Microsoft Planner : Be Expert in Microsoft Planner & CoPilot

Master Microsoft Planner by creating plans from scratch, organizing tasks into buckets, leveraging premium features and Copilot, and visualizing progress with charts, filters, and Excel exports.

Microsoft Planner helps teams manage projects by creating plans and tasks, setting due dates and reminders, and updating statuses. It enables file sharing, collaboration, and visual progress tracking.

Sign in to Microsoft Planner by going to Office.com, signing in with a Microsoft 365 account, and approving via the authenticator app to reach the planner default page.

Navigate the Microsoft Planner interface via the app launcher and left navigation, and create plans from predefined templates or from scratch, with buckets and labels.

Explore the Microsoft planner interface, from settings and notifications, themes and language options to account credentials and help, and preview what’s coming when creating a new plan.

Create your first Microsoft Planner plan by selecting a blank plan, naming it hospital management software, and setting private access, then add members and link an Outlook group with files.

Create and manage buckets in Microsoft Planner by adding, renaming, moving, and deleting buckets; drag to reorder, confirm deletions, and organize tasks for the hospital management software plan.

Add tasks to Microsoft Planner buckets, assign them to team members, and set due dates, using examples like gathering requirements, analyzing processes, and documenting functional and non-functional requirements.

Master how to assign tasks to team members and set due dates in Microsoft Planner, including adding members, using the calendar, moving tasks between buckets, and adjusting priority.

Add new team members directly from a Planner task, assign tasks to non-members, and grant access to plan data, files, and channels using the assign button and add option.

Sort and move tasks across buckets in Microsoft Planner, organizing related tasks and reordering them to prioritize system design, software architecture, database design, and stakeholder reviews.

Learn how to set up and customize task repetition in Microsoft Planner, choosing daily, weekly, monthly, yearly, or custom schedules, including specific days and complex patterns.

Use labels in Microsoft Planner to group tasks logically and color-code work. Rename labels such as yellow for client review and pink for UI UX to organize wireframes and mockups.

Explore how to add nodes and checklists in Microsoft Planner, create subtasks, and toggle display on the task tile to show either node details or checklist items.

Learn to attach files in Microsoft Planner by adding attachments from computer, Teams file, or a URL, with show on card options and access via SharePoint library.

Learn to communicate in Microsoft Planner at the task level using comments and send messages to assigned members via Outlook, and at the planner level using conversations to all members.

Learn to organize and visualize planner tasks with labels, group by labels, assign to, progress, due date, and priority, and use color-coded labels to tag documentation, UI/UX, and related tasks.

Pin important plans in Microsoft Planner to keep your dashboard organized and quickly accessible, then manage pins from the planner hub for easy access.

Learn how Planner and Microsoft Teams integrate to manage tasks within Teams, automatically creating Outlook groups and enabling Planner tabs, boards, grids, and filters for a unified experience.

Add external guests to your plan by inviting them via an Outlook group, granting limited access to group resources and SharePoint files, and notifying them by email.

Use chart view in Microsoft Planner to monitor task progress and visualize status, bucket, and priority, while applying filters to focus on in-progress, not started, or completed tasks.

Enable planner notifications as a group owner to monitor tasks via email or Outlook group, with alerts for assignments, completions, lateness, or due soon.

Export your plan to Excel from Microsoft Planner via the three-dot menu; the file includes two tabs, tasks and plan name, with IDs, buckets, and export date.

Learn to delete a plan or its Microsoft 365 group in Microsoft Planner, using the three-dots menu, with confirmation, and receive an Outlook notification after deletion.

Explore Microsoft planner licenses from plan one to project plan five, detailing features like backlogs, sprints, timelines, task dependencies, co-pilot, board view, reports, dashboards, and portfolio management, plus one-time licenses.