In this video, learn how to attach a file to a task, choose whether the file can be previewed on the task card in board view, and access all attached files in a plan thanks to the SharePoint integration.
- [Narrator] With every plan you create…here in Microsoft Planner, you get…an online storage area for files.…For example maybe a task that you're working…on with other team members requires…you to update a document.…You can collaborate on that document…by attaching it to the task.…Or maybe it's just a support document…that team members need to refer…to when completing a task.…All you need to do is attach it.…It'll automatically be stored in that…online area so everyone has access to it.…As we're going to explore in this movie.…
Let's go to one of our tasks.…If you've been following along we'll…go to the arranged room seating task…down here in the venue bucket…but you can really work with any task.…Clicking the card takes us to the details.…And it's from here where we can add an attachment.…Clicking this gives us a few different options.…We can go browsing for the file.…Or maybe you already have a link to a file…that's stored say online in one drive or SharePoint.…It can even access SharePoint directly from here.…
- Creating a plan
- Adding and assigning tasks
- Sorting tasks into buckets
- Attaching files to tasks
- Flagging tasks with labels
- Updating a task's status
- Viewing progress on a plan
- Using charts to view progress
Skill Level Beginner
What you should know1m 4s
1. Get Started with Planner
Create a plan from Outlook4m 16s
2. Manage Tasks
3. Team Collaboration
4. Monitor Plan Progress
Next steps1m 9s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.