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Microsoft Planner 101

We’ll take a look at how Planner fits into the Office 365 portfolio and the kinds of problem it solves well.

Webinar: …

Go to presentation

Video on demand: …

Planner is a task management tool in Office 365 that’s enormously versatile, but often under-used. This video covers what it can do, ways to use it, and how to help the rest of your organisation get value from it.

We take a look at how Planner fits into the Office 365 portfolio and the kinds of problem it solves well. This will be illustrated with specific scenarios around:

  • Issue management e.g. for facilities or HR helpdesks
  • Producing a report
  • Managing editorial pipelines
  • Virtual meeting facilitation.

Many people will be familiar with Trello, so we’ll weigh up the pros and cons and talk frankly about strengths and limitations. Users sometimes wonder how it differs from to-do lists or even Microsoft Project, so we go through those comparison too. Finally, we look at some extra tricks, like integrating Planner with Flow and how Planner combines powerfully with Microsoft Teams.

Microsoft Planner 101

Videos and presentation files from our regular webinars are published within our resources section.

Videos and presentation files from our regular webinars are published within our resources section.

Videos and presentation files from our regular webinars are published within our resources section.

Presented by

Sam Marshall.

Sam Marshall

MD, ClearBox
Sam on Twitter and LinkedIn.

Sam Marshall is the owner of ClearBox Consulting and has specialised in intranets and the digital workplace for over 19 years, working with companies such as Unilever, Vodafone, TUI Travel, Diageo, Sony and GSK.

His current activities focus on intranet and digital workplace strategy, and the business side of Office 365. He is the lead author of the annual ‘SharePoint Intranets in-a-box report’, the most comprehensive review of these add-on tools.

Sam is a regular keynote speaker at international conferences and has been named a ‘Contributor of the year’ for his CMSWire column four years in a row. In 2015 Sam was given the Intranet Now award for ‘remarkable contribution to the intranet community’. He has an MSc in Artificial Intelligence, an MA in Psychology and more bicycles than shoes.

Videos and presentations from our regular webinars are published within our resources section.

This is a ClearBox webinar, and so by registering you will also join the ClearBox mailing list and no other maling list. Our monthly newsletter provides news and views about the digital workplace and you can unsubscribe in one click if it’s not your cup of chai.