Task Management Best Practices 2024 - New Planner |

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  • čas přidán 29. 08. 2024

Komentáře • 20

  • @guimercante
    @guimercante Před měsícem

    You're a lifesaver! I definitely will share it to my PMO at Nestlé so we can leverage the way we work on projects!

    • @efficiency365
      @efficiency365  Před měsícem

      Thanks @guimercante
      Check out my other best practices videos as well.
      Task Management Best Practices - czcams.com/video/DJcxPtu-rcg/video.html
      Efficient Tasks Management using the New Planner 2024 - czcams.com/video/kgxqzDirw1o/video.html
      Microsoft Teams Meetings - 16 Best Practices - czcams.com/video/l3Bvq-I0hy4/video.html
      Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
      OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
      Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
      Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
      OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
      Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
      Cheers. Doc.

  • @viancanigrini270
    @viancanigrini270 Před 4 měsíci +1

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

    • @efficiency365
      @efficiency365  Před 4 měsíci

      Thanks @viancanigrini270
      Yes. Coming soon. It is still in beta.
      Check out my other best practices videos as well.
      Efficient Tasks Management 2024 - czcams.com/video/DJcxPtu-rcg/video.html
      Microsoft Teams Meetings - 16 Best Practices - czcams.com/video/l3Bvq-I0hy4/video.html
      Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
      OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
      Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
      Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
      OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
      Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
      Cheers. Doc.

  • @judye99
    @judye99 Před měsícem

    Thanks for this video! It recommends flagging email to create a task however you previous videos instructed to never flag email to create tasks. Can you please explain why the change? Thanks.

    • @efficiency365
      @efficiency365  Před měsícem +1

      Thanks @judye99
      I have said - do not flag emails if you are intending to create a task.
      If there is some other reason to flag emails - you can use it.
      For example, I read a mail on mobile and I can't handle it on the mobile app.
      How will I remember to handle it when I open my laptop? - Flag it.
      Check out my other best practices videos as well.
      Task Management Best Practices - czcams.com/video/DJcxPtu-rcg/video.html
      Efficient Tasks Management using the New Planner 2024 - czcams.com/video/kgxqzDirw1o/video.html
      Microsoft Teams Meetings - 16 Best Practices - czcams.com/video/l3Bvq-I0hy4/video.html
      Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
      OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
      Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
      Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
      OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
      Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
      Cheers. Doc.

  • @mahmoodhussain4065
    @mahmoodhussain4065 Před 3 měsíci +1

    Found this at the right time...

    • @efficiency365
      @efficiency365  Před 3 měsíci

      Thanks @mahmoodhussain4065
      See the updated video
      Efficient Tasks Management using the New Planner 2024 - czcams.com/video/kgxqzDirw1o/video.html
      Check out my other best practices videos as well.
      Microsoft Teams Meetings - 16 Best Practices - czcams.com/video/l3Bvq-I0hy4/video.html
      Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
      OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
      Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
      Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
      OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
      Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
      Cheers. Doc.

  • @jrfireboy2
    @jrfireboy2 Před 4 měsíci

    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
      @efficiency365  Před 4 měsíci

      It will be seen under Assigned to Me in To Do

    • @jrfireboy2
      @jrfireboy2 Před 4 měsíci +1

      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
      @efficiency365  Před 4 měsíci

      Thanks @jrfireboy2
      My Day does not show up in Outlook calendar.
      Check out my other best practices videos as well.
      Efficient Tasks Management 2024 - czcams.com/video/DJcxPtu-rcg/video.html
      Microsoft Teams Meetings - 16 Best Practices - czcams.com/video/l3Bvq-I0hy4/video.html
      Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
      OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
      Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
      Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
      OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
      Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
      Cheers. Doc.

  • @akborchowdhury1592
    @akborchowdhury1592 Před 4 měsíci +1

    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
      @efficiency365  Před 4 měsíci +2

      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.

  • @HARIHARAN-mk4ko
    @HARIHARAN-mk4ko Před 3 měsíci

    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
      @efficiency365  Před 3 měsíci

      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 - czcams.com/video/kgxqzDirw1o/video.html
      Microsoft Teams Meetings - 16 Best Practices - czcams.com/video/l3Bvq-I0hy4/video.html
      Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
      OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
      Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
      Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
      OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
      Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
      Cheers. Doc.

  • @anmol-gupta
    @anmol-gupta Před 4 měsíci

    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
      @efficiency365  Před 4 měsíci

      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 - czcams.com/video/DJcxPtu-rcg/video.html
      Microsoft Teams Meetings - 16 Best Practices - czcams.com/video/l3Bvq-I0hy4/video.html
      Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
      OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
      Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
      Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
      OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
      Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
      Cheers. Doc.

  • @The.BlackJackal
    @The.BlackJackal Před měsícem

    To be sure I fully understand, are you now saying that you don't recommend using "Microsoft To Do"? Or is this video an explanation of the best practices for task management in "New Planner" at this point in time?

    • @efficiency365
      @efficiency365  Před měsícem

      Thanks @The.BlackJackal
      The "NEW" Planner has all features of To Do. So it is becoming redundant.
      Tasks assigned to self in To Do appear as Private Tasks in Planner.
      Tasks assigned from elsewhere are visible in both apps.
      Therefore, going further, Planner will be the task creator and aggregator.
      To my knowledge, To Do will coexist.
      Check out my other best practices videos as well.
      Task Management Best Practices - czcams.com/video/DJcxPtu-rcg/video.html
      Efficient Tasks Management using the New Planner 2024 - czcams.com/video/kgxqzDirw1o/video.html
      Microsoft Teams Meetings - 16 Best Practices - czcams.com/video/l3Bvq-I0hy4/video.html
      Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
      OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
      Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
      Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
      OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
      Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
      Cheers. Doc.