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Microsoft Planner Essential Training

Microsoft Planner Essential Training

1h 32mBeginner2024-07-26

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. In this course, learning and development expert David Rivers guides you through all the ways Planner can simplify and enhance your workflows, from creating new plans and setting due dates to updating a project's status and sharing files with team members. Get a tour of the Planner user interface. Find out how to add and assign tasks, sort tasks into buckets, and attach files to tasks. Go over flagging tasks with labels and updating a task’s progress. Discover how to view progress and use charts to track progress. Plus, explore a variety of ways you can use Planner in Teams. Learn how to work more efficiently and stay focused on what's important by using Microsoft Planner for your next project.

Skills covered

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

Concepts

0. Introduction

  • 01 - Take control of your projects with Microsoft Planner
  • 02 - What you should know

1. Get Started with Planner

  • 03 - What is Planner, and who gets it
  • 04 - Get started and create a plan
  • 05 - Create a plan for an existing group

2. Manage Tasks

  • 06 - Create new tasks for a plan
  • 07 - Assign due dates and people
  • 08 - Create recurring tasks
  • 09 - Assign non-members to a task
  • 10 - Sort tasks into buckets
  • 11 - Edit and arrange buckets
  • 12 - Edit task details
  • 13 - View tasks in Grid view

3. Team Collaboration

  • 14 - Update and view the status of tasks
  • 15 - Start conversations with team members
  • 16 - Attach files to tasks
  • 17 - Mark a plan as a favorite
  • 18 - Grant outside access to your plan

4. Monitor Plan Progress

  • 19 - Change a plan's background
  • 20 - View your progress on a plan
  • 21 - Use charts to adjust and view progress
  • 22 - Get email updates on tasks and plans
  • 23 - Export a plan to Excel
  • 24 - Delete tasks and plans

5. Use Planner in Teams

  • 25 - Launch Planner inside Teams
  • 26 - Navigate, edit, and create tasks
  • 27 - Create a new plan with a team
  • 28 - Manage plans in Teams

Conclusion

  • 29 - How to get more out of Planner

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