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?

[@tinatargonski]

Super video! I applauded for $2.00 👏

[@KevinStratvert]

Thanks so much Tina! Much appreciated! 👍

[@TG-Maverick22]

Kevin you have been helping people all over the world with your MS how to do videos. Appreciate you very much. Your YT channel deserves all the success. Cheers!

[@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.

[@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.”

[@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

[@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!!

[@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

[@virudeep03]

गुरुर्ब्रह्मा गुरुर्विष्णुः गुरुर्देवो महेश्वरः 🙏जयगुरुदेव 🙏 Very well explained 🙏

[@rachelkelly512]

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

[@chloexiong]

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

[@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!

[@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!

[@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.

[@AlexFrezCorrea]

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

[@kousikambani4499]

like a charm!!

[@tinatargonski]

Seriously, you're a great teacher!

[@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.

[@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?

[@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.

[@zziwamartin117]

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

[@Bertha_CIOL]

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

[@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.

[@deanrule9621]

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

[@daisygarud]

Very good way of explaining makes it very easy to understand

[@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.

[@limnitechtutoring]

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

[@FredMay-t2m]

This was a very helpful video! Is there a way to combine team members plans together to make a meta plan and one person oversee it all?

[@LisaClues]

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

[@muelfernandez]

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

[@ReYKaP-2010]

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

[@travelwell6049]

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

[@shabaccabdilahi9641]

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

[@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!

[@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.

[@onowuchux8643]

Thanks Kevin. You actually do simplify it.

[@tshiamobaepi7193]

Woww...intresting wanna try it. Will also need a video on How to build Microsoft Flow apps with Microsoft Teams.

[@BeeCrzcrz]

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

[@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!

[@dawilliams1887]

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

[@mickaellelong6884]

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

[@bangonkali]

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

[@toddouellette5619]

Love your videos, always concise and informative

[@mosesidam3390]

thank you very much for the simpfied manner of teaching

[@Tipko]

Thx Kevin. Great video. Simple and clear.

[@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!

[@hanadreads]

Good job. Keep diving into the examples.

[@DesiNarayanan]

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

[@TheBeachboy72]

Hi! VERY Impressive and proffessional video! I just Subscribed and turned on the bell :D here is a diffucult question. I have 15 projects that each implement a upgrade of our product with customers We have the same database guy and economy guy and then one of the 3 educators in each project. (so each educator is in 5 of the 15 projects) And the customer has activites to e.g Customer Users: to tidy up old data in old product. Customer IT: set up web environment and install Customer economy: to send integration details for payment. At our company Migrate data (database guy) do economy integration (economy guy) Educations (the educatior, 3 step, 1. how to do tasks, 2. how to test & verify 3, how to use in production. I have tested and i can integrate the customer in a team even if they dont have microsoft team which is great. What i miss is as a Project leader i would lite to have a overview of the projects, and not check every one. e.g in schema view, and "only" or filter in schema (calender) What customers should be migrated this week (the dataguys tasks) All "how to test & verify" education of all 3 educators And best, what is the current activity (ongoing) with each customer in schema (calender) Is this possible with Teams and planner, do we need premium licenses at my company? does that unleash more functions? Second Question: Because its a repitive project i would like to copy all the tasks with attached documents, label and assignments, but that does not work that well, it only create the task no attachment or assignment tho i clicked thoose. Help would be VERY appriciated, and i can support you thru paypal (private not thru the company im working at without asking) And if its not possible, can you point me in any other direction? Regards from Sweden :)

[@mybudinesd4545]

Great video direct and too the point.

[@jesstechspice]

Thanks Kevin! This was super informative!

[@betiwondwossen9613]

waw your explanation is 100% good thank you

[@levancanh3927]

Excellent tutorial as usual. Thank you

[@ddbean6571]

Fantastic overview! Thanks!

[@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.. :)

[@twentyfivenhot]

this is exactly what my team needs. Great video.

[@AliceTaylor-m8n]

Thanks Kevin, really useful video and find all your videos super helpful. How do I move plans between different teams? Thanks

[@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.

[@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!

[@sherylsailer4439]

Can you upload a spreadsheet to planner? We currently use a spreadsheet with tasks, assignees and due dates. Can we upload that to planner as opposed to having to recreate all the tasks in planner.

[@AUTISTIC_LEGAL_SYSTEM]

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

[@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?

[@Osuna2024]

Hellom Kevin! I was looking for an MS Project to see if we include it in our 2023 budget. I can't find a tutorual on your page! Do you have a video on this platform or are you soon planning to do one? It would be awesome since your videos are very well explained and I would like your guide. Thanks! And have a great start to your week.

[@WithHrishikesh]

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

[@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.

[@josemascarua4876]

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

[@thefamily6418]

Great overview, thanks so much!!

[@mandarborkar5657]

pretty much to the point. Thanks Kevin!

[@sadie1837]

Thanks for the video. I learned a lot.

[@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.

[@asdigitalmarketing9317]

THX for the video. How is the best way to track time for tasks?

[@HaimModiano]

Great introduction!

[@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?

[@judithjscott]

Excellent video. Thanks so much!

[@normtakemori7044]

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

[@SasanAfsoosi]

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

[@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.

[@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

[@kirratimms6136]

Hi Kevin, Does planner have the ability to copy the tasks or make them recurring? for example if it's something the team does monthly and we want to track the progress without creating the tasks every month.

[@AUTISTIC_LEGAL_SYSTEM]

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

[@mohamedrudwan2157]

Great effort. Worth a try but couldn’t find it on the browser? Is it possible also to use it for self-planning other than a group organizer?

[@tarshajackson8668]

is there a feature to create a template in planner such that you can start a new bucket with similar items. like for the videos in the example. a template that would always include the key task and you just have to change the date or even a dynamic date like 3rd tuesday etc.

[@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?

[@johannlotter4984]

Hi Kevin. Thanks for the video. Any idea when the rich text change in planner is available for general release?

[@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.

[@andrea8200]

Great tutorial. There is a way to have time tracking for each tasks?

[@alionavorobiova5674]

Very helpful. Many thanks

[@hoaiphuongtruong3438]

So great. Thank you. Love your chanel

[@andrewbrindley9393]

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

[@user-si7on2bo8z]

Great illustration of how to organize projects in Teams!

[@Ksmitty271]

Bro your video is super clear, what camera are you using?

[@williampulling7275]

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

[@aidayohannes3846]

Very informative! God Bless you for your work!!😁

[@annulu5923]

Thank you so much. very helpful to me. I just subscribed to your channel.

[@hreeves100]

Great tutorial, question: Does MS planner have an interface to the ATLASSIAN tools Jira or Confluence

[@naseerakbari1164]

hey thanks for your Video! can i safe it as a draft and use it often and often? i am just thinking as proccess flow management, which it happens often!

[@jaceklesniewicz8673]

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

[@DigitalicaEG]

Thank god you’re not my boss at work, you’re a terrible boss.

[@TheMrYogesh]

Very nice summary

[@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.

[@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

[@noleman3369]

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