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Planner Premium - Gantt Chart - Linked Tasks - Project Management and more |  

Efficiency 365 by Dr Nitin
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Understand when to use #Planner Premium - a part of #microsoft365
Create linked or sub tasks, interactive Gantt Chart, People View, and more.
Update progress, monitor task completion, group, filter, view and customize.
#task management
Contents 📚
00:00 - Intro
00:23 - When to use Planner Premium
01:16 - Use New Planner in Teams
01:32 - Create a Project Plan
01:57 - Customize columns
02:28 - Gantt Chart - Link Tasks
02:54 - Add a Milestone
03:18 - Add project start date
04:09 - Assign Tasks to people
05:00 - MS Project vs Planner Premium
05:21 - Updating Tasks
06:22 - Task Details
07:19 - Add to Channels
07:37 - Board view
08:02 - Chart View
08:21 - People View
08:43 - Conditional Coloring
09:18 - Task Management Best Practices
10:07 - Summary
Related videos 📺
There are no related videos.
This video overrides all past task management videos.
Due to the New Planner feature set, all past best practices are outdated.
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Efficiency Best Practices for Microsoft 365
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Dr Nitin Paranjape is the pioneer in maximizing work efficiency in a modern work scenario.
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Production
--------------------
Music and Effects: elements.envato.com/
Created using Adobe Premiere: www.adobe.com/in/creativeclou...
AI based captions: videoindexer.ai (Microsoft service)

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1 июн 2024

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Комментарии : 5   
@PaweW-td3wt
@PaweW-td3wt 13 дней назад
I am a very big fan of Microsoft Planner, despite its huge flaw of the possibility of deleting of assigned tasks by team members. I disagree with the statement that we should gradually forget about flagging emails. Quite a significant part of tasks is directly information from an email... so why rewrite this information manually to To-Do? And like this, directly from the email, having a task to be carried out is visible in Planner in Teams or in To-Do.
@efficiency365
@efficiency365 13 дней назад
Thanks @PaweW-td3wt Planner deletion is a big lacuna and I don't see it getting corrected. It is called "collaboration", apparently... ha ha. If you have Purview (Compliance) tool (part of E5), there is an audit trail for Planner. However, it is useless for individual user to know that someone else edited or deleted the task. Flagging of emails Outlook has this feature since 30+ years. Drag a mail and drop on task folder.. Right drag drop gives option to MOVE instead of copy - which is preffered. New Outlook / Web version - Right click on mail - Advanced - Create a Task. Mobile app - (options - vertical three dots) - Create a Task. The only practical use case for Flagging I have found is - I read a mail on the mobile app. I want to remember to act on it when I open Outlook on Desktop. How to remember? Flag. After you finish the action on desktop, remove flag. Check out my other best practices videos as well. Efficient Tasks Management 2024 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-DJcxPtu-rcg.html Microsoft Teams Meetings - 16 Best Practices - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-l3Bvq-I0hy4.html Microsoft Teams - 15 Best Practices - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-W8Ufx_znKxI.html OneDrive Best Practices Part 1 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-D7ZrfphW4vo.html Part 2 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-nFx6YQxc-b4.html Smart and Effective Email - 5 powerful ways - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-6NEFSMqHgQE.html Outlook Calendar Best Practices : Part 1 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-GzsQnecjAQo.html and Part 2 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-padKH8ys5Cs.html OneNote - Best Practices - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-m-4AY1cMi8s.html Microsoft 365 Best Practices - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-kVC_YcL5ObU.html Cheers. Doc.
@PaweW-td3wt
@PaweW-td3wt 12 дней назад
@@efficiency365 I am a huge fan of your RU-vid videos. They show not just how to use the program, but how to use it IN PRACTICE, and that's a big difference. For me, despite the multitude of task management programs, there is still no good solution, and it's all related to communication about the task. As for Planner, you can hold employees accountable for tasks entered there through internal communication in Planner. In your materials, you recommend starting some tasks in Teams, but Teams has a huge drawback: if the administrator doesn't manage the creation of new groups, there can be thousands of them in the organization after a year. I tested Loop, which I liked the most, but if there was communication in Loop regarding tasks, that would be perfect. Of course, you can insert Loop components into Teams, but then we return to Teams again. So today, communication about tasks goes through too many channels: email, Teams, and directly from Planner, and that's not good.
@efficiency365
@efficiency365 5 дней назад
Task management sounds like a simple use case. But in reality it is quite complex. Furthermore, everyone's perception of what exactly task management should do is different. In corporate context, whichever solution it is, needs to be uniformly enforced - irrespective of personal preferences.
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