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How to use the NEW Microsoft Planner in Teams
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today I want to show you how to use the new Microsoft planner in Microsoft teams this will
provide you one place to capture and manage all of your [Music] work let's go ahead to
start this by going and opening the new planner I'm already in the new Microsoft teams here I'm
going to go over to the left and click apps and we're going to do a quick search here and you're
going to see planner come up right here as soon as I open it here you'll notice notice it on the
left hand side if I want it to stay here just pin it I'm going to rightclick and pin so I can
always quickly come back to this so what is the new planner the new Microsoft planner combines
the best aspects of Microsoft to-do Microsoft planner and Microsoft project for the web in
a single AI powered app it's designed to offer a straightforward collaborative and adaptable
way to manage everything from personal task to large scale projects let let's do a quick tour
of the new Microsoft planner so I can show you how easy navigation is now if I take a look over
to the left we have my day my task and my plans and you can see how quickly you can change the
view to take a look to see what you have to do now starting with my day shows you all the items
the tasks that you have to complete that day and as you go through them you can check them off and
you can see how they get completed as done and up here here shows me the three out of six if I
go and just scroll over on the side here you can see all the different columns that will show me
details about that task so whether it be completed or in progress the due dates how important it is
and all of these you can sort so if I was going to go and just click down on any of these I can
sort ascending descending if you want to see more uh details on these task you could cover over and
you'll get the open details and if you need to make any changes to these so if something is all
of a sudden not important you could go to medium and as you exit out you're going to have that
change reflected here so it makes a very easy way to navigate your day you can add more task
right from here if I was going to jump over into to-do here you'll notice that the same task are
going to be in here and it shows me which ones are completed but instead of going to Tod do or the
these other apps that I mentioned at the beginning this allows you to do everything in one place now
let's take a look over at my task over here so these are task and they're going to be filtered
up top right all right away and you can see where different ones are coming from so even
in a flagged email from Outlook it will show this up right here and I have a few of these
it shows me that where these different ones are coming from what different plans and I can take
these quick looks based on the plan and again all the Sorting is there as I scroll over you can see
all the different ones whether or not there is an attachment to it I can view the attachment
from this spot so again it's especially working in Microsoft teams this allows you just to go to this
one place to see any assigned task to you and if I go through if I wanted to see which ones have been
assigned to me I can just filter like this and it gets the list uh shortened and I can look specific
Al for those ones if I wanted to look at for those flagged emails I can see them here or my private
task if I just want to see that ones that I've created for myself I can quickly uh scan through
the different list here now let's move over to my plans here for this third view you'll be
see able to see all the different plans that are coming from other apps as well so if I was going
to go and take a look back again at my to-do list you can see that how I have video editing
and Microsoft videos over here and as I go back this is all connected here so all them all these
different apps are connected integrated and I can come to this one place to view these and I can
hit the show more again we have our our different ways to quickly filter uh even through here with
Microsoft teams let's take a look at this plan as an example that I already created I actually
created this plant in Microsoft planner over here and just to show you how everything's integrated
again that plan went over through here if I make a plan here it will show up in planner so everything
is just synced all together now if I click on this plan you'll see that inside these plans I can
quickly have my list like I had before when I was showing you my task but the plan these tasks are
connected to that plan I can quickly change to the different views so if you like a board View and
can go and add my task to each of these and then whether or not I have a bucket here uh
there so no bucket and but here we have self a self assessment Define the opportunity as I
scroll through you see all the different things depending on how you like to view your plans we
have a schedule here that we can quickly look at the calendar when the different dates of each of
these plans and I can check any of these off if I want to mark them as complete and we also do
have charts where I can quickly take look at the status of different uh of the different tasks that
are there which ones aren't started are started so you can get a good understanding of what's
happening with your projects so if I click on my plans again let's go ahead and create a new plan
we have a few different quick ways we can do this we have new plan here create new plan or new plan
they're all going to do the same thing so if I go ahead and create a new plan I could start
with just a basic plan so if you wanted to start from scratch here I could just go ahead and give a
name let's call this demo I could go and pin this so this over here is pinned I'll show you that in
a moment how you can unpin as well so if I say I wanted this pin is there a group I want to add
this to so is there a Microsoft team or group that I've already created that I could just uh
quickly select here this is optional I don't have to do this but let's say I wanted to add it to the
pooch house Spa here I could go ahead and create this oh now it's creating a plan since I had this
pinned here it's going to uh show up here if you didn't want it pinned I could unpin it as well so
if I go back to my plans I could go to recents here's the demo one that I just uh was showing
you that I just created and then there's the other plans as well so depending on how you want to view
your different plans so if I want to go back I can click on this demo one and I can go head and
add my task from here so if I wanted a new bucket name I could uh give it a bucket name and now I
can add task under it so it's very easy to develop it as you go along so any of these tasks that you
add you can uh enter a task name set a due date and assign it to a person so then they're going
to get notified if they're part of the team let's do a quick example under the board view that I'm
up here so if I go ahead and say email clients I can set a due date Friday we'll say We'll assign
it we'll pick a couple people to assign and I can go ahead and add the task here it is right here
so notice I can have a quick look at the due date here and which people are assigned to here I can
click the ellipses I can label it from here so if I wanted to add a label to it if I also just click
on it it will open up all the different details and I can go and change my labels at this point
if I wanted to or had more people to this as well uh and as I go through this you'll notice that you
can have your notes you can uh say it's repeating what's the priority going to be add a checklist
item have an attachment all these different things and as I click off of it notice that these updates
are right here and if I decided you know I want this in a different bucket list so if I say bucket
maybe this is all about emails over here if I go now I can just simply drag this over into this to
help me keep organized if I look at the grid view now I can uh see that we have this one task here
that I could check off this way or I can go to the schedule and see that it's on the schedule now
another way to create your plans would be to click new plan is to use the templates and I like using
this way because it has a kind of give you an lot of ideas how you might set things up I'm going to
go click on see all templates here and it gives you a view of what it looks like here so you can
go and find something that you like here and you can just simply use it so if I was just going to
use this project management one I could say use template it has the name I could change this do
I want this pinned here uh is there a certain group that I would like to add it to so now I
could go ahead and hit create and it's going to save me a few steps and I can use the way that
they have it set up with their different buckets through here uh and like I said it just saves
you a lot of time thinking about what you might want but this is all editable any of these things
right click delete move the task copy the task same thing with any of these you can rightclick
delete so you can really just quickly uh change change any of these if I go over to my teams and
let's say we go to this uh Pooch house one so I'm I'm just under the general Channel I can go ahead
and add a tab here and if I look at planner and I can now pick now let's pick that demo one I have
Simple Plan or demo I'm going to pick the demo one um I applied it to this channel already or
this team and I can go ahead and hit save so now it gives me another uh tab upcross up across in
the channel that I'm under the general one if I go across I have it all set up here and I can
still change the views so this is nice within a team that you're all in that shared place
and you can look at the assignments and check them off together and gives that quick view for
them let's head back to the planner over here on the side so I'm just going to click planner and if
I look at my task look at this so I created that and it shows up over here because it was assigned
to me if I want to make sure it's added to my day I'm just going to hit the Ellipsis and hit
click add to my day I can check my day over here now I see it over here if I check it here it's
going to be connected back to wherever I created it and it will show that I'm done it so I hope
you like this walk through of how to use the new Microsoft planner in Microsoft teams I really like
how it integrates everything together uh into one place that can save me a lot of time thanks for
watching this week on teachers Tech I'll see you next time with more Tech tips and to tutorials
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