The NEW Microsoft Planner (2024): NEVER Miss a Deadline Again

The script introduces Microsoft Planner as a comprehensive tool for managing tasks from various sources like emails, projects, and personal to-do lists. It highlights the integration with Microsoft Teams and the ability to pin Planner to the sidebar for easy access. The script walks through the features of Planner, such as 'My Day', 'My Tasks', and 'My Plans', which consolidate tasks from different sources. It also demonstrates how to add new tasks, set due dates, and differentiate between private tasks and shared plans. The video emphasizes the differences between basic and premium plans, noting that while basic plans are suitable for straightforward task management, premium plans offer more advanced features like Gantt charts.

This section of the script explains how to create new plans in Microsoft Planner, either from scratch or using templates. It discusses the process of customizing plans by renaming task buckets, adding new buckets, and changing how tasks are grouped. The script also covers how to update task details such as assigning tasks to team members, setting labels, and adjusting other properties like progress, priority, start and due dates. Additionally, it touches on the limitations of mentioning team members in comments and the process of filtering and searching for tasks within a plan.

The script delves into the advanced features of Microsoft Planner, such as task hierarchies, custom columns, and the creation of custom fields. It also introduces the integration of Microsoft Copilot, which can automate the creation of project plans based on user prompts. The video demonstrates how to use Copilot to generate tasks and set up a project plan, although it points out that some manual adjustments may be necessary, such as setting task durations. The section also covers the use of goals to align project stakeholders and the different views available in Planner, including board, grid, schedule, charts, and people views.

In this part of the script, the focus is on the project management capabilities of Microsoft Planner, particularly the timeline view that allows for Gantt chart representation of tasks. It guides viewers on how to set task durations and create dependencies between tasks. The script also introduces the critical path feature to identify key tasks affecting the project timeline. Additionally, it covers capacity planning with the assignments view, which helps in understanding and managing workload分配. The video concludes with five tips for efficient use of Planner, such as copying plans, creating subtasks, exporting to Excel, accessing basic features for non-license holders, and exploring additional options in the web app.

The final paragraph serves as a conclusion to the video, inviting viewers to share their thoughts on whether the features of Microsoft Planner could change their task management approach. It encourages viewers to leave comments, like the video, and subscribe for more content. The presenter, David, signs off, indicating the end of the video.