Task Management
Foundation
Mastering Microsoft Planner
Microsoft Planner is a task management tool that allows individuals and teams to organise and manage their workload efficiently. Learn to use it to manage workload, events or any initiative that requires coordination and collaboration.
- Delivery
- 6 hours
- Delivery
- Live online · English or French
- Price
- C$399
Per participant. Prices exclude HST and GST.
What you'll walk away with
- Run plans and Kanban boards your team actually uses
- Delegate and track progress reliably
- Connect Planner to Outlook, To Do, Loop and Teams
Course objectives
- Create plans where you track tasks for yourself and your team
- Set due dates, add labels, attachments and comments to tasks
- Customise Kanban boards to visualise workload and track progress
- Group and filter your tasks
- Delegate and track progress on delegated tasks
- Integrate Planner with Outlook, Loop and Teams
Course outline
1
Unit 1: Overview of Microsoft Planner
- What is Microsoft Planner?
- Overview of the interface
- Setting up Planner notifications
2
Unit 2: Working with Plans & Tasks
- Creating a new plan and managing plan settings
- Creating task buckets and adding tasks
- Setting task dates and priorities
- Creating and assigning custom labels
3
Unit 3: Assigning Tasks to Your Team
- Assigning tasks to team members
- Adding files to your tasks
- Communicating with task delegates
- Tracking task progress
- Managing task assignments in Teams and To Do
4
Unit 4: Working with Task Views
- Working with task views
- Grouping and filtering your tasks
- Editing and updating your tasks
5
Unit 5: Integration with other Microsoft 365 Apps
- Integration with Teams
- Integration with To Do
- Integration with Loop
Want this course for your team?
I deliver every session personally, 100% live online, in a full day or two half days — in English or French.