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Course Outline
Introduction to Microsoft Planner
- Overview of Microsoft Planner
- Understanding Planner’s role in task and project management
- Navigating the Planner interface
- Creating and managing plans
- Assigning tasks and setting due dates
- Integrating Planner with other Microsoft 365 tools
Task Management with Microsoft To Do
- Introduction to Microsoft To Do
- Creating and managing task lists
- Prioritizing tasks using My Day and flagged emails
- Sharing lists and collaborating on tasks
- Syncing tasks across devices and with other Microsoft apps
Utilizing Microsoft Loop for Collaboration
- Introduction to Microsoft Loop
- Understanding Loop’s collaborative workspaces
- Creating and managing Loop components
- Integrating Loop with Microsoft Teams, Planner, and other tools
- Real-time collaboration with Loop components
Setting Up Your First Plan
- Creating a sample project in Planner
- Assigning roles and tasks
- Collaborating with team members using Planner and To Do
- Tracking progress and adjusting plans
Advanced Task Management with Microsoft Lists
- Introduction to Microsoft Lists
- Creating and customizing lists for different projects
- Using templates for quick list creation
- Integrating Lists with Planner, SharePoint, and Teams
- Automating workflows with Lists
Enhancing Team Coordination with Microsoft Teams Integration
- Integrating Planner and To Do with Microsoft Teams
- Managing tasks directly from Teams
- Using Teams channels for project-specific communication
- Collaborating with Loop and Lists within Teams
Using Microsoft 365 Tools for Efficient Project Management
- Overview of additional Microsoft 365 tools (Power Automate, SharePoint, etc.)
- Connecting Planner, To Do, Loop, and Lists with other Microsoft 365 apps
- Automating task assignments and notifications
- Reporting and analyzing project progress
Simulating a Real-World Project
- Setting up and managing a complete project using all tools
- Integrating Planner, To Do, Loop, and Lists for seamless project management
- Reviewing and optimizing task management processes
Summary and Next Steps
Requirements
- Basic computer literacy
- Familiarity with Microsoft 365 environment
Audience
- Office workers
- Office administrators
7 Hours
