Hi guys,
Welcome to my course on managing personal and team tasks with Microsoft Planner. As the title says, we are going to learn to organise life and work using Microsoft's modern team task manager tool. You need an organisation or education M365 account at least, so that you have Planner in your subscription. Planner is then available for any browser as well as mobile apps. In this course I will teach you to use all of them together, and in my usual way, to stay productive and organised no matter where or when you are thinking about being productive. This modern approach to multi-device strategy allows you to remain productive wherever you are. I also draw on a range of different situations that teams and individuals may need to use Planner within, and outline routines and systems that can support each use case.
This means the course will take you from total novice through to competent and confident and along the way show you a wide range of situations where Planner can be used.
We will cover:
<ul><li>Organising task buckets (lists), grouping tasks…</li>
<li>Adding text, images, deadlines, notes, etc to tasks</li>
<li>Utilising the browser and mobile versions</li>
<li>Tags, buckets, filters, grouping for true custom use and views</li>
<li>Integrating with other Office tools</li>
<li>Sharing Plans and assigning tasks to others</li>
<li>Chart and schedule views for overviewing your commitments</li>
</ul>

Welcome

Getting Planner

Layout in Planner

Making a New Planner Board

Using Buckets

Creating Tasks

Organising Tasks

Task Checklists

Assigning Tasks

The Task Card

Filtering and Grouping

Buckets as a Runway

Managing Members and Using Teams

Buckets vs Labels

The Charts View

The Schedule View

Copying Tasks

Collaboration Tips

Settings and Notifications

Exporting to Excel

Planner and Teams

Planner and To Do

Planner and Outlook

Planner and OneNote

Planner and SharePoint

Summary and Course Task

Learn to Organise Personal and Team Projects in Microsoft Planner

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Learn to Organise Personal and Team Projects in Microsoft Planner

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