Microsoft Planner Training: Efficient Task & Team Management

Learn to organize, track, and collaborate on tasks and projects using Microsoft Planner’s powerful features and tools.


What you'll learn
Understand the core purpose and key features of Microsoft Planner: You will learn what Microsoft Planner is and its role in managing tasks.
Create and manage plans and tasks in Microsoft Planner: You will learn how to create plans, set up tasks, assign deadlines, and organize tasks.
Collaborate with team members by sharing and managing plans: You will learn how to share plans, assign tasks, and collaborate effectively using Planner.
Navigate and use Microsoft Planner’s main interface and features: You will learn how to use Planner’s interface, tasks and plan interface.
Organize team tasks using Microsoft Planner’s team-board features: I will share this and more practical use cases with you.

Requirements
No prerequisites needed for taking this course. If you want to use Microsoft Planner, you need a Microsoft 365 Subscription.

Description
In this comprehensive course, you'll discover how to use Microsoft Planner to enhance task management and improve project coordination. Whether you're organizing a team, managing marketing campaigns, or keeping track of personal tasks, Planner offers versatile tools to keep everything on track. This course is structured into four key sections to ensure you learn Microsoft Planner's features and best practices.
Use Cases & Best Practices
We’ll begin by exploring three common use cases for Microsoft Planner in your daily business activities. You’ll learn how to organize team tasks on a shared team-board, keep track of marketing campaigns to monitor their progress, and manage personal tasks efficiently using a Kanban-board.
What is Microsoft Planner: Understanding the Purpose of Microsoft Planner
In this section, you’ll dive into what Microsoft Planner is and why it’s an essential tool within the Microsoft 365 suite. We’ll explain its core purpose, and how it combines tasks and plans.
How to start with Microsoft Planner: Subscription and App Options
Here, you will learn the subscription requirements and different app options (web, desktop, and mobile). Whether you’re accessing Planner for the first time or integrating it into an existing Microsoft 365 setup, this section will equip you with the knowledge to get started smoothly.
How to Use Microsoft Planner: Learn how to work Microsoft Planner’s Interface & Features
In the final section, you’ll gain hands-on experience with Planner’s interface. You’ll learn how to create new plans, set up and assign tasks, and monitor progress through various views and charts. We’ll also explore how to navigate within a plan, share plans with team members, and collaborate seamlessly. By the end of this section, you’ll be able to manage projects and tasks with confidence, ensuring your team stays on track.
By completing this course, you'll become proficient in Microsoft Planner, unlocking its full potential to manage projects, boost productivity, and collaborate effectively with your team.
Who this course is for:
Everyone who needs to keep track of his or her personal tasks.
Every manager who has a team and needs to keep track of their tasks.
Everyone who works in a team and wants to organize the team tasks.

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