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Using MS Planner – Workshop

Project,Manager,Looking,At,Ar,Screen,With,Gantt,Chart,Schedule

  • Outline
  • Introduction to Microsoft Planner
  • Planner’s place in the Microsoft 365 ecosystem
  • Key terminology: plans, buckets, tasks
  • Getting Started: The Basics
  • Creating a new plan
  • Adding and assigning tasks
  • Organising with buckets and labels
  • Setting due dates and priorities
  • Collaboration and Communication
  • Comments, attachments, and notifications
  • Integrating Planner with Teams and Outlook
  • Planner Premium: New and Advanced Features
  • Overview of Planner Premium
  • Enhanced reporting and analytics
  • Timeline and Gantt chart views
  • Advanced automation and integrations
  • Q&A

 

This Using MS Planner – Workshop is open to all users.

No prior Experience of the product is required (licences would be required to try the premium features of planner but a basic 365 licence is sufficient for most of the course

Classroom based, Instructor led. This is designed to be a practical hands on course with each trainees following the presentation and having access to a PC / Laptop to complete the relevant exercises

Product Description

This Using MS Planner – Workshop  provides a practical introduction to Microsoft Planner, focusing on both core and premium features. Participants will gain hands-on experience in organising tasks, managing projects, and leveraging the latest enhancements available in Planner Premium to improve team collaboration and productivity.

Objectives

  • Understand the fundamentals of Microsoft Planner and its role within Microsoft 365
  • Learn how to create, manage, and track plans, tasks, and buckets
  • Explore advanced project management features in Planner Premium
  • Apply best practices for effective team collaboration

Awarding Body: Optima Training & Consulting Ltd

National Framework of Qualifications Level: N/a

Certification: Optima Training & Consulting Ltd Certificate of Completion

Renewal: N/a

Entry Requirements:
Minimum age- 18 years old

Minimum English requirements: Leaners must be able to understand and convey the concepts contained in the programme content.

Assessment Details: Class Interaction

Cost Per Person:
The fee is inclusive of all training courseware materials, certificate of completion and 3 months after training support.

Progression Opportunities: Please see related courses

Protection for Enrolled Students: N/A

Should a course not proceed, any payment received will be refunded within 48 hours