From the course: Managing Projects with Microsoft 365

Planner pro tips

From the course: Managing Projects with Microsoft 365

Planner pro tips

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- [Instructor] Microsoft Planner is a great tool to keep track of your work. In this lesson, I'll share a few pro tips to help you get the most out of Planner. I'll start from Office.com and in the top left corner, select the app launcher and open Planner. I'll start by opening the June wedding plan that I've been working on. My first pro tip is to add attachments to help keep relevant documents with your tasks. In this example, I'm assisting a client with photographers and I've already created the recommended photographers document. Now I want to attach that document to the select photographer task. I'll select the task and select add attachment. I have three choices - from computer, from team files and a link to URL. Since my document is on my computer, I'll select from computer. Navigate to the file, then select open. Close the task dialogue and now you can see the attachment on the task card. You can also add checklist items to tasks. Checklist items are things that need to be done to complete the task but are too small to justify their own task. For example, let's say you want to create two checklist items for the select florist task. One for the wedding ceremony and one for the reception. Open the select florist task. Under checklist, select add an item. Here I can enter two checklist items - wedding arrangements and reception arrangements. Then select show on card. When I close the task, I can see the checklist items under select florist. Finally, you can copy a task instead of creating a task from scratch every time. In this example, I've already created the task for initial budget and I need to create a task for finalized budget. I'll select more options on the initial budget task card and choose copy task. Enter a name for the new task. I'll name it, finalize budget. Assign it to the four to eight weeks prior bucket and select copy. Try out checklist, attachments and duplication the next time you're setting up a plan and see how much time you can save.

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