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You're reading from  Microsoft 365 Fundamentals Guide

Product typeBook
Published inMay 2022
PublisherPackt
ISBN-139781801070195
Edition1st Edition
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Authors (2):
Gustavo Moraes
Gustavo Moraes
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Gustavo Moraes

Gustavo Moraes is the CEO of Trentim, a company focused on providing management methodologies and tools mainly in the Microsoft ecosystem, with a large client base in Brazil and abroad. He is an MCT (Microsoft Certified Trainer). He has been working with Microsoft technologies for over 12 years with extensive expertise in process automation, and project and task management. He is one of the leading names in the field of automation on Microsoft and Low Code platforms in Brazil. He has led many events and communities in addition to being a prominent user in the Microsoft community. Christian, married to Aline for 8 years and father of Alexia and Natasha.
Read more about Gustavo Moraes

Douglas Romao
Douglas Romao
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Douglas Romao

Douglas Romão has been a Microsoft Most Valuable Professional in Office Apps & Services and Business Applications since 2017. He is a Microsoft Certified Trainer and has been working with Microsoft technologies for over 15 years, focusing mainly on developing productivity and collaborative solutions. Currently, work as a Senior Solution Architect & Business Consultant within the Power Platform and Project & Portfolio Management field, leading technical communities and sharing knowledge through conferences, his YouTube channel/blog, and a podcast. Christian, father of Vicente (a 7-month-old baby boy by the time this book has been released) and married to Mariana.
Read more about Douglas Romao

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Managing files

By clicking on the three dots for more options on the upper tab, you can select Files, as shown in Figure 10.7:

Figure 10.7 – Accessing files from Microsoft Planner

Another tab on your browser will open, as shown in Figure 10.8. It is important to understand that the plan you created in Microsoft Planner is connected to a SharePoint site and a document library that will help you and your team in collaborating on files in real time, co-authoring files with version control:

Figure 10.8 – Creating folders and files

As well as creating folders and files, you can upload documents from your computer. To keep your files organized, I recommend that you create folders for your team, as shown in Figure 10.9:

Figure 10.9 – Organizing folders

Now, let's get back to our plan – creating tasks and assigning tasks to team members.

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Microsoft 365 Fundamentals Guide
Published in: May 2022Publisher: PacktISBN-13: 9781801070195

Authors (2)

author image
Gustavo Moraes

Gustavo Moraes is the CEO of Trentim, a company focused on providing management methodologies and tools mainly in the Microsoft ecosystem, with a large client base in Brazil and abroad. He is an MCT (Microsoft Certified Trainer). He has been working with Microsoft technologies for over 12 years with extensive expertise in process automation, and project and task management. He is one of the leading names in the field of automation on Microsoft and Low Code platforms in Brazil. He has led many events and communities in addition to being a prominent user in the Microsoft community. Christian, married to Aline for 8 years and father of Alexia and Natasha.
Read more about Gustavo Moraes

author image
Douglas Romao

Douglas Romão has been a Microsoft Most Valuable Professional in Office Apps & Services and Business Applications since 2017. He is a Microsoft Certified Trainer and has been working with Microsoft technologies for over 15 years, focusing mainly on developing productivity and collaborative solutions. Currently, work as a Senior Solution Architect & Business Consultant within the Power Platform and Project & Portfolio Management field, leading technical communities and sharing knowledge through conferences, his YouTube channel/blog, and a podcast. Christian, father of Vicente (a 7-month-old baby boy by the time this book has been released) and married to Mariana.
Read more about Douglas Romao