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.