Getting started with Planner (2025)

IN THIS COURSE

• 1.  Overview: Getting started with Planner (2025)
  52s
  This video outlines the key content covered in the Getting started with Planner (2025) course, including accessing and exploring the interface, discovering tasks in My Day, and configuring notification settings in Planner. FREE ACCESS
• 2.  Getting access to Planner
  4m 27s
  Microsoft Planner, integrated within the Microsoft 365 platform, is a collaborative task management tool designed to help people plan, manage, and complete task-based initiatives. It also enables users to handle tasks, to-do lists, plans, and projects across Microsoft 365 apps in a unified online space. In this video, you will learn how to sign in to the Microsoft 365 platform, access Microsoft Planner, and securely log out of the application. FREE ACCESS
• 3.  Working with My Day and My Tasks in Planner
  4m 57s
  The My Day and My Tasks tabs offer a detailed overview of your daily priorities and workload, enabling efficient planning, progress monitoring, and timely task completion. By utilizing these sections, you can stay organized and focused, making it easier to manage your responsibilities and meet your deadlines. Learn how to navigate the Planner interface and explore tasks within My Day and My Tasks to enhance your productivity. FREE ACCESS
• 4.  Exploring My Plans interface in Planner
  4m 55s
  In Microsoft Planner, My Plans is a centralized collection of projects created across various Microsoft applications that you are responsible for or involved in. This feature allows you to organize, track, and manage your work efficiently, ensuring that you stay on top of your responsibilities and deadlines. In this video, you will learn how to explore and manage plans within the My Plans interface. FREE ACCESS
• 5.  Creating a plan in Planner
  4m 1s
  In Microsoft Planner, creating a plan helps you organize tasks, set deadlines, and assign responsibilities, enhancing project management and team collaboration. Additionally, when you create a new plan, it automatically forms a Microsoft 365 group, facilitating seamless collaboration across Planner, Outlook, and Microsoft Teams. Discover how to discover different plan options and create a plan in Planner. FREE ACCESS
• 6.  Discovering a plan interface in Planner
  5m 43s
  In Microsoft Planner, the basic plan includes essential features like task creation, assignment, and tracking, ideal for individuals and small teams. The premium plan enhances project management with advanced functionalities such as custom views, conditional formatting, and integration with other Microsoft 365 applications. In this video, you will learn how to navigate the interfaces of both the basic plan and the premium plan in Microsoft Planner. FREE ACCESS
• 7.  Adding a task in Planner
  4m 30s
  Tasks in Microsoft Planner can be created in My Tasks and My Plans. Understanding the difference helps manage your tasks and projects effectively. Managing flagged emails integrates important messages into your task system, making follow-ups easier. Learn how to create tasks in My Tasks and My Plans, and manage flagged emails in Planner. FREE ACCESS
• 8.  Sharing a plan in Planner
  3m 27s
  In Microsoft Planner, adding members to a plan is a simple process that boosts collaboration by enabling team members to contribute to tasks and projects. Additionally, the Copy link to plan option allows users to create a shareable link to a specific plan. In this video you will learn how to add members to a plan, create and access shareable link to a specific plan in Planner. FREE ACCESS
• 9.  Managing a plan in Planner
  3m 43s
  Managing a plan in Planner is a streamlined process that empowers you to organize and oversee your projects effortlessly. The intuitive interface simplifies the visualization of your workflow, ensuring that everyone stays aligned and informed. Learn how to export a plan to Excel, duplicate plan and remove a plan in Planner. FREE ACCESS
• 10.  Configuring notification settings in Planner
  3m 18s
  Configuring email settings allows you to customize notifications, keeping you updated on task progress, deadlines, and comments, ensuring you never miss important updates. Assigning tasks to users enables you to delegate responsibilities and track who is working on what, which helps maintain clarity and accountability within the team. Discover how to configure email settings and assign task to a user in Planner. FREE ACCESS