Microsoft Planner

This course is ideal for project managers, team leaders, administrative staff, collaborative and remote teams, new and existing users of Microsoft Planner.. It aims to enhance task management, team collaboration, and overall productivity by providing practical skills and knowledge on using Microsoft Planner effectively.

Understand the basics of Microsoft Planner: Gain an overview of Planner and its key features.
Sign in and out of Microsoft Planner: Learn how to securely access and exit the Planner app.
Navigate the Planner interface: Become familiar with the different views and navigation options within the Planner app.
Create new plans: Learn how to set up new plans within Microsoft Planner.
Assign members to plans: Understand how to add and manage team members within a plan.
Manage existing plans: Gain skills in updating, organising, and maintaining plans.
Delete plans: Learn the steps to remove plans that are no longer needed.
Create and assign tasks: Develop the ability to create new tasks and assign them to team members.
Set due dates for tasks: Learn how to assign deadlines to tasks to ensure timely completion.
Organise tasks in buckets: Understand how to categorise tasks into buckets for better organisation.
Manage, edit, and delete tasks: Gain skills in updating task details, making changes, and removing tasks as necessary.
Monitor task status: Learn how to view and update the progress of tasks.
Initiate team conversations: Understand how to start and manage conversations within a team.
Set up and manage notifications: Learn how to configure notifications to stay updated on plan activities.
Attach files to tasks: Gain the ability to add relevant files and documents to tasks.
Integrate with Office 365 apps: Understand how to connect Planner with other Office 365 applications for enhanced productivity.
Monitor plan progress: Learn how to track the overall progress of plans and tasks
Set up favorites: Understand how to mark important plans and tasks as favorites for quick access.
Create charts: Gain skills in visualising plan data through charts.

Getting Started with Microsoft Planner
 Overview of Planner
 Sign in and log out of Microsoft Planner
 Navigation views in the Planner App
Create and Manage Plans
 Create a Plan using Planner
 Assign Members to a Plan
 Manage Plans
 Delete Plans

Tasks
 Create New Tasks in a Plan
 Assign Tasks to People
 Assign Due Dates to Tasks
 Set Up and Manage Tasks in Buckets
 Manage, Edit and Delete Tasks
 View and Update Tasks Status

Team Collaboration and Sharing
 Start Team Conversations
 Set Up Notifications
 Manage Notifications
 Attach Files to Tasks
 Integrate Planner with Office 365 Apps
 View and Monitor Plan Progress
 Set Up Favourites
 Create Charts