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Microsoft Planner – Creating and Managing Plans Workshop

Microsoft Planner – Creating and Managing Plans WorkshopEleanor Bruce2023-01-06T15:42:11+00:00
  • Overview

  • Objectives

  • Content

  • Book

  • Overview

Duration: 1 hour

Our Microsoft Planner course looks at how you can work collaboratively with colleagues on various projects by using an online project management tool which integrates with Microsoft teams.

By the end of the course, you will be able to identify the key features and functionality of Planner. You will learn how to set up a plan, create various tasks and work collaboratively with other team members in Planner. You’ll also look at how to manage these plans, by assigning tasks and set due dates whilst monitoring progress by grouping and filtering.

  • Objectives

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

  • Set up a Plan in Teams/Office 365
  • Create and Manage Buckets
  • Create and Manage Tasks
  • Collaborate with colleagues in Planner
  • Use groupings/filters to manage a plan
  • Integrate with Teams and Outlook
  • Content

Overview of Planner

  • What is Planner?
  • Opening Planner
  • Create a plan from Planner (Teams)
  • The Planner Hub

Managing buckets

  • Create new buckets
  • Edit and Arrange buckets
  • Rename and Delete buckets

Managing tasks

  • Create new tasks
  • Assign to colleagues
  • Assign due dates and checklists
  • Move and Copy tasks
  • Edit task details
  • Delete tasks
  • Update task status

Collaboration with colleagues

  • Task conversations
  • Attach Files
  • Categorise with labels
  • Mark as Favourite
  • Integrate with Teams

Managing the project

  • Filters and Groups
  • Status Progress Views
    – Chart, Board, List and Schedules
  • Email updates
  • Copy and Delete Plan

Integrating with other apps

  • Teams
  • Outlook
  • Book

Click here to view our Public Programme dates.

Alternatively please get in touch to discuss bespoke programme options.

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