Microsoft 365 Planner
Work smarter across Microsoft 365 with practical, instructor-led training.
Scheduled dates
This course is available for private and onsite training - delivered for your team anywhere in the U.S., or virtually on your schedule. You can also ask us to add it to the public calendar, or let us know you’re interested and we’ll reach out when a date is set.
Course objective
Students will be able to create, modify, delete, organize, and customize different types of Plans. Learn how you can easily assign and manage your tasks, collaborate with others, and share progress. You will learn how to set up notifications and integrate Planner using other Office 365 applications.
Prerequisites
To ensure your success, each student should have a general knowledge of Windows, Web browsing and Microsoft Office concepts, but not required.
Course outline
- Overview of Planner
- Sign In to Microsoft Planner
- Navigate in the Planner App
- Create a Plan using Planner
- Assign Members to a Plan
- Manage Plans
- Delete Plans
- Create New Tasks in a Plan
- Assign Tasks to People
- Assign Due Dates to Tasks
- Set Up and Manage Tasks in Buckets
- Manage, Edit and Delete Tasks
- View and Update Tasks Status
- Attach Files to Tasks
- Start Team Conversations
- Set Up Notifications
- Integrate Planner with other Office 365 Apps
- View Progress on Plans
- Show Visual Progress Charts
- Set Up Favorite Plans
- Manage Emails and Notifications