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Planner - Planner web, Teams, Mobile Tutorial

Discover how to effectively use Microsoft Planner across devices in this informative module! Whether you're on the web, using Teams, or accessing the mobile app, you'll learn to set up and manage your plans with ease. Get started today on your path to productivity with Microsoft Planner, included in your Microsoft 365 business or education plans.

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Available in Microsoft365

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The goal is simple.

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Know how to open Microsoft Planner

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regardless of the device you're using

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before moving on to creating your first plan.

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Let's start with the web version

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from your Microsoft 365 portal,

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then in the list of applications select planner.

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You can also directly type the address

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planner.cloud.

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Microsoft.

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You will be redirected to your workspace as long as

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you are logged in with a work or school account.

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No extension is required.

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Everything is done in the browser.

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If you are using Microsoft Teams,

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look at the left sidebar.

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The icon is now called planner.

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A click opens the same interfaces on the web.

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You can also add an existing plan as a tab in any channel

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so the whole team can see it at a glance.

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On phone,

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you can install the Microsoft Planner application from the App Store or

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Google Play.

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Sign in with your Microsoft 365 work or school account

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as personal Outlook.com accounts are not supported.

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The interface is lighter but still provides access to your plans,

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assigned tasks,

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and push notifications.

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Planners included in all Microsoft 365 business,

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enterprise,

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and education plans.

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If your organization has one of these licenses,

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you have access at no additional cost.

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However,

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there is a paid edition called Planner Premium

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accessible through Project Plan 3 or Project Plan 5 subscriptions.

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It adds advanced features,

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multi-plan portfolio,

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timeline,

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co-pilot,

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interactive reports,

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etc.

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In all the upcoming tutorials we will work

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exclusively on the standard version or basic plan

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so that everyone can follow along without prerequisites or additional cost.

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When opened,

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Microsoft Planner defaults to the my task page

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in the left sidebar menu,

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you also access the my day section,

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which allows you to highlight the tasks you want to prioritize daily.

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The my tasks section groups together all the tasks that have been assigned to you,

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including those created by your colleagues in different plans

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at the bottom of this menu,

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the new plan button allows you to create a blank plan

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or start from an existing template.

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We will explore this feature in the next module.

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In summary,

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there are 3 ways to access Planner

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via the browser,

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through Teams,

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and with the mobile app.

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As long as you have a Microsoft 365 work or school account,

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planner follows you everywhere.

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In module 3,

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we will put this into practice by creating your first plan

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and configuring it step by step.

Mandarine AI: WHAT YOU SHOULD KNOW

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