Copilot in Microsoft Planner: Set Goals and Track Projects
37mGeneral2024-06-26
Authors
Nick Brazzi
LinkedIn Learning Staff Author
Course details
This brief course shows how to use the new version of Microsoft Planner, which was updated in early 2024. You will see how to create basic plans and lists of tasks, make assignments, and organize projects with your team members. This course also shows you how to use the Copilot AI assistant in Planner to get insights about your projects, set goals, and stay updated.
Learning objectives
Make basic plans and task lists.
Assign tasks to team members.
Monitor tasks and manage projects.
Create plans with premium features from scratch or from a template.
Use the Copilot AI assistant to easily set goals and manage projects.
Use Planner integrations with other apps.
Learning objectives
Make basic plans and task lists.
Assign tasks to team members.
Monitor tasks and manage projects.
Create plans with premium features from scratch or from a template.
Use the Copilot AI assistant to easily set goals and manage projects.
Use Planner integrations with other apps.
Skills covered
Microsoft PlannerProject Management SoftwareMicrosoft CopilotProject Management SkillsAI Productivity ToolsArtificial Intelligence for BusinessProject ManagementBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off
Concepts
Introduction
- Manage all of your team's tasks with Planner
- How to access the new Planner
Create and Manage Plans
- Create a basic plan and add tasks
- Create a premium plan
- Use Copilot to create tasks
- Assign tasks to team members
- Organize tasks with buckets
- Work with different views
- Set up task dependencies
- Set goals to stay on track
Integration with Other Apps
- Work with Planner tasks in other apps
- Use Planner with Microsoft Loop