How to use Microsoft Planner

[@KevinStratvert]

Find out all about Tasks in Microsoft Teams, which combines Planner together with To Do: kzbin.info/www/bejne/fHvEenaBnZqeiJo

[@LoneGunman90]

Thank you, Isaac.

[@dmsjlloyd]

Can tasks that are repeated monthly be scheduled???

[@brianvanpelt2882]

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

[@VeeGeesMommy]

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]

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

[@abhijeetindap81]

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

[@usmctodoc]

Microsoft Project does that

[@jmdougherty]

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

[@73cidalia]

@@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.”

[@gen2ux]

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

[@lazarustawasha5315]

Thanks. I was searching all over the place

[@SameerKhanZi]

Thank you.

[@2000costanza]

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]

he sounds excited to me. defintley a great teacher.

[@AmberCanvas7]

He is an AI

[@virudeep03]

गुरुर्ब्रह्मा गुरुर्विष्णुः गुरुर्देवो महेश्वरः 🙏जयगुरुदेव 🙏 Very well explained 🙏

[@michaelesteves7653]

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.

[@melissaw7]

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!

[@Erroneouse15]

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!!

[@rachelkelly512]

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

[@tinatargonski]

Seriously, you're a great teacher!

[@joniboissonneault997]

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!

[@AlexFrezCorrea]

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

[@kousikambani4499]

like a charm!!

[@frankiefrank4853]

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.

[@chloexiong]

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

[@michaelferrandino3702]

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

[@BKTX]

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

[@damianinsight]

Love to see how to use the various tools for project planning for managing high school at home. So many options and integration seems more on the backlog than current feature set.

[@lisaguerrero5600]

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.

[@Are910]

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.

[@huser365]

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]

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

[@zziwamartin117]

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

[@HonoraryAsian]

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.

[@normtakemori7044]

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

[@lucifortune]

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?

[@Bertha_CIOL]

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

[@muelfernandez]

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

[@mosesidam3390]

thank you very much for the simpfied manner of teaching

[@twentyfivenhot]

this is exactly what my team needs. Great video.

[@bangonkali]

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

[@dawilliams1887]

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

[@LisaClues]

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

[@albert-zn3bp]

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!

[@kimfucku8074]

MS Planner is already quite good. Some features have to evolve (labels, shared cards across boards, emails to board etc.) but it is on the right track.

[@daisygarud]

Very good way of explaining makes it very easy to understand

[@SasanAfsoosi]

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

[@deanrule9621]

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

[@ATL_323]

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

[@shabaccabdilahi9641]

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

[@Gman240B]

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?

[@38327367383636373636]

Yes...tell them to stop deleting tasks lol

[@hrishikeshchowdhury6987]

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

[@onowuchux8643]

Thanks Kevin. You actually do simplify it.

[@adityavedios]

Hi Kevin - Two important features are missing in Paid version of Teams. Adding the schedule at a particular time slot (Such as 10 AM to 1 PM) and also the days on which task to be carried out. Such as starting from 1 Jan 2020 to 1 Feb 2020 every alternate day, or every Monday etc.

[@toddouellette5619]

Love your videos, always concise and informative

[@limnitechtutoring]

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

[@pratikkute8143]

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.

[@thflearningcenter]

FYI in Teams, they now refer to Planner simply as Tasks so when adding in the app look for that instead.

[@yusrighouse]

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!

[@williampulling7275]

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

[@Falcon-qg7sr]

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

[@user-si7on2bo8z]

Great illustration of how to organize projects in Teams!

[@ReYKaP-2010]

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

[@danielmackay7053]

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.. :)

[@Tipko]

Thx Kevin. Great video. Simple and clear.

[@mickaellelong6884]

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

[@Alynrochelle87]

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]

curious to know the answer to this as well

[@andrewbrindley9393]

Great videos Kevin we are going to use this to create our 1st project in planner :) thank you

[@naanbread1970]

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

[@jackwetzler2551]

Excellent video. Would love to see as many videos as possible on all the Microsoft 365 functionality. Our company upgraded to it; and very few employees know how to use anything such as One Drive, Teams, Planner, SharePoint, etc.

[@sgarcata]

May I suggest implementing Yammer or something similar where you can post training videos, policy documents and provide a place for Q&A.

[@barbgingerich510]

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?

[@T_210]

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!

[@teresaperkins3712]

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.

[@travelwell6049]

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

[@lieslgray]

Hi Kevin, Great job explaining using different scenarios and options. Can you please show how to use MS Forms in Teams and how to have it auto-assign tasks/notifications?

[@tracyhelpsyou7152]

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?

[@solomonlalani]

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?

[@LearningandTechnology]

I really enjoyed this video - the Planner is does have some great features - very much a Kanban style of management. My only frustration at the moment is Outlook integration - with my task list. I'm trying to figure out if that currently can be done. Strangely, it does send me an e-mail telling me I have an outstanding task due, but then I have to turn that into an actual Outlook Task.

[@hatemelghord7471]

Great as always, i was searching for a project planner. thanks

[@anne-mariekirchner1314]

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.

[@guilloguzmanl]

that part is a mess.

[@josemascarua4876]

Great video. You should update Microsoft Planner video tutorial for the new "Microsoft Project" in Teams

[@MikesTECHonGod]

Thanks for the video Kevin it really helped, and I saw your reply on my last comment I just wanted to say thank you for supporting my youtube channel.

[@hanadreads]

Good job. Keep diving into the examples.

[@AeroLancaster]

Microsoft Planner looks amazing but I wish it was available on the free-version of Teams as well.

[@georgeisfullyamazing]

bro check out an app / website called Notion. Totally free to use, and has all these planning features + so much more

[@shyamjoshi6980]

Yes it is available on a work or school account free

[@dawilliams1887]

I just watched the video again and saw that I missed the export option in Planner (not an option within Teams)!

[@user-gc7wn1nj7z]

Love your videos Kevin. Would be great to see how to create a CRM using Microsoft tools.

[@andrewmagdaleno5417]

Commenting for the algorithm. Very helpful, thank you.

[@jaceklesniewicz8673]

It feels so good to have Isaac Newton on our team :-)

[@giancarlo8830]

Good job Kevin! Your videos are very informative. Keep it up man!

[@BeeCrzcrz]

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

[@carlosalvarez1699]

Thanks a lot for this video Kevin, i think it'll help me a lot cause we are using all this apps in my company and we don't even know how they work lol

[@chukwuemekaananti2230]

Still relevant after 2 years!

[@salesspice]

Thanks Kevin! This was super informative!

[@levancanh3927]

Excellent tutorial as usual. Thank you

[@HaimModiano]

Great introduction!

[@ddbean6571]

Fantastic overview! Thanks!

[@KennyVanderSype]

Hey Kevin, very interesting video, thanks a lot! Very usefull! I have an additional/personal question to this on the use of Planner in an Architecture firm which I'm in. I'm searching for a way to organize it better. So the main thing is that each time we have a new project coming up, it goes through 18 phases from the beginning till the end. And each phase has subtasks. Now I tried to organize it like: a new project = a new bucket. In each bucket you have 18 tasks (phases of the project). Each task has subtasks to complete. That's one way. I just watched your video here and came up with the idea of: Set up 18 buckets with the different phase each project goes through and then assign new projects as a new task and by completing subtasks en when time passes, move that task to the next bucket, ... I am trying to figure out which one of these methods would be more efficient to use and the best one. Do you have any advice on this? Hope to receive your reply, thank you in advance!! Kind regards, Kenny

[@noleman3369]

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

[@nikimuller1206]

Hi Kevin. Great video. Very helpful. There is some functional that I’d like to be part of this. If it is already there. Please guide me to a video. 1. An Export function to export the data or text from a task in the form of text file or word. 2. Some tasks need to be repeated. Scheduling and repeating tasks will be great. Werner

[@betiwondwossen9613]

waw your explanation is 100% good thank you

[@mandarborkar5657]

pretty much to the point. Thanks Kevin!

[@mumbaitiger]

How can I change the view back to default view. e.g. I have bucket A, B and C. Bucket A and C is getting displayed on one line while bucket B has moved down. Operating Systen :- Windows 10 Browser :- Google Chrome

[@sadie1837]

Thanks for the video. I learned a lot.

[@yoyolao2026]

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

[@mybudinesd4545]

Great video direct and too the point.

[@reginaldmarselus4742]

Good day Kevin. I have a request. In your videos, please use a zoom tool to zoom in to whatever your subject is covering. If I zoom in with my own browser, it's a real inconvenience. Thank you

[@thefamily6418]

Great overview, thanks so much!!

[@murraywilkinson4794]

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?

[@sudevrohan]

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

[@amjadsargani]

Thank you sir from Sindh

[@queridanel3012]

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?

[@AUTISTIC_LEGAL_SYSTEM]

Microsoft's lazy answer to these requests: Power Automate.

[@raams5063]

Hi Kevin, Great Video! Few questions 1. We have statuses "To Do", "In Progress", "Completed". Can we have more statuses? or customizable? 2. In the charts view, Can we have filters on date, Assigned to, etc? 3. Can we export the list view tasks?

[@ianuaBCN]

Regarding question 1. You can create a bucket for each status and then use labels for each project. Never reached the limit for buckets, so don’t know if there is any. Nevertheless, I like to keep it simple and keep the kanban canvas look. The 4 buckets that work for my projects are: collector, in progress, waiting for decision, decision documented/closed

[@raams5063]

@@ianuaBCN Thanks.. I will try to keep the board simple.