Managing tasks in Microsoft Planner 2020

Microsoft Planner 2020    |    Intermediate
  • 11 videos | 44m 4s
  • Includes Assessment
  • Earns a Badge
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In Microsoft Planner, an efficient way to manage a plan is to divide it up into tasks. In this course, learn how to create and work with tasks, for example, to assign them to one or more members of your team. You will also discover how to add more details to your tasks, like due dates, priority, progress, or labels. These details are useful to get an overall view of your plan. For instance, to display the progress of your plan, learn how to use the Charts view. If you prefer to display your scheduled and unscheduled tasks, then switch to the Schedule view. Lastly, see how to organize and filter your tasks by adding customized labels. You will also learn how to copy, move, and delete tasks.


  • Discover the key concepts in the microsoft planner: managing tasks course
    Add and edit tasks information and progress
    Manage and delete tasks
    Use the board and chart views to keep track of tasks
    Use the schedule view to display and create tasks
    Import tasks to outlook
  • Assign tasks to members and guests
    View assigned tasks in to-do
    Organize tasks in different buckets
    Assign labels to tasks
    Filter tasks with different criteria


  • 28s
    This video outlines the key content covered in the Managing tasks course, including adding tasks & deadlines, using the schedule view, and assigning tasks to buckets. FREE ACCESS
  • 4m 5s
    Microsoft Planner can help you manage your projects efficiently by dividing them up into tasks. These tasks can then be given deadlines and assigned to particular members. Once the deadline has passed for a task, it will be marked in your planner as overdue. FREE ACCESS
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    3.  Managing tasks in Microsoft Planner 2020
    3m 18s
    Once you have finished a task or its deadline has passed, you can mark it as finished, reactivate it, or delete it. In this video, you will see how to manage your tasks in Microsoft Planner. FREE ACCESS
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    4.  Displaying a plan's progress in Microsoft Planner 2020
    5m 4s
    Making plans in Microsoft Planner allows you to easily keep track of the progress of each task within a project that's been assigned to your collaborators. Here, you will see how to switch between different views in order to see a detailed progress report for each of your tasks. FREE ACCESS
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    5.  Scheduling tasks in Microsoft Planner 2020
    5m 14s
    The Schedule view in Planner allows you to view and manage different task deadlines using a calendar interface. You can create tasks for your different plans and modify their deadlines in the Schedule view. FREE ACCESS
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    6.  Importing tasks to Outlook in Microsoft Planner 2020
    5m 59s
    If you want to view your Planner schedule in Outlook, first, the plan owner needs to add the plan to the Outlook calendar with an iCalendar format feed. Once they do that, each member can add the plan to their Outlook calendar. In this video, learn how to publish your calendar in Outlook on the web and for desktop. FREE ACCESS
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    7.  Assigning tasks in Microsoft Planner 2020
    5m 17s
    Once you have created a task and added a due date, you have the option to assign it to a member of your plans group. If you assign a task to a member, they will receive a notification and see their name and avatar displayed next to the task. FREE ACCESS
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    8.  Managing tasks with To-Do in Microsoft Planner 2020
    4m 30s
    Microsoft To-Do is another application included in Microsoft 365. This application is useful to create and manage to-do lists, and it can be connected to Planner to easily find the tasks assigned to you. In this video, learn how to manage your tasks with Microsoft To-Do and Planner. FREE ACCESS
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    9.  Assigning tasks to buckets in Microsoft Planner 2020
    3m 45s
    Once you have added tasks to your plan, you can categorize them by using buckets. Buckets allow you to organize your work into phases, types of tasks, or any other grouping applicable to your plan. You can also reorganize your tasks by moving them from one bucket to another and even reordering them within the same bucket. FREE ACCESS
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    10.  Labeling a task in Microsoft Planner 2020
    3m 8s
    In Microsoft Planner, use labels to quickly identify common elements across a number of tasks. You can, for example, assign a particular color to urgent tasks, tasks which require external services, etc. These colored labels will be visible for all members of the plan. FREE ACCESS
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    11.  Filtering tasks in Microsoft Planner 2020
    3m 17s
    Microsoft Planner gives you the possibility of changing the display of your tasks in your plan view by using the filter tool. In this video, you will see how to apply filters to only see the information you want to see and how to remove filters in Planner. FREE ACCESS


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