Task Management Best Practices 2024 - New Planner |

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Learn how to manage #tasks using the new #planner
#office365 now has a combined way to handle your tasks, delegated tasks, flagged emails and more.
Contents 📚
00:00 - Intro
00:09 - Add Planner to Teams
00:34 - Types of tasks
01:29 - Planner menus
02:59 - My day
03:47 - No counts
03:57 - Add a new task for yourself
04:51 - To Do list
05:42 - Types of delegation
06:01 - Add a shared plan
07:12 - Loop task delegation
08:00 - Shared Task List - project plan
08:59 - Summary
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Production
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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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Опубликовано:

22 июл 2024

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Комментарии : 18

@guimercante 18 дней назад

You're a lifesaver! I definitely will share it to my PMO at Nestlé so we can leverage the way we work on projects!

@efficiency365 23 часа назад

Thanks @guimercante Check out my other best practices videos as well. Task Management Best Practices - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-DJcxPtu-rcg.html Efficient Tasks Management using the New Planner 2024 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-kgxqzDirw1o.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.

@viancanigrini270 3 месяца назад

Dr Nitin, Thanks, I find you videos very useful! Will you be doing a video on Planner Premium soon?

@efficiency365 3 месяца назад

Thanks @viancanigrini270 Yes. Coming soon. It is still in beta. 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.

@mahmoodhussain4065 2 месяца назад

Found this at the right time...

@efficiency365 2 месяца назад

Thanks @mahmoodhussain4065 See the updated video Efficient Tasks Management using the New Planner 2024 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-kgxqzDirw1o.html Check out my other best practices videos as well. 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.

@akborchowdhury1592 3 месяца назад

Dr Nitn - Whats the best practice on collabing externally ? Its a pain everytime to request IT to enable someoone as a guest to have access to collab. Do you have some advice/thoughts?

@efficiency365 3 месяца назад

External collab requires you to share links to files and add guests to Teams or shared channels. If your IT team has disabled these features, you will need to convince them.

@jrfireboy2 3 месяца назад

I’m playing with this process and am using planner to identify what tasks I want to work on in a day, then I go to outlook and put them in time chunks on my calendar. One bug I’ve noticed is if I create a task in a Planner on a Teams channel and assign myself a task, it will show up in Planner, but not in ToDo in Outlook.

@efficiency365 3 месяца назад

It will be seen under Assigned to Me in To Do

@jrfireboy2 3 месяца назад

Understood, and when I move one of those tasks to “My Day” it will show up in ToDo and Planner in My Day as expected. However if I open Outlook and go to calendar to begin planning my work for the day, and I open the My Day option to view tasks, none of the tasks made in Teams channel Planners assigned to me show up. I can make a short video to show if that isn’t clear

@efficiency365 2 месяца назад

Thanks @jrfireboy2 My Day does not show up in Outlook calendar. 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.

@anmol-gupta 3 месяца назад

I wish they add an option to self-assign tasks in personal plans. I want to divide private tasks by my project/context, I can use personal plans to achieve this, but will have to assign each task manually to myself. :(

@efficiency365 3 месяца назад

Thanks @anmol-gupta Use Old Outlook. New one or personal one does not have this feature. Check out my other best practices videos as well. Efficient Tasks Management - 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.

@HARIHARAN-mk4ko 2 месяца назад

I have created a plan, but I dont want it now. Is it possible to delete the plan ? If yes, how ?, as I couldnt find it

@efficiency365 2 месяца назад

Thanks @HARIHARAN-mk4ko 1. Access Microsoft Planner with your Office 365 credentials 2. Select the plan you want to delete from the Planner Hub 3. Click on more options (three dots) on the top of the page 4. Select ‘Plan Settings’ from the drop-down list 5. In the ‘Plan Settings’ window, click on ‘Delete this plan’ at the bottom 6. Check the box to confirm that you understand that all the plan and group content will be deleted. 7. Click on the ‘Delete’ button Check out my other best practices videos as well. Efficient Tasks Management using the New Planner 2024 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-kgxqzDirw1o.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.

@The.BlackJackal 10 дней назад

To be sure I fully understand, are you now saying that you don't recommend using "Microsoft To Do"? Or is this video an explanation of the best practices for task management in "New Planner" at this point in time?

@efficiency365 23 часа назад

Thanks @The.BlackJackal The "NEW" Planner has all features of To Do. So it is becoming redundant. Tasks assigned to self in To Do appear as Private Tasks in Planner. Tasks assigned from elsewhere are visible in both apps. Therefore, going further, Planner will be the task creator and aggregator. To my knowledge, To Do will coexist. Check out my other best practices videos as well. Task Management Best Practices - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-DJcxPtu-rcg.html Efficient Tasks Management using the New Planner 2024 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-kgxqzDirw1o.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.