Planner - Starting with planner Tutorial
In this video, you will learn about starting with Microsoft Planner.
The video covers the basics of using Microsoft Planner to organize and prioritize your team's tasks.
You will discover how to create compartments to organize tasks and enrich them with documents, labels, or checklists.
This will help you better manage and track your collaborative work with precision.
By using Microsoft Planner, you can visualize deadlines, prioritize tasks, and optimize your personal work.
Additionally, the video explains how to integrate Microsoft Planner with other cross-functional applications, such as Microsoft Teams and Microsoft Outlook, to enhance your productivity.
This tutorial provides a comprehensive overview of getting started with Microsoft Planner and is perfect for beginners using Microsoft 365.
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Objectifs :
This document aims to provide a comprehensive guide on how to organize teamwork by creating and managing tasks using Microsoft Planner. It outlines the steps to create a new plan, assign tasks, and collaborate effectively with team members.
Chapitres :
-
Introduction to Microsoft Planner
Microsoft Planner is a task management tool that allows teams to collaborate and organize their work efficiently. This guide will walk you through the process of creating a new plan, assigning tasks, and managing team collaboration. -
Accessing Microsoft Planner
To start using Microsoft Planner, follow these steps: 1. Go to the Office.com portal. 2. Sign in with your credentials. 3. Once on the Office 365 home page, locate the App Launcher. 4. Click on 'Planner' to access the Planner Hub. -
Navigating the Planner Hub
The Planner Hub is where you can view all your plans. Key features include: - **Favorites**: Located at the top, showing your favorite plans. - **Recent Plans**: Found at the bottom, displaying plans you've recently consulted. - **All Plans**: This section lists all the plans you have created or joined. -
Understanding Boards and Buckets
Each plan has its own board for collaboration. Within each board, you can organize tasks into 'buckets'. Here’s how: - Use the scroll bar to navigate through tasks vertically and horizontally. - Tasks can be grouped by: - Buckets (e.g., To Do, Accounting, Design) - Assigned members (e.g., Unassigned, Me, Intern) - Progress status (e.g., Not started, In progress, Completed). -
Creating a New Plan
To create a new plan, follow these steps: 1. Click on 'Create a new plan'. 2. Enter a name for your plan (e.g., 'Scripts2'). 3. Choose whether to create a new Microsoft 365 group or associate it with an existing one. For this example, select 'Create a new one'. 4. Decide on the plan's visibility: Public (accessible to everyone in the company) or Private (only accessible to invited members). -
Adding Members and Organizing Tasks
After creating the plan, you can add members: - Type the names of people within your company to invite them. - For external members, enter their email addresses. - Organize tasks by creating buckets and assigning tasks to team members. -
Conclusion
By following these steps, you can effectively create and manage plans in Microsoft Planner, enhancing teamwork and task organization. This tool is essential for streamlining collaboration and ensuring that all team members are aligned on their responsibilities.
FAQ :
What is Microsoft Planner?
Microsoft Planner is a task management tool that allows teams to create plans, assign tasks, and collaborate effectively. It helps organize work visually through boards and buckets.
How do I create a new plan in Planner?
To create a new plan in Planner, sign in to Office 365, go to the App Launcher, select Planner, and then click on 'Create a new plan.' You can choose to associate it with a new or existing Microsoft 365 group.
What are buckets in Microsoft Planner?
Buckets are categories within a Planner board that help organize tasks. You can create buckets based on different criteria, such as project phases or team roles.
What is the difference between a public and a private plan?
A public plan can be viewed by anyone in your organization, while a private plan restricts visibility to only those members who are invited to the plan.
Can I invite people outside my organization to a plan?
Yes, you can invite people outside your organization by typing their email addresses when adding members to your plan.
How can I view all my tasks across different plans?
You can view all your assigned tasks across different plans by selecting 'My tasks' on the left pane of the Planner interface.
Quelques cas d'usages :
Project Management in Marketing
A marketing team can use Microsoft Planner to organize their campaigns by creating a plan for each campaign, assigning tasks to team members, and categorizing tasks into buckets such as 'To Do', 'In Progress', and 'Completed'. This helps streamline communication and track progress.
Software Development Sprints
In a software development environment, teams can create a plan for each sprint, assigning tasks related to feature development, bug fixes, and testing. By using buckets to categorize tasks by priority, teams can enhance productivity and ensure timely delivery.
Event Planning
An event planning team can utilize Planner to manage all aspects of an event. They can create a plan that includes tasks for venue booking, catering, and marketing, and assign these tasks to different team members, ensuring that nothing is overlooked.
Educational Course Development
Educators can use Planner to develop new courses by creating a plan that outlines all necessary tasks, such as curriculum design, resource gathering, and scheduling. This organized approach helps ensure that all elements are completed on time.
Glossaire :
Planner
A task management tool within Microsoft 365 that allows users to create plans, assign tasks, and collaborate with team members.
Microsoft 365 group
A collection of people who work together on a project, which includes shared resources like a shared mailbox, calendar, and files.
Buckets
Categories within a Planner board that help organize tasks based on different criteria, such as project phases or team responsibilities.
Tasks
Individual items of work that can be assigned to team members within a plan in Planner.
Public plan
A type of plan in Planner that can be viewed by anyone in the organization.
Private plan
A type of plan in Planner that restricts visibility to only those members who are invited.
App Launcher
A feature in Office 365 that provides quick access to various applications, including Planner.
Outlook online
The web-based version of Microsoft Outlook, used for email and calendar management.
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