Microsoft Planner Tutorial - How to Create a Kanban Board for Project Management

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Microsoft Planner Tutorial - How to Create a Kanban Board for Project Management

Let's demo the Microsoft Planner App! In this video, I show you how to create Kanban Boards for organizing your team's tasks or projects as well as your own. I also show you how the assignments in Planner will appear in Microsoft's To Do App as well as in Microsoft Outlook.

You will learn how to use Microsoft Planner to create project Kanban boards with clarity, simplicity, and intention. I'm thrilled you're here—because it means you're ready to take your work organization to the next level.

Over the years, I’ve worked with leaders, teams, and individuals who were doing great work—but juggling too much without a clear way to visualize progress. That’s where Microsoft Planner comes in. Whether you're managing a team, juggling multiple workstreams, or simply trying to stay ahead of your personal to-do list, this app has become one of my favorite tools for bringing order to the madness.

00:00 Intro How to Create a Planner Kanban Board
00:30 Teams Channels & Adding the Planner App
02:02 Creating a New Plan
02:45 Board vs. Grid View
03:22 Adding Buckets
05:00 Adding Tasks or Kanban Cards and filling in the details
14:25 Tracking tasks and due dates in Microsoft To Di and Microsoft Outlook. Connectint your Planner to To Do and Outlook
18:00 Using the Schedule function/calendar in Planner
19:12 Using the Charts function in Planner
19:45 Microsoft To Do App
21:29 Grab my comprehensive Microsoft Planner E-Book


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