How to use Microsoft Planner (2023)

Welcome to our comprehensive tutorial on how to use Microsoft Planner in 2023! Whether you're a professional, student, or entrepreneur, Planner is your go-to tool for efficient task management and collaboration. In this detailed video, we'll guide you step-by-step through Planner's essential functionalities and show you how to make the most of this powerful planning tool. Let's dive in! 🚀💡 ⭐️ What You'll Learn in This Tutorial ⭐️ 1️⃣ Creating a Plan: Discover how to set up a new plan in Planner, customize it to fit your project or workflow, and invite team members to collaborate. 📅🗂️ 2️⃣ Using Planner Templates: Save time and jumpstart your planning process with pre-designed templates in Planner. Learn how to select, customize, and utilize templates to boost your plan from the start. 📋✨ 3️⃣ Creating and Managing Tasks: Master the art of creating tasks within Planner, assigning due dates, adding attachments, and tracking progress. Stay organized and ensure smooth task execution. ✅📎 4️⃣ Collaboration and Communication: Explore how Planner integrates with Microsoft Teams, enabling seamless communication and collaboration within your team. Learn how to leverage this powerful integration to streamline your workflow. 💻🤝 5️⃣ Tracking Progress and Reporting: Uncover the reporting capabilities in Planner. Learn how to track progress, generate insightful reports, and gain valuable insights into your team's performance. 📊📈 📖 FREE Microsoft eBook Offer 🎁 As a bonus, we're offering a FREE Microsoft eBook packed with valuable insights and tips for maximizing your productivity with Microsoft tools. Click the link below to get your free eBook now! 👇 https://www.your365coach.co.uk/ebook 🔔 Don't miss out on future tutorials and productivity hacks in Microsoft 365! Hit that subscribe button and turn on the notification bell so you never miss an update. 📲✅ 🌟 Have any questions or need additional guidance? Drop a comment below, and we'll be happy to assist you throughout your Planner journey. Let's conquer tasks like pros together! 🎯💼 00:00 Welcome 00:21 What is Microsoft Planner? 00:58 Microsoft Planner or Microsoft Project? 02:02 Accessing Microsoft Planner 02:55 Creating a new Plan 03:05 Using Planner Templates 03:35 Naming your Plan 04:00 Securing your Plan (Public vs Private) 04:41 Group Enabled Plans 05:17 Reviewing our Plan 05:29 What are Buckets in Planner 05:48 Creating a new Bucket in Planner 06:06 What are Tasks in Planner 07:09 Checklists in Tasks 07:43 Adding Attachments in Tasks 08:14 Adding Comments in Tasks 08:31 AI Suggested Attachments in Tasks 08:57 Assigning Tasks in Planner 09:29 Adding Tasks for Non-Members in a Plan 11:15 Creating a Task in Planner 12:09 Reviewing Charts and Dashboards in Planner 13:12 Using Grid View in Planner 13:57 Slicing and Dicing the Board View in Planner 14:30 SharePoint Files in Planner 14:51 Export a Plan into Excel 15:15 Set a Custom Design and Theme in Planner 15:52 Deleting a Microsoft Planner Plan 16:24 Review all Tasks Assigned to you in Planner 17:17 Using Planner in Microsoft Teams 18:15 Creating a new Plan in an existing Microsoft Team 21:09 Using the Planner App in Microsoft Teams 21:23 Closing Thoughts on Planner