Microsoft 365 Planner - Beginner

Explore how Microsoft 365 Planner enables team collaboration by creating and assigning tasks, setting due dates, attaching files, and managing basic projects without Gantt charts.

Create a new plan from anywhere, select the basic project management template, and name it. Add a group, invite members, and pin or unpin the plan in planner.

Learn to use a kanban board in Microsoft 365 Planner, organize tasks into buckets like backlog, in-progress, and completed, and move or create buckets using drag-and-drop, rename, or delete.

Learn to create and manage tasks in Microsoft 365 Planner: add tasks, assign owners, set start and due dates, labels, priority, checklists, attachments, comments, and repeating, with subtasks.

Learn to manage notifications in Microsoft 365 Planner by enabling email alerts for task assignments, late or upcoming due dates, and portfolio updates, then save.

Explore planner views, including board and grid, and use filters, grouping by assignee, progress, due date, labels, and priority to organize tasks; view schedules on a calendar and monitor status.

Microsoft 365 planner in teams, add and sync plans between web and teams, and create plans with templates like the business plan.

Learn how to add a Microsoft 365 Planner plan to Outlook calendar so plan owners can publish a calendar feed, share it, and users can subscribe and view real-time updates.

Master Microsoft 365 Planner basics by creating new plans, managing boards and buckets, adding and rearranging buckets, handling tasks with checklists, assigning items, and exporting plans to Excel.