Microsoft Planner in 1-Hour: Easy Task & Team Management

Create a new plan in Microsoft Planner from scratch, explore my tasks and my day views, and use templates with backlog and in progress columns.

Get an overview of a Microsoft Planner plan, including the left bar, views, filters, and grouping options; rename, export, copy the link, and share via a group and Outlook calendar.

Explore a hands-on case study using Microsoft Planner to organize cross-functional teams for Eco Sip, a reusable smart water bottle, from planning to post-launch.

Learn to structure a project in planner by creating and renaming buckets, using them to group tasks by phases or departments, moving tasks between buckets, and marking tasks complete.

Master Microsoft Planner quickly by learning how to set up tasks in buckets, assign to people, set due dates and priorities, add checklists, labels, notes, and manage task templates.

Brainstorm additional task ideas for the EcoSip campaign in Planner, add tasks to each bucket, and assign due dates, labels, priorities, statuses, start dates, and team members.

Demonstrate managing tasks in a planner: three tasks per bucket, in-progress status, due dates and overdue indicators, with labels and a move to the design media production column.

Learn to use filters and grouping in Microsoft Planner to narrow tasks by due date, labels, buckets, or assignees, and visualize progress and priorities.

Explore four planner views: board, grid, schedule, and analytics to manage tasks, due dates, and team workload with drag-and-drop, bulk editing, and progress insights.

Learn to use planner inside Teams by adding a planner tab to a channel, creating a new plan, and viewing all plans directly in the planner app within Teams.

Gain confidence using Microsoft Planner to manage tasks and teams in your organization, and start exploring, playing, and learning as you go with this fantastic tool.