Grab your copy of the free PDF quick start guide for Microsoft Planner here 👉 pages.xelplus.com/planner-quick-start
@Palitzonsky
10 ай бұрын
Wow so cool... But what if the Assignee removes the task??? How can I prevent that?
@davidadams421
3 жыл бұрын
Wow! That was easily the best overview I've seen. Outstanding! As a follow-up video idea ... "Real Plans in Planner", a collection of how different people use it. It is so flexible and, as they say, there are many ways to skin a cat.
@vijayarjunwadkar
3 жыл бұрын
What do I say? I have recently migrated to MS Teams and your videos are just-in-time for me to help with transition! Your 3D approach - Describe, Demonstrate, Deliver is unmatched and makes every technical topic a cakewalk! Bravo! 😊👍
@LeilaGharani
3 жыл бұрын
Awesome! Thank you Vijay!
@jeffreyallankent
3 жыл бұрын
This is the best tutorial I have seen for Planner. Thanks for sharing this. This will be my "go to" tutorial for those who are starting with Planner.
@LeilaGharani
3 жыл бұрын
Thank you! You're so welcome!
@cjmccoy3076
2 жыл бұрын
EXACTLY WHAT I NEEDED. Really appreciate the time and effort you put into structuring your content. Beautifully done. Consider me a fan!
@jreder25
3 жыл бұрын
When adding plans to Teams you are only able to do this if you created the plan based on that Team Group. If you don't so this then you can't use the embedded app, but...you can add it to a Team using the website app/tab in your Teams channel. Fun tool. Great overview!
@SavageGothamChess
3 жыл бұрын
EXCELLENT TUTORIAL. BRIEFLY EXPLAINED. NEVER KNEW YOU COULD EXPORT THEM TO EXCEL.
@LeilaGharani
3 жыл бұрын
Glad it was helpful!
@hectoralicea3079
3 жыл бұрын
Thanks Leila!! Awesome tool to know. We use 365 at my job, and I will start using this this week. I work for a non profit so your trainings and expertise i find so valuable to me. Thanks again to you and your team. Enjoy your day.
@brian1801
3 жыл бұрын
People hitting the Dislike button must have dyslexia and thought they were hitting Like. I have been providing training and consulting to the Fortune 50, including Microsoft, for 25+ years and Leila's content and presentations are exceptional. When someone tells you for what uses a software application is not appropriate, they are not just detailing features but also have a good understanding of the overall business need as well as other applications which fulfill that need. It is nice to see someone so talented doing so well.
@LeilaGharani
3 жыл бұрын
Wow, thank you Brian for the kind feedback!
@rquintal2001
2 жыл бұрын
Good training. Quick question: Why is not possible to create planner inside channels? I have a Teams site with 2 Channels (Crew A and Crew B). I would like to create a planner for Crew A and Crew B cannot see and vice-versa. But planner only goes to General. Is that possible to do? Thanks in advance.
@channamendis2455
3 жыл бұрын
Hi Leila, hope you'll do complete guide of ms sharepoint soon.
@Dehcallmeandsome
3 жыл бұрын
Hi Leila, brilliant tutorial thank you. I use planner often for my work and I'm encouraging use for the board of my charity organisation. You've added to my skill level and I'm happy to share. Subscribed!
@12boxes
3 жыл бұрын
Thank you. I was discussing how to keep control of a suite of training videos we are currently preparing. You just showed me exactly how to do it. The ability to link to live documents and other files was a critical element of our discussion.
@LeilaGharani
3 жыл бұрын
Fantastic! Hope it will come in handy.
@JorgeEscobarMX
2 жыл бұрын
Thank you, I'm actually going to use planner tomorrow for scheduling and track my learning progress on programming languages.
@LeilaGharani
2 жыл бұрын
👍
@jms9057
2 жыл бұрын
If this were integrated with Outlook to allow you to link tasks to emails, that would be a game-changer for me. Everything in my job revolves around email.
@bouchedoubahmed1277
2 жыл бұрын
i think the idea is to avoid using reminder in outlook , otherwise you can find all the notifications sent in the Group on which the channel is created in teams , after each comments or task
@ThatsNotMyDog
2 жыл бұрын
I use Planner with Outlook but I created a MS Flow (aka Power Automated) to create the trigger for linking my task to an email.
@papadop
2 жыл бұрын
I feel some of the apps can be consolidated. It all seems overwhelming.
@davegilbertson
2 жыл бұрын
@@ThatsNotMyDog came to say this
@grantleslie4298
2 жыл бұрын
@@ThatsNotMyDog I have been keen to set this up but struggled (not sure if it is a Max thing 🤷🏼♂️ 🤦🏼♂️ 😂). How easy is it to setup the workflow?
@MisVideosABA
3 жыл бұрын
Hi Leila, wow really awesome training one quick question: Does Microsoft planner have a Gantt chart? If not, is there some workaround to generate a Gantt chart? Note: Our company doesn't want to use MS Project because we don't have any complex projects neither dependencies between tasks. Also, we want to work in a Canvas using the Agile approach.
@maxxmaxxmar2835
3 жыл бұрын
Thank you very much, Leila. it does help me to understand the overview quickly, your presentation is really great!
@rodrigoparanhos3080
2 жыл бұрын
This is the best channel for bussiness tools
@kevinolivares8793
10 ай бұрын
I´ve been watching your videos for a while now and they are great. Would you recommend using MS Planner as a production schedule tool? I need a tool to see what´s coming to the production floor and what is correctly being manufactured.
@djfmate
3 жыл бұрын
Thankyou for sharing this information on Planner. I work for a not-for-profit organization in Australia and we moved over to O365 and MS Teams just around 18 months ago. Many of my colleagues use Planner but not in the most efficient way and definitely not taking advantage of all its features that you have so clearly explained! I will be sharing this video with them soon! Thanks again for such brilliant content Leila! Cheers from David in Australia. 👍😉🙌
@LeilaGharani
3 жыл бұрын
You are so welcome, David! Hope your colleagues will find it useful.
@michaelsongiso4877
2 жыл бұрын
Leila you're the best , I have never seen someone thatb explains so well in my life , it's actually hard not to understand you. Hoping to do morer training with your videos
@gabriellaprievara7379
3 жыл бұрын
Thank you for this excellent video! At my workplace, we just started to use Planner today. I'm so happy that I could start studying with you right away. :)
@LeilaGharani
3 жыл бұрын
You are so welcome, Gabriella!
@lh9233
2 жыл бұрын
Thank you ! Your videos are now my ‘go to’ for anything I need to learn more on Microsoft. Your way of explaining and articulation is so straightforward, logical and educational, good pace and easy to understand ! Amazing!
@OmarShanshel
2 жыл бұрын
Hi, I am searching for it on my list but cant find it. thanks...
@harishpranavjagannath9599
Жыл бұрын
Fantastic!--not only are your videos introductory and give an overview, they also go into a details which really helps. Thanks Leila. Can you please plan to do videos on Planner-->PowerAutomate/Flow-->PowerBI? (I think the route might be Planner-->Flow-->SharePoint/Excel-->PowerBI?) The videos on this topic are just too complicated to follow and the easy ones I saw were in Spanish! (so hard to follow!) My team is using these tools....and I am encouraging the use the of PowerAutomate into PowerBI. Please provide an update if this is a topic of interest for you and your team to make a video on! will be eagerly looking forward!
@khaledyousef691
3 жыл бұрын
It is one of the best software to plan for project, thank you for the presentation
@epiculistewithjeannettebar7614
3 жыл бұрын
Excellent tutorial. Well structured, easy to understand and a good pace.
@9444444441
2 жыл бұрын
It's a great video, added something productive for the day. Thanks a ton!!!
@prakavids
3 жыл бұрын
Hello Mam, I built a small Excel utility few months back since Planner charts were insufficient. I use to export planner to Excel, read it using Power Query utility and build two dashboards. Project dashboard and individual dashboard. This helped me to track all the tasks for a long timeline. Using it for past 9 months. Also, whenever I do a new export, just use to repoint PQ source file. That’s it. My dashboard gets refreshed 😊 Thanks for educating us
@NikSam
3 жыл бұрын
PowerBI?
@prakavids
3 жыл бұрын
@@NikSam No. Did it completely in Excel though I am interested to learn power BI soon :)
@DanA-fk6tl
2 жыл бұрын
You ROCK! Very clear, good pace. So valuable. Thank you.
@NOlsen8
3 ай бұрын
Thank you, Leila!
@DanielHarrisCodes
2 жыл бұрын
We use Planner for tracking recruitment activities, and move a candidates card through the various stages. This is the kind of simple project that Planner seems to work really well for. I don't think I could make it work well for many other types, if you did a follow up video with real world examples of plans you may have ran through Planner that would be useful.
@mikes5782
2 жыл бұрын
How do you like using it for recruiting?
@DanielHarrisCodes
2 жыл бұрын
@@mikes5782 we find it really effective. Quick access to the stage each candidate is at. We can use tags to specify the role they applied for. Just to be clear we aren't a recruitment agency we are using a mix of recruitment and direct applicants for people want to join our company
@maheshglmotta3496
2 жыл бұрын
Thanks Leila. This was brilliant. Explained so very simply and the steps are now registered for life. Many Many Thanks for the superb content.
@Mohammed-pe6oy
3 жыл бұрын
I had used it before... Then gradually stopped. Now with teams, I'm gonna bring it back in. Thanks LG ;)!
@LeilaGharani
3 жыл бұрын
Our pleasure!
@yogibearstie
3 жыл бұрын
Thank you, I used your tutorial to do an initial setup of Planner in Teams today to be our Kanban.
@LeilaGharani
3 жыл бұрын
Wonderful! I hope it will be helpful. It really works well for us.
@BDV000
3 жыл бұрын
Wow! Great video. I plan on using this for my projects at work that need collaboration as well
@NikolayUnguzov
3 жыл бұрын
So nice, clean, simple and helpful! Thank you.
@martinrubrey3875
2 жыл бұрын
Hi Leila - Great video - I am just getting into Planner, Lists, To do, Teams - great video along with all your others. I am really getting to understand which app to use now, keep up the good work.
@chinmaygarg281
2 жыл бұрын
Loved the shout out to Microsoft Project!
@Leonardo-r66
2 жыл бұрын
Great, great overview covering all the key features in an easy-to-consume video. Well done! Thank you!
@LeilaGharani
2 жыл бұрын
Our pleasure, Bruce!
@ElvisRamirez
2 жыл бұрын
Thank you ver much, it's so great work with the planner and his integration with other Microsoft aplications.
@ricardoromo96
3 жыл бұрын
No idea this existed. Thank you!! I always used wiki and onenote to keep track of my to-do list. This is waaaaay more useful!
@LeilaGharani
3 жыл бұрын
Glad it was helpful, Ricardo!
@isisduncan4484
2 жыл бұрын
Great video! I'm designing a new project and this really helped get me started with planner
@TM-tw1py
2 жыл бұрын
I do not see MS Planner as an available app in Office 365 after signing into my subscription.
@coolbeing163
Жыл бұрын
Wow - You explained nicely thanks. Today, I am demoing Planner to my team. :)
@danjsy
Жыл бұрын
Thank you very much. A quick question - is it possible to see a team member's tasks across all plans ?
@DaCelestial
4 ай бұрын
@leilaGharani thank you for such a great video. It was just the right amount of information for anyone. I especially liked the section on what is NOT for. This was the most important part of the video for me as this is exactly I spend a lot of time trying to figure out.
@LeilaGharani
4 ай бұрын
Glad it was helpful!
@sanjayaais8495
3 жыл бұрын
Thanks so much Leila for introducing to Planner. Really enjoy the learning experience and look forward to see more.
@LeilaGharani
3 жыл бұрын
Thanks for watching!
@terihandrick2333
2 жыл бұрын
Hello Leila, I guess I am late to the party, but this is my first intro to Planner, and I am so excited about this I will be setting up Planner and new tasks as soon as I get to work tomorrow. Thank you so much for your sessions they are amazing.
@TheConanwarrior
3 жыл бұрын
Another amazing video Leila, thanks for that. Just wondering if would be possible to set to receive reminders on outlook before the task due date? Thanks
@denconstutube
3 жыл бұрын
Excellent video/education. I have used Project for many years and I think it is one of the best management tools available. I will give Planner a try, but I think Project will still be my favorite. I appreciate all of your videos and view them even if I'm not interested in the topic because you always do such a great job explaining them. Thank you.
@LeilaGharani
3 жыл бұрын
Great to hear! Thank you!
@whatisleansixsigmabydr.sal4884
Жыл бұрын
Great job as always. ما شاء الله تبارك عليك.
@SR-nn1lj
3 жыл бұрын
Thanks Leila. Love your work...
@TJ-lk6wx
10 ай бұрын
You had mentioned what Planner is not good for, then recommended MS Project. Does Planner integrate well with Project? I’m thinking Project could be useful across multiple organizations/departments to create a grand design/view of a large scale project, while using Planner to fill in the minutiae from one’s own single organization/department, and to then add to that grand design.
@revingmsto6980
2 жыл бұрын
Dear Madam, Thank you so much you are really amazing, you make it easy to understand i just wanna tell you to thank you so much
@tiffanymartinez5465
Жыл бұрын
Are there notifications for the start date so I will know when to start a task? or advance notice of the due date?
@motorcycle4fun
2 жыл бұрын
You are just awesome. Thanks so much for helping me look smarter than I am!
@LeilaGharani
2 жыл бұрын
Happy to help, Jimmy!
@alexlaut
Жыл бұрын
is there a way for supervisors to have a top-level view of plans affiliated in a group/team, and to see who is being assigned what tasks?
@thelondoners-lifeisart
2 жыл бұрын
Superb! You are a literal genius Leila! Thank you 🙏
@thinktank8286
11 ай бұрын
Ms. Gharani- I am a Kanban work flow user. I have used Trello and Jira etc. My question is this: How can we use/enable task ID numbers. Jira and Trello use Issue IDs. Makes conversations easy "Im working on card 1234 and 2345 today." Planner seems to only let cards be identified by whatever title/number we put in manually. Thank you for your help.
@kivikocher8458
2 жыл бұрын
Great video, million thanks. However, I see two fundamental parameters missing in the task creation: One, how do I allocate time to that task, maybe I need someone to start this task at 09:00 and another tsk at 11:00, etc. Two: fields for address, where do send that person to carry out that task, maybe I want to give one person a couple of tasks at different address and time? I will be grateful if you can comment.
@lowen74s
Жыл бұрын
I have worked for two companies that use Office 365 for the business email accounts, there is a lot of untapped productivity features that have appeared through Office 365 over the last few years, Teams scratches the surface. I use Excel as a Kanban board like this video but the integration with Teams, and task assignments with email notifications looks a no brainer.
@LeilaGharani
Жыл бұрын
Give Planner a try. It's a great tool.
@josedemaria673
Жыл бұрын
Hi!! This video is really usefull! I was wondering if it is possible to create templates to apply the same structure in diferent projects! Thanks!
@jajwarehouse1
3 жыл бұрын
I looked into Planner a bit because I thought it may be beneficial in our business, but it has some shortcomings that I believe would make it more of a hassle to use than it would be worth. I will check it out again after it has time to mature.
@BrianMCollyer
2 жыл бұрын
Thanks Leila, very helpful, Our company uses Smartsheet a lot but is migrating to 365 so I see this as a plus as our use of Team continues to grow.
@LeilaGharani
2 жыл бұрын
👍
@trinhtri6608
3 жыл бұрын
Good job! thank so much your teaching
@JorgeEscobarMX
2 жыл бұрын
OMG! this is the secnond time I watch this video already!
@chuckbell478
Жыл бұрын
Thanks for the continued amazing content, Leila. At 10:15 you mention that an email will be sent to notify of assigned tasks. Since we're working to manage our projects in Teams, a Teams notification would be much more appropriate. I want to move away from email. Is there a way to set the notifications up so they remain in Teams? Thanks as always.
@Kortalian-mx7il
11 ай бұрын
Can the tasks be link to task in MS Project and vs versa? It would be a nice feature to have tasks on your MS project be updated from Planner.
@jessejames4444
Жыл бұрын
Great video!
@Liz-jp3ng
2 жыл бұрын
I really love these training and or informational videos. What really sucks is that the actions available shown here do not show on Planner 07/2022
@ultramaxx1155
11 ай бұрын
I love your videos. You are beautiful and Smart!
@xlr82nrg666
2 жыл бұрын
Great video, thank you.
@p.c.336
2 жыл бұрын
Very nice and clear. Appreciate your efforts 🙏
@PensandPaint
2 жыл бұрын
Great tutorial. There's only one clarification needed. You stated that you can choose to show one or more items on the card but I think it's only one of the three items you can be viewed on the task card either: Notes, Checklist, or Attachment, but not multiple.
@LeilaGharani
2 жыл бұрын
True, you can add notes, checklist and attachment to a card but you can only show 1 of them on the card in the board view.
@joseantonioteixeiraazevedo5166
2 жыл бұрын
Thanks for the explanations, they were very clear and objective.
@LeilaGharani
2 жыл бұрын
Glad you enjoyed it!
@getfanmedia
Жыл бұрын
Hi Leila, your videos are very interesting and helpfull , thank you for sharing and keep it.
@AO-xp1bg
Жыл бұрын
You are amazing, Leila.
@acorac
2 жыл бұрын
Thank you for the video. Any idea why MS Planner doesn't show up for me under apps?
@jjo7279
3 жыл бұрын
Is there a way to create recurring plan for monthly tasks?
@eshetudebash6623
3 жыл бұрын
Not currently, but you can copy the plan from month to month
@bonhamcarter4488
3 жыл бұрын
@@eshetudebash6623 is it only for companies? Private accounts can't use it?
@eshetudebash6623
3 жыл бұрын
@@bonhamcarter4488 you definitely can use it
@novalith3778
3 жыл бұрын
@@eshetudebash6623 How? I have paid 365 office personal account. Planner doesn't show up.
@eshetudebash6623
3 жыл бұрын
@@novalith3778 It works for me. May be try to redownload it.
@prakavids
3 жыл бұрын
I made another automation in Planner with power automate. Everyday morning, Power Automate lists the tasks of Planner, filter pending ones, put the pending ones to new JSON and sends it as a table in Outlook email.. planner is one of the cool tool 😊
@LeilaGharani
3 жыл бұрын
Nice work! Thanks for sharing.
@jsbstulsa
3 жыл бұрын
So very helpful! I use this video to train my team. Thanks!
@LeilaGharani
3 жыл бұрын
Great to hear, John!
@victoriamcmann9059
2 жыл бұрын
Excellent summary thanks!
@vishalmhatre7651
2 жыл бұрын
Very Useful! thanks for that
@janbotha7160
2 жыл бұрын
Thanks Leila! Always super informative and helpful. Always walk away excited to test myself :) well.done!
@mildrok
2 жыл бұрын
Thanks for the video. Do you know if there is a way, after assigning tasks to my team, to see every task of someone I assigned in Schedule?
@farazsahil237
3 жыл бұрын
Very informative and easy to understand. I never used MS Planner, but I will give it a try!
@LeilaGharani
3 жыл бұрын
Let us know how you like it.
@daramandara6562
3 жыл бұрын
As always, i have to hit that like button for my absolutely best channel on youtube. U r just amazing Leila
@LeilaGharani
3 жыл бұрын
Thank you so much 😀
@keithsmith8762
3 жыл бұрын
Great presentation. Now I can share with my colleagues
@wrockage
11 ай бұрын
wonderful, thank you!
@marygracepruet6803
Жыл бұрын
Excellent. Crystal clear and super informative. Couldn’t ask for more :)
@LeilaGharani
Жыл бұрын
Awesome, thank you!
@ankurtripathi8305
Жыл бұрын
@@LeilaGharani X can assign task to Y and after completion of task Y will update the same and X will get notification. Can Y assign the task to Z ??? For example one lead (X)assigns the task to designer then Designer (Y) completed the task and assign the same to reviewer (Z) . After reviewing task is completed reviewer will update in task planner.
@raffonsantos
Жыл бұрын
Hello Leila ! I would like to mention that you channel is helping me a lot ! Thank you ! Please, I need another tip related to planner...Is it possible to embed a plan from planner inside Powerpoint ? This feature will be impressive, since we can present real and online data in meetings. Looking forward to hear form you !
@adriansingleton452
3 жыл бұрын
Hey Leila, you've done it again! Another clear and excellent tutorial that gets the job done!
@James-ye2ee
3 жыл бұрын
+
@danpelletier6727
2 жыл бұрын
Nice video Leila. Effective management tool to track a small-scoped project. As always, you are an excellent presenter!
@bazfit
2 жыл бұрын
Great and well presented overview! thanks Leila
@peteadrian7743
2 жыл бұрын
This looks great, but I don't see Planner in my Office apps. Could I add it myself or would I need to convince someone else in the org. to add it?
@omarmoukaddem9005
3 жыл бұрын
Thank you for all your videos.
@EmmanuelDhanasheelanPrabhu
2 жыл бұрын
Can we add custom fields under a task? Excellent video. Thanks.
@berndkroon5147
3 жыл бұрын
Great video, complete and very informative, as always!
@machikot5527
2 жыл бұрын
I am always in a market to find an app to make communication better. Tasks by Planner is great for that. I just realized another team member cannot create a task when I started a list (shared in the team). I cannot find any settings to adjust so that we can all share the responsibility of adding tasks. Is this Planner's limitation?
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