Course Code: microsoftplanner
Duration: 14 hours
Prerequisites:
  • Basic knowledge of project management and teamwork concepts
  • Familiarity with Microsoft 365 apps and services, such as Outlook, Teams, OneNote, etc.

Audience

  • Project managers
  • Team leaders
  • Team members
Overview:

Microsoft Planner is a cloud-based tool that helps you organize teamwork with intuitive, collaborative, visual task management.

This instructor-led, live training (online or onsite) is aimed at beginner-level project managers, team leaders, and team members who wish to learn the basics of Microsoft Planner and how to use it to organize and manage teamwork with intuitive, collaborative, visual task management.

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

  • Set up and use Microsoft Planner.
  • Create and manage tasks with details and attachments.
  • View and organize tasks with boards, charts, and calendars.
  • Collaborate with team members using chat, email, or Teams.
  • Integrate Microsoft Planner with other Microsoft 365 apps and services.

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.
Course Outline:

Introduction

  • What is Microsoft Planner and why use it?
  • Microsoft Planner vs other task management tools
  • Microsoft Planner features and architecture
  • Setting up Microsoft Planner

Getting Started

  • Creating and saving a new plan
  • Exploring the user interface and navigation
  • Customizing the plan settings and appearance
  • Adding and removing team members

Task Management

  • Task management concepts and terminology
  • Creating and assigning tasks
  • Adding details and attachments to tasks
  • Updating the task status and progress

Task Organization

  • Task organization concepts and terminology
  • Using boards, charts, and calendars to view and organize tasks
  • Using buckets, labels, and filters to group and sort tasks
  • Using due dates, priorities, and reminders to manage tasks

Task Collaboration

  • Task collaboration concepts and terminology
  • Using Microsoft Planner mobile app to access tasks on the go
  • Collaborating with team members using chat, email, or Teams
  • Integrating Microsoft Planner with other Microsoft 365 apps and services

Summary and Next Steps

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