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Course Outline
Introduction to Microsoft Planner
- Overview of Microsoft Planner
- Understanding Planner’s role in task and project management
- Navigating the Planner interface
- Creating and managing plans
- Assigning tasks and setting due dates
- Integrating Planner with other Microsoft 365 tools
Task Management with Microsoft To Do
- Introduction to Microsoft To Do
- Creating and managing task lists
- Prioritizing tasks using My Day and flagged emails
- Sharing lists and collaborating on tasks
- Syncing tasks across devices and with other Microsoft apps
Utilizing Microsoft Loop for Collaboration
- Introduction to Microsoft Loop
- Understanding Loop’s collaborative workspaces
- Creating and managing Loop components
- Integrating Loop with Microsoft Teams, Planner, and other tools
- Real-time collaboration with Loop components
Setting Up Your First Plan
- Creating a sample project in Planner
- Assigning roles and tasks
- Collaborating with team members using Planner and To Do
- Tracking progress and adjusting plans
Advanced Task Management with Microsoft Lists
- Introduction to Microsoft Lists
- Creating and customizing lists for different projects
- Using templates for quick list creation
- Integrating Lists with Planner, SharePoint, and Teams
- Automating workflows with Lists
Enhancing Team Coordination with Microsoft Teams Integration
- Integrating Planner and To Do with Microsoft Teams
- Managing tasks directly from Teams
- Using Teams channels for project-specific communication
- Collaborating with Loop and Lists within Teams
Using Microsoft 365 Tools for Efficient Project Management
- Overview of additional Microsoft 365 tools (Power Automate, SharePoint, etc.)
- Connecting Planner, To Do, Loop, and Lists with other Microsoft 365 apps
- Automating task assignments and notifications
- Reporting and analyzing project progress
Simulating a Real-World Project
- Setting up and managing a complete project using all tools
- Integrating Planner, To Do, Loop, and Lists for seamless project management
- Reviewing and optimizing task management processes
Summary and Next Steps
Requirements
- Basic computer literacy
- Familiarity with Microsoft 365 environment
Audience
- Office workers
- Office administrators
7 Hours
Testimonials (4)
Adam was very knowledgeable and had a great layout.
Corey Reis - Lockheed Martin
Course - Advanced Slide Design in PowerPoint
some small tricks regarding image formating and templates - very useful :)
Natalia Wawrzyniak - Akademia Morska w Szczecinie
Course - Advanced MS PowerPoint
There was a good amount of information for the time of training. Also the trainer was very engaged with the group, especially when people were having troubles or asking questions. It was very nice of him to offer help in case of future ideas.
Aleksander Jarecki - Amazon Development Center Poland Sp. z o.o.
Course - Visual Basic for Applications (VBA) in Excel (intermediate level)
I enjoyed the Excel sheets provided having the exercises with examples. This meant that if Tamil was held up helping other people, I could crack on with the next parts.
