Microsoft Teams

Webinar for Task Management (Planner) in Microsoft Office 365

The OVPD-ITDC will be conducting Zoom webinars about Microsoft Teams Task Management (Planner) for UP Staff. This webinar introduces the attendees on how to use Microsoft Office 365's Teams and Sharepoint for Task Management in their UP Office/Unit.

Be sure to have your Office 365 accounts activated. Details on how to get your accounts can be found here:
https://itdc.up.edu.ph/uis/microsoft-office-365-for-up.

For this webinar, a computer connected to the internet with the Teams app installed is required. Please check that you have downloaded Teams on your computer and mobile devices. Teams can be downloaded from https://www.microsoft.com/en/microsoft-teams/download-app.

If you are using your computer for the webinar hands-on, it is also recommended that you participate in Zoom on another device (another Computer, Tablet or Phone) so that your computer is only for hands-on. This lets you watch the demo and follow along easily.

Below is the schedule of the webinars. You can choose to attend one or more of the following webinars:

To register in any of these Microsoft Teams webinars, click this link:
https://up-edu.zoom.us/webinar/register/WN_9ezR6CRQQ-SW8H6BSOYW1w

Please take note that you need to use your UP Mail to register in these webinars.

What is Microsoft Teams?

Microsoft Teams is a platform for collaboration where teams can add tasks lists, assign them to other members, and keep track of the progress of these tasks.

How to log in to your Microsoft Teams account:

1. On your web browser, go to https://www.microsoft.com/en/microsoft-teams/log-in
   
   

2. Click the Sign In button, and enter your Microsoft Office 365 account (e.g. [email protected]), and password
   
   If you do not have a Microsoft Office 365 account yet, click here to see the instructions on how you can request for one.

How to create Teams:

1. Once you’ve signed in, make sure you are in the Teams tab. Then click the “Join or create team” button found at the upper right portion of the screen.
   

2. Choose “Create a team” and click the “Create team” button.
   

3. Select your team type, and then click on it.
   

4. Fill out the needed information, and select your team’s privacy settings.
   

5. You may then start adding members to your team. They must also have their own Microsoft Office 365 account. Type their names or Microsoft 365 emails to add them.
   

6. Your team has been created.
   

How to add a Planner tab in a Team channel:

1. Click the “+” button found at the top.
   

2. You will be shown a number of options. Make sure to select “Tasks by Planner and To Do.” You can also find Tasks by Planner by typing it in the Search box.
   

3. You can then create a new task list for your Team or sub-team. The name you use for the new plan is what will appear on the tab at the top. You may choose to post this in the Team channel by checking or unchecking the box. Then click “Save.”
   

4. The new tab for your plan has been added, and you can find it at the top of the page. You may then start adding the task lists for the team.
   

5. For each task, you have options on setting due dates, assigning it to other team members, and more.
   

Once you have added the task, you can click it once more to see more options. You may assign it to other team members, show the progress of the task, determine it’s priority level, add descriptions, add a checklist for task breakdowns, and add attachments.

6. You may also add a new bucket to create a new task list under the same tab/plan. Click “Add new bucket” and rename it.
   

7. You may then add as many buckets and tabs/plans as needed by your Team by following the same steps.
   

Additional Resources

Watch this video tutorial to learn more on how to use Planner in Microsoft Teams.

For more articles, video tutorials, and other resources for the Planner in Microsoft Teams, you may click this link: https://support.microsoft.com/en-us/office/use-planner-in-microsoft-teams-62798a9f-e8f7-4722-a700-27dd28a06ee0.

Technical Assistance

For technical assistance and for any other technical concerns, please go to https://ictsupport.up.edu.ph/ and submit a support ticket.