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Planner - Organize and view your plan Tutorial

Unlock the full potential of your project management skills with 'Organize and View Your Plan.' This intermediate-level tutorial dives deep into using planner features like compartment creation, task filtering, and diverse viewing options. Get ready to streamline your workflow and enhance productivity. Watch now to transform your planning experience!

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Available in Microsoft365

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it is essential to present tasks clearly

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and navigate easily between the different elements of your plan.

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In this module,

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you will learn how to add buckets.

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Reorganize content.

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Filter and group tasks,

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perform targeted searches,

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and explore the views offered by planner to make tracking your work easier.

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Start by creating a bucket in the board view,

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click on add a bucket.

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Enter a relevant name,

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for example,

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marketing and communication,

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then confirm

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your new compartment appears immediately.

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If you need to change the order of the compartments,

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simply drag and drop to the desired position.

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Another option is to click on more options,

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the three dots.

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You can then move to the right or move to the left,

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rename

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or delete the compartment as needed.

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Each compartment contains tasks that you can reorganize just as easily,

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select the task,

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drag it and drop it where you want.

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The list instantly updates to reflect your priorities.

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When the board starts to get crowded,

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use the filter located in the upper right corner.

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Planner allows you to filter by due date,

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priority,

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progress,

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label,

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compartment,

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or assignment.

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Choose for example progress.

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In progress,

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a number appears on the icon

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to indicate the number of active criteria,

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and only the tasks matching these criteria remain visible.

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You can naturally combine several filters.

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Add,

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for example,

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the urgent label,

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and the indicator immediately changes from 1 to 2.

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To return to the full display,

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open the filter and click on clear all.

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Your board is by default grouped by compartments.

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However,

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other groupings are available in the menu group by assignment,

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progress,

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due date,

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label,

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or priority.

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Select for example progress.

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The column titles changed to not started in Progress and Completed,

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providing a clear snapshot of the plan's progress.

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The search bar at the top of the

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page is useful for quickly finding specific information.

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Simply type a keyword.

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Here we'll search for the title of a task,

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and planner will display only the corresponding items.

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To improve visualization,

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planner offers several views.

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Board

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column display is open by default.

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It's ideal for tracking compartments and associated cards.

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Grid presents tasks in a table format

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with rows and columns similar to a spreadsheet,

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convenient for comparing multiple fields at a glance.

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Scheduling displays your tasks on a timeline to visualize dependencies

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and anticipate date overlaps.

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Chart summarizes progress in the form of a diagram.

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You will see,

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for example,

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the distribution of priorities,

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overdue tasks,

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or workloads by person.

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We will detail each of these views in a dedicated module

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so that you can choose the perspective best suited to your goals.

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You now know how to structure your plan,

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apply smart filters,

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and choose the display that best showcases your data.

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In the next module,

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we will see how to synchronize planner with outlook.

Mandarine AI: WHAT YOU SHOULD KNOW

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