Integrating Microsoft 365 apps with Planner (2025)
Planner (2025)
| Intermediate
- 7 videos | 31m 59s
- Includes Assessment
- Earns a Badge
- CPE
By connecting Planner with other Microsoft 365 applications, you can create a seamless environment where tasks, communications, and resources are easily accessible and manageable. Integrating Planner with other applications enables better collaboration and project management, ensuring your team stays connected and aligned on their goals. This course provides a comprehensive understanding of how to effectively use Microsoft Planner to enhance productivity and collaboration within your team. You will learn how to insert and reply to comments directly from Outlook and view these replies within Planner, ensuring seamless communication and feedback on tasks. Furthermore, you will explore how to locate task attachments in Planner, identify attachments within tasks, and access the associated files in the SharePoint library. You will also learn how to create plans in To Do and access them via the Planner application. Additionally, you will delve into using Microsoft Loop for task integration in Planner. The course will show you how to create and manage tasks in Loop and access recently created tasks in the Planner application. You will also discover how to access, integrate, and manage a plan within a team's channel, facilitating better team collaboration and project management. Finally, the course covers connecting Planner conversations to Microsoft Teams, allowing you to add a conversation from the premium plan and collaborate effectively within Teams. By the end of this course, you will have a comprehensive understanding of how to leverage the powerful features of Microsoft Planner and its integrations to streamline your workflow, improve communication, and boost productivity.
WHAT YOU WILL LEARN
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Discover the key concepts covered in the integrating microsoft 365 apps with planner course
Insert and reply to comments from outlook, and view replies in planner
Identify attachments in tasks and access files in a sharepoint library
Create plans in to do and access them via the planner application -
Create and manage tasks in loop and access recently created tasks in planner
Access, integrate, and manage a plan in a teams channel
Add a conversation into a premium plan and collaborate in teams
IN THIS COURSE
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55sThis video outlines the key content covered in the Integrating Microsoft 365 apps with Planner (2025) course, including adding comments to tasks, locating task attachments, and adding a conversation from the premium plan in Microsoft Teams. FREE ACCESS
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4m 37sAdding comments to tasks in Planner keeps everyone informed and aligned on project progress. These comments can be viewed and replied to from Outlook, enabling efficient communication without switching apps. Moreover, any replies made in Outlook are automatically synchronized with Planner, ensuring that all team members have access to the most recent updates and can effectively manage their tasks. In this video, you will learn how to insert and reply to comments from Outlook, and view replies in Planner. FREE ACCESS
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3. Locating task attachments in Planner4m 2sAttaching relevant documents directly to tasks in Planner allows team members to easily find and reference necessary files, ensuring everyone remains aligned. These attachments can be accessed through the SharePoint library, offering a centralized location for all project-related documents and streamlining file management. In this video, you will learn how to identify attachments in tasks and access files in a SharePoint library. FREE ACCESS
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4. Integrating Microsoft To Do with Planner5m 25sIntegrating Microsoft Planner with Microsoft To Do offers a seamless way to manage tasks across both applications, enhancing productivity and collaboration. This connection allows you to create, update, and track tasks in Planner while accessing and managing them in To Do. Discover how to create plans in To Do and access them via the Planner application. FREE ACCESS
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5. Using Microsoft Loop for task integration in Planner6m 6sThe seamless integration between Microsoft Loop and Planner streamlines task management, allowing you to effortlessly add detailed descriptions, update progress, and centralize tasks to keep everyone aligned. Additionally, you can easily access recently created tasks in the Planner application, ensuring your projects remain organized and on track. In this video, you will learn how to create and manage tasks in Microsoft Loop and access recently created tasks in Planner. FREE ACCESS
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6. Integrating a plan in Microsoft Teams with Planner5m 21sEnhancing your team's productivity and collaboration is simple with the addition of the Planner app to Microsoft Teams. This setup enables you to create new plans, use existing ones, and manage tasks in various views, making project management straightforward and ensuring everyone remains aligned and informed. In this video, you will learn how to access, integrate, and manage a plan in a Teams channel. FREE ACCESS
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7. Connecting Planner conversations to Microsoft Teams5m 34sIntegrating Planner with Microsoft Teams enables seamless task management, progress tracking, and real-time discussions. This feature allows you to bring conversations from your premium plan into Teams, ensuring all team members are aligned and can collaborate efficiently. In this video, you will learn how to add a conversation into a premium plan and collaborate in Microsoft Teams. FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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