Planner - Work together in a team Tutorial

Unlock the power of teamwork with 'Work Together in a Team'! Dive into how Microsoft Planner enhances collaboration by allowing seamless project communication and task management. Learn to create shared plans and integrate with Teams and Outlook for efficient workflow. Join us and transform your projects with effective collaboration strategies!

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Available in Microsoft365

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on smooth communication among its members.

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Planner provides a solid foundation for planning,

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tracking,

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and sharing tasks within a team.

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There are two ways to move from individual work to true collaboration.

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Either link your plan to a team in Microsoft Teams right away,

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or start with a private plan and share it with others later.

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The first method is to create a shared plan directly in Teams.

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When you create a blank plan,

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planner immediately offers to associate it

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with an existing Teams team.

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Choose the team that will host the project and confirm.

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Your plan is then automatically shared with all the members of this team.

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To make the plan visible in Teams,

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open the Microsoft Teams app,

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select the corresponding team,

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then the desired channel.

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Then click on the plus icon at the top of the channel,

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choose the planner app and confirm with save.

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Instead of creating a new plan,

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select the existing plan and in the drop down list

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select the plan you wanna add.

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If the plan does not appear,

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check that it has indeed been created within the Microsoft 365 group

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to which the team is linked.

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Once the tab is added,

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updates made in planner

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and those made in teams synchronize automatically.

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Sometimes it is more comfortable to build the structure of a plan before sharing it.

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When you create a private plan,

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a padlock icon located at the top right of the screen

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reminds you that it is only visible to you.

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To open it for collaboration,

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click on share.

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Two choices are available to you.

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Add the plan to an existing Microsoft 365 group

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or create a new group.

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If you create a new group,

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the default proposed name will be the same as the plan,

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but you can change it by selecting the small pencil.

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Enter a clear description and choose the level of privacy

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public accessible to the entire organization

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or private

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reserved for explicitly invited members.

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In our example

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we keep the private option

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then add the people you want to work with and confirm by clicking on create a group.

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Planner then generates the Microsoft 365 group

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and automatically links your plan to it.

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To check or adjust the group composition,

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return to the share menu.

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You can include new collaborators or revoke a member's access

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by clicking the cross located to the right of their name.

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The added people receive an email notification.

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Synchronization can take a few minutes to a few hours.

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Once the plan is shared,

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you can assign each task as it is created

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by selecting the assignment field

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and choosing the relevant collaborator.

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A comment section also appears under the description.

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It remains hidden as long as the plan stays private

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because the conversations are stored in the Microsoft 365 group messaging.

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Enter your message,

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then click send.

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A discussion thread is automatically created.

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To date,

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Microsoft Planner does not yet support directly mentioning a user

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with the at symbol.

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Comments are therefore exclusively used to keep the history of exchanges

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related to the task.

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Each

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conversation is also visible in Outlook

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within the group's shared inbox.

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From the settings of this folder

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you can enable notifications to receive each new

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message or event in your personal email inbox.

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All the tasks assigned to you automatically appear in Microsoft to do

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in the section assigned to me

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with their checklist and original description.

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You thus have a centralized view of your upcoming actions

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accessible from Outlook or the to do app.

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By choosing the method best suited to your context,

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immediate creation of a shared plan,

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or switching a private plan to a group,

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you fully benefit from the integration between Microsoft Planner,

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Microsoft Teams,

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and Outlook.

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You thus centralize planning,

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communication,

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and task tracking

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while providing everyone with clear visibility on the project's progress.

Mandarine AI: WHAT YOU SHOULD KNOW

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