Task Management with Microsoft Planner

• Basic computer literacy
• Familiarity with Microsoft 365 environment

Audience

• Office workers
• Office administrators

Microsoft Planner is a task management tool that is part of the Microsoft 365 suite of applications. It is designed to help individuals and teams organize and track their tasks and projects in a visually intuitive way.

This instructor-led, live training (online or onsite) is aimed at beginner-level leadership teams who wish to effectively manage and coordinate tasks using Microsoft Planner and its related tools, leading to enhanced productivity and collaboration across the organization.

By the end of this training, participants will be able to:

• Effectively create, manage, and track tasks and projects using Microsoft Planner, enhancing team coordination and project visibility.
• Organize and prioritize individual tasks, share task lists, and collaborate on tasks using Microsoft To Do.
• Utilize Microsoft Loop components for real-time collaboration, integrating them seamlessly into projects and meetings, and enhancing communication and information sharing among team members.
• Design and manage custom lists tailored to specific project needs, automate workflows, and integrate Lists with other Microsoft 365 tools for more efficient task tracking.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Microsoft Planner

• Overview of Microsoft Planner
• Understanding Planner’s role in task and project management
• Navigating the Planner interface
• Creating and managing plans
• Assigning tasks and setting due dates
• Integrating Planner with other Microsoft 365 tools

Task Management with Microsoft To Do

• Introduction to Microsoft To Do
• Creating and managing task lists
• Prioritizing tasks using My Day and flagged emails
• Sharing lists and collaborating on tasks
• Syncing tasks across devices and with other Microsoft apps

Utilizing Microsoft Loop for Collaboration

• Introduction to Microsoft Loop
• Understanding Loop’s collaborative workspaces
• Creating and managing Loop components
• Integrating Loop with Microsoft Teams, Planner, and other tools
• Real-time collaboration with Loop components

Setting Up Your First Plan

• Creating a sample project in Planner
• Assigning roles and tasks
• Collaborating with team members using Planner and To Do
• Tracking progress and adjusting plans

Advanced Task Management with Microsoft Lists

• Introduction to Microsoft Lists
• Creating and customizing lists for different projects
• Using templates for quick list creation
• Integrating Lists with Planner, SharePoint, and Teams
• Automating workflows with Lists

Enhancing Team Coordination with Microsoft Teams Integration

• Integrating Planner and To Do with Microsoft Teams
• Managing tasks directly from Teams
• Using Teams channels for project-specific communication
• Collaborating with Loop and Lists within Teams

Using Microsoft 365 Tools for Efficient Project Management

• Overview of additional Microsoft 365 tools (Power Automate, SharePoint, etc.)
• Connecting Planner, To Do, Loop, and Lists with other Microsoft 365 apps
• Automating task assignments and notifications
• Reporting and analyzing project progress

Simulating a Real-World Project

• Setting up and managing a complete project using all tools
• Integrating Planner, To Do, Loop, and Lists for seamless project management
• Reviewing and optimizing task management processes

Summary and Next Steps