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Course Outline

Introduction

  • What is Microsoft Planner and its benefits?
  • Comparing Microsoft Planner with other task management tools
  • Features and architecture of Microsoft Planner
  • Setting up Microsoft Planner

Getting Started

  • Creating and saving a new plan
  • Navigating and exploring the user interface
  • Customizing plan settings and appearance
  • Adding and removing team members

Task Management

  • Key concepts and terminology in task management
  • Creating and assigning tasks
  • Adding details and attachments to tasks
  • Updating task status and progress

Task Organization

  • Key concepts and terminology in task organization
  • Using boards, charts, and calendars to view and organize tasks
  • Grouping and sorting tasks using buckets, labels, and filters
  • Managing tasks using due dates, priorities, and reminders

Task Collaboration

  • Key concepts and terminology in task collaboration
  • Accessing tasks on the go using the Microsoft Planner mobile app
  • Collaborating with team members via chat, email, or Teams
  • Integrating Microsoft Planner with other Microsoft 365 apps and services

Summary and Next Steps

Requirements

  • Foundational knowledge of project management and teamwork principles
  • Familiarity with Microsoft 365 applications and services, such as Outlook, Teams, OneNote, etc.

Target Audience

  • Project managers
  • Team leaders
  • Team members
 14 Hours

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