How to use Microsoft Planner | Complete Guide | Add to Teams

[@LeilaGharani]

Grab your copy of the free PDF quick start guide for Microsoft Planner here 👉 pages.xelplus.com/planner-quick-start

[@Palitzonsky]

Wow so cool... But what if the Assignee removes the task??? How can I prevent that?

[@DPaquette]

Is there a timeline view of the tasks/status/etc.

[@AaronHolmström-r7c]

This video really helped me understand Microsoft Planner better. By the way, I recently started using the Astirna New Tab extension, and it's been great for keeping my tasks organized alongside Planner.

[@brian1801]

People hitting the Dislike button must have dyslexia and thought they were hitting Like. I have been providing training and consulting to the Fortune 50, including Microsoft, for 25+ years and Leila's content and presentations are exceptional. When someone tells you for what uses a software application is not appropriate, they are not just detailing features but also have a good understanding of the overall business need as well as other applications which fulfill that need. It is nice to see someone so talented doing so well.

[@LeilaGharani]

Wow, thank you Brian for the kind feedback!

[@davidadams421]

Wow! That was easily the best overview I've seen. Outstanding! As a follow-up video idea ... "Real Plans in Planner", a collection of how different people use it. It is so flexible and, as they say, there are many ways to skin a cat.

[@jeffreyallankent]

This is the best tutorial I have seen for Planner. Thanks for sharing this. This will be my "go to" tutorial for those who are starting with Planner.

[@LeilaGharani]

Thank you! You're so welcome!

[@jreder25]

When adding plans to Teams you are only able to do this if you created the plan based on that Team Group. If you don't so this then you can't use the embedded app, but...you can add it to a Team using the website app/tab in your Teams channel. Fun tool. Great overview!

[@SavageGothamChess]

EXCELLENT TUTORIAL. BRIEFLY EXPLAINED. NEVER KNEW YOU COULD EXPORT THEM TO EXCEL.

[@LeilaGharani]

Glad it was helpful!

[@vijayarjunwadkar]

What do I say? I have recently migrated to MS Teams and your videos are just-in-time for me to help with transition! Your 3D approach - Describe, Demonstrate, Deliver is unmatched and makes every technical topic a cakewalk! Bravo! 😊👍

[@LeilaGharani]

Awesome! Thank you Vijay!

[@cjmccoy3076]

EXACTLY WHAT I NEEDED. Really appreciate the time and effort you put into structuring your content. Beautifully done. Consider me a fan!

[@sergioescmx-r3y]

I appreciate the detailed explanations in this video. I use Microsoft Planner for work and the Astirna New Tab extension for personal organization, and they complement each other well.

[@hectoralicea3079]

Thanks Leila!! Awesome tool to know. We use 365 at my job, and I will start using this this week. I work for a non profit so your trainings and expertise i find so valuable to me. Thanks again to you and your team. Enjoy your day.

[@rodrigoparanhos3080]

This is the best channel for bussiness tools

[@jms9057]

If this were integrated with Outlook to allow you to link tasks to emails, that would be a game-changer for me. Everything in my job revolves around email.

[@bouchedoubahmed1277]

i think the idea is to avoid using reminder in outlook , otherwise you can find all the notifications sent in the Group on which the channel is created in teams , after each comments or task

[@ThatsNotMyDog]

I use Planner with Outlook but I created a MS Flow (aka Power Automated) to create the trigger for linking my task to an email.

[@papadop]

I feel some of the apps can be consolidated. It all seems overwhelming.

[@davegilbertson]

@@ThatsNotMyDog came to say this

[@grantleslie4298]

@@ThatsNotMyDog I have been keen to set this up but struggled (not sure if it is a Max thing 🤷🏼‍♂️ 🤦🏼‍♂️ 😂). How easy is it to setup the workflow?

[@Dehcallmeandsome]

Hi Leila, brilliant tutorial thank you. I use planner often for my work and I'm encouraging use for the board of my charity organisation. You've added to my skill level and I'm happy to share. Subscribed!

[@12boxes]

Thank you. I was discussing how to keep control of a suite of training videos we are currently preparing. You just showed me exactly how to do it. The ability to link to live documents and other files was a critical element of our discussion.

[@LeilaGharani]

Fantastic! Hope it will come in handy.

[@michaelsongiso4877]

Leila you're the best , I have never seen someone thatb explains so well in my life , it's actually hard not to understand you. Hoping to do morer training with your videos

[@channamendis2455]

Hi Leila, hope you'll do complete guide of ms sharepoint soon.

[@gabriellaprievara7379]

Thank you for this excellent video! At my workplace, we just started to use Planner today. I'm so happy that I could start studying with you right away. :)

[@LeilaGharani]

You are so welcome, Gabriella!

[@djfmate]

Thankyou for sharing this information on Planner. I work for a not-for-profit organization in Australia and we moved over to O365 and MS Teams just around 18 months ago. Many of my colleagues use Planner but not in the most efficient way and definitely not taking advantage of all its features that you have so clearly explained! I will be sharing this video with them soon! Thanks again for such brilliant content Leila! Cheers from David in Australia. 👍😉🙌

[@LeilaGharani]

You are so welcome, David! Hope your colleagues will find it useful.

[@JorgeEscobarMX]

Thank you, I'm actually going to use planner tomorrow for scheduling and track my learning progress on programming languages.

[@LeilaGharani]

👍

[@Mohammed-pe6oy]

I had used it before... Then gradually stopped. Now with teams, I'm gonna bring it back in. Thanks LG ;)!

[@LeilaGharani]

Our pleasure!

[@whatisleansixsigmabydr.sal4884]

Great job as always. ما شاء الله تبارك عليك.

[@daramandara6562]

As always, i have to hit that like button for my absolutely best channel on youtube. U r just amazing Leila

[@LeilaGharani]

Thank you so much 😀

[@9444444441]

It's a great video, added something productive for the day. Thanks a ton!!!

[@denconstutube]

Excellent video/education. I have used Project for many years and I think it is one of the best management tools available. I will give Planner a try, but I think Project will still be my favorite. I appreciate all of your videos and view them even if I'm not interested in the topic because you always do such a great job explaining them. Thank you.

[@LeilaGharani]

Great to hear! Thank you!

[@ricardoromo96]

No idea this existed. Thank you!! I always used wiki and onenote to keep track of my to-do list. This is waaaaay more useful!

[@LeilaGharani]

Glad it was helpful, Ricardo!

[@prakavids]

Hello Mam, I built a small Excel utility few months back since Planner charts were insufficient. I use to export planner to Excel, read it using Power Query utility and build two dashboards. Project dashboard and individual dashboard. This helped me to track all the tasks for a long timeline. Using it for past 9 months. Also, whenever I do a new export, just use to repoint PQ source file. That’s it. My dashboard gets refreshed 😊 Thanks for educating us

[@NikSam]

PowerBI?

[@prakavids]

@@NikSam No. Did it completely in Excel though I am interested to learn power BI soon :)

[@maheshglmotta3496]

Thanks Leila. This was brilliant. Explained so very simply and the steps are now registered for life. Many Many Thanks for the superb content.

[@sanjayaais8495]

Thanks so much Leila for introducing to Planner. Really enjoy the learning experience and look forward to see more.

[@LeilaGharani]

Thanks for watching!

[@MisVideosABA]

Hi Leila, wow really awesome training one quick question: Does Microsoft planner have a Gantt chart? If not, is there some workaround to generate a Gantt chart? Note: Our company doesn't want to use MS Project because we don't have any complex projects neither dependencies between tasks. Also, we want to work in a Canvas using the Agile approach.

[@chinmaygarg281]

Loved the shout out to Microsoft Project!

[@epiculistewithjeannettebar7614]

Excellent tutorial. Well structured, easy to understand and a good pace.

[@DanA-fk6tl]

You ROCK! Very clear, good pace. So valuable. Thank you.

[@thelondoners-lifeisart]

Superb! You are a literal genius Leila! Thank you 🙏

[@martinrubrey3875]

Hi Leila - Great video - I am just getting into Planner, Lists, To do, Teams - great video along with all your others. I am really getting to understand which app to use now, keep up the good work.

[@khaledyousef691]

It is one of the best software to plan for project, thank you for the presentation

[@p.c.336]

Very nice and clear. Appreciate your efforts 🙏

[@coolbeing163]

Wow - You explained nicely thanks. Today, I am demoing Planner to my team. :)

[@marygracepruet6803]

Excellent. Crystal clear and super informative. Couldn’t ask for more :)

[@LeilaGharani]

Awesome, thank you!

[@ankurtripathi8305]

​@@LeilaGharani X can assign task to Y and after completion of task Y will update the same and X will get notification. Can Y assign the task to Z ??? For example one lead (X)assigns the task to designer then Designer (Y) completed the task and assign the same to reviewer (Z) . After reviewing task is completed reviewer will update in task planner.

[@maxxmaxxmar2835]

Thank you very much, Leila. it does help me to understand the overview quickly, your presentation is really great!

[@yogibearstie]

Thank you, I used your tutorial to do an initial setup of Planner in Teams today to be our Kanban.

[@LeilaGharani]

Wonderful! I hope it will be helpful. It really works well for us.

[@motorcycle4fun]

You are just awesome. Thanks so much for helping me look smarter than I am!

[@LeilaGharani]

Happy to help, Jimmy!

[@terihandrick2333]

Hello Leila, I guess I am late to the party, but this is my first intro to Planner, and I am so excited about this I will be setting up Planner and new tasks as soon as I get to work tomorrow. Thank you so much for your sessions they are amazing.

[@jjo7279]

Is there a way to create recurring plan for monthly tasks?

[@eshetudebash6623]

Not currently, but you can copy the plan from month to month

[@bonhamcarter4488]

@@eshetudebash6623 is it only for companies? Private accounts can't use it?

[@eshetudebash6623]

@@bonhamcarter4488 you definitely can use it

[@novalith3778]

@@eshetudebash6623 How? I have paid 365 office personal account. Planner doesn't show up.

[@eshetudebash6623]

@@novalith3778 It works for me. May be try to redownload it.

[@harishpranavjagannath9599]

Fantastic!--not only are your videos introductory and give an overview, they also go into a details which really helps. Thanks Leila. Can you please plan to do videos on Planner-->PowerAutomate/Flow-->PowerBI? (I think the route might be Planner-->Flow-->SharePoint/Excel-->PowerBI?) The videos on this topic are just too complicated to follow and the easy ones I saw were in Spanish! (so hard to follow!) My team is using these tools....and I am encouraging the use the of PowerAutomate into PowerBI. Please provide an update if this is a topic of interest for you and your team to make a video on! will be eagerly looking forward!

[@Leonardo-r66]

Great, great overview covering all the key features in an easy-to-consume video. Well done! Thank you!

[@LeilaGharani]

Our pleasure, Bruce!

[@isisduncan4484]

Great video! I'm designing a new project and this really helped get me started with planner

[@BrianMCollyer]

Thanks Leila, very helpful, Our company uses Smartsheet a lot but is migrating to 365 so I see this as a plus as our use of Team continues to grow.

[@LeilaGharani]

👍

[@NikolayUnguzov]

So nice, clean, simple and helpful! Thank you.

[@joseantonioteixeiraazevedo5166]

Thanks for the explanations, they were very clear and objective.

[@LeilaGharani]

Glad you enjoyed it!

[@rquintal2001]

Good training. Quick question: Why is not possible to create planner inside channels? I have a Teams site with 2 Channels (Crew A and Crew B). I would like to create a planner for Crew A and Crew B cannot see and vice-versa. But planner only goes to General. Is that possible to do? Thanks in advance.

[@BDV000]

Wow! Great video. I plan on using this for my projects at work that need collaboration as well

[@DaCelestial]

@leilaGharani thank you for such a great video. It was just the right amount of information for anyone. I especially liked the section on what is NOT for. This was the most important part of the video for me as this is exactly I spend a lot of time trying to figure out.

[@LeilaGharani]

Glad it was helpful!

[@farazsahil237]

Very informative and easy to understand. I never used MS Planner, but I will give it a try!

[@LeilaGharani]

Let us know how you like it.

[@adriansingleton452]

Hey Leila, you've done it again! Another clear and excellent tutorial that gets the job done!

[@James-ye2ee]

+

[@lh9233]

Thank you ! Your videos are now my ‘go to’ for anything I need to learn more on Microsoft. Your way of explaining and articulation is so straightforward, logical and educational, good pace and easy to understand ! Amazing!

[@kivikocher8458]

Great video, million thanks. However, I see two fundamental parameters missing in the task creation: One, how do I allocate time to that task, maybe I need someone to start this task at 09:00 and another tsk at 11:00, etc. Two: fields for address, where do send that person to carry out that task, maybe I want to give one person a couple of tasks at different address and time? I will be grateful if you can comment.

[@kevinolivares8793]

I´ve been watching your videos for a while now and they are great. Would you recommend using MS Planner as a production schedule tool? I need a tool to see what´s coming to the production floor and what is correctly being manufactured.

[@keithsmith8762]

Great presentation. Now I can share with my colleagues

[@JorgeEscobarMX]

OMG! this is the secnond time I watch this video already!

[@NOlsen8]

Thank you, Leila!

[@DanielHarrisCodes]

We use Planner for tracking recruitment activities, and move a candidates card through the various stages. This is the kind of simple project that Planner seems to work really well for. I don't think I could make it work well for many other types, if you did a follow up video with real world examples of plans you may have ran through Planner that would be useful.

[@mikes5782]

How do you like using it for recruiting?

[@DanielHarrisCodes]

@@mikes5782 we find it really effective. Quick access to the stage each candidate is at. We can use tags to specify the role they applied for. Just to be clear we aren't a recruitment agency we are using a mix of recruitment and direct applicants for people want to join our company

[@SR-nn1lj]

Thanks Leila. Love your work...

[@ElvisRamirez]

Thank you ver much, it's so great work with the planner and his integration with other Microsoft aplications.

[@danjsy]

Thank you very much. A quick question - is it possible to see a team member's tasks across all plans ?

[@danpelletier6727]

Nice video Leila. Effective management tool to track a small-scoped project. As always, you are an excellent presenter!

[@chuckbell478]

Thanks for the continued amazing content, Leila. At 10:15 you mention that an email will be sent to notify of assigned tasks. Since we're working to manage our projects in Teams, a Teams notification would be much more appropriate. I want to move away from email. Is there a way to set the notifications up so they remain in Teams? Thanks as always.

[@vishalmhatre7651]

Very Useful! thanks for that

[@getfanmedia]

Hi Leila, your videos are very interesting and helpfull , thank you for sharing and keep it.

[@ihsanihsanihsanihsanihsan]

Hi Leila Please guide how we can set due date and email alerts for due dates on tasks in planner

[@JasonConibeer]

Hi at 16:06 you show the planner as an excel Gnatt chart- this is really useful and what I'm looking for but i don't see anything that shows how you obtain that output?

[@kaikilucas3552]

This video was so good! I wiil implement that idea in my working days! Thanks Leila! I'm not on purpose clicked in dislike, but fortunatelly a managed to correct :D

[@berndkroon5147]

Great video, complete and very informative, as always!

[@josedemaria673]

Hi!! This video is really usefull! I was wondering if it is possible to create templates to apply the same structure in diferent projects! Thanks!

[@vinod-fu5wn]

Wow Leila, you are awesome, very simple way of explanation. Excellent, this is very useful content. Thank you, do you have video for Ms project as well

[@jsbstulsa]

So very helpful! I use this video to train my team. Thanks!

[@LeilaGharani]

Great to hear, John!

[@janbotha7160]

Thanks Leila! Always super informative and helpful. Always walk away excited to test myself :) well.done!

[@OmarShanshel]

Hi, I am searching for it on my list but cant find it. thanks...

[@TheConanwarrior]

Another amazing video Leila, thanks for that. Just wondering if would be possible to set to receive reminders on outlook before the task due date? Thanks

[@shizziebizz]

Thanks 😊I am about to make the move to planner

[@LeilaGharani]

It's a great tool.

[@ihsanihsanihsanihsanihsan]

Will this give desktop alerts like To-do for tasks due today?

[@masoudpesaran9721]

Excellent presentation.

[@lowen74s]

I have worked for two companies that use Office 365 for the business email accounts, there is a lot of untapped productivity features that have appeared through Office 365 over the last few years, Teams scratches the surface. I use Excel as a Kanban board like this video but the integration with Teams, and task assignments with email notifications looks a no brainer.

[@LeilaGharani]

Give Planner a try. It's a great tool.

[@kashmoney1]

Great video Leila...power A/I automated apps could be helpful for next future videos.

[@habukproductions6966]

I know it deserves a like. even though I haven't seen it completely

[@chh8860]

Running late today ... need to get a fresh mug of black coffee ... for a second and third viewing. For three weeks in a row you have picked a topic that I had already noted on my 'To-Do' List to learn about for this week. Uncanny timing ... just perfect. I tried Planner a few years ago … and simply did not care for it for a variety of reasons. But I think you addressed every objection that I had at that time. One Question remains, however … Can I print "Project", "Tasks" and "Sub-Tasks" and related deadline information for all Projects in a tabular format for a quick scan … without going to Excel to do so? (Currently I track my Clients, Projects, Tasks and Sub-Tasks in Outlook … and overdue items appear in red). " … That's all for today …" HA! … that was enough … more than enough … and no surprise, it was perfect. Thank you … .

[@LeilaGharani]

I'm glad these videos come at a good time. Regarding seeing all tasks in one view as a list - you can do that by adding the "Planner and to-do" app to the side menu - so instead of going inside the channel and to planner, you'd go to the bar on the left hand-side where you have "chat", "Activity" and so on. You can add Planner by going to more options. Then when you select "Planner" you get to see all tasks of the teams and all your to-dos regardless of where they were created. You get these in a nice list view. Try it to see if this is what you need. If I find another way, I'll let you know.

[@chh8860]

Thank you … thank you … thank you … so much appreciated

[@MyGmat]

Leila congrats for all your videos! egarding this one, I have one question, how can we use Planner for recurrency tasks. Imagine a task that need to be done every month? Or week? Thanks

[@LeilaGharani]

It doesn't have an inbuilt feature for this yet, but I believe we can set it up with Power Automate. I'll have to test it out.... It's a good video idea. Thank you.

[@MyGmat]

@@LeilaGharani thank you for your care and attencion. Let me/us know when the new video is lauched

[@MyAllianceInsurance]

@@LeilaGharani this what we are looking for as well. We have a weekly meeting that has some recurring tasks. We are looking for a meeting agenda that can be automated. When issues arise, we want to assign those issues to a team member, give them a due date, and have that issue resurface on the due date, so that they can report on their progress.

[@victoriamcmann9059]

Excellent summary thanks!

[@EmmanuelDhanasheelanPrabhu]

Can we add custom fields under a task? Excellent video. Thanks.

[@bazfit]

Great and well presented overview! thanks Leila

[@dmurzeau]

Great video , thank you for your clear explanation. As usual you help me to save time !

[@LeilaGharani]

Our pleasure, Dominique!

[@trinhtri6608]

Good job! thank so much your teaching

[@bobperkins409]

Very helpful.....great way to manage small projects.

[@revingmsto6980]

Dear Madam, Thank you so much you are really amazing, you make it easy to understand i just wanna tell you to thank you so much

[@ultramaxx1155]

I love your videos. You are beautiful and Smart!

[@PensandPaint]

Great tutorial. There's only one clarification needed. You stated that you can choose to show one or more items on the card but I think it's only one of the three items you can be viewed on the task card either: Notes, Checklist, or Attachment, but not multiple.

[@LeilaGharani]

True, you can add notes, checklist and attachment to a card but you can only show 1 of them on the card in the board view.

[@prakavids]

I made another automation in Planner with power automate. Everyday morning, Power Automate lists the tasks of Planner, filter pending ones, put the pending ones to new JSON and sends it as a table in Outlook email.. planner is one of the cool tool 😊

[@LeilaGharani]

Nice work! Thanks for sharing.

[@KimHeckscher]

As always very good Video Leila!, Any Idea when it will be possible to assign different People to Checklistitems ?

[@simonbinder762]

Fantastic video! Planner is an excellent tool. One thing to be aware of is that there is currently no way to back up or restore plans or files stored in plans. Depending on the situation, it may be best to store links to files stored in SharePoint rather than attaching files directly to the plan.

[@LeilaGharani]

Thanks for the info, Simon!

[@AO-xp1bg]

You are amazing, Leila.