Planner is a simple planning and project management app in Microsoft 365. It enables users and groups to be more productive. The course covers the key functionality of creating new plans, using boards and buckets to organise tasks, creating and assigning tasks, adding members, setting due dates to update a project's status and sharing files with others. It also deals with linking to other applications such as Mail, Calendars, and Notebook.
What will you learn?
By the end of the Microsoft Planner Introduction course, delegates will be able to use Planner to organize and manage tasks and projects.
Audience?
Users requiring Planner to organize teams in a simple visual format.
Course Contents
What is Planner?
- Quick recap of Microsoft 365 basics
- Where Planner fits within Microsoft 365
- Planner vs To Do vs Microsoft Project
- When to use Planner?
Getting Started
- Opening Planner
- Planner in Microsoft Teams
- Planner web experience
- Understanding the navigation
- My Day
- My Tasks
- Private Tasks, Assigned to me
- Flagged emails, All
- My Plans
- Recent, Shared, Personal, Pinned
- My Teams
Creating a Plan / Group
- Create / Name a new plan
- Personal vs shared plans
- Microsoft 365 Groups
- Adding members
- Using templates
- Understanding plan structure
- Creating buckets
- Choosing an appropriate bucket structure
Creating and Managing Tasks
- Task name
- Adding and Assigning Tasks to others
- Start date / Due date
- Viewing progress on a plan
- Priority
- Description
- Checklist
- Attaching files to tasks
- Links
- Comments
- Flagging tasks with labels
- Task visibility, Updating a task's status
- Sorting Tasks into buckets
- Completing tasks
Organising & Collaborating
- Using labels
- Priorities
- Checklists
- Attachments
- Task comments
- Conversations
- Copying tasks
- Updating progress
- Completing tasks
- Managing overdue work
Changing the Views
- Board view
- Buckets
- Kanban-style working
- Dragging tasks
- Grouping tasks
- Visual progress
Grid view
- Spreadsheet-style task management
- Editing task information
- Sorting
- Updating dates and assignments
Schedule/Calendar
- Tasks by date
- Upcoming deadlines
- Identifying overloaded periods
- Calendar planning
- Charts
- Task status
- Priority
- Buckets
- Members
- Overall progress
Filtering & Grouping
Filtering by:
- Assignment, Label, Priority, Bucket, Status, Due date
Grouping by:
- Assigned to, Bucket, Labels, Due date, Priority, Status
Planner in Microsoft Teams
- Why use Planner inside Teams?
- Adding Planner to a Team/channel
- Creating a new plan
- Adding an existing plan
- Working collaboratively
- Assigning tasks from Teams
- Notifications
- Using Planner alongside meetings and conversations
Monitoring & Reporting
- How to monitor progress
- Identifying overdue work
- Checking workload
- Using Charts
- Adding Tasks whilst in Chart View
- Reviewing Completed vs Outstanding tasks
- Running a weekly Planner review
- Communicating status to stakeholders
Best Practice & Team Standards
- Recommended team rules
Basic vs Premium Planner (Optional)
Basic
- Grid, Board, Schedule, Charts, Tasks, Assignments, Labels, Filtering, Grouping, Collaboration
Premium
- Timeline / Gantt
- Dependencies
- Milestones
- People/workload
- Goals
- Sprints
- Custom fields
- Critical path
- Advanced project management
- Additional reporting capabilities
Course Materials
Enliten IT will provide each delegate with a workbook and other useful reference materials where applicable. These may be either paper based or in Adobe pdf format or a combination thereof.
Note: We only offer the Microsoft Planner Introduction course and Microsoft 365 courses on a private in-house basis.
“"Great training session, interactive and informative."”
Tania, Chugai Pharma, Microsoft 365
Prerequisites
Delegates should be familiar with Microsoft 365.