Microsoft Planner Online Training

Microsoft Planner is a project management app within Office 365. This tool, developed by Microsoft, is one of the best apps for personal and teamwork planning. It organizes teamwork, tasks, conversations, and files. Users can access Planner using a browser, on a desktop, within Microsoft Teams, and through mobile devices with Android or iOS. The planner is simple! And it can boost a team’s productivity. New users find it as an app that is easy to work with it. It is included in the licensing for Office 365 users. The planner can help project managers and their teams to make plans and assign tasks. It includes many essential project management features, such as Progress tracking, reminders, task assignment, and management.
This course will introduce the students to the Planner app and its uses. Students will learn about task and project management using Planner and its useful features. They will learn to create new plans and new tasks, assign tasks to their colleagues and make checklists. Students will also get familiar with managing buckets in Planner and learn to manage buckets. By the end of this course, students will be able to use Microsoft Planner to plan events and tasks.

Learning outcomes

• Get familiar with the benefits of Planner
• Learn to create and manage tasks
• Learn to manage buckets
• Learn how to collaborate with colleagues
• Learn how to manage a project
• Learn how to integrate Planner with other apps

Table of contents

Chapter 1: Intro to Course

• 1.1. Welcome!
• 1.2. About TechClass Office Product...
• 1.3. Learning Outcomes
• 1.4. Your Expectations, Goals, and Knowledge
• 1.5. Abbreviations
• 1.6. Copyright Notice

Chapter 2: Get Started with Planner

• 2.1. What is Microsoft Planner?
• 2.2. The Benefits of Using Planner
• 2.3. Get Started with Planner
• 2.4. Planner in your Pocket

Chapter 3: Create and Manage Tasks

• 3.1. Create New Plan
• 3.2. Create New Tasks
• 3.3. Assign Tasks to Colleagues
• 3.4. Checklists
• 3.5. Move and Copy Tasks
• 3.6. Edit and Update Task Status
• 3.7. Delete Tasks, Delete and Leave Plans
• 3.8. Quiz

Chapter 4: Manage Buckets

• 4.1. Create New Buckets
• 4.2. Rename, Delete and Arrange Buckets

Chapter 5: Collaboration with Colleagues

• 5.1. Attach Files
• 5.2. Categories with Labels
• 5.3. Mark as Favorite
• 5.4. Quiz

Chapter 6: Manage the Project

• 6.1. Filters and Groups
• 6.2. Status Progress Views
• 6.3. Copy and Delete a Plan
• 6.4. Quiz

Chapter 7: Integration with Other Apps

• 7.1. Teams
• 7.2. Outlook
• 7.3. SharePoint

Chapter 8: Final Tasks

• 8.1. Final Project

Brochure