Task Management Best Practices 2024 - New Planner |

Learn how to manage #tasks using the new #planner
#office365 now has a combined way to handle your tasks, delegated tasks, flagged emails and more.
Contents 📚
00:00 - Intro
00:09 - Add Planner to Teams
00:34 - Types of tasks
01:29 - Planner menus
02:59 - My day
03:47 - No counts
03:57 - Add a new task for yourself
04:51 - To Do list
05:42 - Types of delegation
06:01 - Add a shared plan
07:12 - Loop task delegation
08:00 - Shared Task List - project plan
08:59 - Summary
Related videos 📺
Task Management - • Efficient Tasks Manage...
Task Management Comparison - • The Ultimate Guide to ...
Microsoft 365 Masterclass - • Microsoft Office 365 ...
Buy Dr Nitin's latest book
-----------------------------------------
Efficiency Best Practices for Microsoft 365
130 best practices everyone must know
Work Smarter, Grow Faster
s.efficiency365.com/bk
Dr Nitin Paranjape is the pioneer in maximizing work efficiency in a modern work scenario.
Dr Nitin's Office Masterclass
----------------------------------------------
hi.switchy.io/mms
Online Courses by Dr Nitin Paranjape
--------------------------------------------------------------
Pivot Table Advanced - s.efficiency365.com/ptyt
Excel to Power BI - swiy.io/uxlpbi
Learn more from 1000+ blog articles by Dr Nitin Paranjape
Efficiency 365 blog: efficiency365.com/blog
LinkedIn : / nitinparanjape
Twitter : / drnitinp
Production
--------------------
Music and Effects: elements.envato.com/
Created using Adobe Premiere: www.adobe.com/in/creativeclou...
AI based captions: videoindexer.ai (Microsoft service)

[@viancanigrini270]

Dr Nitin, Thanks, I find you videos very useful! Will you be doing a video on Planner Premium soon?

[@efficiency365]

Thanks @viancanigrini270 Yes. Coming soon. It is still in beta. Check out my other best practices videos as well. Efficient Tasks Management 2024 - kzbin.info/www/bejne/envGqYOqqpKlmck Microsoft Teams Meetings - 16 Best Practices - kzbin.info/www/bejne/omSlp6RjfpWbr5Y Microsoft Teams - 15 Best Practices - kzbin.info/www/bejne/jWm4l6uVr9N-rqs OneDrive Best Practices Part 1 - kzbin.info/www/bejne/emi9o5mmnbxnrNE Part 2 - kzbin.info/www/bejne/pHfbZ4yHrchgmJY Smart and Effective Email - 5 powerful ways - kzbin.info/www/bejne/bH-od4aDpq2ah6c Outlook Calendar Best Practices : Part 1 - kzbin.info/www/bejne/favWgqGbmM90h9E and Part 2 - kzbin.info/www/bejne/ppLHfHturthoedU OneNote - Best Practices - kzbin.info/www/bejne/o16XcoxnmLKcbtU Microsoft 365 Best Practices - kzbin.info/www/bejne/oYemkIyZgZqCmLc Cheers. Doc.

[@mahmoodhussain4065]

Found this at the right time...

[@efficiency365]

Thanks @mahmoodhussain4065 See the updated video Efficient Tasks Management using the New Planner 2024 - kzbin.info/www/bejne/oZjboq16nteqZ9E Check out my other best practices videos as well. Microsoft Teams Meetings - 16 Best Practices - kzbin.info/www/bejne/omSlp6RjfpWbr5Y Microsoft Teams - 15 Best Practices - kzbin.info/www/bejne/jWm4l6uVr9N-rqs OneDrive Best Practices Part 1 - kzbin.info/www/bejne/emi9o5mmnbxnrNE Part 2 - kzbin.info/www/bejne/pHfbZ4yHrchgmJY Smart and Effective Email - 5 powerful ways - kzbin.info/www/bejne/bH-od4aDpq2ah6c Outlook Calendar Best Practices : Part 1 - kzbin.info/www/bejne/favWgqGbmM90h9E and Part 2 - kzbin.info/www/bejne/ppLHfHturthoedU OneNote - Best Practices - kzbin.info/www/bejne/o16XcoxnmLKcbtU Microsoft 365 Best Practices - kzbin.info/www/bejne/oYemkIyZgZqCmLc Cheers. Doc.

[@jrfireboy2]

I’m playing with this process and am using planner to identify what tasks I want to work on in a day, then I go to outlook and put them in time chunks on my calendar. One bug I’ve noticed is if I create a task in a Planner on a Teams channel and assign myself a task, it will show up in Planner, but not in ToDo in Outlook.

[@efficiency365]

It will be seen under Assigned to Me in To Do

[@jrfireboy2]

Understood, and when I move one of those tasks to “My Day” it will show up in ToDo and Planner in My Day as expected. However if I open Outlook and go to calendar to begin planning my work for the day, and I open the My Day option to view tasks, none of the tasks made in Teams channel Planners assigned to me show up. I can make a short video to show if that isn’t clear

[@efficiency365]

Thanks @jrfireboy2 My Day does not show up in Outlook calendar. Check out my other best practices videos as well. Efficient Tasks Management 2024 - kzbin.info/www/bejne/envGqYOqqpKlmck Microsoft Teams Meetings - 16 Best Practices - kzbin.info/www/bejne/omSlp6RjfpWbr5Y Microsoft Teams - 15 Best Practices - kzbin.info/www/bejne/jWm4l6uVr9N-rqs OneDrive Best Practices Part 1 - kzbin.info/www/bejne/emi9o5mmnbxnrNE Part 2 - kzbin.info/www/bejne/pHfbZ4yHrchgmJY Smart and Effective Email - 5 powerful ways - kzbin.info/www/bejne/bH-od4aDpq2ah6c Outlook Calendar Best Practices : Part 1 - kzbin.info/www/bejne/favWgqGbmM90h9E and Part 2 - kzbin.info/www/bejne/ppLHfHturthoedU OneNote - Best Practices - kzbin.info/www/bejne/o16XcoxnmLKcbtU Microsoft 365 Best Practices - kzbin.info/www/bejne/oYemkIyZgZqCmLc Cheers. Doc.

[@akborchowdhury1592]

Dr Nitn - Whats the best practice on collabing externally ? Its a pain everytime to request IT to enable someoone as a guest to have access to collab. Do you have some advice/thoughts?

[@efficiency365]

External collab requires you to share links to files and add guests to Teams or shared channels. If your IT team has disabled these features, you will need to convince them.

[@anmol-gupta]

I wish they add an option to self-assign tasks in personal plans. I want to divide private tasks by my project/context, I can use personal plans to achieve this, but will have to assign each task manually to myself. :(

[@efficiency365]

Thanks @anmol-gupta Use Old Outlook. New one or personal one does not have this feature. Check out my other best practices videos as well. Efficient Tasks Management - kzbin.info/www/bejne/envGqYOqqpKlmck Microsoft Teams Meetings - 16 Best Practices - kzbin.info/www/bejne/omSlp6RjfpWbr5Y Microsoft Teams - 15 Best Practices - kzbin.info/www/bejne/jWm4l6uVr9N-rqs OneDrive Best Practices Part 1 - kzbin.info/www/bejne/emi9o5mmnbxnrNE Part 2 - kzbin.info/www/bejne/pHfbZ4yHrchgmJY Smart and Effective Email - 5 powerful ways - kzbin.info/www/bejne/bH-od4aDpq2ah6c Outlook Calendar Best Practices : Part 1 - kzbin.info/www/bejne/favWgqGbmM90h9E and Part 2 - kzbin.info/www/bejne/ppLHfHturthoedU OneNote - Best Practices - kzbin.info/www/bejne/o16XcoxnmLKcbtU Microsoft 365 Best Practices - kzbin.info/www/bejne/oYemkIyZgZqCmLc Cheers. Doc.

[@HARIHARAN-mk4ko]

I have created a plan, but I dont want it now. Is it possible to delete the plan ? If yes, how ?, as I couldnt find it

[@efficiency365]

Thanks @HARIHARAN-mk4ko 1. Access Microsoft Planner with your Office 365 credentials 2. Select the plan you want to delete from the Planner Hub 3. Click on more options (three dots) on the top of the page 4. Select ‘Plan Settings’ from the drop-down list 5. In the ‘Plan Settings’ window, click on ‘Delete this plan’ at the bottom 6. Check the box to confirm that you understand that all the plan and group content will be deleted. 7. Click on the ‘Delete’ button Check out my other best practices videos as well. Efficient Tasks Management using the New Planner 2024 - kzbin.info/www/bejne/oZjboq16nteqZ9E Microsoft Teams Meetings - 16 Best Practices - kzbin.info/www/bejne/omSlp6RjfpWbr5Y Microsoft Teams - 15 Best Practices - kzbin.info/www/bejne/jWm4l6uVr9N-rqs OneDrive Best Practices Part 1 - kzbin.info/www/bejne/emi9o5mmnbxnrNE Part 2 - kzbin.info/www/bejne/pHfbZ4yHrchgmJY Smart and Effective Email - 5 powerful ways - kzbin.info/www/bejne/bH-od4aDpq2ah6c Outlook Calendar Best Practices : Part 1 - kzbin.info/www/bejne/favWgqGbmM90h9E and Part 2 - kzbin.info/www/bejne/ppLHfHturthoedU OneNote - Best Practices - kzbin.info/www/bejne/o16XcoxnmLKcbtU Microsoft 365 Best Practices - kzbin.info/www/bejne/oYemkIyZgZqCmLc Cheers. Doc.