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 Duration 7 hours

Course Outline

Introduction to Microsoft Planner

  • General overview of Microsoft Planner
  • Recognizing Planner’s function in task and project oversight
  • Exploring the Planner user interface
  • Establishing and administering plans
  • Allocating tasks and defining deadlines
  • Connecting Planner with other Microsoft 365 applications

Managing Tasks with Microsoft To Do

  • Fundamentals of Microsoft To Do
  • Forming and administering task lists
  • Setting task priorities using My Day and flagged emails
  • Distributing lists and working together on tasks
  • Synchronizing tasks across various devices and Microsoft apps

Employing Microsoft Loop for Teamwork

  • Introduction to the Microsoft Loop platform
  • Comprehending Loop’s collaborative workspaces
  • Generating and administering Loop components
  • Embedding Loop within Microsoft Teams, Planner, and other utilities
  • Achieving real-time collaboration through Loop components

Initiating Your First Plan

  • Developing a model project in Planner
  • Distributing roles and responsibilities
  • Collaborating with colleagues via Planner and To Do
  • Monitoring progress and refining plans

Advanced Task Administration via Microsoft Lists

  • Introduction to Microsoft Lists
  • Generating and tailoring lists for various projects
  • Leveraging templates for rapid list setup
  • Integrating Lists with Planner, SharePoint, and Teams
  • Automating workflows utilizing Lists

Optimizing Team Alignment through Microsoft Teams Integration

  • Linking Planner and To Do with Microsoft Teams
  • Administering tasks directly inside Teams
  • Utilizing Teams channels for project-focused communication
  • Collaborating using Loop and Lists within the Teams environment

Leveraging Microsoft 365 Utilities for Efficient Project Governance

  • Overview of supplementary Microsoft 365 tools (such as Power Automate and SharePoint)
  • Connecting Planner, To Do, Loop, and Lists with other Microsoft 365 services
  • Automating task allocation and alert notifications
  • Generating reports and evaluating project advancements

Simulating a Practical Project Scenario

  • Establishing and overseeing a comprehensive project using all discussed tools
  • Combining Planner, To Do, Loop, and Lists for frictionless project management
  • Evaluating and refining task management procedures

Conclusion and Future Directions

Requirements

  • Fundamental computer proficiency
  • Working knowledge of the Microsoft 365 environment

Target Audience

  • Professionals in office settings
  • Office administrators

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