How to add or remove members in Microsoft Planner
Managing members in Microsoft Planner is important to ensure the right people have access to your plan and can contribute effectively. Most plans in Microsoft Planner use a Microsoft 365 Group to manage its membership. The Microsoft 365 Group identifies who will have access to the resource and their associated permission level. By using Microsoft […]
How to import tasks from Excel into Planner
With the popularity of Microsoft Planner continuing to go up, I often have people ask me how they can get a list of tasks which have been tracked using Excel, and move them into Microsoft Planner without the need to create them manually one-by-one. Whilst Planner doesn’t directly give us an import function, Power Automate […]
How to upgrade Planner Plan from Basic to Premium
For those people using Microsoft Planner you will have noticed some Premium options available. Microsoft Planner has several licensing options available from the basic Microsoft Planner included with any Microsoft 365 subscription, to Microsoft Planner Plan 1, Planner and Project Plan 3 or Planner and Project Plan 5. So for those who have been upgraded […]
How to save a message in Microsoft Teams
Today I want to show you how you can use the Save this message function in Microsoft Teams to allow you to quickly locate, or go back to, specific messages or posts from any Teams channels. Think of it like being able to bookmark a message that you can come back to at any point […]
How to add Buckets in Microsoft Planner
Microsoft Planner uses buckets to group and organise tasks within a plan. They act like categories or columns that help structure your work visually and logically. By default, Microsoft Planner creates a bucket called To Do, however you can rename this default bucket as well as create your own buckets to identify different stages of […]
How to create a Plan in Microsoft Planner
In the second post of the Microsoft Planner category I will step you through the process to create a Plan using the Planner interface. We’ll also look at some of the other basic functions including how to make a copy of a plan, pin a plan, and delete a plan. If you are brand new […]
What is Microsoft Planner?
YAY Planner is now a category with The Training Lady! I’ve been training Microsoft Planner for years but so far hadn’t added any content for it to the website. Well the time is here and this marks the first of my Planner blog posts. To get started I want to explain what Microsoft Planner is […]
How to create a To Do List in OneNote
Microsoft OneNote is a versatile note-taking application that can help you stay on top of your to-do list by allowing you to organise your daily tasks. I’m personally a huge fan of OneNote and it’s one of my favourite courses to run. OneNote will allow you to create content using various different content types such […]