Microsoft Planner – Organize and Manage Projects Together

What kind of application is Microsoft Planner and what can you achieve with it? Discover in which situations you can use Microsoft Planner in a particularly useful way.

So much for the theory, now you are challenged. Learn how to launch Microsoft Planner and learn more about the structure of the app and its different sections.

Before you create your own first plan, you should make some preparations. Learn which preliminary considerations can especially help you in developing a plan. Learn to create your first own plan in just three steps. Click on the plus sign – enter a name – create a plan. Quite simple, actually. What else there is to consider, you will learn in this video.

After you have created a plan, you should organize it a bit more clearly. To do this, get to know the "buckets" and bring some order into the structure of your plan.

To structure plans in a meaningful way, first make some preliminary considerations. There are different approaches to working through plans. Naming the buckets also plays a decisive role in the successful implementation of your plans. To process tasks, you can run them through all columns one by one until they finally arrive in the last bucket (KanBan principle). Alternatively, tasks can also be completed within a bucket (Scrum principle).

Have you designed an event plan? Then you can now compare your solution with the provided solution in this video and also analyze where the advantages and disadvantages of your setup are. What conclusions can be drawn from the previous exercise? Please always ensure a clear structure and sensibly named buckets in your plans. The more extensive projects become, the more you should consider using multiple plans.

Have you designed an event plan? Then you can now compare your solution with the provided solution in this video and also analyze where the advantages and disadvantages of your setup are. What conclusions can be drawn from the previous exercise? Please always ensure a clear structure and sensibly named buckets in your plans. The more extensive projects become, the more you should consider using multiple plans.

Now get to know the tasks in more detail. Tasks allow you to add content to plans, bringing them to life.

Now discover how creating tasks practically works and what options are available to you.

Learn how to open tasks and edit them afterwards.

Notes and checklists make it possible to provide additional information on tasks. This makes teamwork in particular immensely easier.

It is rather inconvenient to refer to additional files in the descriptions of a task. It makes more sense to assign files directly to the tasks as "attachments". Now you can learn more about the different possibilities.

In this video you will learn how to use comments in practice and what are the special features behind the function.

Learn to move tasks to another bucket and also rearrange them within their bucket. You'll also learn how to set and rename categories, how to assign tasks to a person, how to use certain tasks in multiple plans, and more.

As soon as the number of tasks in a plan increases, the need arises to filter and group tasks according to certain criteria.

Discover the different parameters or criteria you can use to filter tasks.

Grouping allows you to rearrange tasks. After this video, you can then always decide independently whether filtering or grouping is more helpful to get the presentation you want.

Discover, in addition to the board view, other helpful views of the navigation bar, e.g. to clearly display the persons responsible for the tasks. You'll also learn important details about scheduling tasks.

Microsoft Planner can work with a whole range of Microsoft apps. This chapter covers Excel, SharePoint, Teams and To Do.

The Planner can also work together with Microsoft Excel – e.g. to evaluate several plans together. Export a plan to Excel, then use the functions Excel provides you to perform further steps and analysis.

Learn now how Planner works with Microsoft SharePoint.

Microsoft Teams is used as a central hub in many companies. Deploying plans created in Planner in the Teams application therefore has a number of advantages – for example, you save yourself the constant switching back and forth between the different applications. Learn how you can also create and edit plans with the Teams application and what specifics you should pay attention to when the two applications work together.

With the "To Do" App you will manage to present an overall view of all your tasks. The "To Do" application can be used as a useful addition to display all your tasks.

This best practice covers some of the specifics and limitations of the Planner app.

Congratulations. You have successfully worked through the training. Time to summarize once again what you have learned and how you can apply your newly acquired knowledge in the future. Goodbye!