Plan Like a Project Manager with MS Planner | Advisicon

[@mildrok]

Great Video! Do you know if it is possible to see on one place schedule of all projects? And is it possible to see, among all projects what's the individual team assigns tasks? To have an idea to who from the team is more or less free?

[@cmather69]

Excellent video - thank you! You have probably saved my mental health! 🙂

[@Advisicon]

Happy to help!

[@chandanbheemanakunta4158]

Absolutely fantastic job!

[@Advisicon]

Thank you! Cheers!

[@terriheiges8887]

Really helpful and informative!

[@Advisicon]

So glad!

[@2013Netizen]

Hi This was very good video. I have one question. How to prevent the checklist and task to be deleted by the person to whom task and list is assigned

[@6953zulula]

Best video!

[@Advisicon]

Glad you think so!

[@herman0005]

Hi there, your introduction did not promise much good, but this was just a GREAT introduction / tutorial. Thanks very much!

[@Advisicon]

You're welcome!

[@manjus1234]

Great video. Thanks for the info.

[@Advisicon]

Glad it was helpful!

[@mustgofaster6545]

Excellent overview!

[@Advisicon]

Glad it was helpful!

[@m1cannas]

Super explained

[@Advisicon]

Thank you 🙂

[@donyabroas3192]

Why create a bucket for “in progress” when you have a progress indicator?

[@jossilyns]

For reporting generally. Planner has a simple reporting function and it is way of displaying backlog vs discovery vs WIP vs closed (even though it has a complete status as well)...

[@Copley417]

Nice intro to this app. I thought OneNote with Lists would work, but Planner is scalable enough to be applied, I think for tasks, projects, and different teams. Thanks.

[@Advisicon]

Totally agree!

[@Carrnage101]

Is the limit one planner and one project per teams channel?

[@scottayers7779]

Not sure if anyone is reading these anymore, but I have a question. I really learned a lot from your video, but what I am missing is a way to take all of the schedules from all of the projects and put them together in one place. So if I was working on an email to send, planning an event, a website update, a video, etc., I could see all of those pieces of work in one calendar, rather than having to shuffle back and forth between plans. If I can't accomplish this, this tool is not good enough for my team and the people I work for. I need to be able to see cross-project calendars together. Any thoughts?

[@vision6D]

Hello, Came across your post and your concerns are interesting. You might be at the limit of what planner is for. Microsoft has different solution depending on your project management needs and practice. Planner is made for projects with low complexity. If you could be satisfied with Kanban practices in what you describe Planner could be the solution. If you need more on reporting, handling different projects at the same time I would give a look into Ms Project Online. Greetings from Geneva.

[@scottayers7779]

@@vision6D Thanks for replying. I'll take a look into Project Online but it's probably too much for the small team I'm helping project manage. I think it's funny that Planner, and a lot of tools, seem to think of every project in a vacuum - as if there is nothing else going on. That's hardly ever the case. It makes it so calendars, task assignments, and dependencies can't really be accurate. If you don't know that I'm working on a video all day Tuesday you might expect I am spending that time writing a report. Having cross-project calendars allows me to know everything that is really going on and where the risks are to completion of any given project. Oh well, I'll keep looking. Thanks again for your time.

[@vision6D]

​@@scottayers7779 can just agree with your point. Small teams and by extensions SMEs are working on many different projects at the same time. I found that introducing kanban is interesting. Planner can really be used in that way and dependencies between projects are then less important. May be this could be a direction to explore.

[@chrislindsay34]

Hi Scott, I think you could accomplish this by using the export calendar to outlook function in planner. Then in Outlook create a group of calendars, and toggle on/off by project or display them all together.

[@michalbobrowski7881]

Hi, I love easy integration with flags of microsoft To do with Outlook. It is not present in Planner. I found some power automate scripts that takę Email info planner but not as an Email but as note. Is there any way to quickly Add Microsoft Outlook email czy Microsoft Planner Task?

[@evertonmorais2823]

I also was wondering about that. Have you got that answer?

[@1Bman]

Good example..but I Did not catch How do you distribute the (it-form) , so others can use it...?

[@zen_diver_scuba]

Do you have a video describing how a director can manage several departments with assigned tasks and staff per department. We attempted to build different tabs in Planner, but once a bucket is inputted, the bucket self-populates into the other tabs.

[@Advisicon]

Leandro, your question is a bit complex and we'd love to know more to be able to point you in the right direction. Please reach out to us at [e-mail]

[@henriquelisanti1154]

Hello! I have a doubt, can you help me? I need to know if I can put more than one Project Manager in a planner or project. I don’t know if I’m writing in a right way, but what I need to know is if more than one can organize and designated tasks in a planner

[@jossilyns]

Yes this is based on group membership

[@davedsilva]

Techno Tree maybe a turnoff adding a distracting look for phone users

[@daveh4208]

Too many commercials breaks my concentration. I left after about the 3rd one. Commercials are okay for entertainment clips, but not when the clip is trying to teach something.

[@orygenhalfling]

Well out of date

[@Advisicon]

Ah, time flies when you're managing projects! 😅 Thanks for the heads-up! While this video may be from the archives, we're always cooking up fresh content. Stay tuned for the latest and greatest!