Microsoft 365 Planner

Full Day1 DayVersion 365Official CPE Provider

Work smarter across Microsoft 365 with practical, instructor-led training.

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

5 lessons · 21 topics

1Getting Started with Microsoft Planner

Overview of Planner
Sign In to Microsoft Planner
Navigate in the Planner App

2Create and Manage Plans

Create a Plan using Planner
Assign Members to a Plan
Manage Plans
Delete Plans

3Manage Tasks

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

4Team Collaboration and Sharing

Attach Files to Tasks
Start Team Conversations
Set Up Notifications
Integrate Planner with other Office 365 Apps

5Monitor Plan Progress

View Progress on Plans
Show Visual Progress Charts
Set Up Favorite Plans
Manage Emails and Notifications

Excel Solutions Team
Kirkwood Tower, 11757 Katy Fwy, Suite 1300, Houston, TX 77079
(713) 589-2655 · contactinfo@excelsolutionsteam.com · excelsolutionsteam.com

Official CPE Provider (TX State Board of Public Accountancy)
BBB Accredited since 2006 · 20+ years training Houston professionals