How to Use Microsoft Planner Premium Portfolios (Step by Step)
If you’re managing multiple plans in Planner Premium, then Portfolios helps you bring everything into one dashboard. In this video, I’ll walk you through how to set it up step-by-step from creating the portfolio and the roadmap to sharing this with your team. If you are a student, teacher, project manager, business owner or super nerd like me, then we have got you covered! Let's nerd out 🤓 🟢 FREE RESOURCES 🟢 🔴 Grab A Free Copy Of My eBook, Navigating Microsoft Passages 🔴 https://www.officeskillswithamy.com/e... 🟣 Grab A Free Copy Of My Loop Beginner Guide 🟣 https://www.officeskillswithamy.com/m... 🚀 Grab A Free Copy Of My 365 Copilot Starter Pack 🚀 https://www.officeskillswithamy.com/c... 📌 Grab A Free Copy Of My Copilot Agent Toolkit 📌 https://www.officeskillswithamy.com/c... 🟢 LEARN WITH AMY 🟢 🔵 Self-Paced Courses 🔵 https://www.officeskillswithamy.com/m... 🟡 1:1 Personalized Coaching 🟡 https://www.officeskillswithamy.com/m... 🟠 Live Group Training 🟠 https://www.officeskillswithamy.com/m... ⏰ KEY MOMENTS 00:00 How to Use Microsoft Planner Premium Portfolios (Step by Step) 00:18 Access and Licencing for Portfolios 01:11 Create a Planner Portfolio 03:04 How to Add Plans to a Portfolio 05:59 How to use Roadmap in Planner Portfolios 08:54 How to add Key Dates to Roadmap in Planner 10:40 How to Share a Planner Portfolio 11:32 Do you need a Premium Licence to use Portfolios in Planner 💙 SUPPORT THE CHANNEL 💙 If you've learned something from my videos you can now Buy Me A Coffee: https://www.officeskillswithamy.com/b... 🤓 WELCOME TO OFFICE SKILLS WITH AMY 🤓 Empowering businesses to streamline Microsoft 365 workflows through Microsoft Courses, Microsoft Coaching solutions and Microsoft Group Training.

How to Use the NEW Planner Agent in Microsoft Planner

Most People Use Microsoft Planner Wrong – Here's the Right Way

Stop Using Excel for Projects. Use Microsoft Lists Instead!

34 Features COMPARED | New Microsoft Planner BASIC vs PREMIUM

9 Microsoft Copilot Features Your Company Paid For (That Most Professionals Never Use)

How to Manage Projects Like a Pro in Microsoft Teams

Microsoft Planner vs. Loop Task List - TASK Management Compared

Microsoft Planner: Everything You Need to Know (Step-by-Step Walkthrough)

How to connect to & model premium "Planner for the Web" data in Power BI or Excel

Don't Ignore These 7 New Microsoft Planner Features!

The EXACT Outlook Setup That Runs My Workday

The Surprising Reason this Bassett Hound was CRYING out for HELP… | PUPDATE

Microsoft Planner PORTFOLIOS | 7 Things I Wish I Knew FIRST

Is This Wish Meant to Be Fulfilled? 🧚🤲 Detailed Pick a Card Tarot Reading ✫・

Manage PROJECTS Effectively With Microsoft Planner PREMIUM

How To Use Microsoft Planner To Manage Projects (Step-by-Step)

99% of People Use Microsoft Outlook Wrong

Chosen One, This Is Why God Kept You Single All This Time

These 8 Microsoft Planner Secrets Will Save You Hours!

