From the course: Managing Projects with Microsoft 365
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Planner pro tips
From the course: Managing Projects with Microsoft 365
Planner pro tips
- [Instructor] Microsoft Planner is a great tool to keep track of your work. In this lesson, I'll share a few pro tips to help you get the most out of Planner. I'll start from Office.com and in the top left corner, select the app launcher and open Planner. I'll start by opening the June wedding plan that I've been working on. My first pro tip is to add attachments to help keep relevant documents with your tasks. In this example, I'm assisting a client with photographers and I've already created the recommended photographers document. Now I want to attach that document to the select photographer task. I'll select the task and select add attachment. I have three choices - from computer, from team files and a link to URL. Since my document is on my computer, I'll select from computer. Navigate to the file, then select open. Close the task dialogue and now you can see the attachment on the task card. You can also add…
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