Name: How to use Planner and To Do in Microsoft Teams
Uploaded: 2023-03-20T17:45:38.000Z
Duration: 4 min 40 s

In this video tutorial, we'll guide you through the process of using two powerful productivity tools in Microsoft Teams: Planner and To Do. These tools can help you stay organized, manage tasks, and collaborate with your team members more effectively.

First, we'll show you how to use Planner to create and manage tasks, assign them to team members, and track their progress. You'll learn how to set due dates, add labels, and attach files to tasks, as well as how to move tasks between different boards and buckets to prioritize your work.

Next, we'll introduce you to To Do, a personal task management app that integrates seamlessly with Teams. We'll show you how to create to-do lists, add tasks, and set reminders to stay on top of your work. You'll also learn how to sync your To Do tasks with Planner to get a complete overview of your tasks and deadlines.

Throughout the video, we'll provide you with tips and best practices to help you make the most of these tools and streamline your workflow. Whether you're a project manager, team leader, or individual contributor, this tutorial will help you get started with Planner and To Do and boost your productivity in Microsoft Teams.

Follow along with our step-by-step instructions and examples to master the use of Planner and To Do in Teams and achieve your goals more efficiently.

Microsoft Office

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How to use Planner and To Do in Microsoft Teams

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JB is absolutely fabulous! I 100% recommend taking his class. He is patient, welcoming and incredibly knowledgable!

In this video tutorial, we'll walk you through the process of creating documents in Microsoft Teams and customizing sharing permissions to ensure your team members have the right level of access. We'll start by showing you how to create a new document from scratch or upload an existing one to a Teams channel or chat. 

Next, we'll demonstrate how to set up sharing permissions to control who can view and edit your document. We'll guide you through the process of selecting specific team members or groups and assigning them permissions such as read-only, edit, or co-authoring. You'll also learn how to revoke access or change permissions at any time.

Whether you're a new Teams user or looking to enhance your collaboration skills, this tutorial will help you create and manage documents efficiently and securely within the platform. Follow along with our step-by-step instructions and tips to master document creation and sharing in Microsoft Teams.

How to create documents in Microsoft Teams as well as edit sharing permissions

In this short tutorial, we'll show you how to update your status in Microsoft Teams to let your colleagues know whether you're available, busy, away, or offline. By keeping your status up to date, you can avoid interruptions, communicate more effectively, and improve your overall productivity.

We'll start by demonstrating how to access the status options in Teams and choose the appropriate one based on your current availability. You'll learn how to set a custom status message and configure automatic status updates based on your calendar events.

Next, we'll show you how to use the "Appear Away" feature to hide your activity from others while still being able to access your chats and notifications. You'll also learn how to set your status to "Do Not Disturb" to mute notifications and calls temporarily.

Finally, we'll provide you with some tips and best practices for using the status feature effectively, such as updating your status regularly, respecting other people's status, and using status in combination with presence to communicate more efficiently.

Whether you're new to Teams or looking to enhance your communication skills, this tutorial will help you update your status in a few easy steps and make the most of this powerful feature. Follow along with our instructions and examples to start using status in Microsoft Teams today.

How to update your status in Microsoft Teams

In this video tutorial, we'll walk you through the process of creating a new team, channel, or document in Microsoft Teams, as well as adding or moving existing files within the platform. Teams is a powerful collaboration tool that can help you stay connected with your colleagues, share information, and work on projects more efficiently.

We'll start by demonstrating how to create a new team from scratch or from an existing template. You'll learn how to choose a team name, add team members, and customize the settings to meet your needs. Next, we'll show you how to create a channel within a team, such as a project, department, or topic-specific channel, and invite members to collaborate.

Once you have your team and channel set up, we'll guide you through the process of adding or moving documents to Teams. You'll learn how to upload files from your computer or from cloud storage services, such as OneDrive or SharePoint, and how to organize them into folders or channels. We'll also show you how to edit, co-author, and share documents with your team members in real-time.

Throughout the video, we'll provide you with tips and best practices to help you create and manage teams, channels, and documents more effectively in Teams. Whether you're a new user or looking to enhance your collaboration skills, this tutorial will help you get started with Teams and achieve your goals more efficiently.

Follow along with our step-by-step instructions and examples to create a team, channel, or document in Microsoft Teams today.

How to create a Team, Channel, or add/move a document using Microsoft Teams

In this tutorial, we'll show you how to save Excel, Word, and PowerPoint documents in Microsoft Teams, a powerful collaboration platform that enables teams to share, edit, and collaborate on files in real-time.

We'll start by demonstrating how to create a new file in Excel, Word, or PowerPoint, and save it directly to Teams. You'll learn how to navigate the Teams interface, choose the appropriate team or channel to save the file in, and set permissions to control who can access and edit the document.

Next, we'll show you how to upload an existing file from your computer or from cloud storage services such as OneDrive or SharePoint, and save it to Teams. You'll learn how to organize the file into folders, add tags or metadata, and collaborate with your team members by commenting, co-authoring, or sharing the document with others.

We'll also cover some best practices for working with files in Teams, such as naming conventions, version control, and using templates or pre-existing files to save time and improve consistency.

Whether you're new to Teams or looking to enhance your document management skills, this tutorial will help you save Excel, Word, and PowerPoint files in a few easy steps and make the most of this powerful collaboration platform. Follow along with our instructions and examples to start using Teams to store and collaborate on your documents today.

How to Save Excel, Word, & PowerPoint in Teams

In this tutorial, we'll show you how to record your meetings and calls in Microsoft Teams, a powerful collaboration platform that enables teams to work together remotely and communicate in real-time.

We'll start by demonstrating how to set up your recording options in Teams, including choosing the location where your recordings will be saved, selecting the type of recording you want to create (such as audio, video, or screen sharing), and adjusting the quality and settings to meet your needs.

Next, we'll show you how to start and stop a recording during a meeting or call, and how to access and manage your recordings after the session ends. You'll learn how to edit, trim, and share your recordings with your team members or external collaborators, and how to use the transcription and translation features in Teams to make your recordings more accessible and inclusive.

We'll also cover some best practices for recording in Teams, such as obtaining consent from all participants, respecting privacy and data protection laws, and using recordings for training, compliance, or archival purposes.

Whether you're new to Teams or looking to enhance your remote communication skills, this tutorial will help you record your meetings and calls in a few easy steps and make the most of this powerful collaboration platform. Follow along with our instructions and examples to start using Teams to capture and share your content today.

How to record using Teams

In this tutorial, we'll show you how to access and manage your files in Microsoft OneDrive, SharePoint, and Teams, as well as create a new Excel or Word document from within the platform.

We'll start by demonstrating how to navigate the different file storage locations in Office 365, including OneDrive, SharePoint, and Teams. You'll learn how to find, open, and edit your files from any device, and how to collaborate with your team members by sharing, co-authoring, and commenting on documents in real-time.

Next, we'll show you how to create a new Excel or Word document from within Teams or SharePoint. You'll learn how to choose a template, set up your document preferences, and save the file to the appropriate location for easy access by your team members.

We'll also cover some best practices for working with files in Office 365, such as version control, naming conventions, and using tags or metadata to organize your content.

Whether you're new to Office 365 or looking to enhance your collaboration skills, this tutorial will help you access and manage your files more effectively and make the most of this powerful suite of productivity tools. Follow along with our instructions and examples to start working with OneDrive, SharePoint, and Teams files and create new Excel or Word documents today.

How to OneDrive, SharePoint, and Teams Files as well as create a new Excel or Word Document

In this tutorial, we'll show you how to create a Teams Meeting, a powerful collaboration tool that enables teams to meet and communicate remotely in real-time.

We'll start by demonstrating how to set up a Teams Meeting from within the Teams app or the Outlook calendar. You'll learn how to invite participants, set up the meeting details (such as date, time, duration, and timezone), and add any necessary attachments or notes.

Next, we'll show you how to start the meeting and manage the meeting controls, including audio and video settings, screen sharing, recording, and chat. 

Whether you're new to Teams or looking to enhance your remote communication skills, this tutorial will help you create a Teams Meeting in a few easy steps and make the most of this powerful collaboration tool. Follow along with our instructions and examples to start using Teams to meet and communicate with your team members today.

How to create a Teams Meeting

In this tutorial, we'll explore the different ways to access and work with your files in Microsoft Teams, and help you determine which method is best for working on different file types.

We'll start by comparing the features and functionalities of the Teams Desktop App, Web Browser, and Mobile App, and highlight their pros and cons. You'll learn how to access Teams through your web browser, and use the Teams App on your desktop. You'll learn which method is best for creating, editing, collaborating, sharing, and saving files, depending on their size, complexity, and content.

We'll also cover some best practices for working with files in Teams, such as syncing your files across devices, using version control, and keeping your files secure and backed up.

Whether you're new to Teams or looking to optimize your workflow, this tutorial will help you choose the best access method for working on different file types, and make the most of this powerful collaboration tool. Follow along with our instructions and examples to start using Teams effectively across all your devices and file types.

Desktop App vs. Web Browser vs. Teams App, what is best for working on different file types

In this tutorial, we'll show you how to create a shared calendar on Microsoft Teams, a powerful tool that enables teams to manage their schedules and appointments in a collaborative and efficient way.

We'll start by demonstrating how to access the Teams calendar feature and create a new shared calendar. You'll learn how to choose a name for your calendar, set up the permissions and access rights for your team members, and add any necessary details, such as time zones and recurrence patterns.

Next, we'll show you how to add and manage events on your shared calendar, such as meetings, deadlines, or milestones. You'll learn how to invite participants, set up reminders, and attach relevant files or notes to each event.

We'll also cover some best practices for using shared calendars in Teams, such as color coding, using tags or categories to organize your events, and syncing your calendar with other devices or apps.

Whether you're new to Teams or looking to optimize your scheduling and time management skills, this tutorial will help you create a shared calendar in a few easy steps and make the most of this powerful collaboration tool. Follow along with our instructions and examples to start managing your team's schedule effectively and efficiently today.

JB B.

How to use Planner and To Do in Microsoft Teams

JB's Microsoft Office videos

How to create documents in Microsoft Teams as well as edit sharing permissions