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Planner - Planner on mobile Tutorial

Unlock the power of productivity with our video, 'Planner on Mobile'. Discover how to master the Microsoft Planner app—navigate through plans, create tasks, and stay organized on-the-go. With essential tips on managing your favorite plans and optimizing task management, you'll elevate your mobile experience. Don't miss out on becoming a planner pro!

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Available in Microsoft365

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application.

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When you open the app,

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you access the planner's home view

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where your recent plans and those you have marked as favorites are displayed.

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Favorites on mobile correspond to the pinned feature available in the web version.

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From this view,

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you can start a search to quickly find a plan.

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To create a new plan,

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tap the plus icon located at the top right of the screen.

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As on the web version,

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you can name the plan,

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set its privacy,

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private or public,

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and write a brief description.

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However,

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templates are not yet available on mobile.

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By tapping on the three small dots to the right of each plan,

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you can add or remove it from favorites or delete it from the recent plans list.

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In the favorite section,

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this same command allows you to unpin a plan.

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The assigned to me tab gathers all the tasks assigned to you

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by default they are grouped by plan,

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but you can choose to display them by progress status,

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due date,

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or even by priority.

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You can create a task from this screen,

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rename it,

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move it to another section,

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set a due date,

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and of course mark it as completed.

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By swiping the screen from left to right,

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you can switch from one plan to another

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provided it is in your favorites.

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This is the case,

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for example,

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with the product launch and showcase site launch plans

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that we have saved as favorites.

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On each task card,

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the menu represented by three dots allows you to quickly change its status.

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As soon as you mark it as completed,

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the task is automatically moved to the corresponding category.

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Finally,

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the settings menu offers you the option to choose a light,

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dark,

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or system aligned theme

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to check the app's new features

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and to verify its version number.

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You now know the essentials of Microsoft Planner features on mobile.

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All that's left is to put them into

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practice to organize your projects wherever you are.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

Video Training Microsoft Planner - Discovery & project management

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Video Training Microsoft Planner - Discovery & project management

Transform project management with Microsoft Planner: plan, collaborate and visualize your tasks at a glance on any device.

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