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Course Outline
Introduction
- Overview of Microsoft Planner and its key benefits
- Comparison with alternative task management solutions
- Core features and underlying architecture
- Initial setup procedures
Getting Started
- Creating and saving new plans
- Navigating the interface and user experience
- Adjusting plan settings and visual preferences
- Managing team membership (adding and removing users)
Task Management
- Key concepts and terminology in task handling
- Creating tasks and assigning responsibilities
- Enriching tasks with details and attachments
- Tracking status updates and progress
Task Organization
- Principles and terms related to organizing tasks
- Leveraging boards, charts, and calendars for visibility and structure
- Grouping and sorting work using buckets, labels, and filters
- Controlling workflow with due dates, priorities, and reminders
Task Collaboration
- Concepts and terminology for collaborative task management
- Accessing tasks on the move via the mobile app
- Engaging with team members through chat, email, or Teams
- Connecting Planner with the broader Microsoft 365 ecosystem
Conclusion and Future Steps
Requirements
- Foundational understanding of project management principles and team dynamics
- Prior experience with Microsoft 365 suite components, such as Outlook, Teams, or OneNote
Intended Audience
- Project Managers
- Team Leaders
- Team Members
14 Hours
Testimonials (1)
Understanding that in project management is more about tailoring and assessing each situation than just deciding what to do next.
