Microsoft Planner Fundamentals: Planner for Beginners | Mauricio Rubio | Skillshare

Microsoft Planner Fundamentals: Planner for Beginners

Mauricio Rubio, Serial entrepreneur, techie, life hacker, PM & MBA

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8 Lessons (1h 23m)
    • 1. Promotional Video

    • 2. What is Planner and what can I use it for?

    • 3. Why use Microsoft Planner and not another product?

    • 4. Planner Basics: Initial Tour of Microsoft Planner

    • 5. Helping to Improve Microsoft Planner

    • 6. Planner in action: a real world example of an Agile Kanban Board in Microsoft Planner

    • 7. Microsoft Planner Support Resources

    • 8. The official planner websitev2


About This Class

This Microsoft Planner course will help you get you up and running quickly with Microsoft Planner. Think of it as a Planner fundamentals and essentials crash course for the workplace.

As part of the Office 365 suite of applications, Microsoft Planner is one of the most important and widely used Microsoft productivity apps in businesses around the world. It is also intuitive, easy to use and modern.

At the workplace, I use Microsoft Planner on a daily basis, multiple times a day every single day. And that's not a coincidence. Planner is a great tool for managing projects, tasks and people.

Microsoft Planner allows you to plan tasks, control and coordinate jobs, communicate, collaborate, share files, work on files concurrently, make business decisions, solve business problems, manage your projects and more, a lot more.

The sky is the limit when it comes to Microsoft Planner. It's just that powerful, trust me. But beyond that, allow me to show you why it's so powerful and fun to use. And why so many businesses and people use it. 


1. Promotional Video: Hey, guys, welcome to these Microsoft Planner course or planner for short Microsoft Planner is one of the most widely used applications in the office. 365 sweet off Microsoft. And in these course, we're gonna cover all of the basics and the fundamentals that you need to know about Microsoft Planner and how you can use it in the workplace or even on your personal projects will go through these and out what it for. Why use it as a real world examples on I'm really glad you're here because I'm sure you're gonna learn a lot about Microsoft Planner in this course. We're also gonna go over planner terminology where you can get support or where you can find support documentation for planner directly from Microsoft and how you can access the resource serious on the advantages. All that is available in terms of support from Microsoft Planner on Microsoft. We're also going to go through feedback and how you can look back and provide feedback to Mike's of directly. If you have any ideas or suggestions about how to make Mike's of planner better on last but not least, I'm also gonna show you how I'm where to download Microsoft Planner. All right. And aside from that, I just wanted to let you know that my name is Maria Rubio. And on your online instructor and teacher on the scores, I'm an expert, project manager and MBA. I'm also an entrepreneur and author and only instructor or teacher. I'm just a planner girl. Like I actually used to stuff every single day. And in these course I'm gonna share with you my tips, tricks and everything I really do to make my experience with Microsoft Planner. Great on how you can replicate all of that that I do in your own projects and in your own initiatives using Microsoft Planner. Alright, guys, I'm really excited that you're here. I'm sure you're gonna get a lot of the scores. And if you're in a business that is using Microsoft Planner, you're Dennett Definitely gonna enjoy everything that I covering this course because he will help you in your projects and at the workplace. Alright, guys, See, in the next round. Cheers. Bye. 2. What is Planner and what can I use it for?: Hey, guys. So in this part of the course, I want to introduce you to Microsoft Planner and then a woman. We're gonna cover a little bit about what Microsoft planner is, right? In short, we call it Planner. So yep, it's called the products called Microsoft longer, but this is equivalent to you'll hear people call it just planner. So Planner is the name that most people used to describe this product. Microsoft Planner is part of the office Suite 365 suite of Applications office, which is, you know, part off Microsoft product offering. And for those that don't know, Microsoft and Office 365 has probably over 28 applications around 28 applications, which you can use that are part of our history. 65 and I'd say, one of the top applications and most widely used applications in office. 365 He's Microsoft Planner, and there's a ton of different things that you can do with Microsoft Planner. So let's look a little bit about what you can do with Planner. OK, so what can you do? What can you do with planner, right with planner, Right? So there's a ton of different things you can use Microsoft planner for. But mainly as a name implies, it is a practice sign for planning. All right, planning what? Planning tasks, projects and so forth. Right. So pretty much anything you want a plan you can actually use Microsoft Planner for that. You can also use it as an agile can Ben board. All right. So you can also use Microsoft Planner to build an agile Cambon board. All right, All right. The other thing, you can also use Microsoft Planner four East to build a product grilled map. If you're a product manager or you're working on up team and you need to rebuild a product roadmap, Microsoft planner is a really good tool to do that. You can also use it as a to do list. You know, just a simple to do list, um, around things that you need to do. And that can be, you know, for yourself, for your team, for people that are reporting to you. You can also use Microsoft Planner for Resource management resource management, and we'll see a bunch of examples around all these different things when we get to the course. But I just wanted to talk a little bit about the different things that you can do with Microsoft Planner because it is a great tool. It is a very powerful tool, and it is one of the most widely used tools in off histories expired. And the reason why it's so widely uses because he's so intuitive. It's super easy to use. It's great, it's fun, you know, it's very visual, and we'll talk a little bit more about this in a moment. But what else can you dio with Microsoft Planner? This is just to give you, you know, an idea about the different things that you can do with it. Obviously, it's a limited or it's not constrained to these different things. You could do a ton of other things in Microsoft planner on mainly, you know, a little people use it to run their products, run projects. All right, so is great for collaboration, you know, for team team collaboration, communication, um, you know, communication and just overall managing tasks. And like I already mentioned before, planning tasks, you know, controlling tasks and pretty much coordinating work. All right, over these things are really different things that you can do in Microsoft Planner. And like I said before, it's a great tool that you can use and we're gonna run into examples a little bit down the track. In the scores are around different examples of the different things that you can do with Microsoft. Planner on why I recommended on wife such a great tool in what is wide such a powerful tool . I'm gonna show you a real world example off a product roadmap using planner and agile Cameron Ward using planner and how we've used it on different projects just to manager tasks, coordinated work and so forth. Right, So I'll see you in the next one. Guys, this is just a very quick control when you can use Microsoft planner for 3. Why use Microsoft Planner and not another product?: Alright, guys. So let's talk a little bit about why Planner. So why should you use planner and not one of the other tools for planning and collaboration that are out there? Well, one of the key thing that really one of the most important things is its integration with Microsoft and its price. All right, So, as we all know, pretty much all businesses in the world use a Microsoft product that could be word Excel. Power Point. Microsoft teams officers expire for one of the many absentees, including Office 365 and Planner. Being a Microsoft product integrates really well with all of those, right? So that is one of the greatest advantages and one of the reasons why you should be using Microsoft Planner if you're not doing so already. And if you're not doing so already and you work for a company that uses Microsoft products or office or, you know, Michael's of teams or warder Excel or any of those other products, it is very likely that some point in the future you're gonna be using Microsoft Planet. So that's why taking these courses such a great thing for you because you're thinking and you know you're one step ahead of the game. And even if you are using Microsoft Planner already, these scores will give you the basics and the fundamentals around what types of things you can do with Microsoft planner and what it's for, Right? So one of the other reasons why you should be using planner on one of the reasons why Planner is so good is because it is very intuitive. All right is very intuitive, so you don't need a little training or preparation. You know, there's not hours and hours of you trying to learn how it works. Self, Microsoft products and some other proxy in finding the market are quite complex, and they actually require a level of training and the learning curve. You know, it's very high. In this case. It is the opposite. You know, the learning curve in Microsoft Planner is very low, so it is. One of the advantages is that it's easy to learn, so you learn quickly, right? You learn quickly, right? So this is one of the advantages off. Um, you know, Microsoft Planner versus Other. You learn quick, you know, it's versus other parts other, so it's very intuitive is very easy to use, right, and it's built for collaboration, all right. He's also very modern. So this was a product release initially in 2016. That was the initial release off planner. There have bean a ton off upgrades and enhancements. Seems then. But like I said, because it's something that wasn't built in the nineties or in the eighties or in the seventies or whatever, it's very, very modern. Just a few years ago, it was released to the market and has improved ever since. And the other thing is that when Microsoft build this product, they definitely looked at the competition, and based on what they saw, they improved the product, right? So Michael of Planner, you know, if you use something like G right, you know, gear, or if you've used something like Trail Oh, it is very similar to those products, but it has built in some of the things that those products don't have, and it leverages also on the strength of those process. Feel very familiar. It feels like something you've used before, but like I said, it's kind of has its own Microsoft flavor in it, and because of that it is built for the corporate. For companies, it doesn't really mean that he has to be used Onley for big companies of big corporations. He can be used by any size of company, even startups. So Planner definitely is not just for big companies. It's for the big and for this small right. So for anyone, it is for an individual more for groups or teams. All right, so it doesn't have to be just used by one person. It can be used by many people, but it can still be used by one person. If you wanted it to use it as you know, as a particular individual, if he just wanted to use that Brooke. And that's why before I talked about to do lists, which is a great example, allowing an individual might decide to use planner. And it is one of the greatest things that it has, because it is part of the off history 65 suite of applications that you know you can integrate with other Microsoft on office risks by products and applications, which makes your life a lot easier. And it's something that you cannot, for example, to Microsoft teams. If you're using teams easily, and that is great. You know, I find that is great. One of the things, though I wanted to note that is different in these office 365 product. Microsoft Planner versus other tools and products like, for example, teams is that planner is in free and decent at least of the time of this. Recording CDs and convert commercially available for individuals is more for business use. So if you're working for a company, it is very likely you can access planner. Or they probably have. They have us officers, explains description of business description. You'll likely find it there. But if you have an office 365 personal subscription as an individual, more likely than not, you're not gonna find planner there on. Like I said before, it's also not available for you to download for free like teams, at least not at the time of this recording. I do hope that at some point in the future, Microsoft realizes the huge potential that it has to open up planner for the world for free , and then that some people pay and get advanced features, or that they have, you know, like a consumer version and then a business variation with more advanced features and so forth. So that's something I'm hoping for. And I think that Microsoft might do that like they did with teams. So Microsoft teams initially was like Planner, it waas Onley available for businesses. Nowadays, it's available to the consumer, to the end user to anyone, really, to an individual. And it's even available for free. Obviously, the free version of the product pass its limitations like most free versions of any product or so somewhere. But it is quite good. Even the free version teams when we're talking about Microsoft teams. So hopefully at some point Microsoft will do the same for Planner. But for now, these other key reasons why you would use planner on White such a great tool and why I definitely encourage you to explore it. And I'm glad that you're taking the scores because you're taking that step. Like I said before off deep diving into planner on, I'm sure you're gonna love it, and once you start using it, you're unlikely to. It's very unlikely you'll stop using it. I've been using planning for a few years now, never since I started using Microsoft Planner. I've kept using it. It's one of those spots you just kind of fall in love with because it's very easy to use very intuitive Berries or friendly. It's great for collaboration is great for managing. Task is great for my name products. But it's also great for your individual war, killed management or just were planning your to do's. Alright, guys, we'll see you on the next one. Cheers. Bye. 4. Planner Basics: Initial Tour of Microsoft Planner: Alright, guys. So without further ado, we're gonna go directly into Microsoft Planner and have a quick tour of what Microsoft planner looks like and just have a quick introduction of visual walk through off Microsoft Planet directly. Microsoft planner itself. Okay, so I'm gonna assume in this part of the course that you already have a Microsoft planner subscription and that you're using, you know, in office 365 account, which you can use to log into Microsoft Planner. All right, so I'm not gonna go through the creation process or like you buy a license, etcetera. I'm assuming that you already have access to Microsoft planner, and if you don't know how to access it, just make sure you check with your system at mean or your help desk or people that support the I T department in your company or your business. Just ask him how you get to planner, you know, from your business, and they should get you through it. But generally speaking, regardless of which company you are, you should be able to go to portal thought office dot com And that should in theory, take you toe assigning page a long page in which you can add your credentials and then, you know, after you enter your credentials, you'll be able to go directly to Microsoft Planner. All right, so let's do these. I'm gonna you know, Hi. This for a second. I don't want to provide my credentials, their private, their corporate private credentials. So I'm gonna, you know, pause here for a second while I log in. But this is basically what you would do, You know, you have your address, you your password, you sign in and then you access planner, and then I'll show you what it looks like. It looks like just as you access it and how to get started, etcetera. All right, so after you log in your taking to this page and you know, this is kind of your home page for your office. 365 switch off applications. And then here you'll see planner, so you can just click on it. Or alternatively, you could also weaken collapse, and I'll show you all the different types that are part of our history. 65 including planner, which is right here. So you just click on planner on that will open in another tab and take you directly to your Microsoft plan. Okay, So here's my Microsoft planner page. And here's a couple off planner plans that I have created. Like I said before, Planner, this is a terminology plan to what you're gonna be calling your project. Your actual camp on board your roadmap. Whatever it is that you're creating in Planner, we call that a plan. Okay, That's just part of the name off the product. Okay, so we're gonna go over that, and I'll show you a couple of examples that I have created for some of my products riel world examples, or how I've use planner before. And like I said, you can also download on. I mentioned this earlier. In the course, you can download the mobile app to your iPhone or your android device for your are your tablet. Whatever it is that you're using, whether it's an android or an iPad, you can do the same. You can download that from here. Okay, So later in the course, I'm gonna walk you through real world examples. Often agile can on board right here in Microsoft Planner. I'm gonna walk you through a product road map right here in Microsoft Planner on how Imagine tasks in some of my other projects. But let's just get started with the basics, Okay? So when you log into your Microsoft planner in this quick tour, you have your left hand side menu here, which, by the way, you can reduce the size of that and make it more like icons. If you click here on this little arrow, you see, now it becomes it becomes like like you can see here just some icons on these air kind of like your favorite plants. And these are just arrestable or local of your plans. You hear your top right hands have hindsight menu where you can make changes, settings, notifications. You know, just your account in general. And of course, here, if you click on up launcher, it will show you the rest of your office 365 laps and they're gonna go into that in detail right now. Mainly, we're gonna focus on planner. But like I said, here are your settings, which you can change your different you know, modifications. Etcetera. Right? Right here from your planner. You can manage your notifications here. Nothing. You right now and you can match your account here from your name. Of course, If you needed to manage and change your name right there. All right. And let's just go to create new plan to get started. Just have a quick tour. So here, plan, name. Let's call these yes plan and it can be public. So anyone in the business and the company can see it can be private Onley members that I add can see the plan contents. Generally you want to create private plants most of the time you're creating a plan for you individually or for a particular group of people you're working with rare you're gonna created for just anyone in the world to see. But these guys, I guess it's not anyone in the world but anyone within your organization. But that still can be a lot of people if you're in a big company. So most of the time you're gonna be using private by the fault. Microsoft planner sets everything to private by the fault. But you can change that. If you wanted to change it, okay. And then here below you have the options. And if you click on options, it'll just give you the option to that optional description so that again optional. You don't have to. But some people like to add a little more detail than just the subject or just the title of the plan. If you want to, you can do that. I generally don't do it. Onda Skip it so you great create plan. We're getting in your plan. Creating your new plan. It's called Esplen. Obviously, don't worry too much about the name like if you wanted to change the name later, you can. You know, it's not saying Stone, and here it is. Here it's what it looked, what it looks like when you just what it looks like when you just create a plan in planner . And this is what you use for everything in planner, your your plans, right? Everything that you're you're basically going to create in planners called a plan. Now, whether you use that plan to create a natural Cambon board to manager to dues, to manage your team to manage, you know different things that entirely up to you, But whatever it is that you're creating, you're gonna call it in the terms off Microsoft plan. Alright, and here's what a plan looks like when you start from scratch. It doesn't have too much added to it, so you can actually create at your own discretion. But basically you have a set of columns and we think those columns you have tasks, right? This is an example of a task. So it's called these Let's say task one click, enter and just at sit here. And then, of course, you see this little three dots here, it gives you more options. All you can also click directly on the task itself and you open up like a bigger view in which you can assign this test to a particular individual. You know, in this case, I could assign it to myself because I haven't added more people to the planet. I'll show you the woman how you cannot more people to the plan. But here is let's say for now that is just me. That's imagine that this is an example where I'm doing it desecrating my to do's. So I is task one. I'm gonna you know that my name to it. I cannot labels here. You see these colors here that you hover your mouse over these colors here. It gives you six different labels. And that can be helpfully if let's say this is work related or let's say this is, you know, something that is a task that is really into marketing. So I'm just gonna have to this, you know, pink label that is really helpful for filtering later or if you have a ton of tasks and you're trying really visually quickly assess. But it relates to what stream of work, what category, so you can use the labels to create, you know, kind of like categories or groupings. Or like I said, if you just want something really visual in an adult can be onboard, you might use this. Ask your you know your story points. The level of complexity on it has just different uses. Whatever you want to use it for, you can use it. But basically, you know is what what task looks like in detail. If we click outside here, just anywhere outside of it, off this white square or rectangle, if we click outside of it will take us to the main view off course. You can also just close it from here from the X, but alternatively, you can You can click just anywhere outside of it on it will take you back here and planet has again. You know, the interface is very simple. You have, Ah, menu here, right in the middle. At the top, left hand side. You have the name of the plan Here. You can favorite you know the plan. If you wanted to come kind of on top, you know, in the frequently plants and use on. Then here. Here you have the members. If you want to add a member, you just simply at the name of that member. And it'll look in the Madras list off your business, and then you can just select the name and at them, right? Like if I wanted to add, you know, take them eso his name will come up and I can just add him on click on that And then that allowed him to this plan. Here are some filters which you know will be helpful when you have a bunch of tasks created in planner. And when you have a lot of people working two different things and you can group your buckets which is basically the columns by different things as well. So you can go by a sign to so you can see who the tasks assigned to and what they're working on by Progress by Jude eight. By labels, Which is what I showed you here before and my priority. All right, so it is very easy. Let's say to dio and this is Let's imagine this is a test plan off work that I'm doing Onda , let's say here you can see here that said to private, But let's say here that I want him change the name of this test plan So you just go plan settings and let's just go it personnel to deuce, Right? These are my personal to do this and I can actually save you. See, just immediately renamed it So I'm gonna hear, hear to do. That's a bucket, you know, you know normally would call these columns off course on Dhere in Planner Microsoft. Cold sweat buckets doesn't really matter, you know. It's just a bucket off different tasks you cannot hear on your bucket and you call him. You can call these doing. Let's say, um, you cannot hear another one and just cool it. Let's say done. This is just for you to match your own tests. And as you can see, this is taking a beautiful shape, the shape of what an agile Cambon board looks like. Well, let's just call this year, you know, your personal to do so for now, you can actually remove these. So this is look so much as I can been born and is live. I'm gonna delete it. Yes. And I just You know, if you don't see the three dots here, unless you Khobar over it over, it s so you might not have noticed because I was going quickly there. But if he goes low, if it goes slowly and I just over my mouth over the column or the bucket, you can see that the gazing more options of three dots and then right click on it. And I can remember Renee meant deleted more, more to the left, um, on and doesn't matter. You know, even if it says here, moving to the left, you could also manually docked drag and drop it. So you just click left, click on it and just hold it and then move it. You see how I can move it done and then to the US, right? Unless just do it again. I'm just gonna left, click, hold it, and then just drag and drop it to the left. Very easy. All right? I'm just gonna create here just very quickly. Attest to task Task three. And then I could actually move this to done. You see how I can move this? You know, I can just left plate Dragon drop on day, and I could just take it. It means it's complete, complete task ticket, and you'll appear here in the column. I don't necessarily have to, you know, create a done column. If I don't want to are done bucket, I could just leave it here if I wanted to. Um, you know, if I wanted to, I could just click here and living here at the bottom. You know, it's done. But general, personally, I can't like separating them, So I generally would create something more like this and just leave it there on this is just a very quick tortoise, just to show you the different options around how to create your tasks. And then once you have a task here, do you see how this one has his pink label. I could have to these one another one. Let's say red or this one. Let's say he's procurement, for example, procurement labels, elimination in the separate human task. And we could rename this task to, you know, just click on it. And let's just rename it to, let's say, develop procure manned contract would say All right, so I just enter. I just clinical title just automatically saves it on. Then I can assign this to myself, my Sinuses and Mauricio. I can change the priority too high, you know. Low. Immediately important. Urgent. Let's say this is Sergeant, right? So he has these. You see these Aiken? Urgent. I could set a due date for this task. Let's say it's, you know, March, the 10th eyes gonna start this dust going to start in March, and it's gonna finish. That's saying April the 10th so a month I'm just exaggerating, obviously, is just a quick example. You can add notes here and also in a really cool thing about planners, you can have a checklist to each task. So let's say this developer cumin contract is a huge task which actually have subtexts like , for example, I would need to initially billed the template. Define contract terms. So I'm just going basically a to do list here, I guess. A checklist. A stop list of tests that I need to do to complete this big task. Right? And let's say you know the fine contract terms. Define contract duration. Andi, let's say review from legal. I mean, tell the country reviewed by legal. Right? So there's four different things here. If I take this but in here, which has shown card, let's just click outside for a second. You see these, you know, procurement showing here. The that it's urgent When it's ju on social. Sherman, he's here here 044 It means there's zero completed out of four items in the checklist that I just created inside this task, right? So if I click on the task itself and I let's say click on this shown card, it's now going to show me the different I attempting the checklist directly here in the task, which might be helpful because it's a bit more visual and then saves me one click of going inside. But you might not want to claret And you might not want to show that, you know, an executive meeting or a high level meeting with your team so you might just hide it. You just click this again and it goes, disappears here on the left like you saw. If I click again here, he appears here. The checklist appears here directly in the summer. In view of the task, If I am ticket, it just disappears, Right. I can add attachments again if you wanted to. You know, from one driver for your directly from your deck stuff on your computer, you can add comments as well. And you can add people so you can add, You know, Ben at Charlie A Greg. And then they'll get a notification off course. People can also wants described from notifications that they wanted to. But this is basically all you need to know about creating task. All you need to know about creating task Hearing planner. Right? You can clone the task. Copy the task again. If you needed the same task. Words, same things. You can clone it. You can move the task. You can copy the link to the task If you needed to share this with someone. You can also of course, delete The task on here is just a very, very quick example. You know, you can create here more and more to do so, um, task members for five and so forth and then you can move things around your completing them . You could also create more buckets like we saw before, and you already so that you can move these around. If you wanted Teoh again, I'm gonna move these again on you already saw that the task calls can be more between columns on you see how it automatically market market complete because I moved it to the done and let me just very quickly show you the filters. So if I have filtered by, for example, label, show me the procurement tasks, so there's only one. So that's why it's only showing me one. So this is also really use blast. You're starting to get more and more information added to it. It will also help you. If you have you, you won't feel to buy, you know when it's do or when something or by person assigned. If you wanted to, let's say this one, you can see these one doesn't have someone assigned to it on these ones. These artists have had myself assented. Let's remove myself from this one just to show you really quickly. I'm gonna take my name off it. Let's say we're having assigned this task. Yes yet to anyone, Onda. Let's just say so. You can see now we've created five tasks, right? There's three that are assigned to me. There's two that we haven't assigned to anyone yet. So let's say you had 100 tests here created and you just wanted to see the ones that are saying to you in particular you could either go to you could either go to filter on. You can just play come the main here more easier to see the one that are assigned to Mauricio, Right? So you're just gonna see the test assigned to Guarascio, and it's not showing these ones because they're completed. But let's say I didn't you know, Let's just mark and mark them on. That's the as if they haven't been completed yet. Right on. But let's just say you were going to sign them to Mauricio over quickly. All right, so we basically yeah, you know, uncompleted them on assigned them the system over my beyond science. Them Don't worry too much about that, because you you can reassign them later if you want to. Okay, Here you go on. And so we have five tasks. Three that are sent to me to the aren't streaming everything you might have. You had 100. I have 10 or 20 people working on a project. This will be field with a Tom test. Right? So it might be difficult for you to see What's your particularly working on? So you could just quickly go to the field, There's and show me everything more reasons working on. And now it's filtered out. Everything else is just showing me the three tasks that I'm working on or that I'm assigned to write. And if I click here again, it will show me everything. So I'm going to remove the fielder. Or you can also clear the fielder from here. It's gonna shows again, the five tasks. Let's do that really quickie. All right, So you're saying the five tests, that's it really easy. Really simple. Also, you could say group by Let's say you want to grow by assigned to. So it's now created assigned bucket automatically one with my name automatically Putting all the tests that are assigned to me is why this is so useful and so helpful for you. Diminish Resource is workload projects because you can very easily and very intuitively on very quickly see who's doing what directly here from plant. And I'm gonna walk you through later in the course. Another real world example of how we do this If you want to go to this. Also, there's a little bit more some more tabs here that you can go to on. There's more information here, you know. Members files no. Begin creating notebook sites at two favorites Explore plan to excel. So there's a ton ton, this plenty of candor. There's a ton of different options for you that you can view our use here in Microsoft. Planner gives you 10 of options that many you're gonna be using the board. That's what you know 95% of people use planner for, But of course, you can also use the charts in the schedule. So if you go to the charts is just very quickly tell you, you know visually, where you're at. What is the status? You have my tests left trying to do between Don? This is just my bucket. Right? But we haven't marked incomplete. So these same that started five. But if I went back to the board on if I click on just well, it's a This one is complete. That's number one I'm gonna complete if we walk into the chart is going to show one's completed. Now, do you see this? Once completed, four tests left. So it shows you very visually like a dashboard. And it shows you hear members, you know, visually how many tests they've assigned. What's the status, etcetera? Obviously, the more information, the more tests you have them for. People you have. This is gonna be more meaningful to you. And I'll show you later in the course. Riel world examples that will be more meaningful than this one that I'm showing you right now. But just as a quick tour off planner and what you can do with it, I just wanted to show you this very simplistic, minimalistic way with not too many people, not too many tests, just to show you very quickly what you can do with it on what it's useful for. If I went here to schedule, it just basically creates, you know, a bit off a scheduled view off. You know where the tests are because we don't have anything in John. Right? But actually, it's in March, April s so you can see here, especially when you jump to march. The task. You know which days that task is his part off. So it's kind of a bit of like a official tiling off when the task started. Starts on the 10th of March, and it should finish on the 10th of April, right? You know. So here is finishing on the 10th of April, and it gives you this visual view on this. Also, one question that often comes up, by the way, which is thus, you know, Microsoft plan to replace, you know, Microsoft Project, and it doesn't you know, they're very different tools for very different purposes. Microsoft Planner is more for high level planning for collaboration for managing tests and and Microsoft Project is more formatting. Projects is a lot more robust. You can create Gant charts. You can create availability of people. You can a cost per hour of resource is so it's it's a lot more robust. Love more complex requires, you know, definitely a bigger learning curve you're gonna use, You know, if you've if you've never used Microsoft Project before the learning curve, it takes a while for people to learn how to use that tool on its mainly for project managers. So made me proud in matters of the people that use Microsoft Project. Whilst Microsoft planner is a tool for anyone and for everyone, you don't need to be. You know, you don't need to be a project manager. You don't need to go through a very big learning curve is very intuitive, very easy to use, pretty much as you're seeing here on screen us and showing you, you know, mainly use the board to create your tests and match men and move them around and take them if he completed them at labels to categorize them. Ah, due date, if you want your days a checklist, attachments comments to the task. So basically, everyone in your team knows what is the status of the task very quickly, very visually in this particular example, because we created one personal to do just for ourselves. Just because it's something that you know we created to match our own tests at the office or at home, it can be again. This is not something that the meat necessarily t to use in the office. You could use it personally on fortune. Like I said before at the time of this recording is not available for personal and commercial and user use, its more for business. But I wouldn't be surprised if Microsoft opened this up in the future for personal on user used like they did with teams, and you could use it even for free. But for now, like I said, you can use this in the office for many different things on. We'll see more examples all these later in the course of hope that you've enjoyed this very quick tour off the basic functionality of planner. And if you wanted to, you know, see other all of your plans again. Personal to do is there You go here to this kind of like circle, which is called the Planner hub and shows you all the different plans. These are the ones that your favorite on below all the different other plans that you have this organized, of course, alphabetically here is showing you just a recent wants. But if you clicked on all that will show you the older plans and they'll be organized alphabetically. And then if you click here in this little icon, which is you, you'll show you the tests that are assigned to you in general. Not, of course, on Justin. These on these plan, but all other plants that you're working on. And if you wanted to create a new plan for a new project and new product roadmap, a new module camera on board, and you to do least you just go here too, creating a plan like we did before the beginning. And then you just follow that process, all right? And if we wanted to go back to the one that we just created, you just click here on the hob, and you just look for the name of it personal to this, which is a test plan that we created on Gets it. All right, guys, I hope you've enjoyed this tour, and we'll see you in the next one with a lot more real world examples of how you can use Microsoft planner for your different projects and the friend. And you should have said you're working on at the office, See? On the next one. Cheers. Bye. 5. Helping to Improve Microsoft Planner: Hey, guys. So one other thing I want to show you is that Microsoft is really good at getting and gathering feedback from its users on from everyone and anyone in the world, and one of the ways they do this is by using a tool that it's called Use her voice. So Microsoft is really open to you guys providing feedback around how to improve Microsoft Planner or any of the other Microsoft products and services. Well, it started just about Microsoft Planner in this case because this is a Microsoft planner course. So if you ever had an idea suggestion, something you want to change, improve wanted to report a bug or something that you think should be done differently in Planner, here's where you would go. All right, so just go to your friend. Google google dot com On getting the search far you can use Microsoft Planet destroyed Microsoft Planner Use her voice. Okay, on Here we go. The first result that comes up in Google Microsoft Planner Feedback Forum. All right, so there's the official, you know, feedback forum from Microsoft Office, Microsoft Planner And here it's great because you consumed me ideas You can comment on ideas you can vote, you can join the community and so forth. So in these four room, you can add anything that you want to add anything that you want to suggest or anything that you wanna help with Planner. And the great thing also is that Microsoft is very active on this, so they actually get back to when people you know at ideas and vote on ideas. Microsoft will actually tell you whether he was completed. You know, whether it's ongoing or its plan or it's partially completed. Several. Which is one thing I find really cool, because before again, in the old days, you wouldn't get feedback from the company working on things and think they've actually completed it completely. Whatever they were doing. Or you would hear about it, You know, many, many months later or years, even later, after they finish some something. But in a tool like user voice, which is, by the way, not on Microsoft brackets of third party products, Microsoft uses together user feedback, Then you can actually provide input on board on things and by the way, you can live it anonymous. If you want to live it anonymous. And one thing I also really like about this is that when you add information, let's say you're gonna vote here. You can just use your email address and boat and you know, any time there's an update on that particular idea, you'll get another defeat been completed. Or, you know, if Microsoft added some information to it and you know people cannot comments to it, you can add comments to yourself. So these also something I just wanted to show you. It's another really good tool that Microsoft uses to get user feedback on. You can get a link to it. I directly from Planner Ash, and I'll show you that when we go directly to Microsoft Planner to see what it looks like. But if you're nine planner and you know you just happen to have an idea are a suggestion or feedback, whether it's you know, something that you want to change or something that you want to improve, where you want to report a bug, these this is a place that you would do it. And like I said before, you just go to Google. Just search. Microsoft Planner used her voice, and then you can find these form here on canal your ideas, your suggestions or anything you want to add Like we saw before on you can also get updates on. All right, guys, So really quick. I just wanted to show you this, right. I'll see you on the next one. Cheers. 6. Planner in action: a real world example of an Agile Kanban Board in Microsoft Planner: Hey, guys, in this part of the course, we're going to see a real world example often agile. Cambon board for one of my agile projects, using Microsoft Planner and Microsoft planner is a really good tool to use for your actual camp on board, because it pretty much allows you to do everything you were doing. Another to elect Trillo. But right there directly in the office 365 suite of Microsoft, which us you already know, integrates seamlessly with all of the Microsoft brought such as Word, Excel, PowerPoint, one drive, etcetera. So it's a really good tool if you're working in a corporate environment or in a company who used his office. 365 If you're in a company who's using office 365 Probably the best tool you can use for agile Cambon board this Microsoft planner. So Microsoft Planet, of course, has its own terminology that Microsoft uses such as, for example, buckets for the columns that you see here. But don't pay too much attention to that because mainly, basically, what you can do in Microsoft planner is personalize it to whatever you like, and in this case, what I have done is I've personalized each of the buckets or what Microsoft in Microsoft Planet calls buckets or for US columns. Here, I personalize it to the columns we would normally have in a natural Cambon board. So I have here that to do, doing Q A or quality assurance done and then parking lot off or ideas, which is basically everything that is out of scope from the project. All right, now, generally, when we're having our adult can one board we want to adhere our user stories right? And if you remember, the user stories are basically product features that are coming from their projects, requirements around things that need to be done right. That's generally when you're thinking about the theory off, agile right. But in practice, we know that this generally tends to be created as tasks. So what people are working on in the project, which we commonly refer to US product tasks or tasks, end up being pretty much your user stories. And that's where you're seeing here on screen. Now I know that in theory, that is not exactly, ah, 100% accurate in the sense that tasks are not necessarily user stories because a new user story ultimately needs to be driving, generating and creating value for the end user. So you might have a task that you might need to do its part of the project. That doesn't necessarily provide any value to the end customer, but you still need to do it right. So the best way and the way I recommend to all people working on agile and these from years of practice and years off knowledge on agile is that you manager product task in your agile Cambon board as you would your user stories. So basically what I'm trying to say here is your user stories are pretty much equivalent to your project tasks, right? Or your project tasks are pretty much equivalent to your user stories in agile All right, So I've talked about before, and you might have heard me in other parts of the course took about user stories that they have a certain way of being written right? So they have ah, format, right Normally that format, or the way in which you write user stories goes something like this, as uh and then the role I need to and then the what So that, and then the Why the valley? The reason you're doing that right? So, for example, as a developer, I need to create a Facebook logging so that it's easier for users to log into the site. Now that's a mouthful, right? That's a mouthful. It's a really long format, and that's what agile in theory requests and asked that you do on. I think it's OK if you want to do that when you're starting or when you're initially getting family are with agile or if you wanna, you know, follow the rules by the book. But in practice, what happens is it becomes a bit repetitive when you see as I I need to solve that block right as I need to so that blood it becomes a bit repetitive and redundant. And then it just is something extra that you have to write because we know human nature is about abbreviation keeping it simple, which in a way is what agile also is all about. That's why you see here that in our user stories for these project, we haven't used a four month off as I need to solve that block. What I recommend people that are working with me on Nigel projects is that they start the user story with a verb, right with verb because of birth implies action. It's something that you need to do. And that is basically what a user story, in essence, is something that you need to do that delivers value for the end user or the project right ? Something that needs to get done in essence, what we would normally call in projects a project task. Right. So this is a magical fragile in an agile Cambon ward. You can manage your user stories and you can manage your springs, and you can see where the project and the people are part of the product are in terms of their performance in terms of their execution, right, because you can easily see, as you can see here at a glance like you can see in Planner, Microsoft Planner allows you to assign the role that the user story to someone that is to a specific person or to more than one person, that there are two people working on that user story, right? And that's why you see, for example, here in this part below, this is me and Maurizio and this is Suzanne was someone that's working with me on this project. These user stories being assigned to Mirage is working on this other one. Here's Kevin working on another one hears me again as well, right? So basically, in this project, what we're doing is working through weekly sprints. So we have a weekly spring cycle. We do our spring planning session. Well, Thursday's and then every Thursday, we assess how we went on the previous sprint. We're doing also our daily stand ups that normally when we're doing our daily stand ups, it's a little bit more informal. So we don't have these. You could, but we don't in our daily standards. In this particular case, we don't actually have these digital board with us. When we're talking about our stand ups a little bit more informal. It's a very short meaning, but we're doing our weekly spring planning. We actually through go in detail through the actual Cambon board, and as we're going through the agile Campbell on board, it's a bit like a roundtable on. We can feel ter the user stories by the person whose executing them so here as you can see at the top, and I'm gonna talk a little bit about Planner. So, for example, here in the top, many of planner you have you have members or people that are part of this project. You have filters and have group by bucket, which is basically another field to the way you see the information. So right now I'm filtering by Bucket, but I could also do assign to it would basically show me all the user stories assigned to a particular person. I could see my progress by Judeh by labels my priority so I can filter the information by different things. And in this Sunday's gonna quickly show you that I can feel trade by assigned to. So it's basically showing all the user stories. Who's assigned. Ho has each users to reassign. So, for example, like you can see here that I'm working on to at the moment and they've been completed 29. And if I scroll to the right, I'm going to see that for the rest off the project team. You know what? I can see what they're working on each individually with their user stories on how much they've actually completed so for example, here for Kevin because he's working on three of them and that it's already finished two or right up to use their stories. And like I said before, we're doing these by spring. Now, this is why me using the filter assigned to I'm just gonna go back to buckets and we keep agile. Come on, board configuration that I manually set up for these can been bore here in Planner. And as you can see, I have a to do doing Q A, which is crawling quality assurance or done now, as you're moving user stories between the different columns, it doesn't necessarily mean that, for example, the this isn't necessarily mean that all use your stories have to go through Q. A. Right que. A quality assurance is basically when you want someone to real someone else to review something that you've done to perform quality assurance on what you did So some things. For example, I might be working someone Developer might be working on user story, and you might want a tester to look at it or him. Or he might want me as a project manager to review what he did on just to check it so we would put that user story here in Cuba. Honest and I we would actually re assign it to someone else. And then after we reassign it. So, for example, here, let's say it's my job to review this. I would change this from here. I would remove Suzanne because she's not working on these anymore. And I would assigned myself here. If I click on a sign I search for my name. Mauricio, This is me and I signed that to myself. And that basically means on I'm gonna have here. This is ah, medium complexity task, which has three story points you can see here, all right. And I'm basically now that's saying this example that I'm giving you right now live I'm basically reassigned these user story to myself so that I would actually Qiwei it. I actually review what Suzanne was doing before because she finished the user story and then she wanted me to check and see that I am happy. Once I'm happy with that. I would just move it to the done column in the actual camp on board, and then it will automatically be marked complete. My planner or alternatively, I can just take here, and it will mark the test complete. All right, but because we're still working on this one, I'm gonna put it back here, and I'm gonna reassign it to Suzanne, who is a person actually working on this. So I'm gonna sign this to Suzanne, and I'm gonna reboot myself from it because I'm actually another working on this ist. It's test. It's a user story that she's working on, and that's why I left it here to just to show you quickly. All right, So Microsoft Planner, you have here basically are kind of like cards similar to what you would see in trail. Oh, and you can move them across the different columns in your agile Cameron board, which basically allows you to see what is the status off the task or the user story in this project in this sprint, Right? Like I said before, we're doing weekly sprints on this project. And one thing that is important, which you might be wondering, is, how do I reflect on how do I put the story points for each user story in these agile can been bored. So the best thing I'd recommend for you is that you use labels. So if you go here, I'm gonna click on this. Particular creates like that for fear. Pilot results these user story and you see here than Microsoft Planner has labels by default. These appear empty and you can actually type text into them. All right, so we basically in the project team, we assign this three colors a green one, the orange Juan and the red one. Low complexity meat complex and high complexity. Local black city tasks have one story point, as you can see here when I'm holding over this one story point, Orange has three story points, and you said, You see there that it says for this task Nice Microsoft's planner terminology because that is common terminology used in any project. Like people talk about tasks. That's how traditionally people have managed projects and that's hope. People understand projects, But like I said, in agile, we generally don't talk about task. But instead off we were talking about task We talk about user stories. Doesn't matter. Like I said before, this is just for, you know, Microsoft Planner uses the terminology task, but you can refer to it in your team and in your agile projects. Ask user stories. Like I said before we go to the theory of valuable user stories are not necessarily is exactly equivalent to tasks buying practice. When you're implementing and working through your agile products, you will see that pretty much tasks become user stories. And that's why I say to you, Don't worry too much about it and just think of your user stories as basically tasks within your agile projects. All right. And then you see here that I have a medium complexity task. We chest three story points and then a red one, which is high complexity Stass core user story, which has five story points. So basically 13 and five right, and that is the story point scale we're using in this particular project. In this particular example, that doesn't mean that that's the exact, you know scale that you have to use in your agile projects. Just that's just what we use in this one. And that's basically what I would recommend. As you know, you can use custom made scale. You can create your own scale. You can use Fibonacci sequins as your scale you can use. You know what pretty much whatever type of scale you want to use. But because agile is also about seem place city flexibility and agility itself and doing things faster and keeping it simple. What I normally recommend my students is that they use ah, very simple scale. A scale of 1351 local black city three medium complexity five high complexity user stories and then same in terms of the numbers. One story point for local plexi. Three for medium complexity on five for high complexity. And that's exactly what you're seeing here in these example of financial Cambon board in Microsoft Planner, Do you see here the colors low wants to re point the green one. The orange one. Mid complexity. Three story points on the high complexity one five story points, which is the red. All right Now, I could use that also in the filters hearing Microsoft Planner I can say here feel ter by and I could go here, and instead of filtering by people, I could actually feel to buy label right so I could actually feel to hear and say Show me all the one story points user stories. If I click here, you see that nine seeing on Lee the ones with the green label which, like I said before, are the low complexity story user stories which have one story point. So basically, if I was looking at this print, for example, I would add up. The story points from all of these user stories to get how many total story points we having that sprint, right? That's basically how you do it. But you wouldn't do it, of course, just with their low complexity story point. But all the story points that are part of that sprint. But like I said before, don't worry too much about that right now. I just wanted to show you real quickly an example of financial Cambon board like a real one in practice and how we use it. All right, so we can also feel turn like we did before. I'm gonna just scroll on the top by the labels and again labels. He's a terminology from Microsoft Planner. We've used it here to convey and showcase the number of story points. It doesn't mean you have to necessarily use it this way is just an example on how I would recommend that you use it in your agile projects. Eve, you're creating an adult Cambon board in Microsoft Planner. All right, so we could also feel to buy that mission. See, also that made complexity use their stories. So and I'm seeing the mid complexity and the low complexity. But I could remove the local black city right, which is the green one. Let's remove their green ones from here. So if I click on this again now it's showing me on Lee the medium complexity user stories on. Then I could do the same for the high complexity here on just like the red on de Select their Orange. And then I would only would see that I don't have a lot off five story points user stories in this particular sprint basically one in progress and what one that's been completed, All right, so I'm gonna clear this a week. See again the whole Kammen board, right? But this is basically how you can use Microsoft Planner to create an actual camp on board. You can rename what Microsoft Planet calls the buckets or the columns to to do doing Q A done on parking lot ideas. And then as you're creating your user stories, and if you're wondering how you do it is very simply, Microsoft Planner. You just click here on the plus button on that's how you and your easier stories. So, for example, if I click here and I do example, use her story All right, this is just an example, and I'm gonna click enter, and then I'm just double clicking on this so I can expand If I double click or I just click on it and I can expand these your story. I'm gonna say this has five story points. So it's a high complexity user story, and I'm going to say, Let's assign it to Mauricio, All right? And this is just planner functionality, so I could give it a priority if I wanted to. I could write a description. I could create a checklist. I could add an attachment. I could add comments. So this is one of the really cool things from Microsoft Planner. It has a lot of really reach super easy to use super simple functionality. Now, if I wanted to add a due date as well, I could, and then it would just, for example, let me just go back to the U cities, This calendar here and that it's in red. It basically means this isn't over to you Use your story Something that should have been finished already and hasn't been finished. Right? So that is one of the beauties off Microsoft Planner. You know, you can use all of these and you can see here this little icon number one. It means thes user story has one attachment. And if you're wondering, why would someone want to ask trying and you date or an attachment to a user story? Well, because it used her story could have a particular day willingness to be finished, and it could. And the attachment could just be supporting material or supporting documentation. All right, so I'm gonna delete these example. Use their story that I just created for you right now, But like I said, here, you can assign it to someone else. You can copy it, or you can delete it. I'm gonna delete it because this was just a quick example just to show you how how to create a user story here in Microsoft Planner. And if you're feeling that I'm going too fast over it. Don't worry. You can rewind. Of course, because this is a video. You can pause it. You can replay the video. I like you. So before, I'm just going to let this one just delete it. But like you, So before you just click here on the plus button and then you create your user story on Like I said before, I recommend that you start with a verb, right? So, for example, create Beeld. Develop right. The sign. Right? Check. Basically a verb, right. Something that implies action. That's something that I recommend to people when they're riding the reser stories. Now, because we're not following that foreman also, as I need to So that block, which is a very long four months for writing and user story What I also recommend to people when they're writing the reserve stories in practice, in real life, like you're seeing here, is a Like I said before, don't use the official traditional agile template because he used as I need to solve that block, it becomes quite long and it also becomes repetitive and redundant. So start with a verb on the other thing. I always say to people is right your user stories in a short, concise, relevant Wait, you know, don't right them. Don't tell a novel in the user story. Just keep it to a one liner that anybody that recent use their story can understand what he's about. Like update Exceptional Forum Update. These and I like this unless this percent this enabled enabled these analysis. So anyone that rich this at last can quickly tell what it's about Now, if you wanted to have more information on that, you can. You can just click here and you can add a description. Here are very long text if you wanted to, or a long text here in the comment comments section. But, like I said before to keep your adult Kevin Ward beautiful, like you're seeing these on screen, which is super, you know, it just looks really good. It's easy to understand. It is easy to work with. It works at a glance. That's the whole purpose of an agile Cambon board. That's how it's meant to be. It should be short. It should be relevant. It should become size. It should be easy to understand, right, because basically what an actual camp in board allows us to do is to check what is the status of the project at any point in time during any particular spring, Right on bases, how we're managing in our case on these examples, as you're that you're seeing here right now. Now there's something I really like. Also about Microsoft plan is that you can see here that is showing that we've completed 100 23 use or stories, right, and you can scroll and you can see all of them that have been completed. And it just keeps all the traceability off everything that you've done right. Microsoft Microsoft Planner also has other functionality such as charts. If I go here to charts, he's gonna show me what's not started. What in progress would slate what's completed? And I can see here some graphs as well, and I can see here the number off this is showing me basically that I have two tests that I haven't started to use her stories and it shows that by, um, team member, right, So you can see here different colors in progress late. So I thes guy has won one task over Do you use your story over due to two in progress and so forth. These are just some of those graphs that automatically come from Microsoft Planner, and it has a lot of other options here that you can see. And I'm not gonna go into them in detail because this was basically Maura about the agile can been bored. Now the charts here, as you saw before these are like Michael's of planner standard charts. So they're not a burned down chart or a velocity chart or any other type of chart he could use in agile, such as a burn up chart as well. But I have included some of those templates for you in the course, which you can easily download, And they're just excel, you know, templates that you type in, and they automatically calculate, or, if you want it to have, like an automatic diagram, you know, now automatic burned down charge, velocity, etcetera. Probably the most robust tool for that will be jezeera from inflation. That's probably the one that has all of those graphs automatically incorporated into them. For things like planner or travel, you kind of have to manually do them or you you have to have Adam's or pay extra functionality to get that added onto them. So it doesn't come by that by the fault, like it does injera. So that's an advantage of Ghira. But gee, Rolls was a tool is a little bit more complex to manage is a little bit more complicated and more complex to understand as well. So if you want to go really simple, really minimalistic, I definitely recommend that you used either trail Oh, or Microsoft planner, if you're use it. If you're working at a company that has access to office 365 right on Microsoft Planner is one of those APS that it's part of office 365 So, alright, guys, as you can see here, this is a really simple example. Off an agile can been bored here in Microsoft Planner on. We talked about user stories, story points that columns that are part of the campaign board, how you contract completion, how you can create a new user Stories here and Microsoft planner. How can you assign or reassigned? Use their stories if you need to how you can move them across as you're more as there. You're making progress, the different faces of the project, and that's basically eat right. And as you already know, they don't have to be for everyone exactly what I'm showing here, in the sense that you don't all have to be using wiki sprints like I've worked in parts where we have fortnightly springs. I have worked in other places where we had springs the last three weeks, and I worked in practical that last up to four weeks, which is probably the longest you wanna have in terms of your sprint duration. In this case, we're doing weekly sprints, which is not something you can perceived here so much in the camp on board, but doesn't really matter because the people working on the product team we know which are the user stories we're working on each week because that's what's reflected here in the agile Cambon board. What you see here is what we're planning or with planned for a particular spring. After we complete everything, we move them to the done, and if we haven't completed everything, then it moves across the following sprint, which is something that I get asked about all the time. Do we move user stories across to the next print. Four. Do we put them back in the product backlog, or what do we do with them? And we didn't complete them. So basically, yeah, you could put here another column. We don't have it here on these this camera board example that I have your seen on screen, but you could put another column for your product back Look, And then if you didn't complete something, you could move it back to the product backlog, and then you can reassign it for the next print. Or you can think and just simply move everything across. It's really up to each agile team, and each agile team is different, and the context off each agile team is a bit different as well. So some teams just move everything across ours, reassess If you ask me what you should do. I basically think you should look at it on a case by case basis. So after you finish each sprint as you're doing your spring planning for the next spring, you want to look at what story user sores you didn't complete in your previous sprint on if they're still relevant, and if you're stealing to complete them in the short term will move into the next spring. If you don't if they're no longer rebel relevantly, something's changed. Put him in the product back. Look, As you already know, agile is not rigidities flexible on. We're open to change all the time and things change rapidly. An agile. Which is why following our Rachel, such as the daily stand ups and retrospectives, the you know, spring planning sessions, the demo sessions and so forth is so important because a bit like culture. Alright, guys. So anyway, I just wanted to show you this example off our agile Cambon board here in Microsoft Planner because it's something that I know people are really interested in seeing all the time you know, real world examples and how using a wish tools I'm using. And as you've heard me talk about before, I'm not particularly married to any one single tool. I'm constantly playing around with different tools, and I think that beyond which tool you use, it's more around the process, that culture that everyone feels comfortable with what they're using in our case in this particular business and in this particular project, everyone on the product team has access to Microsoft Planner. They all know how it works is super easy to use, so we all use it in this area. So what we have, And like I said before hearing the done, you can hide it if you want to hide it or you can expand it. Microsoft Planner is pretty intuitive. You'll get the hang of it really quickly and really easily on, Um, anyway, I hope you found these part of the course and this lecture on a riel world example of idle Cambon board using Microsoft Planner really valuable and really helpful. And I know there's something that people want me to do all the time. They want me to walk them through reward world examples using a particular tool and how I use it, and I'm sure you'll get a lower value from it. And if you have any questions, we'll reach out. No worries. Happy to answer and happy to help where I can write guys. Cheers. See in the next one might 7. Microsoft Planner Support Resources: Hey guys. So I'm now in the official Microsoft Support website. So if you go to your brows here and you just enter support that office, that con That's right. Support that office that come, you will be taken to this website, which is the official helping training and support website off Microsoft Office. And here, of course, you can find information beyond Microsoft Planner But you can also find the information for Microsoft planner on this site. And I wanted to show you this in this part of the course because a lot of people don't even know that Microsoft has thes Thanh off free training videos articles. Resource is available for you to explore on this particularly useful if you're trying to learn something about Microsoft planner or if you're unsure about how to do something in planner, how to create something new, how to change it, how to edit it, how to archive it, etcetera, wherever it is that you're trying to do. These is there a location that I recommend that you go toe first before you start asking other people before you start Googling or watching YouTube videos or whatever it is that you're trying to do. These is a place you want to go to first. It is a great resource, and he has a ton off. Really valuable information on myself has gone above and beyond in creating this side. Because, you know, I known I have worked with Microsoft for many years for decades now, and this is nothing like what they had in the old days. You know, the old days particles were really long. Videos were really long. If there were videos, a love thing, there weren't any videos. Now they they have re short, concise eyes articles. They have really good videos. And the videos are generally really short less than five minutes. So we thought further of you. You know, if if you kick here on more office APS so it's gonna show you show us all the APS that they have and we go here to the letter P here splendor, right? So we could get help with planner. We click there, and Okay, so here it is, the official, you know, Planner, help center. And like I said before, you'll find here a ton of information about planner which he can, you know, use at any point in time, it's free. You don't have to pay for it. It's right there on the Internet. And, you know, if you didn't want to go through to click here like we did before original support up that office and more absent than here on planner, obviously you could also use this girl directly and go to support that office dot com slash e and dash us slash planner. And it will take you directly to this page or just like I said before, keep it simple. Go to support that office dot com and then just click through to elapse and then planner, And then you will take you here as well. All right. And if you can see here, learn from the experts Like I said before, watch now see how they have. Like I mentioned a moment ago, they have not just articles, and I just, you know, step by step guides and cheat and screenshots of hell planner looks and how you do things. But also they have videos which can watch around how toe plan an event. How to use something in particular in Microsoft Planner. All right, and here are, you know, different topics key topics that they've group for. I also wanted to highlight that Microsoft Planner is available in Android and IOS so you can download the Microsoft planner up not only, of course, your Windows device, but also to your iPhone. If you're using a knife on an iPad or if you're using, you know, on Android smartphone, you can download it from Google play as well. I've used the apps in Android and IOS really good. I've used the Web version. I've used the Dexter version they're all really good on. It's definitely like a great product. Like I said before, here are different things different kind of like key categories around getting information or help or support for planner. But of course, you can always just use the search here. The search bar answer for anything in particular that you're searching for body when you're just getting started were, you know, kind of. Obviously they have, you know, they have a topical get started, so just go there, get started on It'll just show you a couple of week articles and videos around how to do different things in planner and how to signing two markers of planner and like I said before, it's very intuitive, very concise, very high level. So don't worry about no need to spend a ton of time watching videos or reading articles. All these information from Microsoft has been convinced in a way that is very digestible. Short burn, intuitive. It is already short as well. Very visual. You know, a few bullet points, A few number. I don't want to Three super easier, right? Create a plan. So these are, you know, solving initial things you would do when you're using Microsoft Planner. You know, in planner, when we're doing something, you generally start by creating a plan, and we'll see that later. In the course, you create a plan, and that can be you know what you're gonna be using to manage your task. Your to do's whatever it is we call it, You know, in trailer, we call them boards in preliminary. Call them plans. All right. Managed us. So there's another article around how you manage your task task. How do you know? Change tasks, edit them, move them around, etcetera. I'm not gonna go into all these in detail right now. Comes cause I'm gonna show you all of these directly in the tool itself directly in Microsoft. Planner, This is just a supporting documentation from Microsoft about planner. Body is great for you to know this because at some point you might be looking for something you might need something that you forgot to ask or you couldn't remember from a video you watched in the scores or somewhere else. And this is a great source of resource and resources and information for you to use. I don't like a set. Best of all, it's free. You have to pay anything for it. All right, if you plan and get updates. So these around the notifications, etcetera, like I said, really reassure. Released to it. It set up your moral lapse so it shows you how to, you know, down all the tear IOS and Android, etcetera. And I'm not gonna go more into these detail details All these, you know, support Page. But like I said before, I'm just going to race these underscore directly to the main page planner. Make sure you bookmark this page so you can use it for future reference on. I definitely recommend that you explore these, you know, it's part of your continues learning and you know your learning journey in this course and part of your learning journey with Microsoft Planner, I have used this resource and help center many times, and I will probably continue to do so. It doesn't marriage for an expert in Microsoft Planner. If you've been using it for ages, it really doesn't matter. Something is just need a little help or you mind into watch video how someone else is doing it or you just can't remember something on. This is a great place for you to find information that will help you. Right, guys, we'll see in the next one. Cheers. Bye. 8. The official planner websitev2: alright guys. So let's go directly to Google. If you wanted to learn also more about Microsoft Planner and go directly to the official website of Microsoft Planner, just first had to Google and then just type Microsoft Planner. That's right, Microsoft Planner. You enter and there you're taking years. You know your Google results will show you information of a planet this first you know this first result that you get for Microsoft Planner. And by the way, when you type Microsoft planners, you can see you get 93 or 93 million results. Does that just shows the level popularity off Microsoft Planner There's 93 or 93 million pages. Article log with the world words Microsoft Planner So obviously it is quite popular. Like I said before, it's widely used. And when you hit, you know Microsoft Planet where you search for eating Google, you get you know, right at the top These two links the 1st 1 is, you know, the kind of like the signing page to Microsoft Planner. If you're already using it, then you just go here to sign it. Sign in or, you know you can get planner for IOS or android on. Um, but more interesting than the first link is the second language is actually the official Microsoft product website for planner. So if we click there and it's complete here on opening a new tab, so you open it and then you get taken to Microsoft. It's planner official website. All right, so this is the website for planner directly from Microsoft, and you can see a bit here about it. You know, you can watch a video about what planner is what it does, etcetera. I'm not gonna, you know, watch that right now with you. But you can watch it on your own time, and it'll walk you through basically what Max of Planner does, which we've been talking about in the scores. And if you scroll down, you're going to see a little bit more, you know, snapshots of what you could do with planners. You can see here. There are a couple of columns that is, you know, we'll see that, you know, obviously, shortly around what it actually looks like when you actually log into Microsoft, plan around what you can do with it. I'm gonna walk you through all of that But before we get into that, I just wanted to show you the official Microsoft Page for Microsoft Planner, which you can see here right now easy to use, organize, work visually that this is one of the other great advantages off planet is that you can put labels you can use colors you can use reminders. He can use tasks, bullet points, you know, bold italics. You can have pictures you can attachment. So we're gonna get into all of that, you know, later in the course. But it just shows you that, you know, planner is very visual, which is great, because that, like I said before, he's one of the reasons why it's very modern, because in the modern world, we're very visual and we like to see things visually, you know, on this tool is built like that. All right, work together effort effortlessly. So, like I said before, this is a tool that's been built from the ground up for collaboration, you know, team sharing in discussions and so forth never miss a bid that basically is just a notifications that keeps you updated with it across different devices and so forth. And if we see here see plans and pricing. You don't just take us to you know how much it costs, etcetera. Like I said, before, Planner is actually included in the business side off office. 365 on and officers expired. Like discussing earlier parts of the course is a suite of applications or so 28 applications in office. 365 But Planner is one of those key and most widely used APS within office. Re 65 And it's one of the highest growing AB scheme, Microsoft or Right, and it is growing so fast and is being widely used by so many people because of the reasons we already covered area here in the course. All right, and you can see here, you know, it's definitely not pricey is definitely not expensive, especially if you're using it in a small company. Obviously, if you're in a big company, if you're multiplying these by thousands of users, that would be a ton of money. But just keep in mind that this is, you know, the official Microsoft website. But when Microsoft is dealing with huge companies or medium to large companies, they generally have special pricing volume pricing and the discounts for those companies. And if it's a government or, you know, company in the health care or education sectors, they generally have special pricings for those industries as well, I guess. So. Don't worry about what I'm trying to say is don't worry too much about the cost here because, you know, if you're using Microsoft Planner, we're kind of assume assuming, you know, making the assumption here that your parents basically in a business that is using this or is going to start using it on the probably gonna pay the license for you so rarely. I've seen people you know, pay for the for the business description of office 365 If they're not business, most of the time, they don't even have to worry about it. They just have access to it. All right, So, uh, I'm not gonna go into the details off all of these, but you can see here different features on functionality on the left the Microsoft planner offers, and obviously, based on the type of subscription that you're paying office 365 you have access to different things. So I'm just gonna go back and take you to these official Microsoft planner page. And yet, like I said before, here's where you go If you wanted to, you know, how about a quick snapshot off planner and you know the official Microsoft Planner website ?