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Course Outline

Introduction

  • What is Microsoft Planner and why use it?
  • Microsoft Planner versus other task management tools.
  • Features and architecture of Microsoft Planner.
  • Setting up Microsoft Planner.

Getting Started

  • Creating and saving a new plan.
  • Exploring the user interface and navigation.
  • Customizing plan settings and appearance.
  • Adding and removing team members.

Task Management

  • Concepts and terminology of task management.
  • Creating and assigning tasks.
  • Adding details and attachments to tasks.
  • Updating task status and progress.

Task Organization

  • Concepts and terminology of task organization.
  • Using boards, charts, and calendars to view and organize tasks.
  • Using buckets, labels, and filters to group and sort tasks.
  • Using due dates, priorities, and reminders to manage tasks.

Task Collaboration

  • Concepts and terminology of task collaboration.
  • Accessing tasks on the go using the Microsoft Planner mobile app.
  • Collaborating with team members via chat, email, or Teams.
  • Integrating Microsoft Planner with other Microsoft 365 apps and services.

Summary and Next Steps

Requirements

  • Foundational knowledge of project management and teamwork principles.
  • Familiarity with Microsoft 365 applications and services, such as Outlook, Teams, and OneNote.

Audience

  • Project managers.
  • Team leaders.
  • Team members.
 14 Hours

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