Microsoft Planner Quick Tips

Get bite-sized tips designed to boost your efficiency with Microsoft Planner, the planning and project management app for Office 365.

Introduction

• Saving time in Microsoft Planner

1. Microsoft Planner Quick Tips

• Locate the Planner app
• Collapsing the navigation pane and lists
• Create a blank plan
• Create a plan from a template
• Add and remove members in a plan
• Change plan settings
• Customize Planner notifications
• Pin and unpin plans
• Copy a link to plan
• Add and move buckets
• Add a task
• Add a checklist
• Add an attachment to a task
• Move a task
• Copy a task
• Add a comment
• Mark a task as complete
• Delete a task
• Label and group tasks
• Filter tasks
• View in a chart format
• Working in Schedule view
• View a group conversation
• Go to SharePoint document library files
• Collaborate in a OneNote notebook
• Access the SharePoint site
• Working with My Tasks
• Navigate with the Planner hub
• Add a plan to the Outlook calendar
• Add a plan to a Teams channel
• Copy a plan
• Working with the mobile Planner app