Learn everything you need to know to use Planner, the versatile planning and project management app included in Microsoft 365.
Overview
Syllabus
Introduction
- Take control of your projects with Planner
- What you should know
- What is Planner and who gets it?
- Get started and create a plan
- Create an Outlook group plan
- Create new tasks for a plan
- Assign due dates and people
- Assign nonmembers to a task
- Sort Planner tasks into buckets
- Edit and arrange buckets
- Edit task details
- Update and view the status of tasks
- Start conversations with team members
- Attach files to tasks in Planner
- Stay organized with labels
- Mark a plan as a favorite
- Access plans from Teams
- Grant outside access to your plan
- Distinguish plans with smart backgrounds
- View progress on a plan
- Use charts to adjust and view progress
- Get email updates on tasks and plans
- Export a plan from Planner to Excel
- Delete a plan
- Next steps
Taught by
Jess Stratton
