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Duration 14 hours
Course Outline
Introduction
- Overview of Microsoft Planner and its benefits.
- Comparison of Microsoft Planner with other task management solutions.
- Key features and underlying architecture of Microsoft Planner.
- Initial configuration and setup of Microsoft Planner.
Getting Started
- Creating and saving new plans.
- Navigating the user interface and core functionalities.
- Personalizing plan settings and visual appearance.
- Managing team membership by adding or removing members.
Task Management
- Core concepts and terminology in task management.
- Process for creating and assigning tasks.
- Enhancing tasks with details and file attachments.
- Tracking task status and progress updates.
Task Organization
- Key principles and terminology for organizing tasks.
- Utilizing boards, charts, and calendars for task visualization and structuring.
- Applying buckets, labels, and filters to group and sort work items.
- Managing workload using due dates, priority levels, and reminders.
Task Collaboration
- Foundational concepts and terminology for collaborative task management.
- Accessing and managing tasks on the go via the Microsoft Planner mobile application.
- Facilitating team interaction through chat, email, or Microsoft Teams.
- Seamless integration of Microsoft Planner with the broader Microsoft 365 suite.
Summary and Next Steps
Requirements
- Foundational understanding of project management principles and teamwork dynamics.
- General familiarity with Microsoft 365 ecosystem, including tools like Outlook, Teams, and OneNote.
Intended Audience
- Project managers.
- Team leaders.
- Individual team members.
Testimonials (1)
Understanding that in project management is more about tailoring and assessing each situation than just deciding what to do next.
