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July 2018 Office 365 Need to Know Webinar


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Slides from CIAOPS July 2018 webinar that provided Office 365 news update, open Q & A as well as a focus session on Microsoft Planner. Video recording is available at

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July 2018 Office 365 Need to Know Webinar

  1. 1. Need to Know Office 365 Webinar July 2018 @directorcia
  2. 2. Web cast has started Web cast is being recorded If you can’t hear anything check your speaker settings
  3. 3. For questions after the event: Email : Twitter : @directorcia
  4. 4. Webinar recordings at: Free access for CIAOPS patrons
  5. 5. Please: - Turn off your mobile - Turn off your email - Have somewhere to take notes
  6. 6. Questions here
  7. 7.
  8. 8. Agenda - Office 365 Update - Microsoft Planner - Q & A
  9. 9. News • OneDrive Known Folder move • with-Known-Folder-Move/ba-p/207076 • Idle session time for SharePoint and OneDrive • SharePoint-Online-amp-OneDrive-is/ba-p/211274 • Microsoft Stream Live events • brings-intelligent-video/ba-p/214672 • Free version of Teams • • Microsoft Whiteboard now available • work-out-of-teamwork-including-free-version-of-microsoft-teams/
  10. 10. Microsoft Planner
  11. 11. Customizable columns Customize each board to the exact needs of your team, process, and content. Interactive Boards Track and organize your team’s work by moving cards between columns Visual and engaging Document previews, images, and summary in stats make it easy to get an overview New Office 365 service Fully integrated into the suite and Office 365 Groups My work organized Access the Planner Hub, My Tasks, and all Plans ordered by activity Build your team Built in experience for adding members and assigning work
  12. 12. Outlook Conversations Discuss each task to get things done. Conversations show up in Outlook clients and are powered by the Outlook services. SharePoint Documents Easily upload new files, attach links, or pick from existing Sharepoint content Focus on the details Rich details experience include progress, start and due dates, assignments, and description. Custom labels Highlight key tasks with colorful customizable labels. Checklists Breakdown complex items into manageable steps. Jot down ideas to make progress.
  13. 13. Planner Access all Office 365 applications Get more detail on your Favorite Plans inside the Planner Hub Keep up with changes to your plans with notifications Change your settings in Office 365 Use Office 365 authentication to log in Use the Planner Hub as your Default view View Tasks that are assigned to you Add a New Plan Click on the Plan your want to Manage To get more detail on a Plan make it a favorite To add people to your plan click to open and add users Quick Start Guide
  14. 14. Create a Plan in Planner To get started, you can: 1. Select a plan under Favorite plans or All plans. OR 2. Start a new plan by choosing New plan. If you choose to start a new plan: 1. Name your plan. 2. Choose who can see it. 3. Add a description. 4. Select Create Plan. Creating a plan also creates a new Office 365 Group, making it easy for you and the people you're working with to collaborate not only in Planner, but also in OneNote, Outlook, OneDrive, and more. Add tasks to a plan Once you've started a plan, you can add tasks to list what needs to get done. Enter a task name in the box under to do, and then choose Add task. Tip: To list several tasks quickly, type a task name in the box under to do, press Enter, and then keep typing to add the next task. Don't see a box? Click the plus sign (+) to show the box and add a task.
  15. 15. Add People to the Plan In Planner, select Add Members, and then enter the name of the person you want to add. Need to RemoveSomeone Drag member photos onto tasks A quick way to assign someone is to drag the person's photo from the plan member’s area down to their task. A task can only be assigned to one person. If you need to assign something to more than one person, consider making another task with a similar name, and assigning that task to the other person. You can also assign someone when you create a task. Add a task name, and then select Assign to choose a plan member from the list. If the right person isn't listed, select Add someone new.
  16. 16. Demo
  17. 17. Resources • Get Started with Planner - Microsoft-Planner-4a9a13c6-3adf-4a60-a6fc-15c0b15e16fc • Product page - • Planner video training - 08d8-4db0-84ea-92fb078687c7 • Using Planner to stay organized - stay-organized/ • Microsoft Planner Help - 4a9a13c6-3adf-4a60-a6fc-15c0b15e16fc • Planner Quickstart card - Quick-Start-Card.pdf
  18. 18. CIAOPS Resources • Blog – • Free SharePoint Training via email – • Free Office 365, Azure Administration newsletter – • Free Office 365, Azure video tutorials – • Free documents, presentations, eBooks – • Office 365, Azure, Cloud podcast – • Office 365, Azure online training courses – • Office 365 and Azure community – Twitter @directorcia Facebook Email Skype for Business
  19. 19. Get access to the latest information by becoming a Patron
  20. 20. That’s all folks! Thanks for attending