Planner Training: Getting Started with Microsoft Planner
This course on Microsoft Planner is designed to help you master the essential tools for effectively managing your projects and teams. Through detailed modules, you will discover how to leverage Planner to schedule tasks, assign roles, track progress, and collaborate with colleagues.
This course is ideal for managers and team members who want to improve productivity and optimize their resources. Classroom interaction and hands-on exercises will allow you to immediately apply the skills learned.
Module 1: Introduction to Microsoft Planner
- Role of Planner within the Microsoft 365 ecosystem
- Access via browser, Teams, and mobile app
- Typical use cases: simple task management, team projects, routine tracking
Module 2: Creating a Plan
- Create a new plan via Planner or Teams
- Choose or create a Microsoft 365 group
- Understand the structure: buckets and tasks
Module 3: Task Management
- Create and edit a task
- Assign a task owner
- Add: due date, priority, checklist, attachments, notes
- Track progress (Not started, In progress, Completed)
Module 4: Visual Organization
- Create buckets to structure project phases
- Use color-coded labels
- Rearrange tasks via drag-and-drop in Board view
Module 5: Basic Collaboration
- Comment on tasks
- Understand automatic notifications
- Integrate Planner into Microsoft Teams (tab, simplified view)
Module 6: Guided Hands-on Practice
- Create a mini project in pairs or groups
- Apply the features covered
- Open discussion and Q&A
Autre(s) cours dans cette catégorie
→ Planner Training: Mastering Project and Task Management
→ Planner Training: Getting Started with Microsoft Planner
Préalables :
Basic knowledge of Microsoft Office tools.Access to Microsoft 365.
Objectifs :
- Understand the basic and advanced features of Microsoft Planner.
- Learn how to create, manage, and track projects and tasks effectively.
- Develop skills to collaborate with your team using the tool.
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per participant
Duration :3.5 hours.
Hours : 9am-12.30pm.
Locations: Montreal, Gatineau / Ottawa, Quebec City.
Regular price: On demand
*The preferential rate applies if you register at least two participants in the same session.
Interested in this training?
Also available in private session.
offer is valid from 01/01/2024.
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