Planning projects in Microsoft Planner 2020

Microsoft Planner 2020    |    Intermediate
  • 8 videos | 26m 4s
  • Includes Assessment
  • Earns a Badge
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Plans are groups used to organize and manage projects, tasks, and progress. In this course, discover the different ways to create a new plan from scratch, how to add a plan to an existing Microsoft 365 Group, as well as how to manage your plans by renaming them and configuring email settings. You'll also see how to create a copy of your plan, get a direct link to share it with other members or guests, and how to export your plan into an Excel file.


  • Discover the key concepts in the microsoft planner: planning projects course
    Create and delete plans
    Rename a plan and configure email settings
    Manage members and guests in a plan
  • Create and manage buckets
    Create and configure a copy of a plan
    Export and get a link for a plan
    Get access and work with connected services


  • 28s
    This video outlines the key content covered in the Planning projects course, including creating a plan, configuring a plan, and managing plans. FREE ACCESS
  • 5m 9s
    Plans, which function as work groups, allow Planner users to organize a project and keep track of its various stages. You can create multiple plans and invite different team members to make use of them with Planner. FREE ACCESS
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    3.  Configuring a plan in Microsoft Planner 2020
    4m 23s
    After creating a plan with Planner, you can configure its options. In this video, learn how to access your plan settings to rename a plan or modify your email options. You will also see how to access and edit your group information from Planner. FREE ACCESS
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    4.  Adding members to a plan in Microsoft Planner 2020
    4m 3s
    If a Planner user creates a public plan, you can join the project by subscribing to it. Alternatively, if you have created a plan yourself, you can add or remove members. Learn how to add users from your organization, as well as guests from outside your organization as members. FREE ACCESS
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    5.  Adding & managing a bucket in Microsoft Planner 2020
    3m 12s
    Once you have created a plan, you can organize your tasks into categories known as buckets. This allows you to group together similar tasks and make it easier to manage your project. FREE ACCESS
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    6.  Copying a plan in Microsoft Planner 2020
    2m 41s
    Projects may require similar tasks to be performed. With Planner, learn how to reuse a plan to quickly start a new plan for your team. In this video, see how to copy a plan and configure its settings. FREE ACCESS
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    7.  Managing plans in Microsoft Planner 2020
    Microsoft Planner allows you to manage the plans that you have created. For example, you can add certain plans to your list of favorites, export a plan to an Excel file and share a plan by getting a link. FREE ACCESS
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    8.  Using connected services in Microsoft Planner 2020
    3m 10s
    Planner is a tool which is fully integrated within the Microsoft 365 suite. This means that you can easily use it alongside other applications such as Outlook and OneNote. In this video, learn how to access and work with other applications from Planner. FREE ACCESS


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