Microsoft Planner Basic

Duration:  Half Day

‍

Course Aims:

This course aims to introduce participants to the Microsoft Office 365 Planner tool, empowering them to manage projects effectively within the Office 365 environment. By the end of this course, delegates will be equipped with the skills to create and organise plans, manage tasks, and collaborate using Planner and its integration with other Office 365 applications such as Mail, Calendar, and Notebook.

‍

Course Prerequisites:

Participants should have a basic understanding of Microsoft Office 365 and experience using applications like Outlook and Teams. Familiarity with cloud-based environments and basic project management concepts is beneficial but not essential.

‍

Course Objectives:

On completion of this course, delegates will be able to:

• Understand the role of Microsoft Planner within the Office 365 suite and navigate its interface confidently
• Create, organise, and manage plans and tasks, using features like Buckets and Task assignments
• Visualise task progress and project status with Planner’s Charts and modify views for easier task tracking
• Utilise Planner’s integration with other Office 365 tools, including Mail, Calendar, and Notebook, to streamline communication and collaboration within teams

‍

Course Content:

‍

Module 1: Introducing Office 365

• Introducing Office 365 and the Concept of Working in the ‘Cloud’
• Navigating around Office 365

‍

Module 2: What is Planner Office 365?

• The Use of Planner 365
• Interlinked Applications

‍

Module 3: Creating a Plan / Group

• Creating a Plan
• Creating a Group

‍

Module 4: Using Buckets and Tasks

• Using Buckets
• Creating Tasks
• Creating More Detailed Tasks
• Assigning Tasks
• Re-organise Tasks
• Changing the View

‍

Module 5: Charts

• Viewing your Work Graphically
• Adding Tasks whilst in Chart View
• Changing the Group
• Re-assigning Tasks

‍

Module 6: Notebook

• Using Notebook

‍

Module 7: Mail and Calendar

• Mail
• Conversations
• Calendars

‍