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Microsoft Planner Training – Introduction

Professional Microsoft Planner Training Courses
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Microsoft Planner Training – Introduction

Our instructor-led Microsoft Planner training courses can be delivered nationally at your premises, remotely via Microsoft Teams, or at our venues in Preston, Liverpool, Manchester, Leeds, Birmingham and London.

Half-day courses are available at your site for £495.00 plus vat (up to 8 attendees).

One-day courses are available at your site for £745.00 plus vat (up to 8 attendees).

Introduction

This half-day or one-day course provides a practical introduction to Microsoft Planner, covering its’ key features and how it can be integrated with Microsoft Teams for improved collaboration. You’ll learn how to create, manage, and monitor plans to keep your team on track and working efficiently.

Microsoft Planner is part of the Microsoft 365 suite, designed to help teams create and manage plans, organise and assign tasks, share files, track progress, and communicate effectively.

Course Objectives

By the end of this course, you will be able to:

    • Create and manage plans in Microsoft Planner.
    • Organise, assign, and track tasks effectively.
    • Use Planner’s views and reporting tools to monitor progress.
    • Integrate Planner with Microsoft Teams for collaboration.

Pre-requisites

We recommend that all those who attend are able to use the mouse and the keyboard to select and open menus and icons.

Course Content

What is Planner?

  • Advantages of using Microsoft Planner
  • Best practices when creating plans
  • Viewing all your plans with the Planner Hub
  • My Tasks View
  • Working with Favourites

Creating a New Plan

  • Add tasks to a plan
  • Task Details including adding notes, setting a priority, start, end and due dates
  • Assigning Tasks to People
  • Categorising and Using Labels for Tasks
  • Adding a Checklist and adding this to the task card
  • Attaching Attachments to a Task
  • Adding and using the Comments Feature
  • Update the Task Status
  • Marking Tasks as Complete
  • Creating Recurring Tasks

Sort Tasks into Buckets 

  • Advantages of Working in Buckets
  • The To Do Bucket
  • Creating Buckets
  • Arranging Tasks into Buckets

Keep track of your team’s and plan’s progress

  • Working in Different Views
  • Filtering and Grouping Tasks
  • Using Charts to see progress
  • Working in the Schedule Calendar
  • Integrating and Creating a Plan in Teams

Planner Settings and Plan Maintenance

  • Accessing Settings in Planner
  • Confirming Email notifications – Get emails about your tasks and plans
  • Completing or Deleting Tasks
  • Copying Tasks to Other Plans
  • Deleting the Entire Plan – as an Owner
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