Microsoft Teams Planner App Overview

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12 Questions

What type of tasks are included in the 'Assigned to me' section?

Tasks in Teams meeting notes

Where can you find an aggregation of all your individual tasks from Private tasks, Assigned to me, and Flagged emails?

All view

Which filter in the My Plans page in Planner shows your most recently accessed plans and lists?

Recent

What options are available when creating a new plan?

All of the above

Which section provides an aggregation of shared plans and lists in the My Plans page?

Shared

What is required to create some premium options for plans according to the text?

Having a premium license

What is the purpose of the My Tasks view in the Planner app within Microsoft Teams?

To centralize all tasks relevant to the user.

Which section of the My Tasks view in the Planner app allows you to quickly jot down tasks that are not part of a plan?

Private tasks

What can you find in the 'My Day' section of the Planner app in Microsoft Teams?

Tasks due today and any tasks added by the user.

What is one of the features of the 'New Plan' option in the Planner app?

Creating new personal or shared plans directly.

How can unorganized tasks within the Private Tasks section be further organized?

Selecting 'More actions' and moving them into definitive plans.

Which view within My Tasks serves as a place for quick task creation at the speed of thought?

Private tasks

Study Notes

Planner App Overview

  • The Planner app in Microsoft Teams brings together all tasks and plans across the Microsoft 365 ecosystem in a single location.
  • It helps manage tasks efficiently for individual plans, team initiatives, and larger-scale projects aligned to goals and strategic objectives.

Assigned to Me

  • Includes all tasks assigned to you in Teams meeting notes, basic plans, premium plans, Loop components, and shared lists in To Do.
  • Flagged emails from Outlook appear in the Flagged emails section, allowing direct navigation to emails from tasks.

All View

  • Provides an aggregation of all individual tasks from Private tasks, Assigned to me, and Flagged emails.
  • Allows filtering and sorting to meet specific needs, such as seeing all tasks due tomorrow and marked as urgent.

My Plans

  • Displays all plans, regardless of their creation location (To Do, Planner, Project for the web, Loop, etc.).
  • Offers five filters to find the right plan or list: Recent, Shared, Personal, Pinned, and My teams.
  • Allows keyword filtering to quickly find plans and lists.

Creating New Plans

  • Enables easy management of team workload, tracking work towards team goals, and organization of work into sprints using agile planning.
  • Offers out-of-the-box templates for various use cases, some requiring a premium license.
  • Allows creation of personal or shared plans by selecting a plan name and optionally a Microsoft 365 group.

My Tasks

  • Offers four distinct views: Private tasks, Assigned to me, Flagged emails, and All.
  • Private tasks is a place to quickly create tasks not belonging to a plan, which can be organized into plans later.

Planner App Features

  • Provides a centralized location for tasks and plans.
  • Offers notifications about Planner tasks.
  • Enables creation of new personal or shared plans directly in the app.

Learn about the Planner app in Microsoft Teams, which helps manage tasks efficiently for individual plans, team initiatives, and larger projects aligned to strategic objectives. Explore features like My Day for tasks due today and My Tasks for a dedicated task list.

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