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Microsoft Planner Essential Training (2021)

Microsoft Planner Essential Training (2021)

1h 27mBeginner2021-06-22

Authors

David Rivers

David Rivers

Author, Trainer, and Learning and Development Expert

Course details

Learn how to stay organized and manage projects with Microsoft Planner, a planning and project management app for Microsoft 365. Follow along with David Rivers as he shows how to get things done in Planner, from creating new plans and setting due dates to updating a project's status and sharing files with team members. Plus, see how to switch over to Microsoft Teams from Planner and create new teams based on existing plans. Learn how to work more efficiently and stay focused on what's important by using Microsoft Planner for your next project.

Topics include:
Creating a plan
Adding and assigning tasks
Sorting tasks into buckets
Attaching files to tasks
Flagging tasks with labels
Updating a task's status
Viewing progress on a plan
Using charts to view progress

Skills covered

Microsoft PlannerProject Management SoftwareOffice 365Microsoft 365Project ManagementEssential TrainingBusiness Software and ToolsMicrosoft

Concepts

Introduction

  • Take control of your projects with Planner
  • What you should know

Get Started with Planner

  • What is Planner and who gets it
  • Get started and create a plan
  • Create an Outlook group plan

Manage Tasks

  • Create new tasks for a plan
  • Assign due dates and people
  • Assign nonmembers to a task
  • Sort Planner tasks into buckets
  • Edit and arrange buckets
  • Edit task details

Team Collaboration

  • Update and view the status of tasks
  • Start conversations with team members
  • Attach files to tasks in Planner
  • Stay organized with labels
  • Mark a plan as a favorite
  • Access plans from Teams
  • Grant outside access to your plan

Monitor Plan Progress

  • Distinguish plans with smart backgrounds
  • View progress on a plan
  • Use charts to adjust and view progress
  • Get email updates on tasks and plans
  • Export a plan from Planner to Excel
  • Delete a plan

Conclusion

  • Next steps

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