Tables Best Practices - The ultimate guide - ua-cam.com/video/ueKCHxNUOkA/v-deo.html
      Cheers. Doc.

  • @namrata6208
    @namrata6208 Рік тому

    Like you list two teams one was procurement and other monthly review so how did you create those team ?? Please explain Rest process i know but im not able to create a team to select it in the first place 😅

    • @efficiency365
      @efficiency365  Рік тому

      Thanks @namrata6208
      Go to Teams in Teams - Create a Team - Blank Team - Private - Give it a name and Add members.
      Check out my other best practices videos as well.
      Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      Teams Meeting - Agenda, Action Points, Notes - ua-cam.com/video/k0t8_mNkMDw/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @L_niel_1003
    @L_niel_1003 Рік тому

    MS Project is a powerful way to manage tasks too. Just started learning it. Future video?

    • @efficiency365
      @efficiency365  Рік тому +1

      Yes. I agree. MS Project is the most comprehensive, accurate and powerful way of managing tasks, projects and more.
      Unfortunately, it needs to be purchased separately.
      Secondly, even people who do have MS Project use it in isolation.
      For exploiting the full benefits, you need to use Project Server (now called Project Online).
      I do not know of a single organization that has licenses for MS Project for all users.
      Hence, we have to assume that MS project will be available, at best, in pockets.
      Therefore, we have no choice but to use the other tools available in the platform.
      That is the purpose of this video.
      Watch the detailed task management video - then you will get a clearer idea about which tool to use when and why.
      Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      Check out my other best practices videos as well.
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Word Tables Best Practices - The ultimate guide - ua-cam.com/video/ueKCHxNUOkA/v-deo.html

    • @L_niel_1003
      @L_niel_1003 Рік тому

      @@efficiency365 thank you!

  • @et.sachin
    @et.sachin Рік тому

    Is it possible to make tasks private such that employees can't see others tasks?

    • @efficiency365
      @efficiency365  Рік тому

      Thanks @et.sachin
      Short answer - use Outlook tasks for delegation.
      Watch these two videos for the answer.
      Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
      Task Apps Comparison: ua-cam.com/video/ViWJIzMPQZg/v-deo.html
      Check out my other best practices videos as well.
      Teams Meeting - Agenda, Action Points, Notes - ua-cam.com/video/k0t8_mNkMDw/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

  • @namrata6208
    @namrata6208 Рік тому

    How to add a Group or a team in planner if any team is not there how to create one somthing which appears under may task while creating a task for the team option in a drop down section?

    • @efficiency365
      @efficiency365  Рік тому

      Thanks @namrata6208 for the feedback.
      Create a Team first. Add the Planner tab to it - Tasks by Planner and To DO.
      That way, all Team members automatically become part of the Planner group.
      You may also like these Word related videos:
      Word top 10 settings - ua-cam.com/video/_8r7vNrqh34/v-deo.html
      Word Tables - 8 ways to create: ua-cam.com/video/X-G8bZVCGBk/v-deo.html
      Word Tables - 13 problems solved: ua-cam.com/video/y5IblpvN_Jg/v-deo.html
      Word Styles - ua-cam.com/video/7f_aOgsvKA0/v-deo.html
      Word Sections - ua-cam.com/play/PL-UPeBWRvha036g2sTc69H85sUd0pb4RY.html
      Handing long, complex word documents - ua-cam.com/video/9jrYJHQ7YmQ/v-deo.html
      Thanks.
      Dr. Nitin.

  • @anishsharma4410
    @anishsharma4410 10 місяців тому

    Please sir aap Excel large sheet ka print out one page par kaise set karke uska print nikale

    • @efficiency365
      @efficiency365  10 місяців тому

      Printer page ka size ke bahar jayega data to ek page nahi ho sakta.
      In Excel go to View - Page Layout and adjust.

  • @Hecheva64
    @Hecheva64 Рік тому

    Unfortunately, planner saves all the task atrachments in the Share Point's root folder. We are moving to Microsft list because of this

    • @efficiency365
      @efficiency365  Рік тому +2

      Hi @hernanechevarria9614
      As of now (Sep 2023), the best way to create a task list is to use a Loop page.
      Add one or more Loop Task lists on it. Delegate work from the page.
      Individuals can see tasks delegated to them in Assigned To Me.
      The loop page is the Assigned By Me equivalent.
      Check out my other best practices videos as well.
      Teams Meeting - Agenda, Action Points, Notes - ua-cam.com/video/k0t8_mNkMDw/v-deo.html
      Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
      OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
      Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
      Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
      OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
      Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
      Cheers. Doc.

    • @Hecheva64
      @Hecheva64 Рік тому

      @@efficiency365 thanks! I recently discovered your channel and subscribed. I am checking all your videos. Great stuff!

    • @efficiency365
      @efficiency365  Рік тому

      Thanks. More stuff coming soon.
      Feel free to suggest topics for videos.