
Planner - Introduction to Planner Tutorial
In this video, you will learn about the introduction to Microsoft Planner.
The video covers the basics of using Microsoft Planner to organize and prioritize your team's tasks.
You will discover how to create compartments to organize tasks, enrich tasks with documents and labels, and track the progress of your plan.
This will help you better distribute the workload of your projects and collaborate more effectively with your teams.
By using Microsoft Planner, you can optimize your personal work by visualizing deadlines, defining priorities, and staying organized and productive.
Additionally, you can integrate Microsoft Planner with other cross-functional applications in Microsoft 365, such as Microsoft Teams and Microsoft Outlook, to further enhance your task management capabilities.
- 3:00
- 3753 views

-
Planner - Creating compartments to organise tasks
- 6:45
- Viewed 4657 times
-
Planner - Starting with planner
- 4:28
- Viewed 8613 times
-
Planner - Advanced tasks
- 3:18
- Viewed 3778 times
-
Planner - Enrich tasks content
- 5:48
- Viewed 4421 times
-
Planner - Displaying the progress of your plan
- 4:17
- Viewed 3260 times
-
Flow / Power Automate - Introduction to Flow
- 01:06
- Viewed 3223 times
-
OneNote - Introduction to OneNote
- 1:16
- Viewed 3481 times
-
Bookings - Introduction to Bookings
- 1:19
- Viewed 4108 times
-
Starting with planner
- 4:28
- Viewed 8613 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4657 times
-
Enrich tasks content
- 5:48
- Viewed 4421 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4255 times
-
Advanced tasks
- 3:18
- Viewed 3778 times
-
Planner and transverse applications
- 4:43
- Viewed 3715 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3260 times
-
Introduction to Planner
- 00:56
- Viewed 224 times
-
Starting with planner
- 4:28
- Viewed 8613 times
-
Introduction to Power Bi
- 1:29
- Viewed 6748 times
-
The role of an administrator
- 2:22
- Viewed 5141 times
-
General Introduction
- 2:54
- Viewed 4931 times
-
Introduction to PowerApps
- 1:12
- Viewed 4196 times
-
Start using Excel
- 4:22
- Viewed 4147 times
-
Introduction to Bookings
- 1:19
- Viewed 4108 times
-
A closer look at the ribbon
- 3:55
- Viewed 4080 times
-
Tell me what you want to do
- 0:57
- Viewed 4061 times
-
Introduction to Power BI Building Blocks
- 3:07
- Viewed 4052 times
-
Introduction to Power BI Desktop
- 2:52
- Viewed 4018 times
-
New Interface
- 3:02
- Viewed 3964 times
-
A first look at Excel 2016
- 3:22
- Viewed 3942 times
-
Top tips for working in Excel Online
- 3:35
- Viewed 3904 times
-
How things are organized
- 1:58
- Viewed 3863 times
-
Introducing PowerAutomate
- 1:53
- Viewed 3845 times
-
Introduction to Excel
- 0:59
- Viewed 3827 times
-
Introducing Whiteboard
- 1:01
- Viewed 3658 times
-
Save and print an Excel workbook
- 1:53
- Viewed 3651 times
-
Introduction to PowerPoint
- 0:58
- Viewed 3638 times
-
A first look at PowerPoint 2016
- 4:18
- Viewed 3633 times
-
Introducing Outlook
- 0:50
- Viewed 3620 times
-
Introducing Project
- 1:02
- Viewed 3564 times
-
Introduction to Word
- 0:59
- Viewed 3562 times
-
Get going fast
- 1:38
- Viewed 3503 times
-
Introduction to Stream
- 1:17
- Viewed 3484 times
-
Introduction to OneNote
- 1:16
- Viewed 3481 times
-
Viva Connections in Microsoft Teams
- 0:58
- Viewed 3462 times
-
Save time while searching for documents or informations
- 3:57
- Viewed 3445 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3418 times
-
An Overview of SHIFTS
- 1:21
- Viewed 3363 times
-
Introducing Lists
- 0:41
- Viewed 3352 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3343 times
-
Introducing Microsoft365
- 0:56
- Viewed 3327 times
-
Getting Started with Outlook Mobile App
- 1:53
- Viewed 3273 times
-
Introducing MyAnalytics
- 1:37
- Viewed 3259 times
-
Access your Office Online App
- 0:43
- Viewed 3170 times
-
Clutter
- 1:31
- Viewed 3166 times
-
Do things quickly with Tell Me
- 0:49
- Viewed 3126 times
-
Office 365 overview
- 2:27
- Viewed 3114 times
-
Start using PowerPoint
- 2:06
- Viewed 3105 times
-
Office Online Apps
- 1:27
- Viewed 3093 times
-
Save a PowerPoint presentation
- 1:55
- Viewed 3092 times
-
Understand the difference between surveys and quizzes in Microsoft Forms
- 1:34
- Viewed 3037 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 2973 times
-
How things are organized
- 2:04
- Viewed 2941 times
-
Interface Introduction of SHIFTS
- 1:48
- Viewed 2941 times
-
A closer look at the ribbon
- 4:20
- Viewed 2925 times
-
Introducing Microsoft Viva Engage
- 1:20
- Viewed 2915 times
-
Discovery of the interface
- 2:46
- Viewed 2897 times
-
Discover Excel Online
- 2:34
- Viewed 2871 times
-
Presentation of the interface of your profile
- 1:41
- Viewed 2801 times
-
What is Microsoft Forms?
- 1:23
- Viewed 2796 times
-
Get going fast
- 1:54
- Viewed 2792 times
-
Quick assist
- 1:29
- Viewed 2774 times
-
Discover PowerPoint Online
- 2:35
- Viewed 2745 times
-
What is Viva Connections?
- 0:50
- Viewed 2722 times
-
Discover Word Online
- 2:34
- Viewed 2671 times
-
What is an Open Shift?
- 0:45
- Viewed 2612 times
-
Tracking Prevention
- 0:59
- Viewed 2567 times
-
Introduce OneNote
- 2:08
- Viewed 2546 times
-
Organize your items with tags
- 2:52
- Viewed 2527 times
-
Introduction to the course on Forms
- 1:23
- Viewed 2490 times
-
Interface Discovery
- 2:20
- Viewed 2490 times
-
Do things quickly with Tell Me
- 1:07
- Viewed 2450 times
-
Introduction to Microsoft Stream (on SharePoint)
- 1:04
- Viewed 2372 times
-
Homepage Navigation
- 0:48
- Viewed 2356 times
-
Functioning of the inbox
- 1:19
- Viewed 2340 times
-
Interface overview
- 1:08
- Viewed 2306 times
-
Navigating within a group
- 1:13
- Viewed 2278 times
-
Using Microsoft Viva Insights In Teams
- 0:59
- Viewed 2236 times
-
Introduction to the Microsoft Forms home page
- 3:14
- Viewed 2203 times
-
What is OneDrive ?
- 01:14
- Viewed 2188 times
-
Exploring the viva insights interface
- 1:56
- Viewed 2091 times
-
Introducing Sharepoint
- 01:13
- Viewed 2056 times
-
Using relaxation modules
- 1:32
- Viewed 2043 times
-
Find content and people
- 0:59
- Viewed 1639 times
-
How to Access Copilot
- 03:00
- Viewed 1436 times
-
Finding and Installing Teams for Mobile
- 0:57
- Viewed 1287 times
-
Introduction to Teams
- 1:25
- Viewed 1261 times
-
Presentation of the desktop application
- 2:16
- Viewed 1219 times
-
Interface Overview
- 1:10
- Viewed 1203 times
-
What can Copilot do for you ?
- 2:37
- Viewed 1097 times
-
Search from emails with Copilot
- 00:53
- Viewed 764 times
-
Task Module Overview
- 01:56
- Viewed 552 times
-
The Bcc Field in Detail
- 01:53
- Viewed 446 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 365 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 330 times
-
Explore the Interface
- 03:22
- Viewed 325 times
-
Manage Views
- 02:36
- Viewed 291 times
-
Introduce the new version of Outlook
- 02:01
- Viewed 289 times
-
Consult the adoption of Copilot through Viva Insights
- 00:52
- Viewed 260 times
-
Using Copilot in OneNote with Right-Click
- 01:21
- Viewed 241 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 5 times
-
Format and example for optimal results
- 02:03
- Viewed 6 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 5 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 8 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 5 times
-
What is a prompt in conversational AI?
- 02:07
- Viewed 8 times
-
Extract Text from an Image
- 01:07
- Viewed 26 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 36 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 40 times
-
Query an Attached Meeting
- 01:51
- Viewed 18 times
-
Plan with Copilot
- 01:15
- Viewed 24 times
-
Share Requests with Your Team
- 03:07
- Viewed 37 times
-
Translate a presentation
- 01:38
- Viewed 22 times
-
Generate a Video
- 01:49
- Viewed 21 times
-
Add Speaker Notes
- 00:56
- Viewed 20 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 99 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 100 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 116 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 133 times
-
Copilot at the service of project reports
- 02:36
- Viewed 119 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 117 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 199 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 121 times
-
Project mode
- 01:31
- Viewed 122 times
-
Create an agent for a team
- 01:53
- Viewed 193 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 190 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 103 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 193 times
-
Copilot Studio agent settings
- 01:33
- Viewed 91 times
-
Add new actions
- 01:54
- Viewed 185 times
-
Create a first action
- 01:59
- Viewed 181 times
-
Manage topics
- 01:51
- Viewed 121 times
-
Manage knowledge sources
- 01:11
- Viewed 93 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 186 times
-
Access Copilot Studio
- 01:09
- Viewed 179 times
-
Get started with Copilot Studio
- 01:25
- Viewed 98 times
-
Introduction to PowerBI
- 00:60
- Viewed 226 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 220 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 223 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 237 times
-
Introduction to Planner
- 00:56
- Viewed 224 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 233 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 228 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 326 times
-
Introduction to Sway
- 01:53
- Viewed 284 times
-
Introducing to Word
- 01:00
- Viewed 219 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 207 times
-
Create a call group
- 01:15
- Viewed 311 times
-
Use call delegation
- 01:07
- Viewed 179 times
-
Assign a delegate for your calls
- 01:08
- Viewed 306 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 182 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 173 times
-
Manage advanced call notifications
- 01:29
- Viewed 187 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 261 times
-
Block unwanted calls
- 01:24
- Viewed 212 times
-
Disable all call forwarding
- 01:09
- Viewed 191 times
-
Manage a call group in Teams
- 02:01
- Viewed 207 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 184 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 180 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 201 times
-
Manage voicemail messages
- 01:55
- Viewed 281 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 311 times
-
Customize your voicemail greeting
- 02:17
- Viewed 180 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 191 times
-
Manage simultaneous calls
- 01:52
- Viewed 190 times
-
Support third-party apps during calls
- 01:53
- Viewed 230 times
-
Add participants quickly and securely
- 01:37
- Viewed 192 times
-
Configure call privacy and security settings
- 02:51
- Viewed 189 times
-
Manage calls on hold
- 01:20
- Viewed 183 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 181 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 187 times
-
Draft a Service Memo
- 02:33
- Viewed 238 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 223 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 338 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 309 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 118 times
-
Other Coaches
- 01:45
- Viewed 234 times
-
Agents in SharePoint
- 02:44
- Viewed 188 times
-
Prompt coach
- 02:49
- Viewed 216 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 206 times
-
Configure a Copilot Agent
- 02:39
- Viewed 207 times
-
Describe a copilot agent
- 01:32
- Viewed 235 times
-
Rewrite with Copilot
- 01:21
- Viewed 199 times
-
Analyze a video
- 01:21
- Viewed 229 times
-
Use the Copilot pane
- 01:12
- Viewed 213 times
-
Process text
- 01:03
- Viewed 206 times
-
Create an insights grid
- 01:19
- Viewed 352 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 209 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 233 times
-
Create an image with Copilot
- 00:42
- Viewed 366 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 225 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 233 times
-
Chat with Copilot
- 00:50
- Viewed 235 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 354 times
-
Data Privacy in Copilot
- 00:43
- Viewed 229 times
-
Access Copilot
- 00:25
- Viewed 387 times
-
Use a Copilot Agent
- 01:24
- Viewed 246 times
-
Edit in Pages
- 01:49
- Viewed 265 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 234 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 230 times
-
Generate the email for the recipient
- 00:44
- Viewed 216 times
-
Action Function
- 04:18
- Viewed 186 times
-
Search Function
- 03:42
- Viewed 235 times
-
Date and Time Function
- 02:53
- Viewed 227 times
-
Logical Function
- 03:14
- Viewed 349 times
-
Text Function
- 03:25
- Viewed 246 times
-
Basic Function
- 02:35
- Viewed 207 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 248 times
-
Introduction to Power Fx
- 01:09
- Viewed 236 times
-
The New Calendar
- 03:14
- Viewed 385 times
-
Sections
- 02:34
- Viewed 218 times
-
Customizing Views
- 03:25
- Viewed 210 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 424 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 250 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 186 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 134 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 229 times
-
Use the narrative Builder
- 01:31
- Viewed 266 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 234 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 241 times
-
Share a document with copilot
- 00:36
- Viewed 236 times
-
Configurate a page with copilot
- 01:47
- Viewed 237 times
-
Use Copilot with Right-Click
- 02:50
- Viewed 1280 times
Objectifs :
This document aims to provide a comprehensive overview of how to effectively use Planner within Office 365 for project collaboration, task management, and team communication.
Chapitres :
-
Introduction to Planner
Planner is a project management tool integrated within Office 365 that allows teams to collaborate on projects, track progress, and manage individual assignments efficiently. This guide will walk you through the essential features of Planner and how to utilize them for effective teamwork. -
Accessing Planner
To open Planner, follow these steps: - Select the app launcher (the grid icon) in Office 365. - Click on 'All apps' and then select 'Planner'. - For quick access, use the pin feature to keep Planner at the top level of your apps. -
Creating and Managing Plans
When you create a new plan in Planner, a corresponding Office 365 group is automatically created with the same name. If you wish to add a plan to an existing group, you can do so as well. To manage your plans: - Select a plan from the Planner hub under 'Recent plans' or 'All plans'. - You can also add your plan to favorites for quick access to its status. -
Integrating Planner with Teams
To enhance collaboration, you can add a Planner tab in Microsoft Teams. This allows you to: - Collaborate with your team on the plan. - Have conversations and share files all in one place. This integration streamlines communication and keeps all project-related information accessible. -
Task Management
In Planner, you can view your team's tasks on a board and create buckets to group related tasks. For example, you might have a bucket labeled 'Catering'. To add a task: - Click the plus sign (+). - Enter a task name, set a due date, and assign it to a team member. In this case, we will assign it to Enrico, who is responsible for catering. Enrico can choose to receive notifications about assignments via email, Teams, or on his mobile device. -
Using Filters and Views
To manage tasks effectively, you can: - Use filters to narrow down the tasks displayed. - Group tasks by various criteria to sort them. - Drag tasks between buckets to update their status. - Mark tasks as complete using the task completion checkbox. Selecting a task allows you to add more details, check the status, and view the progress of tasks within each bucket, as well as the availability of team members. -
Calendar and Task Overview
Utilize the schedule view to see where tasks fall on the calendar. You can also add this schedule to Outlook for better visibility. Additionally, use the 'My Tasks' feature to view all tasks assigned to you across all your plans. By turning on 'Assigned to Me', you can see your Planner tasks directly in Microsoft To Do. -
Conclusion
In summary, Planner is a powerful tool for managing projects and tasks within Office 365. By leveraging its features, such as integration with Teams, task management capabilities, and calendar views, teams can enhance their collaboration and productivity. Understanding how to navigate and utilize Planner effectively will significantly impact your team's success in project execution.
FAQ :
What is Microsoft Planner?
Microsoft Planner is a project management tool that helps teams collaborate on projects, track progress, and manage tasks efficiently within the Office 365 environment.
How do I create a new plan in Planner?
To create a new plan in Planner, select the app launcher, choose 'All apps', and then select 'Planner'. You can create a new plan, which will automatically create a corresponding Office 365 group.
Can I integrate Planner with Microsoft Teams?
Yes, you can add a Planner tab in Microsoft Teams to collaborate with your team, have conversations, and share files all in one place.
How can I assign tasks to team members in Planner?
To assign a task, select the plus sign to add a new task, give it a name, set a due date, and assign it to a team member.
What are buckets in Planner?
Buckets are categories used in Planner to group related tasks, helping teams organize their work based on different criteria.
How can I see all my tasks in Planner?
You can view all tasks assigned to you across all your plans by using the 'My Tasks' feature in Planner.
Quelques cas d'usages :
Project Management in Marketing
A marketing team can use Planner to manage their campaign tasks, assign responsibilities to team members, and track the progress of each task to ensure timely completion.
Event Planning
An event planning team can create a plan in Planner to organize tasks related to catering, venue selection, and guest management, using buckets to categorize tasks by type.
Software Development
A software development team can utilize Planner to track development tasks, assign them to developers, and monitor progress through the schedule view, ensuring deadlines are met.
Sales Team Coordination
A sales team can use Planner to manage client follow-ups, assign tasks to team members, and use notifications to stay updated on task statuses.
Glossaire :
Planner
A project management tool within Office 365 that allows teams to collaborate on projects, track progress, and manage tasks.
Office 365 Groups
A feature in Office 365 that allows users to create a group for collaboration, which includes shared resources like a shared mailbox, calendar, and files.
Task
An individual piece of work or assignment that needs to be completed as part of a project.
Bucket
A category or grouping within Planner that helps organize tasks based on their status or type.
Due Date
The date by which a task must be completed.
Notifications
Alerts that inform users about updates or changes related to their tasks, which can be received via email, Teams, or mobile devices.
Schedule View
A visual representation of tasks on a calendar, allowing users to see when tasks are due.
My Tasks
A feature that allows users to view all tasks assigned to them across different plans.