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.
Users requiring Planner to organize teams in a simple visual format.
What is Planner?
- Quick recap of Microsoft 365 basics
- The Use of Planner 365
- Interlinked Applications
Creating a Plan / Group
- Creating and Managing a Plan
- Creating a Group
Using Buckets and Tasks
- Using Buckets
- Creating Tasks
- Adding and Assigning Tasks to others
- Attaching files to tasks
- Flagging tasks with labels
- Updating a task's status
- Viewing progress on a plan
- Sorting Tasks into buckets
- Changing the View
- Using charts to view progress
- Adding Tasks whilst in Chart View
- Changing the Group
- Re-assigning Tasks
- Using Notebook
Mail and Calendar
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.
“"Very good course, wouldn’t change anything!"”Neringa, Chugai Pharma, Microsoft 365
Delegates should be familiar with Microsoft 365.