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MICROSOFT PLANNER

Streamline Projects Effortlessly with Microsoft Planner

Looking to simplify your team’s workflow? Microsoft Planner keeps everyone on track with easy task assignments, due dates, and progress tracking. Say goodbye to chaos and hello to productivity! And guess what? Echolocity is here to help you maximize Planner's potential. Ready to take your planning game up a notch?

Stay Organized: Easily assign tasks, set deadlines, and track progress, ensuring your projects stay on course.

Boost Collaboration: Keep your team aligned with clear, shared plans that everyone can access and update in real-time.

Increase Efficiency: Simplify project management with intuitive tools that help you focus on what matters most.

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What's NEW with Microsoft
Planner

Hosted by: Caroline Henne

Services

Echo Consulting provides comprehensive implementation services designed to tailor Microsoft 365 to fit your unique business needs. From initial setup and configuration to migration and integration with existing systems, we ensure a seamless transition with minimal disruption to your business.

Work Management
Solutions

Streamline your project workflows and improve productivity with our work management solutions. We specialize in setting up and customizing tools like Microsoft Planner, Project for the web, and Microsoft Lists to help your teams manage tasks efficiently, meet deadlines, and deliver projects successfully.

Custom Process
Implementation

Every business is unique, and so are your process flow needs. We work closely with you to develop and implement custom workflows using Power Automate, and configure Power Apps and Power BI ensuring that your project and work management processes are as efficient and effective as possible.

Training and
Support

Empower your team with the knowledge and skills they need to make the most of Microsoft 365. Our training programs are tailored to your business and delivered by experts, covering everything from basic functionality to advanced features. Ongoing workflow development support ensures that your team continues to excel.

Why choose echolocity

Boost productivity
Increase collaboration
Women owned and led
Simplify complex data
Train and Enhance

Microsoft Favorites 

Ready to make the most out of your Microsoft investment?

What's NEW with Microsoft Planner | Basic vs Premium Plans | Features Highlights by Echolocity
48:41

What's NEW with Microsoft Planner | Basic vs Premium Plans | Features Highlights by Echolocity

This webinar "What’s NEW with Microsoft Planner" hosted by Caroline Henne, focused on the latest features of Microsoft Planner, specifically its integration with Microsoft Teams. We introduced the session, providing a historical context of various Microsoft project management tools like Microsoft Project, To-Do, and Teams. The emphasis was on the evolution of these tools and their current integration into a cohesive task management system within Teams. The webinar outlined the basic and premium plans available in the new Planner, detailing their features, differences, and licensing requirements. We demonstrated the functionalities of both basic and premium plans, highlighting the user interface within Teams, including task creation, assignment, and management features. Basic plans offer standard task management capabilities, while premium plans provide advanced features like Gantt charts, dependencies, and subtask management. The session also covered the integration of other Microsoft apps, such as Outlook and Viva Goals, into Planner. The webinar concluded with an interactive Q&A, where participants could ask questions and share their experiences with the new Microsoft Planner. ➡️ Resources for You: Our Website - https://www.echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Chapters 0:00 Introduction 2:34 Exploring the New Features 3:47 Historical Overview 5:57 Discussing the Evolution and Capabilities of Planner 9:23 Understanding Task Management in Teams 14:00 Discussing the Functionality and Team Management of Planner 16:17 Exploring the Features and Functionality of Microsoft's Online Planner 21:55 Exploring the Features and Functionality of Microsoft's Premium Planner 24:08 Discussing the Functionality and Advantages of Microsoft Team Planner 30:09 Exploring the Features and Challenges of Microsoft 365 Planner 38:09 Exploring the Capabilities and Licensing of Copilot and Teams Planner 43:24 Exploring Challenges and Recommendations for Microsoft 365 Planner
Using Microsoft Planner and Loop for Project Management
15:23

Using Microsoft Planner and Loop for Project Management

Today we will be discussing how the new Planner app in Teams can be used together with Loop App for project management. Caroline will explain the importance of having a centralized view of projects and how Loop can help achieve that. I'll also demonstrate the features of Loop, such as creating pages, adding checklists, and connecting with other tools like Planner. By the end of the video, you'll have a clear understanding of how to leverage Loop for effective project management. Project Management Data video - https://youtu.be/zpgOj895Eo0 ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Highlights: 00:00 Introduction 00:43 Project Views 03:27 Strategic View Across Multiple Projects 06:34 Using Loop with Planner 08:31 Leveraging Loop as Part of Meeting Notes 11:33 Bridging the Gap in Project Communication 13:48 Organizing Loop Workspace
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