Microsoft Planner, From Beginner To Expert

The Tasks by Planner Method

What you'll learn

Understand the Basics of Microsoft Planner

Explore Planner's Integration with Teams and Channels

Create and Manage Tasks

Utilize Different Task Viewing Options

Delegate and Follow Up on Tasks

View and Manage All Tasks and Plans

Understand the Functionalities of Microsoft To Do

Integrate Planner with Microsoft To Do and Outlook

Explore and use Planner templates to quickly set up new plans.

Requirements

To fully leverage the power of this course, participants should have a working knowledge of Microsoft Teams.

This foundational understanding will enable you to seamlessly integrate Microsoft Planner into your collaborative workspace, maximizing its potential within the Teams environment.

Description

Unlock the full potential of Microsoft Planner with this comprehensive course designed to take you from beginner to expert. Over the span of 103 minutes, you'll explore Planner's powerful task management capabilities, from creating and organizing tasks to advanced project management techniques. This comprehensive course consists of five engaging modules, totaling 15 lessons.In the first module, Planner Introduction, you'll explore the basics of Microsoft Planner, its functionalities, and how it integrates with Teams and Channels. You'll start with lessons on Creating a Task and Organizing into Buckets and Viewing Tasks in Various Ways.The second module, How to Use Planner, dives deeper into task creation, organization, and management, including the valuable skill of setting up Recurring Tasks.Advance your capabilities in Planner Advanced Options, where you'll learn how to Delegate Tasks and Follow Up, track progress, and access Planner via MS 365 or SharePoint.The course also covers crucial integrations in Integration with Outlook & To Do, highlighting how Planner works seamlessly with these applications to streamline your workflow. You'll learn What is To Do, how to See Tasks from Planner in To Do, and view tasks in your Outlook Calendar.Finally, in Do More with Planner, discover how to utilize Planner Templates for rapid project setup and effectively Pin the Planner App to Teams for quick access.This course provides the tools and knowledge you need to stay organized and efficient. Perfect for:  team leader, project manager, or anyone looking to streamline their workflow.By the end of this course, you will have mastered Microsoft Planner and equipped yourself with the best practices for efficient task management, empowering you to keep projects on track and enhance team collaboration.

Overview

Section 1: Introduction

Lecture 1 What is Planner

Lecture 2 Planner Tour - what is possible

Lecture 3 Planner within Teams & Channels

Section 2: How to use Planner

Lecture 4 Creating a Task & organizing into Buckets

Lecture 5 Viewing Tasks in various ways

Lecture 6 Recurring Tasks in Planner

Section 3: Planner Advanced Options

Lecture 7 Delegating Tasks & Following Up

Lecture 8 View All of your Tasks / Plans

Lecture 9 See Planner online in MS 365 or in SharePoint

Section 4: Integration with Outlook & To Do

Lecture 10 What is To Do

Lecture 11 See Tasks from Planner in To DO

Lecture 12 See Tasks from Planner in Outlook Calendar - Part 1

Lecture 13 See Tasks from Planner in Outlook Calendar - Part 2

Section 5: Do more with Planner

Lecture 14 Planner Template

Lecture 15 Pin the Planner app to Teams

This course is designed for a diverse range of professionals who seek to enhance their task management and team collaboration skills using Microsoft Planner.,Team Leaders and Project Managers,Business Analysts and Consultants,Administrative and Operations Staff,Anyone looking for Task Management Tools