Planner - Daily task follow-up

Time Length Icon 45:00 Video Icon 10 videos
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Planner is an easy to use Office 365 application that helps you to manage your tasks and projects on a daily basis. Whether you're working alone, or within a team, Planner allows you to organize your projects, and to follow up on tasks and progress.

Teaching Format:

  • Remote e-learning training session
  • Interact live with your trainer throughout the e-learning session. Ask questions and discuss points as they arise

Training aims:

  • Discover the management tool Planner
  • Use Planner to assign and track work distribution

Training content:

  • Start with the Hub :
    • The Hub
    • Panels and buckets
    • Create a new plan
    • Plan description
    • Development of a project
  • Organise a plan with buckets
    • Set up
    • Members
    • Deadline and duties
  • Task details
    • Visualise a plan
    • Delay, description and application
    • Check list
    • Progress status
    • Comments
    • Labels
00:00:11
Hello and Welcome to this new Office 365 training. This training session is part of the topic Get Started with Office. The session itself is with Planner, the application is available from Office 365 and the exact title is
00:00:32
Planner - Follow the Daily Tasks of a Team. We will discover how to follow the daily tasks of a team using the Planner application and all its features which are quite importan. So Welcome to this session, my name is Charles Bonachera and we are going to spend the next
00:00:52
30 to 45 minutes together.
00:00:57
What are we going to study? Here is the plan. First, we are going to see what Cloud computing is. Then we see how to login to Office 365 because Planner is part of Office 365. We will also see working Groups and Planner because they are closely related.
00:01:18
Then we will see how to create and assign a task with Planner and we will see how to follow up all tasks with the application Planner and all the features which are around this application. The goal of this session is to be able to
00:01:38
follow the tasks of a group or a team or at least to discover how to follow the tasks of a group or a team, using Planner. Cloud computing, What is it? In fact, you probably know Microsoft Office on your computer
00:01:59
if you installed all the applications of today's Microsoft Office suite. Now we need the 2016 version minimum. It comes with Excel, PowerPoint, Word, Outlook and OneNote when it is installed on your computer.
00:02:20
You can have the same applications in Office 365 and this time it is available online.
00:02:40
You can have access to Exchange Server, which is a server delivering mail for the Office 365 suite. With this access, you will be able to retrieve mails using Outlook on your computer or online because now it's available online;
00:03:01
SharePoint where you share documents with your colleagues internally in your organization but it will be safe from the rest of the world; And Lync, which is not called Skype, which is a conference calls application and where you can have
00:03:19
high definition videos using a webcam that you have on laptop or in a desktop. The interesting things with cloud computing with Office 365 is that, along with the application
00:03:40
installed on your computer, there are now
00:03:45
Office web applications which are available and are setup to be able to fit the exact screen, for example, of a tablet. So you have web applications available, which are also Outlook, PowerPoint, Excel, etc.
00:04:06
On your smartphone, there are also Office mobile applications, Outlook for example, but also Word. All the Office suite is available on your mobile, be it your Android mobile
00:04:27
or an iPhone from Apple. With Office 365 online, you have complete access whenever you want, wherever you are because it's available only with an Internet connection with any device.
00:04:47
It's very powerful and helpful to have these applications available 24/7 wherever you are. You only need a device and an Internet connection. The compatibility is complete with the Office desktop applications
00:05:08
because Office 365 is built by the same company Microsoft builts its desktop so there is total compatibility between the application that you access or that you may access online or on your computer.
00:05:29
Security: It is secured. You need a connection to be connected to Office 365 online. Serenity because you can work if needed, when needed, anywhere and at any time.
00:05:52
Let's see how to connect to the web from anywhere.
00:00:11
Hello and Welcome to this new Office 365 training. This training session is part of the topic Get Started with Office. The session itself is with Planner, the application is available from Office 365 and the exact title is
00:00:32
Planner - Follow the Daily Tasks of a Team. We will discover how to follow the daily tasks of a team using the Planner application and all its features which are quite importan. So Welcome to this session, my name is Charles Bonachera and we are going to spend the next
00:00:52
30 to 45 minutes together.
00:00:57
What are we going to study? Here is the plan. First, we are going to see what Cloud computing is. Then we see how to login to Office 365 because Planner is part of Office 365. We will also see working Groups and Planner because they are closely related.
00:01:18
Then we will see how to create and assign a task with Planner and we will see how to follow up all tasks with the application Planner and all the features which are around this application. The goal of this session is to be able to
00:01:38
follow the tasks of a group or a team or at least to discover how to follow the tasks of a group or a team, using Planner. Cloud computing, What is it? In fact, you probably know Microsoft Office on your computer
00:01:59
if you installed all the applications of today's Microsoft Office suite. Now we need the 2016 version minimum. It comes with Excel, PowerPoint, Word, Outlook and OneNote when it is installed on your computer.
00:02:20
You can have the same applications in Office 365 and this time it is available online.
00:02:40
You can have access to Exchange Server, which is a server delivering mail for the Office 365 suite. With this access, you will be able to retrieve mails using Outlook on your computer or online because now it's available online;
00:03:01
SharePoint where you share documents with your colleagues internally in your organization but it will be safe from the rest of the world; And Lync, which is not called Skype, which is a conference calls application and where you can have
00:03:19
high definition videos using a webcam that you have on laptop or in a desktop. The interesting things with cloud computing with Office 365 is that, along with the application
00:03:40
installed on your computer, there are now
00:03:45
Office web applications which are available and are setup to be able to fit the exact screen, for example, of a tablet. So you have web applications available, which are also Outlook, PowerPoint, Excel, etc.
00:04:06
On your smartphone, there are also Office mobile applications, Outlook for example, but also Word. All the Office suite is available on your mobile, be it your Android mobile
00:04:27
or an iPhone from Apple. With Office 365 online, you have complete access whenever you want, wherever you are because it's available only with an Internet connection with any device.
00:04:47
It's very powerful and helpful to have these applications available 24/7 wherever you are. You only need a device and an Internet connection. The compatibility is complete with the Office desktop applications
00:05:08
because Office 365 is built by the same company Microsoft builts its desktop so there is total compatibility between the application that you access or that you may access online or on your computer.
00:05:29
Security: It is secured. You need a connection to be connected to Office 365 online. Serenity because you can work if needed, when needed, anywhere and at any time.
00:05:52
Let's see how to connect to the web from anywhere.
00:06:03
You only need to enter in the address bar of any browser, Internet Explorer or Microsoft edge if you work with Windows 10, portal.office.com.
00:06:24
You will be connected to this space which is the welcome page of Office 365, with all your applications that are available in the Office 365 suite: Mail, Calendar and all the rest of the applications that I've mentioned already Word, Excel, PowerPoint, etc.
00:06:45
Wherever you are you can always go and find the another applications with the application launcher, which is kind of a start menu online that will give you access to all that list that we have seen previously.
00:06:03
You only need to enter in the address bar of any browser, Internet Explorer or Microsoft edge if you work with Windows 10, portal.office.com.
00:06:24
You will be connected to this space which is the welcome page of Office 365, with all your applications that are available in the Office 365 suite: Mail, Calendar and all the rest of the applications that I've mentioned already Word, Excel, PowerPoint, etc.
00:06:45
Wherever you are you can always go and find the another applications with the application launcher, which is kind of a start menu online that will give you access to all that list that we have seen previously.
00:07:06
Groups and Planner.
00:07:12
So let's go online.
00:07:23
Let's go to the welcome page.
00:07:31
You are welcome in Office 365, you are connected to your organization using your email address and your Office password
00:07:52
that you use by default and standard on your computer at your organization. So you have all applications and we are here to discover Planner and you see that here is the tile to access Planner.
00:08:13
Even if you are on another application for example, in the mail, you still have access to the launcher.
00:08:31
And here again, you find Planner.
00:08:36
Let's go to Planner: Here is the interface of Planner. We see here it's Planner. Here in the Planner hub,
00:08:52
that's where you get all your plans. By plan, we mean all the plannings
00:09:00
that you may have, the dedicated groups. Here you see your tasks. I have 4 tasks and if I click here I see all my tasks that might come from different plans.
00:09:18
This is a group: Webcast, migration. This is Essencia Formation SNCF, etc. So I can see all my tasks, even the completed one.
00:09:34
In progress, not started yet or completed. When you arrive on the Planner homepage, you get access to the Planner hub with all your plants and I click on a plan to enter into the plan of migration.
00:09:54
For example, you can put your plans in favorite, but you have the list of all plans. So there is a double navigation on the left pane and here on the homepage of Planner. You've got the list of all your groups.
00:10:15
Then you have the button to create a new plan. When you have a project or something you have to share with a group or a team and you want to follow the tasks that are delegated or assigned to members of the group,
00:10:36
what is important to understand is that each time you create a new plan, like I'm going to do now, a group is created. There is a specific MOOC training on groups that you can also follow,
00:10:57
explaining how you can be more efficient with groups. Each time you create a plan, you have to create a group, so it's impossible to have a plan without a group. When you go to your Outlook and create a group,
00:11:18
either you use Planner or not, but you can have a group without using Planner, but it is impossible to have a plan, to use Planner without a group. So if I request a new plan and give a name to my plan,
00:11:43
Webcast - Planner for example, the plan email address would be webcast-planner@yourorganization. You can decide whether the group is public or not.
00:12:03
Public means anybody will be able to see what's inside the group. Otherwise people will have to request access to your group and you have to be part of the group to see the information and give a description of the group/plan.
00:12:30
I've requested a plan so we have a group and I will be able to follow up. If I click on Create Plan, there will be a new plan, which is in fact a plan and a group. I again propose you to follow the MOOC Office 365 training on groups to see how it works.
00:12:51
We are going to see a few things about the way Office 365 proposes you to share information with emails, conversations, calendar, notebook for each group, calendar and files.
00:13:17
I am on Webcast Planner. This is my plan. I am still in Planner, so this is my plan. But if you go here and click on the 3 dots, you see that you will go to the calendar of this group.
00:13:37
You will see the members of the group, you can see the files members shared and the notebook which is also created when you ask and request a new plan. So here we are in the part of Planner
00:13:58
dedicated to the Webcast - Planner group and we are going to see how we can use this application to follow the tasks of a group. The board is where you will be able to create tasks.
00:07:06
Groups and Planner.
00:07:12
So let's go online.
00:07:23
Let's go to the welcome page.
00:07:31
You are welcome in Office 365, you are connected to your organization using your email address and your Office password
00:07:52
that you use by default and standard on your computer at your organization. So you have all applications and we are here to discover Planner and you see that here is the tile to access Planner.
00:08:13
Even if you are on another application for example, in the mail, you still have access to the launcher.
00:08:31
And here again, you find Planner.
00:08:36
Let's go to Planner: Here is the interface of Planner. We see here it's Planner. Here in the Planner hub,
00:08:52
that's where you get all your plans. By plan, we mean all the plannings
00:09:00
that you may have, the dedicated groups. Here you see your tasks. I have 4 tasks and if I click here I see all my tasks that might come from different plans.
00:09:18
This is a group: Webcast, migration. This is Essencia Formation SNCF, etc. So I can see all my tasks, even the completed one.
00:09:34
In progress, not started yet or completed. When you arrive on the Planner homepage, you get access to the Planner hub with all your plants and I click on a plan to enter into the plan of migration.
00:09:54
For example, you can put your plans in favorite, but you have the list of all plans. So there is a double navigation on the left pane and here on the homepage of Planner. You've got the list of all your groups.
00:10:15
Then you have the button to create a new plan. When you have a project or something you have to share with a group or a team and you want to follow the tasks that are delegated or assigned to members of the group,
00:10:36
what is important to understand is that each time you create a new plan, like I'm going to do now, a group is created. There is a specific MOOC training on groups that you can also follow,
00:10:57
explaining how you can be more efficient with groups. Each time you create a plan, you have to create a group, so it's impossible to have a plan without a group. When you go to your Outlook and create a group,
00:11:18
either you use Planner or not, but you can have a group without using Planner, but it is impossible to have a plan, to use Planner without a group. So if I request a new plan and give a name to my plan,
00:11:43
Webcast - Planner for example, the plan email address would be webcast-planner@yourorganization. You can decide whether the group is public or not.
00:12:03
Public means anybody will be able to see what's inside the group. Otherwise people will have to request access to your group and you have to be part of the group to see the information and give a description of the group/plan.
00:12:30
I've requested a plan so we have a group and I will be able to follow up. If I click on Create Plan, there will be a new plan, which is in fact a plan and a group. I again propose you to follow the MOOC Office 365 training on groups to see how it works.
00:12:51
We are going to see a few things about the way Office 365 proposes you to share information with emails, conversations, calendar, notebook for each group, calendar and files.
00:13:17
I am on Webcast Planner. This is my plan. I am still in Planner, so this is my plan. But if you go here and click on the 3 dots, you see that you will go to the calendar of this group.
00:13:37
You will see the members of the group, you can see the files members shared and the notebook which is also created when you ask and request a new plan. So here we are in the part of Planner
00:13:58
dedicated to the Webcast - Planner group and we are going to see how we can use this application to follow the tasks of a group. The board is where you will be able to create tasks.
00:14:19
The Charts is a view of the follow up of all the tasks. So no tasks left, unassigned, no tasks have been created. If you want to create a task you go to Board
00:14:41
You have the possibility to create a new task. So to give a task,
00:14:51
call the client for example, it is a to-do task for the moment and you can add a due date.
00:15:00
For example, the 1st of March. If you add a task, here it is now.
00:15:09
If you click on this task, you will be able to assign tasks to someone.
00:15:20
I have found a name which is not member.
00:15:28
So I have assigned the task to my colleague. The bucket is a to do task. It is not started yet. The start date will be tomorrow and the due date, March, 2nd.
00:15:48
I can check this if I want to mark it complete now, which would be quite stupid.
00:16:01
The description of the task:
00:16:05
The client has to be called.
00:16:10
You can even attach a file, browse SharePoint to find a file online, from a SharePoint in the SharePoint of your company for example, or upload a file from your own computer.
00:16:26
It takes a few seconds for the file to be attached and uploaded. You can add comments.
00:16:36
Please, Amarra, call the client.
00:16:48
And if you post,
00:16:56
it is posted and if you quit
00:17:00
there is now a new task that has just been assigned to Amarra and we will be informed if she has a new task. I could have gone directly in Members.
00:17:24
I could have added Amarra before all of this by opening Outlook because people get the request in Outlook. I told you about another training on Groups
00:17:45
but it's on Outlook 2016 that you can create groups or from here. I am on Outlook online and I click on Add members.
00:18:13
Here you have people from the same company who come with nothing, and guests are people from outside with this symbol, meaning it's someone
00:18:34
outside your organization.
00:18:39
So now she's a member of my group and I remind you that my group is because I have requested this Planner and by pre-requesting and creating a Planner, there is a group created and now there is a group that can share conversations, calendar, files, a notebook.
00:19:00
I go back to Planner to have a follow-up of my tasks. So it's very easy when you connect your to Office 365.
00:14:19
The Charts is a view of the follow up of all the tasks. So no tasks left, unassigned, no tasks have been created. If you want to create a task you go to Board
00:14:41
You have the possibility to create a new task. So to give a task,
00:14:51
call the client for example, it is a to-do task for the moment and you can add a due date.
00:15:00
For example, the 1st of March. If you add a task, here it is now.
00:15:09
If you click on this task, you will be able to assign tasks to someone.
00:15:20
I have found a name which is not member.
00:15:28
So I have assigned the task to my colleague. The bucket is a to do task. It is not started yet. The start date will be tomorrow and the due date, March, 2nd.
00:15:48
I can check this if I want to mark it complete now, which would be quite stupid.
00:16:01
The description of the task:
00:16:05
The client has to be called.
00:16:10
You can even attach a file, browse SharePoint to find a file online, from a SharePoint in the SharePoint of your company for example, or upload a file from your own computer.
00:16:26
It takes a few seconds for the file to be attached and uploaded. You can add comments.
00:16:36
Please, Amarra, call the client.
00:16:48
And if you post,
00:16:56
it is posted and if you quit
00:17:00
there is now a new task that has just been assigned to Amarra and we will be informed if she has a new task. I could have gone directly in Members.
00:17:24
I could have added Amarra before all of this by opening Outlook because people get the request in Outlook. I told you about another training on Groups
00:17:45
but it's on Outlook 2016 that you can create groups or from here. I am on Outlook online and I click on Add members.
00:18:13
Here you have people from the same company who come with nothing, and guests are people from outside with this symbol, meaning it's someone
00:18:34
outside your organization.
00:18:39
So now she's a member of my group and I remind you that my group is because I have requested this Planner and by pre-requesting and creating a Planner, there is a group created and now there is a group that can share conversations, calendar, files, a notebook.
00:19:00
I go back to Planner to have a follow-up of my tasks. So it's very easy when you connect your to Office 365.
00:19:17
Get to Planner and select users list
00:19:24
and guests will be able to follow all the tasks, create new tasks: Get technical data.
00:19:40
I add a task and I can assign it to my colleagues.
00:20:02
I can even set a label "Project".
00:20:16
I can instantly know to which project the task is related for example, or any other category that you would attribute to this task.
00:20:34
So now I have a new task and if I go to charts, I will be able to see
00:20:43
that there are two tasks left that you can group here: No grouping or Assigned to. In this case, I have all the tasks assigned to me and to my colleague. If I go to the tasks,
00:21:11
I will be able to mark the task as completed and it disappeared. If I go to Charts, there is only one task left assigned to Amarra.
00:21:26
I can see the completed task, which appears here.
00:21:37
If I go to my inbox in Outlook, I've joined the webcast and here I have called the client.
00:21:49
I can see my tasks. I received emails and I can go to Planner to follow my tasks or my colleague's.
00:22:10
Here is how you can instantly create a plan. With this plan comes a group, which is mandatory. You can have a group with no plans defined, but you cannot have a plan without a group, so each time you create a plan, you have a group and again, you will be able
00:22:31
to share conversations, calendar, members, files, notebook and I propose you to follow the MOOC training about groups.
00:22:43
Here is what I could say about Planner.
00:22:55
So thanks for attending this session, hope you can can make the best use of it. Bye.
00:19:17
Get to Planner and select users list
00:19:24
and guests will be able to follow all the tasks, create new tasks: Get technical data.
00:19:40
I add a task and I can assign it to my colleagues.
00:20:02
I can even set a label "Project".
00:20:16
I can instantly know to which project the task is related for example, or any other category that you would attribute to this task.
00:20:34
So now I have a new task and if I go to charts, I will be able to see
00:20:43
that there are two tasks left that you can group here: No grouping or Assigned to. In this case, I have all the tasks assigned to me and to my colleague. If I go to the tasks,
00:21:11
I will be able to mark the task as completed and it disappeared. If I go to Charts, there is only one task left assigned to Amarra.
00:21:26
I can see the completed task, which appears here.
00:21:37
If I go to my inbox in Outlook, I've joined the webcast and here I have called the client.
00:21:49
I can see my tasks. I received emails and I can go to Planner to follow my tasks or my colleague's.
00:22:10
Here is how you can instantly create a plan. With this plan comes a group, which is mandatory. You can have a group with no plans defined, but you cannot have a plan without a group, so each time you create a plan, you have a group and again, you will be able
00:22:31
to share conversations, calendar, members, files, notebook and I propose you to follow the MOOC training about groups.
00:22:43
Here is what I could say about Planner.
00:22:55
So thanks for attending this session, hope you can can make the best use of it. Bye.

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