MICROSOFT PLANNER

The Tasks by Planner Method

Why Microsoft OneNote?

Objective

Learn the fundamentals of Microsoft Planner and see how it can integrate with your Teams.

Outcomes

Participant will have a clear understanding of how to set up and use Microsoft Tasks by Planner.

In this course each participant will learn:

Use Tasks by Planner with Microsoft Teams, with SharePoint or as a stand alone app. This training program will teach you everything you need to know to organize your tasks and assign or share tasks with your team.

1. Planner Introduction

What is Planner
Planner Tour – what is possible
Planner within Teams & Channels

2. How to Use Planner

Creating a Task & organizing into Buckets
Viewing Tasks in various ways

3. Planner Advanced Options

- Delegating Tasks & Following Up
- View All of your Tasks / Plans
- See Planner online in MS 365 or in SharePoint

4. Integration with Outlook & To Do

What is To Do
See Tasks from Planner in the To Do App
See Tasks from Planner in Outlook Calendar

5. Do More With Planner

Create a Planner Template
How to work with Planner and Private Channels
Pin the Planner app to Teams

Master the Planner app within Microsoft 365.

Instruction is online with recorded videos to watch and documentation to download.

This course is comprised of 5 modules with 3 lessons in each module. Each lesson is anywhere from 5 minutes to 15 minutes long. Total time is approximately 1.75 hours.

For customized training with your group, contact us for further information.