Planner - Why Planner Tutorial

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Available in Microsoft365

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Our goal in this video is to understand

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where does Planner fit in the Microsoft 365 ecosystem

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and in what context does it become the most relevant tool for your team?

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Planner is a visual planning application already

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included in your Microsoft 365 subscription,

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which means no additional installation is required.

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You can access it from your browser,

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Teams,

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or your phone

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and manage your projects in the form of plans

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composed of columns called buckets that contain task cards.

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To properly position planner among task management tools,

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place it between Microsoft to do

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for personal task lists

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and Microsoft Project

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designed for complex initiatives with dependencies and budgets.

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Planner occupies the middle ground,

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ideal for straightforward team projects that

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benefit from K band style visualization.

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It becomes the pragmatic choice when spreadsheets reach their limits,

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but a full scale project management platform isn't warranted.

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The same plan can be displayed in different ways.

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In board view,

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buckets are shown like a post-it board,

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making it easy to move tasks visually.

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Grid view offers a more compact and tabular display.

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Schedule view places your tasks on a calendar,

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giving a clear picture of deadlines.

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Finally,

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chart view summarizes progress through visual graphs.

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You can switch between these views at any time without losing your data.

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Planner tracks your tasks everywhere

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integrated into teams for continuous collaboration

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available on the web for quick access from any computer

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and present on iOS or Android mobile

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to keep an eye on your deadlines while on the go.

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In practice,

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it's best suited for teams that include from a few people to a few dozen

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for projects that do not require a gaunt chart

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and for those who want to stay within the Microsoft

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365 environment

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without multiplying tools.

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It is particularly relevant for scenarios such as a product launch,

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the organization of an internal event,

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or the execution of a marketing sprint.

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Situations where a simple shared

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visual tracking method

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brings clarity to the entire team.

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You now know why planner deserves a place in your toolbox.

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In the next module

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we will see how to access it in just a few clicks

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and create your first plan together.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

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E-learning Débutant

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.

ALL COURSES