Mastering Microsoft Planner
Microsoft Planner is a task management tool that allows individuals and teams to organize and manage their workload efficiently.
In this workshop, we’ll introduce you to Planner how to use it to manage your workload, events or any other initiate that requires coordination and collaboration.
Once you’ve completed this training, you will know how to:
- Create Plans where you will track tasks for yourself and your team
- Set due dates, add labels, attachments, and comments to tasks
- Customize Kanban boards to visualize your workload and track progess
- Group and filter your tasks
- Delegate and track progress on delegated tasks
- Integrate MS Planner with Outlook, Loop & Teams
Unit 1: Overview of Microsoft Planner
- What is Microsoft Planner?
- Overview of the interface
- Setting-up Planner notifications
Unit 2: Working with Plans & Tasks
- Creating a new Plan
- Overview of Plan options
- Managing your Plan settings
- Creating task buckets
- Adding tasks to your Plan
- Setting task dates & priorities
- Creating and assigning custom labels to your tasks
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 your task assignments in Teams & To Do
Unit 4: Working with Task Views
- Working with task views
- Grouping & Filtering your tasks
- Editing & updating your tasks
Unit 5: Integration with other Microsoft 365 Apps
- Integration with Teams
- Integration with To Do
- Integration with Loop
UPCOMING SESSIONS
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