Microsoft Teams Planner TIPS and Tricks 2025

The new Microsoft Planner available in Microsoft Teams, brings together all of your tasks from the old Planner & Project, Microsoft Loop, Microsoft Outlook, and Microsoft To-Do. Which is great because everything is under one roof. But this can also lead to overwhelm because you have so many to-do items and you aren’t exactly sure how to manage them.

In this Microsoft Planner Tutorial, we are going to look at each of these components differently. I’ll also share with you my top tips so that you can learn how to manage your tasks effectively.

If you are a student, teacher, project manager, business owner or super nerd like me, then we have got you covered!

Let’s nerd out 🤓

⏰ KEY MOMENTS

00:00 INTRO
MICROSOFT PLANNER
00:37 Create a Plan
01:28 Managing tasks in planner for the assigned person
03:27 Accessing the whole plan for all team members

MICROSOFT PLANNER PREMIUM
04:22 Microsoft Planner Premium Plan (Microsoft Project)

MICROSOFT LOOP
04:44 Loop Tasks List / Collaborative Meeting Notes
04:52 Creating a meeting in Microsoft Teams
05:36 Managing tasks in Planner from Loop (assigned)
06:09 Viewing Meeting Notes in Loop (assigned & assigner)
06:40 Shared Locations for Meeting Notes

MICROSOFT OUTLOOK
06:55 Microsoft Outlook
07:16 Flagging emails in Outlook (delegate task)
08:28 Creating tasks for personal completion in Outlook

MICROSOFT TO DO
09:36 Microsoft To Do

MY TOP TIPS
10:29 Plan using My Day
11:53 Filter & Sort My Tasks
12:59 Adding / Removing tasks to My Day
13:24 Scheduling tasks in Outlook Calendar

📹 WHAT TO WATCH NEXT

✏️ OFFICE SKILLS WITH AMY

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Microsoft 365 apps including Microsoft Office, Microsoft Loop, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft OneNote and more!

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