Organizing plans and tasks in Planner (2025)

IN THIS COURSE

• 1.  Overview: Organizing plans and tasks in Planner (2025)
  52s
  This video outlines the key content covered in the Organizing plans and tasks in Planner (2025) course, including creating tasks in a basic plan, attaching files, and adding a checklist to a task in Planner. FREE ACCESS
• 2.  Adding and managing members in Planner
  4m 35s
  Microsoft Planner is a versatile tool that enables teams to effortlessly create, assign, and manage tasks. A key feature of Planner is its capability to add and manage members, ensuring that all participants have access to essential information and can actively contribute to the project's success. In this video, you will learn how to add members and edit group details in a plan. FREE ACCESS
• 3.  Creating tasks in Planner
  3m 33s
  The Grid view offers a clear and organized way to manage tasks, enabling quick addition of new tasks, setting deadlines, and assigning responsibilities. Keeping task details accurate and up-to-date ensures everyone has the latest information, helping to keep your project on track and running smoothly. In this video, you will learn how to create tasks and add basic details in a plan. FREE ACCESS
• 4.  Using buckets in Planner
  3m 56s
  Creating buckets to organize tasks in your plan is an effective way to streamline your workflow and enhance productivity. By categorizing tasks into different buckets, you can manage and prioritize work efficiently, ensuring all tasks are accounted for and providing a clear project overview to track progress and meet deadlines. In this video, you will learn how to create buckets to organize tasks in a plan. FREE ACCESS
• 5.  Using labels in Planner
  4m 2s
  Creating labels to organize tasks in your plan is a powerful way to enhance clarity and efficiency. By assigning labels to tasks, you can categorize and prioritize them based on criteria like urgency, department, or project phase. This helps you quickly identify and focus on specific tasks, ensuring your project stays on track. In this video, you will learn how to create labels to organize tasks in a plan. FREE ACCESS
• 6.  Attaching files and photos to tasks in Planner
  5m 5s
  Attaching files and photos to tasks in Microsoft Planner centralizes all relevant information, enhancing collaboration and task management. This feature allows team members to access crucial documents and images directly from the task card, ensuring everyone has the resources needed to complete their tasks efficiently. In this video, you'll learn how to add a file, a photo, a file from a team's folder, and a URL to a task in Planner. FREE ACCESS
• 7.  Managing recurring tasks in Planner
  5m 28s
  In Microsoft Planner, setting dates and scheduling repeated tasks in a plan is crucial for maintaining consistency and ensuring tasks are completed on time. By assigning specific dates to tasks, you can track deadlines and milestones, while scheduling repeated tasks helps automate recurring activities, saving both time and effort. In this video, you will learn how to set and manage recurring tasks for the team. FREE ACCESS
• 8.  Tracking task progress in Planner
  3m 58s
  Updating task progress status in Microsoft Planner is essential for tracking your project's progress and ensuring that your team stays aligned. This feature enables real-time updates, streamlining your workflow and making it easier to manage and monitor tasks effectively. In this video, you will learn how to update task progress status in Planner. FREE ACCESS
• 9.  Adding a checklist to a task in Planner
  4m 37s
  In Microsoft Planner, incorporating a checklist into a task is an efficient way to keep track of specific items and ensure nothing is overlooked. This feature helps you stay organized by enabling you to mark items as completed directly from the Board view, making it easy to monitor progress and manage your tasks effectively. In this video, you will learn how to add and manage a checklist for a task in Planner. FREE ACCESS
• 10.  Moving and copying tasks in Planner
  4m 7s
  Moving and copying tasks between plans in Planner is a great way to maintain flexibility and organization in your projects. By transferring tasks from one plan to another, you can easily reassign work, adjust priorities, and ensure that all tasks are aligned with your current objectives. In this video, you will learn how to move and copy tasks between plans. FREE ACCESS