5 Features to Improve Task Management in Microsoft Planner!

In this special video, we are checking out five features you can use today in Microsoft Planner, which are being shared following your questions across our other video content here on RUclips! These five features will transform the way you work with Planner!
🔹 What You'll Learn:
Exporting Data for Additional Reporting
Consolidating Tasks Across Projects
Tracking Tasks Efficiently
Using Labels for Delegated Tasks
Syncing Planner with Outlook for Seamless Task Scheduling
👨‍💼 About Your 365 Coach:
At Your 365 Coach, led by Scott Brant a Microsoft MVP, we're dedicated to helping you master Microsoft 365 tools. Our coaching and training are tailored to empower you in navigating the digital workplace with ease and confidence.
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💬 We Love to Hear from You!
Have a question or a topic you want us to cover next? Drop a comment below!
📌 Timestamps:
00:00 Introduction
01:17 How to Sync Planner to Outlook Calendars
05:28 How to Export Planner Data
07:44 How to View All My Planner Tasks
09:44 How to Filter and Report on Tasks in Planner using Dashboards
11:14 How Can I Track Delegated Tasks in Planner?
12:53 Summary
#MicrosoftPlanner #TaskManagement #ProductivityTips #Your365Coach #Microsoft365

[@birtewee]

Thanks for the video! The Tasks from Planner are "read only" in my Outlook. Is there a way to edit those?

[@brightideasagency]

Great video Scott!

[@your365coach]

Thanks for your kind feedback Nick😀

[@joemccarron09]

Good content. thanks.
I am interested in the concept of task blocking on my calendar and I don't find the 'add to Outlook' feature in Planner very useful. It doesn't update when I change the timing of tasks in Planner, and it involves too many clicks and drags to transform the all day Planner calendar event that appear in Outlook into an event with on my daily calendar.
I would find it really useful to use the To Do sidebar feature in the new Outlook experience to drag tasks that originate in Planner to my calendar.
However although the 'Assigned' and 'Planned' tasks from Planner appear in all versions of the actual To Do app in those categories, those categories are omitted from the To Do sidebar in Outlook, and if tasks that originate in Planner are added to My Day in the app they do not appear in the My Day on the Outlook To Do side bar.
Do you know why that is? Is it a bug or a feature. Will it be corrected? It seems like a big missed opportunity from Microsoft

[@your365coach]

Thanks for your kind feedback 😀
Sadly, as you outlined, those are missing features in the integration of Planner and To Do, within Outlook and I can only hope that they bring these out in the future 😀

[@ibrahimadiouf2782]

Thanks for the video

[@your365coach]

My pleasure and thanks for your kind feedback 😁

[@user-yc9ez3ci7r]

Can you make the text bold in the Bucket heading or in the Task heading??

[@armin2538]

Great video! How long does it take for Planner to synchronize new tasks to show in Outlook?

[@your365coach]

Sadly, it's not something we can control in Planner. As it's an iCalendar Feed, it can take many hours for it to update in Outlook, and there's no way we can change that refresh limit. Of course to force it, you can simply remove and re-add it, but other than, it will require waiting for Outlook to poll and update it for you.

[@user-yc9ez3ci7r]

Can you make the text bold in the bucket heading or task heading?

[@your365coach]

Sadly not in Planner, the formatting isn’t something we control 🥲

[@TracyWray-eh3jr]

Teams doesn't have an app called Tasks by Planner or anything like that. What am I missing?

[@your365coach]

Thanks for the heads up, as the Teams App name has now changed. Please search for 'Planner' and the new Teams App for Task Management will then load, as Microsoft are now re-branding these under experiences under the single 'Planner' brand now

[@xyliu925]

Can we add a custom field, say purchase order number?

[@your365coach]

Sadly, not in Microsoft Planner, there are no capabilities for custom fields. However, in the upcoming Planner Premium this year, there seems to be capability to add custom fields, so it's something to keep an eye on

[@nedkelly6123]

Great video but the e book link doesn't seem to work for me

[@your365coach]

Sorry to hear that, just drop me a message on our contact page at www.your365coach.co.uk and i'll fix this for you 😀