Planner - Enrich tasks content Video
In this video, you will learn how to enrich your tasks in Microsoft Planner.
The video covers tips on making your plan more attractive, including adding background images, customizing task cards with labels and attachments, and personalizing task details such as title, assignment, progress, and priority.
This will help you enhance your own tasks and make your plan more visually appealing.
- 5:48
- 4524 views
-
Planner - Advanced tasks
- 3:18
- Viewed 3846 times
-
Planner - Displaying the progress of your plan
- 4:17
- Viewed 3386 times
-
Planner - Starting with planner
- 4:28
- Viewed 8761 times
-
Planner - Creating compartments to organise tasks
- 6:45
- Viewed 4793 times
-
Planner - Deleting a task, a compartment or a plan
- 3:25
- Viewed 4420 times
-
Planner - Planner and transverse applications
- 4:43
- Viewed 3812 times
-
Planner - Introduction to Planner
- 3:00
- Viewed 3868 times
-
Project Online - Creating a project
- 3:49
- Viewed 4352 times
-
Starting with planner
- 4:28
- Viewed 8761 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4793 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4420 times
-
Introduction to Planner
- 3:00
- Viewed 3868 times
-
Advanced tasks
- 3:18
- Viewed 3846 times
-
Planner and transverse applications
- 4:43
- Viewed 3812 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3386 times
-
Introduction to Planner
- 00:56
- Viewed 271 times
-
Create automatic reminders
- 4:10
- Viewed 8569 times
-
Answering a scheduling poll
- 1:14
- Viewed 7198 times
-
Create a scheduling poll
- 4:12
- Viewed 5545 times
-
Discovering the interface
- 4:51
- Viewed 5329 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4793 times
-
Creating the project tasks
- 5:18
- Viewed 4509 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4420 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4377 times
-
Creating a project
- 3:49
- Viewed 4352 times
-
Advanced tasks
- 3:18
- Viewed 3846 times
-
Manage the most important tasks
- 1:38
- Viewed 3829 times
-
Planner and transverse applications
- 4:43
- Viewed 3812 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3799 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3781 times
-
Organize your daily tasks
- 1:56
- Viewed 3734 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3654 times
-
Save, publish, and share
- 2:22
- Viewed 3625 times
-
Create a new task in To Do
- 2:21
- Viewed 3600 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3578 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3576 times
-
Setting delegates
- 0:34
- Viewed 3549 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3499 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3492 times
-
Save Automatically an attachment
- 4:32
- Viewed 3447 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3429 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3410 times
-
Automate Teams notifications
- 3:32
- Viewed 3403 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3386 times
-
Manage permissions
- 1:10
- Viewed 3372 times
-
Customising the interface
- 3:10
- Viewed 3366 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3324 times
-
Manage your availabilities
- 1:42
- Viewed 3315 times
-
Clutter
- 1:31
- Viewed 3241 times
-
Create and share lists with others
- 2:50
- Viewed 3179 times
-
Publish your Booking page
- 2:54
- Viewed 3098 times
-
Extensions
- 1:31
- Viewed 3063 times
-
Understanding the new interface
- 1:30
- Viewed 3043 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 3035 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 3030 times
-
Remove a member from a group
- 0:29
- Viewed 3029 times
-
Save, publish, and share
- 2:24
- Viewed 3027 times
-
Check your day planning
- 0:30
- Viewed 3014 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2931 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2890 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2802 times
-
The mobile App with Teams
- 0:48
- Viewed 2791 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2733 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2700 times
-
Quickly find your files
- 2:07
- Viewed 2687 times
-
Immersive Reader
- 2:51
- Viewed 2670 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2666 times
-
Pin your important files
- 0:34
- Viewed 2545 times
-
Organize your daily tasks
- 2:19
- Viewed 2484 times
-
Progressive Web Apps
- 3:11
- Viewed 2465 times
-
Install Office on your smartphone
- 1:02
- Viewed 2433 times
-
Manage the most important tasks
- 1:28
- Viewed 2398 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2365 times
-
Create video chapters
- 0:52
- Viewed 2358 times
-
Virtual Appointments
- 1:44
- Viewed 2308 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2277 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2252 times
-
Create a new task in To Do
- 2:21
- Viewed 2226 times
-
Rank your custom lists into groups
- 0:51
- Viewed 2184 times
-
Break up lengthy surveys and quizzes into sections
- 2:24
- Viewed 2183 times
-
Preparing for time away from the office
- 1:24
- Viewed 2164 times
-
Edit, Delete a Share
- 02:16
- Viewed 1619 times
-
View events
- 2:21
- Viewed 1572 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 968 times
-
Use the filter pane in a library
- 2:00
- Viewed 958 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 929 times
-
Pin a document to the top of a document library
- 1:32
- Viewed 900 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 888 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 887 times
-
Filter Your Document Display
- 1:10
- Viewed 858 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 621 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 546 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 537 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 525 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 523 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 507 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 504 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 496 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 487 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 485 times
-
Manage Storage Space
- 02:08
- Viewed 460 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 445 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 442 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 439 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 436 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 434 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 431 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 418 times
-
Power and Manage OneDrive
- 01:36
- Viewed 412 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 412 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 410 times
-
Manage new message notifications
- 01:40
- Viewed 397 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 393 times
-
Access Power Automate for the Web
- 01:25
- Viewed 393 times
-
Create an appointment or meeting
- 01:44
- Viewed 391 times
-
Create different types of events
- 01:46
- Viewed 390 times
-
Create a Meeting Poll
- 02:48
- Viewed 388 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 381 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 380 times
-
The Power Automate Mobile App
- 01:39
- Viewed 372 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 367 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 358 times
-
Create a task or reminder
- 01:50
- Viewed 350 times
-
Create an Email Template
- 01:40
- Viewed 348 times
-
Change the default font of your emails
- 01:05
- Viewed 342 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 341 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 339 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 338 times
-
Manage Views
- 02:36
- Viewed 336 times
-
Create a task from a message
- 02:00
- Viewed 334 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 329 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 329 times
-
Calendar Delegation Setup
- 01:21
- Viewed 324 times
-
Delay Email Delivery
- 01:10
- Viewed 319 times
-
Use a Shared Mailbox
- 01:18
- Viewed 316 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 314 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 305 times
-
Automate Routine Actions
- 02:19
- Viewed 302 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 300 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 299 times
-
View Other Calendars
- 00:50
- Viewed 296 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 295 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 294 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 291 times
-
Use Categories
- 02:51
- Viewed 290 times
-
Use Conversation View
- 01:47
- Viewed 289 times
-
Clean Up Your Inbox
- 01:18
- Viewed 284 times
-
Display Three Time Zones
- 01:52
- Viewed 282 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 282 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 274 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 273 times
-
Easily Sort Your Mails
- 01:38
- Viewed 271 times
-
Share Power Automate Flows
- 02:20
- Viewed 270 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 264 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 256 times
-
Discover the “Build Space”
- 02:26
- Viewed 256 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 248 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 240 times
-
Mobile access to your lists made simple
- 01:37
- Viewed 21 times
-
Relevant views to highlight your information
- 01:52
- Viewed 21 times
-
A quick setup with ready-made templates
- 01:34
- Viewed 18 times
-
A fully custom list built from scratch
- 01:34
- Viewed 18 times
-
A well-structured form for easy entry
- 01:17
- Viewed 18 times
-
Instant alerts tailored to your activities
- 01:53
- Viewed 18 times
-
The essentials of the Lists interface
- 02:01
- Viewed 16 times
-
Easy sharing with your team or organization
- 01:12
- Viewed 16 times
-
The key reasons to use Microsoft Lists
- 02:01
- Viewed 15 times
-
Excel data turned into a dynamic list
- 02:08
- Viewed 15 times
-
Simple ways to add data to your list
- 01:06
- Viewed 14 times
-
Smooth updates and management for any list
- 01:06
- Viewed 14 times
-
Custom columns to match your needs
- 02:09
- Viewed 14 times
-
Clear insights through filters and sorting
- 02:06
- Viewed 14 times
-
The right column type for each data set
- 02:35
- Viewed 13 times
-
Seamless collaboration inside Microsoft Teams
- 01:22
- Viewed 13 times
-
Instant alerts tailored to your activities
- 01:53
- Viewed 18 times
-
Seamless collaboration inside Microsoft Teams
- 01:22
- Viewed 13 times
-
Easy sharing with your team or organization
- 01:12
- Viewed 16 times
-
Relevant views to highlight your information
- 01:52
- Viewed 21 times
-
Clear insights through filters and sorting
- 02:06
- Viewed 14 times
-
A well-structured form for easy entry
- 01:17
- Viewed 18 times
-
The right column type for each data set
- 02:35
- Viewed 13 times
-
Custom columns to match your needs
- 02:09
- Viewed 14 times
-
Smooth updates and management for any list
- 01:06
- Viewed 14 times
-
Simple ways to add data to your list
- 01:06
- Viewed 14 times
-
Excel data turned into a dynamic list
- 02:08
- Viewed 15 times
-
A fully custom list built from scratch
- 01:34
- Viewed 18 times
-
A quick setup with ready-made templates
- 01:34
- Viewed 18 times
-
Mobile access to your lists made simple
- 01:37
- Viewed 21 times
-
The essentials of the Lists interface
- 02:01
- Viewed 16 times
-
The key reasons to use Microsoft Lists
- 02:01
- Viewed 15 times
-
Introduction to PowerBI
- 00:60
- Viewed 283 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 269 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 261 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 293 times
-
Introduction to Planner
- 00:56
- Viewed 271 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 409 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 280 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 417 times
-
Introduction to Sway
- 01:53
- Viewed 354 times
-
Introducing to Word
- 01:00
- Viewed 257 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 247 times
-
Create a call group
- 01:15
- Viewed 446 times
-
Use call delegation
- 01:07
- Viewed 213 times
-
Assign a delegate for your calls
- 01:08
- Viewed 416 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 219 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 219 times
-
Manage advanced call notifications
- 01:29
- Viewed 230 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 366 times
-
Block unwanted calls
- 01:24
- Viewed 262 times
-
Disable all call forwarding
- 01:09
- Viewed 243 times
-
Manage a call group in Teams
- 02:01
- Viewed 260 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 213 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 219 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 237 times
-
Manage voicemail messages
- 01:55
- Viewed 369 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 408 times
-
Customize your voicemail greeting
- 02:17
- Viewed 213 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 278 times
-
Manage simultaneous calls
- 01:52
- Viewed 244 times
-
Support third-party apps during calls
- 01:53
- Viewed 353 times
-
Add participants quickly and securely
- 01:37
- Viewed 230 times
-
Configure call privacy and security settings
- 02:51
- Viewed 230 times
-
Manage calls on hold
- 01:20
- Viewed 226 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 234 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 221 times
-
Action Function
- 04:18
- Viewed 224 times
-
Search Function
- 03:42
- Viewed 269 times
-
Date and Time Function
- 02:53
- Viewed 292 times
-
Logical Function
- 03:14
- Viewed 451 times
-
Text Function
- 03:25
- Viewed 283 times
-
Basic Function
- 02:35
- Viewed 239 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 282 times
-
Introduction to Power Fx
- 01:09
- Viewed 282 times
-
The New Calendar
- 03:14
- Viewed 487 times
-
Sections
- 02:34
- Viewed 253 times
-
Customizing Views
- 03:25
- Viewed 244 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 552 times
Objectifs :
This video provides tips on how to enhance the visual appeal and functionality of your plans in Microsoft Planner. It covers how to personalize tasks, manage attachments, and customize the board settings for a more engaging user experience.
Chapitres :
-
Introduction to Microsoft Planner
Microsoft Planner is a project management tool that allows users to create and manage plans effectively. This video focuses on how to make your plans more attractive and organized, enhancing both visual appeal and usability. -
Navigating the Planner Hub
Upon entering the Planner hub, users can find their favorites on the right side, along with plans they have recently consulted or modified. Below this, there are plans that users have created or joined, providing easy access to ongoing projects. -
Understanding the Board Layout
Each plan consists of a board that features a background image and is divided into several buckets. Each bucket contains a list of tasks, which can be viewed in a card-based interface. Users can also see completed tasks at the bottom of the board. -
Task Details and Customization
Clicking on a task card reveals detailed information, including the title, assigned team members, colored labels, progress, priority level, start and end dates, personal notes, and checklists. Users can check or uncheck items on the checklist as they progress. -
Adding and Managing Attachments
Users can enhance task cards by adding attachments such as images, audio, video, or any files integrated with Microsoft Office. To add an attachment, click on 'Add attachment' and choose a file from your PC, a website, or the SharePoint library. -
Personalizing Task Cards
To personalize a task card, users can change the title, assign it to team members, and customize labels. For example, changing a label to 'Power Apps' and adjusting the progress to 'In Progress' can help clarify the task's status. -
Managing Checklists
Users can create and manage checklists within task cards. This includes changing the order of checklist items and adding new tasks. For instance, adding a step to be completed by specific team members helps in tracking progress. -
Customizing the Board
To make the plan visually appealing, users can customize the board's background. By accessing the plan settings through the three dots menu, users can select a new background image, enhancing the overall look of their plan. -
Conclusion
By following these tips, users can enrich their tasks in Microsoft Planner, making them more attractive and organized. Personalizing tasks and customizing the board not only improves aesthetics but also enhances productivity and collaboration within teams.
FAQ :
What is Microsoft Planner?
Microsoft Planner is a project management tool that helps teams organize their work, assign tasks, and track progress visually through boards and cards.
How do I create a new plan in Planner?
To create a new plan in Planner, go to your Planner hub, click on 'New Plan', and follow the prompts to set up your plan with a name and privacy settings.
What are buckets in Planner?
Buckets are categories used in Planner to group tasks within a plan, making it easier to organize and manage work.
Can I attach files to tasks in Planner?
Yes, you can attach various types of files to tasks in Planner, including documents, images, audio, and video files from your PC or SharePoint.
How can I change the priority of a task?
To change the priority of a task in Planner, open the task card and select the desired priority level from the options available.
What is the purpose of a checklist in Planner?
A checklist in Planner allows users to break down tasks into smaller, manageable steps, helping to track progress and ensure all components are completed.
How do I personalize my tasks in Planner?
You can personalize your tasks in Planner by changing titles, assigning team members, adding labels, and attaching files or notes.
Is it possible to change the background of my Planner board?
Yes, you can change the background of your Planner board by accessing the plan settings and selecting a new background image.
Quelques cas d'usages :
Project Management in Marketing
A marketing team can use Planner to organize their campaigns by creating a plan with buckets for different phases such as Research, Development, and Launch. Each task can be assigned to team members with deadlines and checklists to ensure all steps are completed.
Event Planning
An event planning team can utilize Planner to manage tasks for an upcoming conference. They can create a plan with buckets for Venue, Speakers, and Promotion, assigning tasks to different team members and tracking progress through checklists.
Software Development
A software development team can apply Planner to track the progress of their sprints. They can create a plan with buckets for Backlog, In Progress, and Completed tasks, allowing for clear visibility of the development process and team responsibilities.
Sales Pipeline Management
A sales team can use Planner to manage their sales pipeline by creating a plan with buckets for Leads, Opportunities, and Closed Deals. Each task can represent a potential sale, with details on priority and progress to streamline the sales process.
Training and Onboarding
An HR team can implement Planner to manage the onboarding process for new employees. They can create a plan with buckets for Orientation, Training, and Evaluation, assigning tasks to mentors and tracking completion through checklists.
Glossaire :
Planner
A project management tool by Microsoft that allows users to create plans, assign tasks, and track progress.
Buckets
Categories within a Planner board that help organize tasks into manageable sections.
Card
A visual representation of a task in Planner, containing details such as title, assigned members, and progress.
Checklist
A list of items or steps that need to be completed within a task, allowing users to track progress.
Attachments
Files that can be added to a task card, including documents, images, audio, and video.
Priority
A designation that indicates the importance of a task, which can be set to levels such as High, Medium, or Low.
Progress
The current status of a task, which can be updated to reflect stages such as Not Started, In Progress, or Completed.
Start date/End date
The dates that indicate when a task is scheduled to begin and when it is expected to be completed.
Microsoft Office
A suite of productivity applications that includes Word, Excel, PowerPoint, and others, which can be integrated with Planner.
SharePoint
A web-based collaboration platform by Microsoft that integrates with Office and is used for document management and storage.
Cette formation pourrait intéresser votre entreprise ?
Mandarine Academy vous offre la possibilité d'obtenir des catalogues complets et actualisés, réalisés par nos formateurs experts dans différents domaines pour votre entreprise