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)

Grouping and filtering

By using Microsoft Planner, you can group or filter tasks. Grouping means you will organize tasks in columns by Bucket, Priority, Labels, and Assigned to. To choose, find the Group by option at the upper right, as shown in Figure 10.14:

Figure 10.14 – Grouping tasks

You should try to group tasks by Priority, Assigned to, or Labels. This will help you to organize tasks visually beyond buckets. As well as grouping tasks, you can filter tasks, as shown in Figure 10.15:

Figure 10.15 – Filtering tasks in Microsoft Planner

Filtering means that only tasks that pass a specific rule will be shown. For example, I can filter on tasks assigned to me. All other tasks that are not assigned to me will not show up in the results, as shown in Figure 10.16:

Figure 10.16 – Filtering example

As you can imagine, it is possible to combine grouping and filtering, as necessary. A common question...