A Planner app launcher tile automatically appears on the home screen of elligible Office 365 subscribers. In this movie, you will know how to locate this tile from different locations, you will know how to launch Planner, and you will know how to navigate the various parts of the Planner user interface.
- [Voiceover] If you're one of the eligible Office 365 subscribers we talked about in the previous movie, you'll automatically find access to Planner when you log in, and it's ready for you to use. As you can see, I'm logged in to my home screen here, and when I scroll down to look at the tiles I have access to, a new one's appeared called Planner. You can also access it by clicking the button in the top left corner, giving you access to all your apps, and sure enough there's Planner right there, and clicking the tile, either from the home page, or from this drop down, is going to take you to the Planner screen, and once you arrive here for the very first time, there's not much to look at.
You'll notice, across the top now, Planner appears in the title bar. You may see a notification, and clicking the notification icon will show you any reminders and there it is, a new app Planner is now in your My Apps section, and I can close this up by clicking the X, now that I've read the notification no longer appears with a number next to it. Over on the left hand side is the navigation pane. Here's where we go to create a new plan, we'll be doing that in an upcoming movie.
The Planner hub is where you arrive by default. Here's where you're going to see your favorite plans, if you have any, and all plans down below. So, as you create more and more plans, think of them as projects, for example, with other team members, you'll be able to access them from the Planner hub. You can also zero in on your own tasks, whether they come from a single or multiple plans, you may be taking part in several projects, and to access all of your tasks from all of those projects is easily done by clicking my tasks, and I'm clicking there right now, will show me that I don't have have any, and there are the different statuses that can be applied to a task, not started, in progress, and completed, and there will be color coding that goes along with those as well.
We can also expand and collapse our favorite plans, and all plans from here, and as we click these, you see the arrow change direction for expanding and collapsing. But, because we don't have any plans at this point, there's not much to see there. So, we'll go back to the Planner hub, and it's from here where we're going to start in the next movie creating our first plan.
- Logging in as an administrator
- Defining and adding users
- Uploading files to a team site
- Reading and sending email with the Outlook Web App
- Working with calendars and contacts in Outlook
- Editing a team site
- Adding files to OneDrive
- Connecting with newsfeeds, IM, LinkedIn, or a blog
Skill Level Beginner
Q: This course was updated on 07/14/2016. What changed?
A: We added one new chapter on the Planner task management feature, introduced in Office 365 in June 2016.