![]() Or, in Microsoft To-Do, turn on Assigned to Me. To see all tasks assigned to you across all plans, select My tasks in the left pane. next to Schedule and then select Add plan to Outlook calendar. To add the schedule to Outlook, select the three dots. Select Schedule to see where your tasks are on a calendar. Select Charts to visually see the status of tasks, progress of tasks in each bucket, and availability of team members. 11K Share 795K views 2 years ago Microsoft Teams In this Microsoft Planner for beginners tutorial I cover everything you need to know to use Microsoft Planner. View status, calendar, and all task assigned to you Select a task to add more details: assign, progress, due date, description, checklist, attachments, comments. To complete a task, select the checkmark on the task card. Select Group by, Due date and drag the task to another bucket to change the due date. Microsoft Planner has many of the same filtering capabilities as SharePoint lists So it is a niche replacement for tools that previously had to be built from scratch or customized from other list templates. Select Group by and select an option: Bucket, Assigned to, Progress, Due date, or Labels. Learn more about Microsoft Planner from Microsoft here. Select or clear the checkboxes to select your notification preferences, and select Save.Įnter a key word or select a Due date, Label, Bucket, or Assignment. Select the Settings gear icon and then Notifications. next to the plan name, and then Add to favorites.Īdd a Planner tab in Teams to make it convenient to collaborate with your team on your plan, have conversations, and share files all in one place. To make a plan a favorite, select the three dots. It’s used for personal and teamwork planning, with a simple card-based interface that’s similar to Trello. Select a plan in your Planner hub in Recent plans or All plans. What Is Microsoft Planner, and How Do You Use It Rob Woodgate agiledoc Mar 14, 2020, 9:00 am EDT 2 min read Microsoft Planner is a to-do app that comes with Office 365. ![]() When you select New plan to create a plan in Planner, a new group is created with the same name, unless you select Add to an existing group. To pin Planner to the top level of the app launcher, select the three dots, then Pin to launcher. Select the App launcher, All apps, then Planner. With Microsoft Planner, you can collaborate on a project with a team, see progress reports, and track individual assignments. ![]()
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