Microsoft 365 Planner – ½ day
- 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.
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 Content
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
