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Course information

Microsoft 365 course content

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Course content

What you will learn

Overview

This session is designed to introduce you to MS Planner which is a key app within O365.

MS Planner will help you organise your teams' activities. Planner will also help you delegate tasks to others in the team and track its progress.

Audience

  • Keep your team organised.
  • Categorise tasks into buckets.
  • Assign Tasks to your team members.
  • Keep on track of your tasks.
  • Manage your plans.

Skills Gained

By completing the Office 365 Planner QAPLAN365 course participants will gain practical knowledge, configuration skills, implementation techniques and best practice understanding relevant to real enterprise environments.

Prerequisites

Do you work in an agile environment? Do you want to be more organised as a team? Would you like to manage task allocation across your team? Join this session to determine how MS Planner can help you and your team.

Outline

Module 1: Introducing Planner

  • What is Planner.

Module 2: Build a Plan

  • Create a plan.
  • Create buckets to categorise your tasks.
  • Add tasks to a plan.
  • Add sub-tasks to a plan.
  • Add members to a plan.
  • Assign a task to a colleague.
  • Update your progress.
  • Add additional task detail.

Module 3: View Plan Content

  • Group your tasks in Board view.
  • Use Charts view.
  • Use Grid view.
  • Filter a view.
  • See all tasks assigned to you.

Module 4: Managing Plans

  • Copy a plan.
  • Pin a plan.
  • Delete a plan.

Module 5: Further Collaboration

  • Conversations.
  • Members.
  • Files/Sites.
  • Notebook.
  • Add a plan to the Outlook Calendar.
  • Export your plan to Excel.
  • Copy Links to a plan/task.
  • Plan settings.
  • Plans from with MS Teams.

Certification

For customers attending remotely via Virtual Classroom or 'Attend From Anywhere', an additional screen is required for this course to work through remote desktop labs and view training information.

Does Office 365 Planner QAPLAN365 include exam preparation?

Exam availability depends on the selected delivery option; check the course details before booking.

Talk to an expert

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost-effective option. One-to-one training can be delivered too, at reasonable rates.

Submit an enquiry from any page on this site and let us know you are interested in the requirements box, or simply mention it when we contact you.

All $ prices are in USD unless it’s a NZ or AU date

SPVC = Self Paced Virtual Class

LVC = Live Virtual Class

Please note: All courses are available as Live Virtual Classes

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