Try advanced, premium capabilities in Microsoft Planner

Microsoft 365

15 Nov 202302:36

Summary

TLDRThe video script introduces Planner, an all-in-one app designed for individual tasks and team projects. It highlights the app's ability to integrate to-dos, plans, and projects seamlessly. As projects grow in complexity, Planner offers a premium upgrade to unlock advanced features like Copilot, Timeline, and Goals. The script guides users through starting a 30-day free trial to access these premium features, which include agile methodology support through the Sprint Planning template, task visualization with the Timeline view, and customizable task structures with custom fields. The video concludes by emphasizing Planner's scalability and its premium capabilities to enhance project management and team collaboration.

Takeaways

📝 Planner is an all-in-one app for individual tasks and team projects.
🚀 As projects grow complex, Planner offers advanced features through easy upgrades.
💡 The video showcases starting a trial to test premium features of Planner.
🔑 Premium options include advanced features like Copilot, Timeline, and Goals.
📚 Users can access premium templates like Sprint Planning with a premium license.
🎉 Starting a free trial gives access to the premium features for 30 days.
🔍 The Sprint Planning template is ideal for teams using agile methodology.
📈 The Timeline view is a premium feature that helps visualize progress and estimate completion.
📋 Custom fields allow adding additional task-related information tailored to team needs.
🔄 Other premium features include Co-pilot, Tasks Conversations, Mentions, and People View.
🎯 With a premium license, users can set and track goals more effectively.

Q & A

What is the primary purpose of the Planner app?
-The Planner app is designed to manage individual tasks and team projects by consolidating to-dos, plans, and projects into a single application.
How does Planner cater to complex projects and team needs?
-Planner offers advanced features for complex projects and team needs through an easy upgrade process within the app.
What is the significance of the premium features in Planner?
-Premium features in Planner, such as Copilot, Timeline, and Goals, provide advanced capabilities to help teams stay organized and collaborate more effectively.
How can users access the premium features of Planner?
-Users can access premium features by starting a free trial or purchasing a premium license, which unlocks advanced functionalities.
What does the Sprint Planning template in Planner offer?
-The Sprint Planning template is tailored for teams using agile methodology, allowing them to prioritize tasks into time-boxed periods for efficient project progression.
What is the timeline view in Planner and how does it benefit teams?
-The timeline view is a premium feature that helps teams visualize their progress and estimate completion dates, also allowing them to mark dependencies between tasks.
How does the custom fields feature in Planner help teams?
-Custom fields allow teams to add additional fields to their tasks and customize the task structure to better fit their specific needs.
What is the duration of the free trial for Planner's premium features?
-The free trial for Planner's premium features lasts for 30 days, allowing users to test out the advanced functionalities.
What are some other premium features available in Planner besides the mentioned ones?
-Other premium features in Planner include Tasks Conversations, Mentions, People View for resource management, and the Goals view for setting and tracking goals.
How does Planner support resource management within a team?
-Planner supports resource management through the People View feature, which makes it easier to manage and allocate team resources.
What is the main takeaway from the video script regarding Planner's capabilities?
-The main takeaway is that Planner offers a scalable solution for project management and team collaboration, with the ability to upgrade to premium features as needs grow.

Outlines

00:00

📚 Introducing Planner App and Premium Features

The script introduces Planner as an all-in-one application for individual tasks and team projects. It highlights the app's ability to consolidate to-dos, plans, and projects. As projects grow in complexity, Planner offers advanced features accessible through an upgrade. The video will demonstrate starting a trial for premium features, accessible through a 'Create New' dialogue. Premium options include advanced tools like Copilot, Timeline, and Goals, which are showcased by clicking on the 'Start Free Trial' button. This trial allows users to explore premium features for 30 days.

🔍 Exploring Advanced Features with Sprint Planning Template

This section delves into the Sprint Planning template, which is particularly useful for teams employing agile methodologies. It allows for task prioritization within time-boxed periods to advance projects efficiently. The script also mentions navigating to the timeline view, a premium feature that aids in visualizing progress and estimating completion dates, with the added benefit of marking task dependencies. The custom fields feature is introduced as a way to add and tailor task structures to meet team-specific requirements.

🚀 Additional Premium Features and Conclusion

The script concludes by highlighting additional premium features available with a premium license, such as Co-pilot, Tasks Conversations, Mentions, and a People View for streamlined resource management. It also touches on the Goals view for setting and tracking objectives. The conclusion emphasizes Planner's adaptability to growing needs and its premium capabilities that enhance project management and team collaboration. The video ends with an invitation to the audience to watch and start a free trial to experience the benefits firsthand.

Mindmap

Keywords

💡Planner

Planner is the central application being discussed in the video, designed to manage individual tasks and team projects. It is the main theme of the video, as it is the tool that integrates to-do lists, plans, and projects into a single platform. The script emphasizes its utility in handling complex projects and the ease of upgrading to access more advanced features, which is a key message of the video.

💡to-dos

To-dos refer to tasks or actions that need to be completed. In the context of the video, they are a fundamental part of what Planner organizes and manages. The script mentions bringing together to-dos with plans and projects, indicating that Planner is a comprehensive tool for task management.

💡projects

Projects are defined as a series of tasks or activities with a specific objective or deadline. The video script discusses how Planner can be used to manage projects, especially as they become more complex. It highlights the app's ability to adapt to growing project needs, which is crucial for understanding the app's utility.

💡advanced features

Advanced features refer to the more sophisticated capabilities that are available in the premium version of Planner. The script mentions that these features are necessary to keep up with a team's evolving needs. Examples given include Copilot, Timeline, and Goals, which are all integral to the video's demonstration of Planner's premium capabilities.

💡premium license

A premium license is a subscription or access level that allows users to utilize the full range of features offered by Planner. The video script explains that users can upgrade to a premium license to access advanced features, which is a key step in maximizing the app's potential for project management.

💡trial

The trial mentioned in the script refers to a free period during which users can test out the premium features of Planner. It is a marketing strategy to encourage users to experience the full functionality of the app before committing to a premium license. The video provides a step-by-step guide on how to start a 30-day premium trial.

💡Sprint Planning template

The Sprint Planning template is a specific feature within Planner that is designed to assist teams using agile methodology. It is highlighted in the script as an example of a premium option that helps prioritize tasks into time-boxed periods, which is essential for efficient project management.

💡agile methodology

Agile methodology is a project management approach that emphasizes flexibility, collaboration, and iterative progress. The video script mentions that the Sprint Planning template is particularly useful for teams using this methodology, indicating its relevance for modern, adaptive project management practices.

💡Timeline view

Timeline view is a premium feature within Planner that helps teams visualize their project's progress and estimate completion dates. The script describes it as a powerful tool for tracking the project's timeline, which is crucial for effective project management and team collaboration.

💡dependencies

Dependencies in the context of the video refer to the relationships or conditions that affect the start or completion of tasks within a project. Planner's timeline view allows users to mark these dependencies, which is important for understanding task interdependencies and managing project flow.

💡custom fields

Custom fields are a feature that allows users to add additional information or fields to their tasks, tailoring the task structure to their team's specific needs. The script highlights this as a premium feature, emphasizing the app's flexibility and adaptability to different team requirements.

💡Co-pilot

Co-pilot, as mentioned in the script, is one of the premium features of Planner that likely assists users in managing their tasks or projects. Although not detailed in the script, it is implied to be a supportive tool within the app's suite of advanced features.

💡Tasks Conversations

Tasks Conversations is a feature that likely allows for discussions or communications related to specific tasks within Planner. The script mentions it as part of the premium features, suggesting it as a tool for enhancing team communication and collaboration.

💡Mentions

Mentions are a feature that enables users to tag or notify specific team members within Planner. This is highlighted in the script as a premium feature, indicating its role in facilitating focused communication and task assignment.

💡People View

People View is a feature that simplifies resource management by providing an overview of team members and their availability or assignments. The script describes it as a premium feature, emphasizing its importance in efficient team and project management.

💡Goals view

Goals view is a premium feature within Planner that allows users to set and track goals. The script mentions it as part of the advanced features, indicating its utility in helping teams maintain focus on their objectives and measure progress.

Highlights

Planner is a comprehensive app for individual tasks and team projects.

It consolidates to-dos, plans, and projects into a single application.

Advanced features are available for complex projects to meet team needs.

Users can upgrade within Planner to access these advanced features.

The video showcases starting a trial for premium features.

Access to premium options requires a premium license.

Premium options include features like Copilot, Timeline, and Goals.

A free trial button is available for users without a premium license.

Starting a free trial provides access to the premium features for 30 days.

The Sprint Planning template is designed for agile teams.

It helps prioritize tasks into time-boxed periods for efficient project management.

The timeline view is a premium feature for visualizing progress and estimating completion dates.

Dependencies between tasks can be easily marked in the timeline view.

Custom fields allow adding additional task fields to fit team needs.

Other premium features include Co-pilot, Tasks Conversations, Mentions, and People View.

The Goals view helps in setting and tracking goals.

Planner offers scalable solutions for growing project needs.

A premium license enhances project management and team collaboration.

The video concludes with an invitation to try a free trial.