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Planner - Why Planner Tutorial

Discover why Microsoft Planner is a game-changer for your team projects! This video explores its unique position in the Microsoft 365 ecosystem, ideal for straightforward projects needing visual organization. Learn about its versatile views and seamless integration with Teams and mobile. Don't miss out on mastering this essential planning tool—watch now!

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Parteger

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

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