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hi there jamie here today at teachers tech hope
you're having a great day today today i want to
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show you how to use a microsoft planner so if
you have a team plan that you're working on and
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you want a collaborative tool to help you out to
help organize everything take a look at microsoft
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planner so with it you can create your plan assign
tasks to different members chat about those tasks
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and even have charts to see how everything is
progressive progressing along so and you can
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access this in a bunch of different ways whether
it be online with the web or through microsoft
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teams or even on your android or ios device so
let's start today on how to use microsoft planner
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so first of all i just want to mention that
microsoft planner is not a free app from microsoft
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you do need to have a microsoft 365 business
subscription so if you're part of an organization
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whether it be a school or business that
does have that you'd probably have access to
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microsoft planner if you're looking for a free app
and from microsoft take a look at microsoft to do
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and with microsoft to do this is more of your
daily planner to kind of keep things organized
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you can share a different task inside of this
too and it is free all you do need is a microsoft
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account i have a tutorial on this one so i'll
put a link to that below in the description and
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up above in the card but for today's tutorial
i want to focus this on microsoft planner and
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show you how this could be a great tool to
help organize collaboration in your team
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so let's talk about where we
can access microsoft planner
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and i'm just on task.office.com right here and
i'll put the link down below in the description
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along with everything will be timestamps so you
can jump around in different parts of this video
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like i said you do need your microsoft 365 premium
business or school account to log in but you can
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go ahead and hit sign in here i don't usually
log in this way to it i tend to go through just
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my office my microsoft 365 office page here and i
sign in but it will get you to the same point the
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other before i log in i just want to point out you
can add this to your microsoft team so if i go and
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pop up microsoft teams here and if i'm on one
of these and you want to add planner to one of
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the tabs in this space just go click on out
of the tab and it used to be called planner
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in here so if you type planner you can see that
task by planner so i'm going to just choose this
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task by planner and to do this is where i would be
adding it to my microsoft team and so it's a great
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place to add it so i could if i just call this
demo task here and i'm going to hit save and i'm
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going to point out when i log in to my office and
go to plat planner you're going to see that this
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created this tab this demo task in there so i can
access it through different places i'm not going
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to be working from teams i'll just be working
from the login but remember you can add it to your
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to your mobile device whether it be android or ios
and you can work from there too but i'm going to
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go ahead and get logged in to my microsoft 365
account so i'm just back here at my office 365
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login page and i'll put the link down below too
but it's just office.com but if i go ahead and
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hit sign in here i'm just going to put in my
credentials my email and get to the next page
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so when i'm logged in here into my office.com i'm
going to go ahead and go to all apps because you
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can see some of the apps here but i want to go
to planners i'm just going to click all apps here
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and you can see planner is right here
so if i go ahead and click on planner
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it takes me to this and i just want to point
out that i created that example one the demo one
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inside microsoft teams and here it is here
so it's sinking across different ways to
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access this planner so let's go get started
in creating some organization inside our plans
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if this is your first time logging in to microsoft
planner you're probably not going to see anything
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under the pinned with recent or all i'm just
in the planner hub you can see everything looks
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pretty simplistic in this there's not you're not
going to see all these drop downs and that's one
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of the things i like about this microsoft planner
if you have been assigned to a project or a plan
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you are going to see it probably in recent at all
maybe you didn't even know that you were assigned
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it but it will be there or you could check right
check right here where it says assigned to me i'm
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going to go ahead and start a new plan for this
demo here today so i'm just selecting new plan
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and at this point i'm going to give this as a name
and hypothetically this is going to be just about
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creating a new website for let's say my teacher's
text so i'm going to just type in new website
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like so now this is a nice option to have right
away is that if you're using microsoft teams or
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if there's an existing group you can go ahead
and select that and choose what group it is so
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i could go ahead and pick teachers tech right here
and it would add it i could create that plan and
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it would add it be added to that group so i'm not
going to actually go back here because i want to
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show you a few other options here now i could
create this public and if i create this public
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i can go ahead and create the planner project
and then i can go and email the link out and then
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people will be able to click on it and join it or
else i could make it private and add the members
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that i know i want to be a part of it and you
can see under options here you drop down you have
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just where you can put a description on
it so i'll just say create new website
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down here now in this example i'm just going to
create this private right now and i'm going to go
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ahead and just select create plan so now we have
the plan created and now i can show you how we can
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start to organize the different things to do and
buckets in it so i haven't added any members yet
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but it's very quick to do so remember i created
this project or this plan as a private one if
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i look up here beside my name i have members if i
drop down here i can quickly add start typing and
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people from the organization that i'm part of will
pop up in here and i can quickly add them notice
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if i hover over and i can also remove them if i
want and it starts to show how many people are
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part of this plan now i do want to point out when
you're creating and i'm just going to use this as
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an example if i go back and create new plan it is
very quick if you have that group already created
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and you add to an existing group then you're going
to make sure that no one's missed as part of that
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group and it can save you some time that way
but i'm going to be working from this private
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mode here today where i can add my members now the
next thing what i want to do is i start to break
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down this project or plan into different parts so
it's going to be a new website and these here so
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you can see i have to do add a new bucket what i'm
going to do first is just put add bucket here and
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i'll just put in for an example i'm going to write
graphics so when i just hit enter off of that now
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underneath graphics i can break this down further
by having more tasks so what i'm going to do is
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make a few different buckets here and i can also
move tasks from different buckets as i complete
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them depending on how you have this set up because
you could have this set up for doing a lot of
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different things so if i was creating uh maybe
a multiple uh lessons on microsoft excel and i
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was putting all the different topics in i could be
having them under one bucket or maybe it's other
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different ones of different microsoft products
it's going to be up to you how you start to create
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this with all the different buckets but i'm going
to create a few more here so what i want to do
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in my next one is going to be about post
and the these are going to be post ideas
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and i'm going to just hit enter and i'm going to
move to this next one and now i'm just going to
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put in approved post because they're going to go
from ideas to approve posts when i uh know when
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they're ready and then we've decided that that's
what we want to work on and next we're going to
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put in ads so there's going to be somebody for
ads here that will be part of the advertisements
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so i'll just put ads here and i'm gonna leave
it as those four things just to kind of keep it
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simple if i go back you can see at the bottom i
can scroll and i have these two different ones
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so now if i go back to let's say the graphic
and add a task now the first one could be what's
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going to be the task it's going to be to create a
header for the website let's say for a graphic and
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we could set a due date on this and what i like
also this is where you can assign so let's say i'm
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going to set a due date and i'm just going to jump
ahead and i'm going to jump ahead two weeks here
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out on it just like that yeah i'll leave it today
like that and then i'm going to assign it so based
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on the people that i've added already i can go
ahead and click and assign it to them so now i can
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assign that task and that person's going to know
that they have that task and the due date on it so
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let's go through a little bit more what we can do
so let's go back to the task that i just created
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here for ashton i signed it to him about creating
the website header you notice i can go ahead and
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assign two if i click here i could add more uh
to this but what i want to do is just click on it
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so if i go ahead and click on it notice that i get
more options here so at this point right away i
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can add a label and i'll show you why labels could
be important for your organization of this but i'm
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going to go ahead and add a blue label here just
like that as i go through the different options it
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shows me what bucket i have this in i could change
the bucket that this is in and this would be good
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for when i give an example of the post so if
it's a post idea we have all these ideas and we
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decide okay we're going to create this post then
i move it to approved and we know we can go ahead
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so if i go ahead i could drop down and move
it here but i can also drag them around too
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progress i'm going to say that this is in progress
it started medium i'll say this is an important
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thing for the website is to have that header
the start date i could add the start date on it
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so i could select today's date and i already gave
it a due date when i created it i could add extra
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notes here to help the person if there's any extra
notes that need it for the uh clarity of that task
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and we can also create a checklist within the task
so as an example if i just type in item one and i
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go item two like so i could add more items and
as the person checks them off they could just
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select them off you can see how we could grab
and reorder them too if they're going through
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or delete them we can also show these on
the card so i'm going to check this here
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just so you see where it comes at and we can add
attachments so maybe there's a whole sheet that of
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different instructions or the graphics that
we're going to use to embed in here i could
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go ahead and click add from a team files
you can see i could go from the computer
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so if i go to my computer i could go
grab i'll just go grab this image and it
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uploads to that sharepoint shared site where
that will be on and i can show this on the card
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so any comments just like that so if i go ahead
and just exit out notice on this card here i have
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all these different things uh on here that i've
added i can make sure at this point i can go ahead
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and open it up again if i do need to go back and
edit you can see how i can quickly change any of
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those things too so that's how you get a little
bit more into the task of adding more information
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so i've added a few more tasks under post ideas
here and you can see i've assigned to ashton
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i could assign quickly any of these to other
people i'll give kathy one here too so now what
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i wanted to point out first was the filters as you
get lots of different tasks in it filters are a
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great way to find specific ones you're looking for
and you can filter it through many different ways
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up beside the members i just want you to drop down
here and take a look we could do by keyword if we
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wanted there's something we're looking for and you
knew the word you could put that in there but we
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can also do by dates you can see by uh priority
if i drop down wanted to see the important one
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if i click on it this was important and this is
important if i want it off again just click it
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and that check mark goes off we could go by label
so i mentioned before you might want to put labels
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like colors so i know this is blue so if i click
blue i can see only the blue one and i have a red
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one there too so i can show multiple ones too and
click off i could go see if i keep going i want to
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see anything assigned to kathy so i could go ahead
and click on it and then i could go through there
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so take advantage of the filters that under here
to quickly find the task that you're looking for
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so let's say at this point we have these post
ideas we have them assigned to a few different
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people and we want to approve one of these posts
to actually get start working on so let's take
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this top three video editors we want to post
somebody has going to write an article about
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this i can drag this over into the approved post
so then i know that these are just ideas over
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here but this is going to be over here in the
approved post that the person can take action
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on so probably at this time i might not even want
to add some of the due dates on these until i was
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actually in the approved post so what does this
look like for let's say ashton and what i'm going
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to do is change accounts here so i'm just going to
jump over to ashton's account here i've logged in
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i i he didn't create this this is what i created
over here and you can see that here is the plan or
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the project the new website i'm going to click on
this one and you can see the different things now
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if i go to assign to me he would see the different
tasks that are assigned to him specifically
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that he could go from here or else if he goes
back if we go back and just click on the plan
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he would see everything the same thing and this
ashton has the same ability to move things around
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if that if things were going to be moved over
he can do it from here so you have a true
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collaborative effort at this point so let's say
ashton would work on this he opens up and maybe
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at this one he says it's complete or he's added
comments so another way you could do is have
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these comments back and forth down below in each
task so if the ashton was just writing all done
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send and then we can have a conversation between
the different group members right within the task
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if there's something that needs to be added to
this so at this point i could just close this here
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i could create another bucket maybe it's finished
post after this so if things were going to go from
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you can see this is completed task now but maybe i
have another one i can move over to create another
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bucket called complete it but i'm going to leave
it just like this and i can see completed ones in
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here so i'm going to move back over to my that i
have from my view and you can see it's virtually
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the same i can look at a few more things here so
if i go to charts i could go and click on this
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and i gives me more information about uh you know
task left to do not started in progress late so
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i get this snapshot that can really help the team
stay on top of things uh you can see the different
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tasks still that are open pushed over to the
right here when i have this selected i could go
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to the schedule and it gives me the idea i can see
the header started first but then at this point
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there was two different things so if i click on it
there's the header and then there is the one that
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is completed now you can see that is in green
and checked off so between the charts and the
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schedule give you some nice snapshots to see how
the team is progressing along with the project
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so i just want to point out a few important
settings inside microsoft planner here and i'm
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going to go up in these three little dots here
i'm just going to navigate to some more options
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and you can see that we had connects things
from export plant excel we can add plan to
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our outlook calendar but what i want to focus on
here is the plan settings and i could have showed
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you this at the beginning but you can change
your plan name here uh you can see you can even
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change the background so if i go through i can
pick a different one so if i was to pick this
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you can see how it quickly changes so if you want
a customization customization of each plan to have
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a different look it's that easy to do we could go
to group you can see where we can add change some
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options here from public to private we could go to
notifications and this could be an important thing
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do you want to send the email to a group when a
task is assigned or completed where we can check
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it so go through the plan settings especially if
you're working with a group to see how you want
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things set up or if you need to change things with
it now the last thing i just wanted to point out
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and i showed you this at the very beginning i'm
just going to open up my microsoft teams again
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and i created the demo one here the demo task and
now if you notice all the things that i showed you
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uh if inside microsoft planner you're going to
see that you can create these new things here
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so if you want the new buckets and they'll add
tasks they're going to be the exact same way to
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work in here and to go back and do the editing
you can make all those same adjustments to it
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so i hope you like this walkthrough of how to use
microsoft planner if you're looking for kind of a
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lightweight planner option with your organization
this could be a great one to use because it's very
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easy intuitive to use and really keeps you on
top of what's happening within your team thanks
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for watching this time on teachers tech i'll see
you next time with more tech tips and tutorials27740
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