Microsoft Planner Essentials (2025)

Topics covered include:

Describing the purpose of Planner and exploring its components
Creating a new plan from a template and a blank plan
Working with cards to create task cards, add information, and assign the tasks
Adding attachments to a card and setting progress and priority for tasks
Modifying cards by reassigning tasks, adding comments, and customizing labels
Copying, moving, modifying, and deleting cards
Adding new buckets, renaming, reordering, and deleting them
Managing the plan by changing the Group By options, filtering and finding tasks, and changing the views
Marking tasks as complete, modifying plan settings, and sharing a plan
Leaving and deleting plans
Integrating Planner with Microsoft 365 apps
Exporting a plan to Excel, adding it to an Outlook calendar, and integrating with SharePoint and Teams
Viewing your tasks in the To Do app