Microsoft Planner Overview

Introduction

• Speaker: Kevin
• Purpose: Explain Microsoft Planner usage in Teams and outside Teams
• Employment Disclosure: Kevin works at Microsoft

What is Microsoft Planner?

• A tool for organizing tasks within a team.
• Key Features:
  • Assign tasks to team members
  • Track progress of tasks
  • Distribute work efficiently across the team
• Comparison:
  • Similar to a to-do list but team-focused
  • Comparable to tools like Monday.com and Trello

Setting Up Microsoft Planner in Teams

1. Creating a Team:
   • Open Microsoft Teams and create a new team (e.g., "YouTube Video Creators").
   • Add team members.
2. Adding Planner Tab:
   • Access the general channel of the team.
   • Click the plus sign (+) to add a new tab.
   • Select Planner and create a new plan (e.g., "Video Plan").
   • Optionally post to the channel about the new tab.

Organizing Tasks in Planner

• Buckets:
  • Logical groupings of work (e.g., individual videos).
  • Example buckets:
    • How to use Google Meet
    • How to record screen using Microsoft PowerPoint
    • How to use Microsoft Teams
• Adding Tasks:
  • Tasks can be created under each bucket with:
    • Due dates
    • Assigned team members

Example Tasks:

• Write script (Due: Saturday, assigned to Adele)
• Film video (Due: Sunday, assigned to Adele and Isaac)
• Upload video (Due: Monday, assigned to Kevin)
• Respond to comments (Due: Wednesday, assigned to Isaac)

Task Management Features

• Task Details:
  • Set priority, start/end dates, and descriptions.
  • Add subtasks and attachments.
• Visualizing Tasks:
  • Use board and chart views to track progress and workload.
  • Schedule view for due dates.

Filtering and Grouping Tasks

• Filter options:
  • By due dates, priority, buckets, and assigned individuals.
• Grouping options:
  • By bucket, assigned to, progress, due dates, and priority.

Accessing Microsoft Planner Outside Teams

• Navigate to office.com to access Planner in a web browser.
• Similar functionalities to Teams, with additional options like exporting to Excel.

Conclusion

• Microsoft Planner is an effective way to organize team tasks, both within Microsoft Teams and through the web interface.
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Note: This summary is intended to aid in understanding Microsoft Planner's features and functionalities as explained by Kevin in the lecture.