Planner Training: Mastering Project and Task Management
Module 1: Advanced Task Tracking
- Use the Charts view to monitor overall progress
- Use the Calendar view to track due dates
- Group and filter tasks (by assignee, priority, or status)
Module 2: Structuring Complex Projects
- Naming conventions and logical organization of buckets
- Distributing roles and tasks by department or project phase
- Best practices for long-term or cross-functional projects
Module 3: Multi-Team Collaboration
- Manage multiple plans within a shared environment
- Track contributions from different teams
- Coordinate across departments and project owners
Module 4: Useful Integrations
- Link Planner to Outlook to track personal tasks
- Combine usage with Microsoft To Do
- Store and centralize documents using SharePoint
Module 5: Usage Optimization
- Tips to reduce unnecessary notifications
- Organize tasks by milestones, sprints, or activity types
- Best practices for plan readability and clarity
Module 6: Practical Cases and Group Discussions
- Apply concepts to a real-world case suggested by participants
- Group or individual demonstrations
- Feedback and sharing of best practices
Other course(s) in this category
→ Planner Training: Mastering Project and Task Management
→ Planner Training: Getting Started with Microsoft Planner
Prerequisites:
Basic knowledge of Microsoft Office tools.Access to Microsoft 365.
Objectives:
- Use the Charts and Calendar views for advanced visual project tracking
- Structure a plan suited to more complex projects (e.g., RFPs, training plans, event coordination)
- Filter and group tasks using relevant criteria (assignee, priority, due date, etc.)
- Coordinate projects effectively across multiple teams or departments
- Leverage key integrations with Outlook, SharePoint, and Microsoft To Do for smoother workflows
- Implement best practices for organization, communication, and workload management
Online
- 02/01/2026
- 16/01/2026
- 13/02/2026
- 27/02/2026
- 27/03/2026
- 10/04/2026
- 08/05/2026
- 22/05/2026
- 19/06/2026
- 03/07/2026
- 31/07/2026
Montreal
- 18/12/2025
- 13/03/2026
- 05/06/2026
Quebec City
- 30/01/2026
- 24/04/2026
- 17/07/2026
Pricing
Practical information
- Duration: 3 hours
- Schedule: Between 9:00 a.m. and 12:30 p.m.
-
Format:
- Online (live virtual classroom)
- Or in person, depending on availability
📄 Download course outline (PDF)
Registration detailsInterested in this training?
Free quote with no obligation
Registration with credit card payment
FR
« Je tiens à vous remercier tous les deux d’avoir offert à mes ressources une excellente formation COBOL au cours des trois derniers jours.
Mamadou, merci d’avoir été si accommodant malgré le court préavis et d’avoir envoyé votre formateur à Gatineau pour ce cours personnalisé.
Nous avons hâte de poursuivre notre collaboration pour de futurs besoins de formation. »
(Traduit de l’anglais)
EN
“I want to thank you both for providing my resources with excellent COBOL training over the past 3 days. Mamadou, thank you for being so accommodating on such short notice and for sending your facilitator to Gatineau for this customized and personalized training course. We look forward to continuing our partnership for future training needs.”
FR
« Mamadou est venu nous aider à réorganiser notre panneau d’arrêt via un outil de rapport, Crystal Reports. Mamadou a réussi avec succès le travail de précision, au pixel près, puisque nous voulions un rapport similaire au design graphique original. Il nous a aidés à découper le projet par cycle et à intégrer le rapport à notre logiciel corporatif. La qualité que nous avons appréciée était le souci du détail et la constance. Mamadou a été très professionnel et connaît plusieurs autres technologies. Merci. »
EN
“Mamadou helped us reorganize our stop panel using a reporting tool, Crystal Reports. He successfully delivered precise, pixel-perfect work,
as we needed a report that matched the original graphic design. He helped us break the project down into cycles and integrate the report
into our corporate software. What we appreciated most was his attention to detail and consistency. Mamadou was very professional and
is knowledgeable in many other technologies. Thank you.”
(Translated from French)
FR
« Ce fut un plaisir de faire affaires avec Doussou Formation. Ce qui fait LA différence est le service personnalisé totalement à l'écoute des participants ainsi que l'adaptation aux besoins de formation. Flexibilité / Adaptabilité / Professionnalisme / Courtoisie. Merci ! »
EN
“It was a pleasure doing business with Doussou Formation. What truly makes THE difference is the personalized service, fully attentive
to participants, as well as the ability to adapt the training to their needs. Flexibility / Adaptability / Professionalism / Courtesy. Thank you!”
(Translated from French)