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Microsoft Planner 1 Day | 4 Hours | 375 PLUS TAX

With Planner you and your team can create plans, assign tasks, chat about tasks, and see charts of your team’s progress. This one-day training is aimed at teams who wish to increase productivity and foster collaboration across the organization. You can see your Planner tasks, both individual and team, in the Tasks app in MS Teams. This is a very popular class. For larger projects, where you need to track dependencies, costs, or more complexity, the Microsoft Project app works best. Prerequisite:

Introduction to Microsoft Planner

» Overview of the Microsoft 365 task ecosystem
» Accessing Planner: web, mobile, Teams integration
» Key concepts: Plans, Buckets, Tasks, Labels
» The Planner interface

Building and Managing a Plan

» Creating a new plan
» Assigning tasks and setting due dates
» Using Buckets, Priorities, and Progress tracking
» Best practices for organizing plans for individuals and teams

MS Planner and MS To Do: Personal Productivity

» Syncing assigned Planner tasks into To Do
» Managing “My Tasks” across Planner and To Do
» Using Lists and Steps in To Do to break down tasks

Advanced Features and Best Practices

» Automating notifications and reminders
» Using Filters and Group By options effectively
» Setting up dashboards and reports with Planner data
» Common pitfalls and how to avoid them

Efficient Project Management

» Automating task assignments and notifications
» Reporting and analyzing project progress

Hands-On Practice

» Setting up and managing a complete project
» Integrating Planner, To Do, and working in Teams
» Reviewing and optimizing task management processes