Creating a plan is the first step in Planner. In this movie, you'll see how to create a plan and assign team members to that plan
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- [Voiceover] Let's start by creating a new plan and adding team members to that plan. Now, in my case, you can see that I do have one existing plan listed over here on the sidebar. If you're just getting started, you might see nothing at all. But you should also be aware that if you have groups set up in Outlook, those groups will show up here as existing plans. So, if you're using Planner for the first time, and you were surprised to see that there are some plans already here, that's probably because you had some groups set up in Outlook.
We're going to talk about the relationship between Outlook and Planner later in this course. Now, to create a new plan, I just need to go to the plus button up in the top of the sidebar. This button should be fairly familiar if you've used some of the other Office 365 web apps. Generally, this is where you'll go to create something new. So, I'm going to click on the plus button and now I'm creating a new plan. So, let's think about what this plan is going to be used for. I'm going to use this to organize and manage work between multiple team members, as we're designing a brochure for my company's chain of hotels.
So, this first plan is specifically going to be for a brochure for our London hotel, so, I'm going to name it appropriately. Down here at the bottom, there's an optional space for a description. You do not have to put something here, but I have some text that I've already written, and I've copied that, so I can just paste it into that field. That's really all you need to do. You hit the Create Plan button. It'll take a few moments to refresh and then you'll have that new plan listed inside of Planner. I can see that here, of course, on the sidebar under the All Plans section.
Now, this plan is currently selected, so I can see information about it here on the main section of the webpage. If it was not selected, I would just click on it here on the sidebar, but it's already selected, so I already see that information. So, now I have a plan, which is fine, but that doesn't really do anything for me until I add some team members to the plan. So, here in the information page for this plan, I'm going to go up to the button near the top right that says Add Members. I'm going to click on that and I get a search field.
So, what I can do is start searching for team members, just by typing the first few letters of their name. It'll perform a search and here, I've found one of my team members. So, when I start typing a name in this field, it will search through the people that have an Office 365 Business account with my organization. Remember, I'm not searching and adding people from my address book. These are people who have an account with my organization's Office 365 Business license.
So, I've found the first person I want here. I can click on her name from these search results and it will add her to this plan. I want to add a few other people, so I'll search for a few more names. Once it comes up in the search, I can click on their name. I'll add Harold and then there's one more person I want to add and that's going to be Cecilia. Okay, so this is going to be my team. I've added the people that I want, I can hit the little X to close this window, and now I see my team members are listed up here at the top of the information page for this plan.
So, now I have this new plan and I have my collaborators added to it. But here's something that's really interesting that we should see. I'm going to switch over to a different web browser window and I'm going to sign in to Office 365 under one of those other accounts. I'm going to sign in as Jennifer. I'll have to type in the password here, hit Sign In. Once I'm signed into Jennifer's Office 365 account, I'll go down to the app chooser, I'll click on Planner, of course, to load up Planner, and now, here in Planner, in Jennifer's Office 365 account, I can see that that plan is listed here, and I can click on it, and I can get to that same information page.
Because when I created this plan in my account, I added Jennifer as a team member, so this plan is already visible for her. As I and other users continue to work on this plan, we're all going to see the updates and communication here in Planner in each of our individual accounts. So, we've created a plan and assigned people from our team to that plan. We're off to a good start.
Join Nick Brazzi as he shows you how to get started with Microsoft Planner. He takes you through basic administration, including team member setup and plan creation. After establishing teams and plans, Nick shows you how assign tasks to team members and how to use the features that help keep the plan organized, including labels, checklists, and descriptions. Since collaboration is essential, Nick demonstrates how both you and the team can use comments to communicate progress with coworkers. He concludes with how to keep plans on schedule through monitoring and changing assignments when necessary.
- Finding and accessing Microsoft Planner
- Creating and administering teams
- Making plans and tasks
- Editing task details
- Reviewing schedules
- Monitoring plans, tasks, and assignments
- Managing multiple plans