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Face to face / Online closed & onsite training. Restaurant lunch included at STL venues.
- ½ day Instructor-led
Syllabus
Who is this course for?
This half day training course is designed for Microsoft Teams users who want to effectively utilise the Microsoft Planner 365 application. Whether you're a project manager, team leader, or an individual contributor, this course will equip you with the skills needed to efficiently manage tasks, collaborate with colleagues, and track progress within your projects.
No prior experience with Planner is required; beginners and intermediate users alike will benefit from this comprehensive training.
Microsoft Planner is designed as a collaborative agile project coordination tool, for additional complexity tracking and auditing please see our Microsoft Project Online Desktop courses
Benefits
Participants will gain a solid understanding of how to efficiently manage tasks, collaborate seamlessly with team members, and track project progress—all within the familiar Microsoft Teams environment.By mastering Planner, attendees can enhance productivity, streamline workflows, and ensure effective project management.
Whether you’re a beginner or an intermediate user, this course empowers you to harness Planner’s capabilities effectively
Course Syllabus
Introduction to Microsoft Planner
Overview of Planner’s purpose and features
Integration with Microsoft Teams
Navigating the Planner Interface
Understanding the main components: Boards, Buckets, and Tasks
Creating and managing plans
Creating and Organising Tasks
Adding tasks to a plan
Assigning due dates and owners
Adding descriptions and attachments
Organising Tasks with Buckets
Creating buckets
Moving tasks between buckets
Prioritising tasks
Collaboration and Communication
Team Collaboration
Inviting team members to plans
Coordinating tasks with colleagues
Adding comments to tasks
Attaching files and links
Collaborating within task discussions
Monitoring and Reporting
Task Progress and Status
Updating task status (Not Started, In Progress, Completed)
Using labels and progress indicators
Exporting Planner data for reporting and analysis
Progress
Charts and Views of Tasks
Viewing and interpreting Planner charts and dashboards
Viewing task progress charts
Customising views (My Tasks, Charts, Schedule)
Advanced Features
Creating checklists within tasks
Setting up Planner templates
Integration with Microsoft Teams
Embedding Planner in Teams channels
Using Planner tabs
What you get
"What do I get on the day?"
Arguably, the most experienced and highest motivated trainers.
Face-to-face training
Training is held in our modern, comfortable, air-conditioned suites.
Modern-spec IT, fully networked with internet access
Lunch, breaks and timing
A hot lunch is provided at local restaurants near our venues:
- Bloomsbury
- Limehouse
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Browse the sample menus and view joining information (how to get to our venues).
Refreshments
Available throughout the day:
- Hot beverages
- Clean, filtered water
- Biscuits
Online training
Regular breaks throughout the day.
Learning tools
In-course handbook
Contains unit objectives, exercises and space to write notes
Reference material
Available online. 100+ pages with step-by-step instructions
24 months access to Microsoft trainers
Your questions answered on our support forum.
Training formats & Services
Training Formats & Services
Training formats available
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