Microsoft Planner - Epic Management Of Shared task list - Best Practices | 2023 | Efficiency 365
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- Опубликовано: 21 июн 2023
- Planner is the best application to manage shared tasks. We discuss all the best possible practices about Planner in today's video.
#efficiency365 #planner #microsoftplanner #taskmanagement
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Excellent. Thanks
Thanks @derrick8224
Check out my other best practices videos as well.
Efficient Tasks Management - ruclips.net/video/vLFpWVfUfQ8/видео.html
Task Apps Comparison: ruclips.net/video/ViWJIzMPQZg/видео.html
Teams Meeting - Agenda, Action Points, Notes - ruclips.net/video/k0t8_mNkMDw/видео.html
Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
Cheers. Doc.
This is very helpful. Background music and mod funny clips included.
Thanks @rachaelricker4623.
Check out my other best practices videos as well.
Efficient Tasks Management - ruclips.net/video/vLFpWVfUfQ8/видео.html
Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
Word Tables Best Practices - The ultimate guide - ruclips.net/video/ueKCHxNUOkA/видео.html
Cheers. Doc.
Very helpful
Thanks @ItsGonnaBeOkayForAll
I also create conceptual and thought provoking videos. Check these out:
Is efficiency dangerous? ruclips.net/video/Tp3j-UEcxLA/видео.html
The Efficient Mindset. NOT Basic or Advanced - ruclips.net/video/_kpTgeBKUck/видео.html
How to manage ignorance? Learn to learn - ruclips.net/video/RsSJDVNC-Eo/видео.html
Don't buy Microsoft Office 365 - unless Podcast - ruclips.net/video/zbwQUKrJ_pg/видео.html
Do let me know your feedback.
Cheers
Doc
i have watched lot of your videos on TEAMS thanks a ton for your guidance and support . If you could advise me how to create subtasks and assign them to different individuals, I would greatly appreciate it
Thanks @StyleHike.
Using Planner you cannot have subtasks.
Each Planner task does have a checklist. You can consider those as subtasks.
For formal dependencies across tasks you have to use MS Project or similar apps.
One word of caution: Planner tasks are great. But anyone in the team can delete or alter anything in a task without any audit trail.
I suggest you use Loop components for managing work - here is how you do it in a meeting context. ruclips.net/video/k0t8_mNkMDw/видео.html
Check out my other best practices videos as well.
Efficient Tasks Management - ruclips.net/video/vLFpWVfUfQ8/видео.html
Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
OneDrive Best Practices ruclips.net/video/D7ZrfphW4vo/видео.html
Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
Word Tables Best Practices - The ultimate guide - ruclips.net/video/ueKCHxNUOkA/видео.html
Cheers. Doc.
Great content, thank you!
How do we book time in Outlook calendar though for a Planner task? Importing the plan as Calendar does not allow booking time in day calendar.
Use the Bookings app - which is a part of Office 365.
ruclips.net/video/t4WHKvmec5Y/видео.html
Very helpful content but the background 'musak' is pretty distracting.
Thanks for the feedback. Will reduce musak volume (or stop using it) in future videos.
I knows it’s early but when should I use Loop vs. OneNote? I can see a case that OneNote merges into Loop (+Whiteboard)
Hi
OneNote is for taking notes. Unstructured stuff.
Loop is for specific things where you need inputs from multiple persons.
Loop components are currently available in Teams Chat, Word and Outlook, but will be available in OneNote as well.
Loop items are standalone - you can put them anywhere and they still update the base content.
Container independent co-authoring = Loop.
Is it possible to automatically assign a task to a person? Or at least have the person as a mandatory field?
Thanks for the videos btw, always great
👍
No automatic assignment possible in Planner itself.
However if you have specific condition(s) when a task should be assigned to someone, use Power Automate.
Is there a way to move tasks created in loop components or similar to a shared plan?
Thanks @espenlund9131.
First of all, check out this video - Efficient Tasks Management - ruclips.net/video/vLFpWVfUfQ8/видео.html
You can create a workspace in Loop and copy paste individual loop components.
Check out my other best practices videos as well.
Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
OneDrive Best Practices ruclips.net/video/D7ZrfphW4vo/видео.html
Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
Word Tables Best Practices - The ultimate guide - ruclips.net/video/ueKCHxNUOkA/видео.html
Cheers. Doc.
How to add a Group or a team in planner if any team is not there how to create one somthing which appears under may task while creating a task for the team option in a drop down section?
Thanks @namrata6208 for the feedback.
Create a Team first. Add the Planner tab to it - Tasks by Planner and To DO.
That way, all Team members automatically become part of the Planner group.
You may also like these Word related videos:
Word top 10 settings - ruclips.net/video/_8r7vNrqh34/видео.html
Word Tables - 8 ways to create: ruclips.net/video/X-G8bZVCGBk/видео.html
Word Tables - 13 problems solved: ruclips.net/video/y5IblpvN_Jg/видео.html
Word Styles - ruclips.net/video/7f_aOgsvKA0/видео.html
Word Sections - ruclips.net/p/PL-UPeBWRvha036g2sTc69H85sUd0pb4RY
Handing long, complex word documents - ruclips.net/video/9jrYJHQ7YmQ/видео.html
Thanks.
Dr. Nitin.
Like you list two teams one was procurement and other monthly review so how did you create those team ?? Please explain Rest process i know but im not able to create a team to select it in the first place 😅
Thanks @namrata6208
Go to Teams in Teams - Create a Team - Blank Team - Private - Give it a name and Add members.
Check out my other best practices videos as well.
Efficient Tasks Management - ruclips.net/video/vLFpWVfUfQ8/видео.html
Teams Meeting - Agenda, Action Points, Notes - ruclips.net/video/k0t8_mNkMDw/видео.html
Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
Cheers. Doc.
Please sir aap Excel large sheet ka print out one page par kaise set karke uska print nikale
Printer page ka size ke bahar jayega data to ek page nahi ho sakta.
In Excel go to View - Page Layout and adjust.
MS Project is a powerful way to manage tasks too. Just started learning it. Future video?
Yes. I agree. MS Project is the most comprehensive, accurate and powerful way of managing tasks, projects and more.
Unfortunately, it needs to be purchased separately.
Secondly, even people who do have MS Project use it in isolation.
For exploiting the full benefits, you need to use Project Server (now called Project Online).
I do not know of a single organization that has licenses for MS Project for all users.
Hence, we have to assume that MS project will be available, at best, in pockets.
Therefore, we have no choice but to use the other tools available in the platform.
That is the purpose of this video.
Watch the detailed task management video - then you will get a clearer idea about which tool to use when and why.
Efficient Tasks Management - ruclips.net/video/vLFpWVfUfQ8/видео.html
Check out my other best practices videos as well.
Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
Word Tables Best Practices - The ultimate guide - ruclips.net/video/ueKCHxNUOkA/видео.html
@@efficiency365 thank you!
Is it possible to make tasks private such that employees can't see others tasks?
Thanks @et.sachin
Short answer - use Outlook tasks for delegation.
Watch these two videos for the answer.
Efficient Tasks Management - ruclips.net/video/vLFpWVfUfQ8/видео.html
Task Apps Comparison: ruclips.net/video/ViWJIzMPQZg/видео.html
Check out my other best practices videos as well.
Teams Meeting - Agenda, Action Points, Notes - ruclips.net/video/k0t8_mNkMDw/видео.html
Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
Cheers. Doc.
Unfortunately, planner saves all the task atrachments in the Share Point's root folder. We are moving to Microsft list because of this
Hi @hernanechevarria9614
As of now (Sep 2023), the best way to create a task list is to use a Loop page.
Add one or more Loop Task lists on it. Delegate work from the page.
Individuals can see tasks delegated to them in Assigned To Me.
The loop page is the Assigned By Me equivalent.
Check out my other best practices videos as well.
Teams Meeting - Agenda, Action Points, Notes - ruclips.net/video/k0t8_mNkMDw/видео.html
Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
Cheers. Doc.
@@efficiency365 thanks! I recently discovered your channel and subscribed. I am checking all your videos. Great stuff!
Thanks. More stuff coming soon.
Feel free to suggest topics for videos.