Best Ways to Use Microsoft Planner, Tasks, & To Do | Best Practices Walkthrough
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- čas přidán 11. 01. 2021
- Whether you're a regular user of the Microsoft Planner app or new to Microsoft 365, now is a good time to learn best practices and helpful ways to use the app.
In this session, Mytech Partners digs into Microsoft Planner, and provides a walkthrough detailing how it integrates with Outlook’s “tasks,” the Microsoft Teams app, and the To Do app. Learn how to access and add action items to your list wherever you’re working, and get more info on the best ways to use Microsoft Planner and keep you moving forward - no matter how you’re tracking progress.
For more information check out Mytech’s Knowledge Center: blog.mytech.com/tag/microsoft...
Or if you want consulting help for your team, visit: mytech.com/microsoft365-consu... you’re a frequent user of the Planner app, you may have noticed some structural changes to your lists. And if you’re not a frequent user of the Planner app, now might be a good time to start. Microsoft recently changed your to-do lists, making them even more accessible across all of Microsoft 365.
In this session, we’ll dig deep into Planner and how it integrates with Outlook’s “tasks”, the Microsoft Teams app, and the To Do app. Learn how to access & add action items to your list wherever you’re working, and get more info on the best practices to keep you moving forward - no matter how you’re tracking your progress
For more content check out: blog.mytech.com/tag/microsoft...
Interested in getting some help for your team? mytech.com/microsoft365-consu... - Věda a technologie
Thanks for the video. Very helpful use cases. I use tagging a lot in Microsoft To Do. I'm a software developer and I missed something like "next", "bug", "milestone1" until I read somewhere that tagging is supported.
Awesome lesson on Planner. Thanks so much!
Glad it was helpful!
G'day thanks for the video. I have a question about the custom labels. But they don't reflect in the other 'plans' within the planner. How do you make the custom labels appear in all the plans for all the tasks regardless of plan or bucket?
Very helpful
great examples you got here. 1 thing I want to ask as a manager, how can we review the tasks that has been done for a specific period ? let's say I need to review tasks that has been completed in the past 2 weeks and pending tasks.
Following comment
Is there a trick to getting these to sync quicker with others? We always have to get out and get back in before it will show new items or checked off items. This is a hugh draw back.
How can we asign one task to one distribution list? instead of asigning one by one.
Assuming I'm assigning the task to another area
how to search easily a task... when you have plenty of tasks??
in To Do .. you have a search option.. but what option do we have in planner?
So... I lost count. 5 ? 6 Task apps ? (Outlook legacy, outlook web, Tasks, Plan, Tasks for Teams, Tasks for Windows...) Are you crazy Microsoft ? Can youmake this any more complicated ?
Are there any safeguards in Project for the web that prevent team members from deleting tasks? I'd like to restrict it so that only the Project owners can delete tasks. I can't find any online help about this. If it's not possible to do this, is there an audit trail which records who deleted a task? And is there a means of restoring a deleted task?
I know that Planner doesn't have any of these controls (which makes it unusable for us). I'm hoping that Project, as a paid app, has better management tools, but am starting to worry that this isn't the case.
Try looking for automating files in a Folder in Google Data Studio. No video exists.
Point being - Noone is going to talk about it as there is no feature for it. I tried Clickup, its great and paid but what can we do.
How can we lock the due date?
Hi Nomaan - Good question. We have not found a way to lock a due date? Maybe someone else has?
Good video, but oh my what a mess! What you seem to be saying is for me to see all my actions I need to review Teams (Planner), my Tasks, and my ToDo list. With so many stand-alone action lists - and none of them seem to connect to my calendar - my time is bound to get double booked. Rather than collective tools to move organisation forwards, these seem a recipe for chaos :(
Thanks for your comments Simon. If you have a full action/todo software that in more of a project management software - yes we wouldn't suggest that Teams/Planner/ToDo replace that. This is really "task management lite". However with so many organizations in Microsoft 365 and using applications like Teams... all of this integrates together and the ToDo app is able to pull your tasks and flagged email from Outlook, tasks in Planner, etc, and put them in one spot. Across even multiple Teams. So if you have planner tasks in the Marketing Channel, and planner tasks in the Operations channel - you don't have to go to each channel to find them... Just ToDo. We and our clients have found this really helpful since so many of their users are already using the Microsoft 365 suite. It isn't another external platform they have to use. But it is truly about preference. If you would like to discuss further, please feel free to reach out!
How can I download that plan in an excel file?
Hi Arnoldo - are your referring to the Planner plan?
@@MytechPartners yes. I have a plan in "task by planner to do" and i would like to download in excel. But i dont not how to do it
@@ArnoldoLac When you are in the plan, you should see the breadcrumbs (...) to the right of schedule. Click that, and scroll down to EXPORT PLAN TO EXCEL.
W-A-Y too verbose. For many of us, sticking to the principles is much more effective.
You lost me at 8:22 and you still have not gotten to the point.