Working with advanced plans in Planner (2025)

IN THIS COURSE

• 1.  Overview: Working with advanced plans in Planner (2025)
  53s
  This video outlines the key content covered in the Working with advanced plans in Planner (2025) course, including upgrading a basic plan, creating a premium plan, and setting goals within a premium plan in Planner. FREE ACCESS
• 2.  Upgrading and downgrading plans in Planner
  4m 24s
  In Microsoft Planner, upgrading to a premium plan unlocks advanced features like custom views, conditional formatting, and integration with other Microsoft 365 applications, enhancing project management. Conversely, downgrading to a basic plan results in the loss of these features, but essential functionalities remain suitable for individuals and small teams. In this video, you will learn how to upgrade a basic plan and downgrade a premium plan. FREE ACCESS
• 3.  Creating a premium plan in Planner
  4m 1s
  The premium plan in Microsoft Planner offers a comprehensive set of features to enhance project management and team collaboration. It includes advanced functionalities such as custom views, conditional formatting, and integration with other Microsoft 365 applications. Discover how to create and manage a premium plan in Planner. FREE ACCESS
• 4.  Managing tasks in a premium Planner plan
  5m 9s
  Effectively managing tasks in a premium plan means leveraging advanced features to boost project management and team collaboration. These capabilities enable you to create, update, and monitor tasks with ease, ensuring your team remains aligned with project goals and deadlines. In this video, you will learn how to insert, edit, and delete tasks in a premium plan. FREE ACCESS
• 5.  Organizing tasks in a premium plan in Planner
  4m 23s
  In Planner, premium features offers powerful tools to efficiently organize tasks for successful project management. Additionally, the premium bucket feature allows you to categorize tasks using colors, offering a visual method to organize and prioritize your work. In this video, you will learn how to customize buckets and edit existing tasks in a plan. FREE ACCESS
• 6.  Creating task dependencies in Planner
  4m 21s
  In Microsoft Planner, the premium plan offers advanced features to enhance project management. The Timeline view allows you to visualize dependencies and milestones, and identify the critical path to keep your project on schedule. In this video, you will learn how to insert dependencies, attach milestones, and use the Timeline view in Planner. FREE ACCESS
• 7.  Viewing assignments and workloads in Planner
  4m 6s
  In Microsoft Planner, viewing people assignments and workload is crucial for effective project management. This feature lets you see task assignments and each team member's workload, helping you balance tasks and avoid overburdening anyone. By monitoring these aspects, you can make informed decisions about task delegation and resource allocation, boosting team productivity and project success. In this video, you will learn how to assign tasks, effort and view workload for members in a plan. FREE ACCESS
• 8.  Setting goals in a premium plan with Planner
  4m 55s
  Establishing goals in a premium plan within Microsoft Planner offers a robust framework for improving project management and team collaboration. These features allow teams to define clear objectives, monitor progress effectively, and ensure alignment with broader business goals. In this video, you will learn how to create and manage goals in premium plan. FREE ACCESS
• 9.  Using Copilot in Planner
  4m 6s
  In Planner, utilizing Copilot in a premium plan significantly boosts productivity and streamlines workflows. With its advanced AI capabilities, Copilot aids in managing projects more efficiently by offering insights and suggestions that save time and enhance accuracy. In this video, you will learn how to use Copilot in a premium plan. FREE ACCESS