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

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In this Microsoft Planner for beginners tutorial I cover everything you need to know to use Microsoft Planner. I'll show you how to use Microsoft Planner from the web (from office.com) and also how you can use Microsoft Planner in Microsoft Teams.
⬇️ Microsoft Planner Quick Start Guide, available as a free PDF download 👉 pages.xelplus.com/planner-qui...
Microsoft Planner is a Kanban solution that simplifies task management for teams. It's a fully customizable, visual tool that's super-easy to use. It uses a simple card-based interface with files, checklists, labels, and more to track progress and deadlines. Best of all, it's fully integrated with other Microsoft apps like Teams. You can use Microsoft Planner to manage your teamwork and to make sure everyone in the team knows which tasks to do. Planner is also great for personal task planning and organizing. You can schedule tasks in Planner and get a visual overview of task distribution within the team as well as task due dates and more.
You can filter tasks in Microsoft Planner based on different criteria, such as person responsible, task label, due date etc.
In this complete guide I'll show you how Microsoft Planner works and how you can successfully track your tasks.
00:00 How to Use Microsoft Planner
01:21 How to Access Microsoft Planner
01:59 How to Create a Plan in Microsoft Planner
03:39 What are Buckets in Microsoft Planner
05:18 How to Create Tasks in Microsoft Planner
11:23 How to Manage Projects with Microsoft Planner
12:51 How to Filter and Group Information in Microsoft Planner
13:40 How to Use Charts View in Microsoft Planner
14:04 How to Use Schedule View in Microsoft Planner
14:43 How to Export a Plan from Microsoft Planner to Excel
15:17 How to Use Planner in Microsoft Teams
LINK to Microsoft Teams Tutorials: • Microsoft Teams
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#microsoftplanner

[@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?

[@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.

[@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.

[@cjmccoy3076]

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

[@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!

[@maxxmaxxmar2835]

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

[@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!

[@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!

[@epiculistewithjeannettebar7614]

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

[@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!

[@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

[@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.

[@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.

[@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!

[@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.

[@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!

[@NikolayUnguzov]

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

[@danpelletier6727]

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

[@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!

[@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.

[@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.

[@BDV000]

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

[@SavageGothamChess]

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

[@LeilaGharani]

Glad it was helpful!

[@sanjayaais8495]

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

[@LeilaGharani]

Thanks for watching!

[@DanA-fk6tl]

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

[@janbotha7160]

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

[@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.

[@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!

[@9444444441]

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

[@rodrigoparanhos3080]

This is the best channel for bussiness tools

[@isisduncan4484]

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

[@berndkroon5147]

Great video, complete and very informative, as always!

[@khaledyousef691]

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

[@NiqueChristique]

Yeeeeeeeeeees! Thank you for this info Queen!!!! I needed this.

[@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!

[@thelondoners-lifeisart]

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

[@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.

[@glennangelomacalintal1034]

Hi Leila! solid tutorial! Just a query, may we add target dates/deadlines to subtasks as well? Thank you!

[@jsbstulsa]

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

[@LeilaGharani]

Great to hear, John!

[@JorgeEscobarMX]

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

[@LeilaGharani]

👍

[@ElvisRamirez]

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

[@dmurzeau]

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

[@LeilaGharani]

Our pleasure, Dominique!

[@gamerplay8922]

Great video! I was just lookin into this will be great to keep track of things

[@LeilaGharani]

Glad it was helpful!

[@chinmaygarg281]

Loved the shout out to Microsoft Project!

[@whatisleansixsigmabydr.sal4884]

Great job as always. ما شاء الله تبارك عليك.

[@ErieRegionalChamber]

Thanks for this great overview! We just started using Teams during the pandemic and it's been great to help us work remotely and stay on task.

[@LeilaGharani]

Our pleasure!

[@coolbeing163]

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

[@trinhtri6608]

Good job! thank so much your teaching

[@keithsmith8762]

Great presentation. Now I can share with my colleagues

[@bobperkins409]

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

[@channamendis2455]

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

[@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.

[@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?

[@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

[@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!

[@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 😀

[@KevBarnes]

What a great tutorial, thank you 👍

[@joseantonioteixeiraazevedo5166]

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

[@LeilaGharani]

Glad you enjoyed it!

[@TrishLee]

Looking forward to your next video!

[@SR-nn1lj]

Thanks Leila. Love your work...

[@NOlsen8]

Thank you, Leila!

[@motorcycle4fun]

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

[@LeilaGharani]

Happy to help, Jimmy!

[@adriansingleton452]

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

[@James-ye2ee]

+

[@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!

[@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!

[@bazfit]

Great and well presented overview! thanks Leila

[@tcallisto]

This was great, thanks for this overview. One feature that I found really useful was the list view if you add planner in Teams. The list view is not yet available in SharePoint.

[@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]

👍

[@mram4u]

Brilliant video! Thank you. Does it show a history of who changed what? An audit history would be amazing.

[@jajwarehouse1]

I looked into Planner a bit because I thought it may be beneficial in our business, but it has some shortcomings that I believe would make it more of a hassle to use than it would be worth. I will check it out again after it has time to mature.

[@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.

[@wayneedmondson1065]

Hi Leila. Very interesting! Thanks for sharing :)) Thumbs up!!

[@p.c.336]

Very nice and clear. Appreciate your efforts 🙏

[@ben-jeerpa2166]

Perfectly planned! Just in time for my schedule ;-)

[@LeilaGharani]

Great!

[@sylvieaubertdass836]

Hi Leila! Excellent video! Could you make a video on best application to schedule & track a bunch of recurring (monthly) tasks for a team.

[@JorgeEscobarMX]

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

[@vishalmhatre7651]

Very Useful! thanks for that

[@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.

[@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.

[@wrockage]

wonderful, thank you!

[@omarmoukaddem9005]

Thank you for all your videos.

[@getfanmedia]

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

[@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

[@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

[@habukproductions6966]

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

[@neelmahassan2235]

Thank you so much Great much appreciated to the point

[@NorwayAerials]

Thanks Leila for very informative and useful videos!

[@LeilaGharani]

My pleasure!

[@kashmoney1]

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

[@victoriamcmann9059]

Excellent summary thanks!

[@shizziebizz]

Thanks 😊I am about to make the move to planner

[@LeilaGharani]

It's a great tool.

[@VishwasKadrolli]

Thank you so much for the video. Your videos are really inspiring.

[@LeilaGharani]

Glad you like them!

[@VishwasKadrolli]

@@LeilaGharani hi Leila, i have question would you be able to show how to extract sheet from excel workbook and save it using VBA. I have this repeated task every week where i have to update workbook and extract few sheets i feel this can be automated. Thanks :)

[@martynshenstone5819]

The mug lol! And the video is excellent as well :)

[@marvinschumann6832]

Amazing value, thank you so much!

[@LeilaGharani]

You're so welcome, Marvin!

[@ultramaxx1155]

I love your videos. You are beautiful and Smart!

[@Jishayaful]

Excellent teaching kindly explain how others from same team can add their plan. How team leaders can see it

[@AO-xp1bg]

You are amazing, Leila.

[@Liz-jp3ng]

I really love these training and or informational videos. What really sucks is that the actions available shown here do not show on Planner 07/2022

[@jessejames4444]

Great video!

[@starblocketp]

Thank you, great intro :)

[@riupadhyay]

Hi Leila, thank you for the awesome content here. I have a question: I am not able to select "Use an existing plan from this team" radio button. what's the trick ?