Microsoft 365 Planner – ½ day

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Microsoft 365 Planner – ½ day

Course Cost £150 +VAT

Duration ½ DAYS

Online Microsoft 365 Planner Training Course.
Learn to use Planner effectively in Microsoft 365.
Course for those wishing to use Planner in Microsoft 365.
Create plans, add/remove members, manage tasks.
View task status, work with boards and cards.

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Overview

This online Microsoft 365 Planner training course is designed for delegates who want to effectively use Planner in Microsoft 365. The course covers creating plans, managing members, organizing tasks, working with boards and cards, and tracking task status. Participants will learn about Planner's benefits, interface overview, adding buckets and tasks, working with boards and cards, and planner settings. The course aims to equip students with the skills needed to efficiently utilize Microsoft 365 Planner.

Who should attend

Delegates

Course Description

In this half day course delegates will learn how to use Planner effectively.

Who is this course for: Delegates who wish to learn how to use Planner in Microsoft 365.

Delegate Requirements: Before starting this course, students should be able to do the following:

able to use a keyboard and mouse
familiar with any version of Microsoft Office
familiar with Internet Browsers
familiar with Microsoft 365

Objectives

Upon successful completion of this course, students will be able to:

Create a Plan
Add/Remove Members
Create To Do Lists, Buckets and Tasks
Work with Boards and Cards
View the status of tasks in a plan

Course Content:

All About Planner and its Benefits

What is Planner?

Integration with SharePoint

Benefits of using it

Launch Planner

Overviewof Planner Interface

The Planner Hub

Pin a Plan

View my Tasks

View a Plan or Group

Create a New Plan

Create a new Public Plan

Add a Plan to an existing Group (New feature)

Create a new Private Plan

Plans within Groups Explained

Edit a Plan

Add Members to the Plan

Adding Buckets and Tasks

Create a To Do List

Add a Bucket

Add Tasks to a Bucket

Add Task Information

Move a Bucket

Rename a Bucket

Show Information within the task

Add Labels to the Task

Add a Checklist to the Task

Adding Comments to the Task

Copy, Move, Reorder Tasks

Copy Link to Task

View Overdue Tasks

Mark Task Complete

View Unscheduled Tasks

Delete a Task

Delete a Bucket

Working with Boards and Cards

View the Information in Boards

View the Information in Charts

View the Information in Schedule

Using the Group Feature

Using the Filter Feature

View the Status of Tasks in the Plan

Export Plan to Excel

Leave Plan

Delete the Plan

Planner Settings

Settings in the Hub

Settings in the Plan

Addendum – Plan Limits, Task Limits

Note: As Planner is part of Microsoft 365, its functionality will change over time. When this happens this course outline will be updated to incorporate the new features.

Duration:1/2 Day

Cost: £150 + Vat

Experts in Construction and Infrastructure Training

1000+

Training courses available

250000+

Course hours completed

50+

Expert trainers

CITB, APS, IEMA

Accreditation training centres

Accreditations

Testimonials

We’ve helped thousands of professionals grow their skills and confidence. Hear directly from the people who’ve taken our training courses.

The course was exceptional, well run in terms of delivery of information, IT online course but seamless. Very interesting examples of temporary works failures applicable to the businesses we worked in. Break out activities / group examples worked very well and were again well managed by the trainer. Fantastic course, I will recommend to others! Best course I have attended in years!

CITB Temporary Works Co-Ordinator

Black & Veatch

The trainers knowledge was excellent and I liked his examples and how he could relate them to every day relatable examples that we could all understand. Coming from different industries and sectors his examples were a common ground. It was handled very well virtually and the engagement worked with his questioning and answering

Contract Management

The Pension Regulator

The training was very interactive and the tutor was excellent in engaging every course attendee and ensuring that the course content was tailored to each attendees Organisation and Company requirements

CITB Temporary Works Awareness

Kone – H &S Advisor

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