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Office 365 Planner

  • CMDBID 1242
  • Course Code QAPLAN365
  • Duration 0.5 Days
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Microsoft 365 Course

course overview

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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.

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.

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. Its a cost effective option. One on 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 availaible as Live Virtual Classes

Trusted by over 1/2 million students in 15 countries

Our clients have included prestigious national organisations such as Oxford University Press, multi-national private corporations such as JP Morgan and HSBC, as well as public sector institutions such as the Department of Defence and the Department of Health.