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Duration 14 hours
Course Outline
Introduction
- Understanding Microsoft Planner: its purpose and benefits.
- Comparing Microsoft Planner with alternative task management solutions.
- An overview of key features and underlying architecture.
- Initial configuration and setup procedures.
Getting Started
- Creating and saving new plans.
- Navigating the interface and understanding the user experience.
- Personalizing plan settings and visual appearance.
- Managing team composition by adding or removing members.
Task Management
- Core concepts and standard terminology in task management.
- Creating tasks and assigning them to team members.
- Enriching tasks with specific details and file attachments.
- Tracking progress and updating task statuses.
Task Organization
- Fundamental principles of organizing tasks.
- Leveraging boards, charts, and calendars for effective visualization.
- Utilizing buckets, labels, and filters to categorize and sort work.
- Managing workflows using due dates, priorities, and reminders.
Task Collaboration
- Understanding collaboration dynamics and relevant terminology.
- Accessing tasks remotely via the Microsoft Planner mobile application.
- Engaging with colleagues through chat, email, or Microsoft Teams.
- Connecting Microsoft Planner with other Microsoft 365 applications and services.
Summary and Next Steps
Requirements
- Foundational understanding of project management and teamwork principles.
- Basic familiarity with Microsoft 365 ecosystem tools, including Outlook, Teams, and OneNote.
Target Audience
- Project Managers
- Team Leaders
- Team Members
Testimonials (1)
Understanding that in project management is more about tailoring and assessing each situation than just deciding what to do next.
