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MICROSOFT PLANNER

The Tasks by Planner Method

Why Microsoft Planner?

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 Planner.

In this course each participant will learn:

Use 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.

  • What is Planner
  • Planner Tour – what is possible
  • Planner within Teams & Channels
  • Creating a Task & organizing into Buckets
  • Viewing Tasks in various ways
    • Delegating Tasks & Following Up
    • View All of your Tasks / Plans
    • See Planner online in MS 365 or in SharePoint
  • What is To Do
  • See Tasks from Planner in the To Do App
  • See Tasks from Planner in Outlook Calendar
  • 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.

Enroll Now

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.