Microsoft Planner Fundamentals

Add tasks to a Microsoft Planner plan using the board and to-do bucket, name tasks, then assign people, set due dates, and use labels, copy, move, or delete.

Learn to set due dates and assign team members to tasks in Microsoft Planner. Create new tasks or update existing ones using the due date calendar and assignment options.

Update tasks by assigning team members or non-members from the task details. Assigning a non-member adds them to the plan and grants access to plan data, files, and channels.

Organize tasks in Microsoft Planner by creating, renaming, moving, and deleting buckets to group related tasks and gain a clearer overview of your plan.

Explore board view in Microsoft Planner Fundamentals to learn how to manage tasks with details, filters, and labels.

Improve team communication by updating and viewing task progress in Planner, using board, charts, and schedule views, and marking tasks as in progress or completed.

Explore built-in planner communication tools to update task progress, post comments, and send emails via Outlook, while coordinating plan-wide conversations for team alignment.

Attach and share files in Microsoft Planner, collaborate with others using cloud storage and SharePoint integration, preview on the card, and access documents across tasks and the plan.

Learn how to visualize, organize, and manage tasks in Microsoft Planner using color coded labels, attach and edit labels, apply multiple labels, and group tasks by labels for efficient planning.

Learn how to organize Microsoft Planner plans by using favorites to pin important plans, switch between recents, all, and planner hub views, and manage favorites with stars and ellipses.

Explore how Planner and Teams integrate, create Teams from Planner groups, and add Planner as a tab in Teams to manage tasks, boards, and schedules without leaving Teams.

Learn how to grant outside access by adding guests to a planner group via Outlook, giving guests limited access to emails and files for collaboration.

Use smart backgrounds to differentiate Microsoft Planner plans and add visual interest based on each plan's title. Access plan settings to try backgrounds and apply or revert to white.

Explore how Microsoft Planner helps you track tasks with favorites, My Tasks, and various views by progress, priority, due date, and plan to keep work on schedule.

Explore charts in Microsoft Planner to visualize progress, update tasks, and manage plans with color-coded status, buckets, and priority views.

Enable email updates in Microsoft Planner by turning on group email notifications, and monitor task assignments, due dates, late items, and progress via Outlook conversations.

Export a planner plan to Excel to analyze data with filters, pivot tables, and charts, print or back up, and share the exported file containing plan and task details.

Delete a plan in planner and decide whether to remove the associated Outlook group. Deleting the plan removes its tasks, while keeping the group preserves it for future plans.

Conclude by empowering you to apply Planner beyond the course, explore integrating Planner with Microsoft Teams and Power Automate to automate workflows, notifications, file sync, and data collection.