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:
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:
Please take note that you need to use your UP Mail to register in these webinars.
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.
On your web browser, go to https://www.microsoft.com/en/microsoft-teams/log-in
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.
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.
1. From Microsoft Teams App
Go to your Team’s Channel’s Task Tab.
On the upper right corner click the Globe Icon.
This will redirect you to open the Planner App in Office 365 using your Internet Browser.
2. From your Internet Browser
You can also access the Planner App via the Internet Browser with the URL https://tasks.office.com/
Select the Tasks tile that you are a member of.
3. Generate the Excel
From the three dots in the top most portion of the Tasks, click to open a drop down menu
Select the Export plan to Excel
This will ask you to accept the download of the exported excel file of your Team’s Planner.
4. Open the Excel File
From your downloads directory, open the downloaded file in your local Microsoft Excel App.
Hide all the first four rows and hide the other columns leaving Task Name, Assigned To, and the Completed Date columns. You may now apply Filters according to the Assigned To Column and Completed Date, and perform a Copy or Paste or even use Pivot Table Feature to get your Work Accomplishment from your Tasks.
Here is the sample output and you may opt to copy and paste and transform the downloaded spreadsheet into your desired report format.
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.
For technical assistance and for any other technical concerns, please go to https://ictsupport.up.edu.ph/ and submit a support ticket.