Book Image

Microsoft 365 Fundamentals Guide

By : Gustavo Moraes, Douglas Romao
Book Image

Microsoft 365 Fundamentals Guide

By: Gustavo Moraes, Douglas Romao

Overview of this book

With its extensive set of tools and features for improving productivity and collaboration, Microsoft 365 is being widely adopted by organizations worldwide. This book will help not only developers but also business people and those working with information to discover tips and tricks for making the most of the apps in the Microsoft 365 suite. The Microsoft 365 Fundamentals Guide is a compendium of best practices and tips to leverage M365 apps for effective collaboration and productivity. You'll find all that you need to work efficiently with the apps in the Microsoft 365 family in this complete, quick-start guide that takes you through the Microsoft 365 apps that you can use for your everyday activities. You'll learn how to boost your personal productivity with Microsoft Delve, MyAnalytics, Outlook, and OneNote. To enhance your communication and collaboration with teams, this book shows you how to make the best use of Microsoft OneDrive, Whiteboard, SharePoint, and Microsoft Teams. You'll also be able to be on top of your tasks and your team's activities, automating routines, forms, and apps with Microsoft Planner, To-Do, Power Automate, Power Apps, and Microsoft Forms. By the end of this book, you'll have understood the purpose of each Microsoft 365 app, when and how to use it, and learned tips and tricks to achieve more with M365.
Table of Contents (18 chapters)

Creating and customizing boards

You can access Microsoft Planner from, or you can visit directly:

  1. On the left side, there is an option to create a new plan.
  2. Once you click on that, you have to define a name for your plan, as shown in Figure 10.4, and then you can click on Create plan:

Figure 10.4 – Creating a new plan

  1. Once the plan is created, you will have access to it, as shown in Figure 10.5:

Figure 10.5 – Customizing your plan

  1. You may customize columns as required. Double-click with your mouse's left button to edit the column's name. You can also add or remove columns as needed. Once you are happy, you can add team members to your plan from the upper right, as shown in Figure 10.6:

Figure 10.6 – Adding members

Before we add tasks, it is important to set up how you will manage files, which we...