Microsoft Planner 365 Training Course

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