In this video, learn how to export an existing plan and all of its tasks to Microsoft Excel to make use of additional analysis tools not found in Planner.
- [Instructor] You know, Planner was designed … with simplicity in mind, so there may be times, for example, … when you wish you could do more with your plans … in the way of analysis, archiving, sharing, … maybe even printing. … Well, in those cases, it's good to know … you can now export your plans to Microsoft Excel, … where you have so many more tools at your disposal … to make it possible to perform those above and beyond … functions we don't have here in Planner. … Let's take a look with our L&M User Conference 2019 plan. … You'll notice that I changed some of the dates … on some of the tests so they appear in the Late column here … when we group by date, so we have some late ones, … some coming up next week, some tasks in the future. … And if I want to put this into a spreadsheet format … that's easy to view, understand, archive, analyze, … print, for example, all we do is go to the ellipses up here, … click there, and from the drop-down menu, … you're now going to find Export Plan to Excel. …
- 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
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