Microsoft Planner - Introduction

Duration
3 hours
Starting Price
Contact us for pricing

In this 3-hour hands-on session, you'll learn to organize and track your team's work in Microsoft Planner, using the features included with your Microsoft 365 license. You'll tour the new Planner app, create and structure a plan with buckets, labels and members, work with tasks, track progress with the Board, Grid, Schedule and Charts views, and see how Planner connects with Teams, Outlook, and To Do.

At Completion

  • Run a team's work in a basic Microsoft Planner plan: create it, structure it with buckets and labels, manage tasks, and track progress across views.

Course Outline

1 - Welcome: What Planner Is Today

2 - Tour the Planner App

  • My Day
  • My Tasks
  • My Plans

3 - Create and Structure a Plan

  • Buckets
  • Labels
  • Members

4 - Work with Tasks

  • Assigning
  • Dates
  • Checklists
  • Attachments
  • Comments

5 - Views, Filters and Tracking Progress

  • Board
  • Grid
  • Schedule
  • Charts

6 - Planner Across Microsoft 365

  • Teams
  • Outlook
  • To Do
  • Mobile

7 - Wrap-up and Q&A

Upcoming Sessions

There are no scheduled sessions for this course right now.

Interested in this course?

No sessions are currently scheduled. Let us know you're interested and we'll reach out to plan one with you.

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