How to use the NEW Microsoft Planner in Teams

[@EmmaJohnson-dv9cx]

Great Video! Below are the Timestamped Summaries from ChatWithPDF: 00:00📝 Introducing the new Microsoft Planner in Teams for work management. 00:36🌟 The new planner combines Microsoft To-Do, Planner, and Project for a collaborative experience. 01:13📅 Quick tour of the new Microsoft Planner with easy navigation and task management. 01:51🔍 Sorting tasks, details, and columns for efficient workflow in Microsoft Planner. 02:29📧 Task filtering, attachments, and organization within Microsoft Teams. 03:06📊 Viewing plans from different apps and filtering options for efficient project management. 03:42🗒 Creating and managing plans within Microsoft Planner for seamless integration. 04:20🔄 Connecting tasks to plans, changing views, and filtering options for better organization. 04:59📋 Adding tasks, setting due dates, assigning team members, and customizing tasks in Microsoft Planner. 05:33📈 Checking task status, viewing progress, and managing projects effectively in Microsoft Planner. 06:08🎨 Creating new plans from scratch or using templates for quick setup in Microsoft Planner. 06:40🔄 Pinning plans, adding tasks, and organizing buckets for better task management. 07:14📅 Adding tasks with due dates, assigning team members, and customizing task details in Microsoft Planner. 07:48🔄 Organizing tasks by moving them between buckets and changing task views for better visualization. 08:20📑 Using templates for quick plan creation, editing tasks, and managing projects efficiently in Microsoft Planner. 08:54🔄 Editing tasks, deleting, moving, or copying them for easy customization in Microsoft Planner. 09:22📌 Integrating plans into Teams channels, adding tabs, and managing tasks collaboratively in Microsoft Planner. 09:55🔍 Checking assigned tasks, adding them to 'My Day', and completing them within Microsoft Planner. 10:28🔄 Customizing task views within Teams channels for efficient collaboration in Microsoft Planner. 11:00🚀 Concluding walkthrough of the new Microsoft Planner's integration features for streamlined work management in Teams.

[@proflynnclark]

This looks nothing like what I see on my screen.

[@joenj383]

Now I know how to use Planner, thank you.

[@pipersdj8727]

I really like the planner, the only part I can't find is how to assign a time to a task? I want to get a notification at a certain time of day, like you can do in Outlook, can't seem to find this.

[@dulcedelgado8594]

Any doubts about it you can ask Copilot Ai, today i asked exact the same question. Quick answer: it is not possible yet.

[@jennferwolfe9378]

Thank you for the video. Is there a way for notifications to be sent to the task owners once the tasks are assigned?

[@martij3220]

Great tutorial. Pin has not worked successfully for me. Any suggestions? Otherwise, I just open it in a new window, which is easier to work from and I can keep it open during the workday.

[@simonedhanpal2921]

Thank you. i like the planner a lot. Can I add the planner to a channel in a group. Because I can not find the planner in the search for apps.

[@amylowery3496]

Very helpful! Question... I'd like it show sub-tasks under the Parent task- the way Planner used to be with showing checklists. I've tried all of the grouping options but nothing to Group by Parent and then by Bucket. Do you know if this is possible?

[@thebesttechnical3608]

This video was indeed very helpful!

[@gwenmta]

This was so helpful! Thank you for saving me tons of time trying to figure this out by myself!

[@Stockles]

This is great. What I don't get though is that if I create a to do list and share it with coworkers, how can our tasks there be moved to a board automatically that we already have in a teamschannel? I understand that the tasks I create in the list can be viewed as a board, but I already have a functioing kanban board with tasks. Just want to integrate the tasks in to do to that board.

[@jncite]

Hi! I was wondering if there is a way for all assignees to stay informed about all conversations (through email copies of the conversations) without actively posting on the card. Currently, I've noticed that only the assignees who post on the card, receive email copies. The rest have to visit the card to know what's going on. I am asking because sometimes the management or the senior employees may just want to be aware of the conversation without actively posting. Any help would be greatly appreciated! Thanks in advance.

[@Kiloptero]

thanks for the video! there is a way to see all the task i assign to my team? like a control of all the plans and task and dont go for each one?

[@mujaahid1989]

Great video! Is there a way to duplicate a plan that’s not associated to a group? I have multiple self-created plans and just want to make copies for new project but can’t find a copy option to copy all the tasks inside the plan to a new plan

[@karencscorpus]

question: under the pinned plan for board view... the new visual no longer has the three dots above where I can click on files and it would navigate me to the files all attached in the plan/board. was it moved somewhere else or is there a way to navigate and add it

[@plethoraofstuff.912]

‼️ How do I delete a plan under the MY PLANS section - can’t find the delete option ‼️

[@myrnaalexander]

With the new planner I can no longer bulk move tasks from one plan to another. Is there a way to do this

[@hazmat5118]

Why no Board view for my private tasks?

[@IvanCortinas_ES]

Excellent explanation Jamie! Thank you!!!

[@TeachersTech]

Glad it was helpful!

[@WhitneyShonk]

I am looking for the best way to automate repetitive rules, forms and templates in MS Planner... for example.. every time a client opens an account there are 12 tasks or data checks that always happen... How is the best way to build this automation in?

[@gorandeurell]

Thanks for the video! I have an issue though. I seem to not be able to add task directly in My day, without taking a detour via My tasks. Tasks I add in My day disappear compleatly when hitting Enter and sometimes I get a pink ribbon telling me there is a problem and my task is no longer available, other than in My tasks. Any ideas! May be someone can direct me to a video showing how adding a new task in My day-view is properly done.

[@agatastaniak7459]

Maybe a video on how to switch off automated updates and how to prevent Teams from trying to switch itself on when the user does not want to use it? Maybe it's just me but recently MT has been notorious for such "unwanted self-activiations and self-updates" that I seriously take into account the possibility of permanent removal of it with no interest of using this service in the future. So in case there is a chance to make it a tiny bit less annoying I would really appreciate some quick troubleshooting video on such topic. As for MT, I only use it since companies I work with use it but yes, users feedback for the serice provider- please, make it less annyoing and self-imposing for times when I do want to use other serices. Otherwise, I'm not going to be the only user on the globe getting completely fed up with excessive disruption of my work due to service being way too much out of control of end user.

[@DigitalJeremy]

In my role we call that the Surprise Upstream Change. We can be subject to the SUC at any time without notice. Strange how, in this day and age of change management, MS can be fast and loose with updates or changes but other IT teams are strictly controlled.

[@Pietttro78]

@Teacher's Tech Hi, Great video. is there a way to export Tasks or Plans to the EXCEL PLEASE?

[@coolchannel4555]

Bro, amazing tutorial! Out of topic, your audio sounds so nice! Can you share your mic setup?😂

[@dawnhayes1231]

Fantastic video! Question, does the person you assigned need to also be using teams planner or will it go to their to-do list in outlook? Thanks for the great info!

[@deesesarte]

Where is the Gantt and all that new stuff they anouced? It would be missing the "Microsoft Project" part, rigth?

[@makatogonzo]

The green planner at least has the copy plan function. The purple planner doesn't have the copy plan or the create custom plan template so that pretty much kills it for me.

[@sander.pollumae]

Thank you for the very useful video. I have not been able to add collaborater, customers and experts outside my organisation to MS Teams, ToDo and now Planner. This is very important in my work and I am thinking on giving up on Microsoft allready. Have you any good ideas how to add tasks and include people outside of the organization to Teams, Planner etc?

[@DMVCURLS]

For data security I'm almost positive that would not be allowed or made possible. I would get a second personal laptop and use that to keep them updated or your org should come up with a solution

[@DMVCURLS]

I know having two locations for stuff sucks I have to do it too and I wish I could just have one...

[@hayleynash365]

You can do this but you’ll need to follow a few steps: 1) Within your Team, ensure you’re using a Shared Channel in order to collaborate on files or apps with external guests. If your channel is set to Standard or Private then you won’t be able to add external users, so will need to create a new Shared channel. 2) Next, add guests. You can do this if you are a Teams Admin by adding external users email addresses to your shared teams channel, and they’ll get ‘Guest’ access. If you don’t have admin access (most people don’t if they’re using their companies org Teams), then follow your internal process to request access via IT etc. You will need to provide them with the email addresses of the external users, and request that they be given Guess User access to your shared channel. Hope this helps!

[@potatotitan5625]

Is there any way to change default way to open Planner attachments directly in desktop apps (Teamsx,excel,PPT)?

[@pmolax5903]

Is there a way to put my plans in Excel and bulk import

[@abhimanyusharma1789]

Fantastic tool and great video

[@slapsomebody7131]

The updated version no longer shows completed tasks in a given plan. Is there something I’m missing?

[@rahimovassagh4569]

Everything you explained was already in there. So, what's new in Planner?

[@MrFou1]

Not @mentions... The new version it's just a joke

[@sandrinetalbot3468]

Does anyone know how to turn a task into a card in planner? if the task is a flagged email for example. Now I have tasks that should go into buckets into projects on planner but I have to recopy them using two screens. I want to just add them to planner quickly.

[@lifes_magic_moments]

how do i copy a plan i created with all its tasks and board layout. Its like i need to duplicate it and rename it for another project that uses the exact same tasks and board layouts. i would only change the name of the plan itself.

[@jrjewell1]

Can't see the Board view of tasks assigned to me. Huge bummer. Why do they think everyone wants to work from a list? The Board was the best part.

[@Shabz-v6l]

Can I use the MS planner for private use ,only so that other people cannot view it

[@ctn830]

how do you make/transfer an email (in Outlook) a task in Planner?

[@sander.pollumae]

Thank ypu, it was helpful!

[@sheiladee5074]

Soooo. This "Planner" is nothing like the "Planner" that shows up in my Microsoft 365 MST. My "Planner" icon is green and doesn't have any of these options, nor does it look like this view. Also - If I use "planner" not through MST, I have a very different set up. Still same green icon, however, the 2 pages reflect different options. :o( I'm still on the hunt for that "Planner" video that reflects what I have.

[@lil-g4879]

Considering their resources, this planner is no more than a to do list. It is nowhere near a PM system that I would hope for from someone like Microsoft.

[@PiliPala99]

You can't even copy tasks over from your private To Do list, and that's the only way to create tasks from an email. It is SO limited, considering I'm only using Microsoft software for work the lack of integration is shocking.

[@Miccbetty]

I can't see those toolbars on my Teams. Is it because I have Microsoft 365 Family?

[@halimafaysal6368]

how i download my doccumnetw menus and upload documnet in planner

[@gruvercooleyhomesandinteriors]

can you create templates on it?

[@AnnStuckey-v3r]

flagged emails are not coming across - what is being done wrong

[@salahelrachidy7572]

In the video section (Different View of Plans), when you clicked on 'Grid,' it displayed columns such as 'Title' and 'Assignment.' How can I add another column to the grid view to show the "label" column on the task?

[@grumble_one]

I don't have this. Just shows the planner on right with nothing in it (grid, board, charts, schedule) and nothing else on left - no my day or anything else just other stuff like teams, calendar, chat, etc

[@laurilintott4754]

How do you turn off the task completed ding? It is very loud and distracting.

[@PiliPala99]

Depends if you're on old or new teams, but I think it should be in the To Do app settings. I may have done it through Outlook, and not in Teams itself.

[@notorioussamurai1671]

❓Looks promising but does it solve my main two problems❓ 1. Many users accidentaly click on the DONE button on tasks asigned to three persons, leaving the other two with completed task, which they sometimes didnt even see…. 2. I like to manage daily tasks in mobile app, but there I cannot just push parts of a bigger task into my daily view via checklists - If I do my part of a bigger task with checklist I will still see it on daily view to distract me…

[@PiliPala99]

Simplest way would be to create subtasks for the individual to tick off, would still show up in their assigned tasks though, they would have to unassign themselves from the task once they had completed it. It isn't very well set up for collaboration.

[@geoffthomson6602]

Great video and a nice overview of the new features. I'm glad to see MS acted on user requests over the years. Still a few features that seem to be missing. As your video shows, easy to use when you have small amounts of content but after a while the list of planners starts to grow and grow and becomes difficult to manage. If you're working in several planners, providing organization options would be great. A search function within the planner hub to find a specific plan should be available. Also, allow users to filter or categorize plans by category or type which could be an option when creating a new plan. New plan > Category= Type 1, Type 1, Type 3, etc... and then user can select these types as filters. Also, I notice in a video posted on MS 365 channel there are additional functions in Advanced Planner which I don't see in your version? kzbin.info/www/bejne/aoaYfIGtg6d_mqM

[@abdulrahmankk]

why did they remove the schedule view "my tasks"..... that's stupid

[@troymitchel4790]

How to delete a plan permanently if created accidentally?

[@troymitchel4790]

Figured it out. I had to delete remove it from a channel first, then I could delete it from My Plans.

[@TracyNollenberg]

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[@consuelorangel2373]

Amen

[@MicrosoftSolutions]

Great work! Can you take a moment to review my work too?🙏

[@kennethkaran]

This video needs more work. The example you gave was very generic. I would appreciate it more if you used a real world example like "develop syllabus" or "Thanksgiving dinner." I also would appreciate a more thorough flushing out of labels and how to use them.

[@rockenOne]

This is fairly shit compared to tge market

[@oliviaSmith-zk2he]

Great Video! Below are the Timestamped Summaries from ChatWithPDF: 00:00📝 Introducing the new Microsoft Planner in Teams for work management. 00:36🌟 The new planner combines Microsoft To-Do, Planner, and Project for a collaborative experience. 01:13📅 Quick tour of the new Microsoft Planner with easy navigation and task management. 01:51🔍 Sorting tasks, details, and columns for efficient workflow in Microsoft Planner. 02:29📧 Task filtering, attachments, and organization within Microsoft Teams. 03:06📊 Viewing plans from different apps and filtering options for efficient project management. 03:42🗒 Creating and managing plans within Microsoft Planner for seamless integration. 04:20🔄 Connecting tasks to plans, changing views, and filtering options for better organization. 04:59📋 Adding tasks, setting due dates, assigning team members, and customizing tasks in Microsoft Planner. 05:33📈 Checking task status, viewing progress, and managing projects effectively in Microsoft Planner. 06:08🎨 Creating new plans from scratch or using templates for quick setup in Microsoft Planner. 06:40🔄 Pinning plans, adding tasks, and organizing buckets for better task management. 07:14📅 Adding tasks with due dates, assigning team members, and customizing task details in Microsoft Planner. 07:48🔄 Organizing tasks by moving them between buckets and changing task views for better visualization. 08:20📑 Using templates for quick plan creation, editing tasks, and managing projects efficiently in Microsoft Planner. 08:54🔄 Editing tasks, deleting, moving, or copying them for easy customization in Microsoft Planner. 09:22📌 Integrating plans into Teams channels, adding tabs, and managing tasks collaboratively in Microsoft Planner. 09:55🔍 Checking assigned tasks, adding them to 'My Day', and completing them within Microsoft Planner. 10:28🔄 Customizing task views within Teams channels for efficient collaboration in Microsoft Planner. 11:00🚀 Concluding walkthrough of the new Microsoft Planner's integration features for streamlined work management in Teams.