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Course Outline
Introduction to Microsoft Planner
- Comprehensive overview of Microsoft Planner
- The strategic role of Planner in task and project management
- Navigating the Planner user interface
- Initiating and overseeing project plans
- Distributing tasks and establishing deadlines
- Connecting Planner with other Microsoft 365 applications
Task Management with Microsoft To Do
- Fundamentals of Microsoft To Do
- Generating and maintaining task lists
- Prioritizing daily tasks via My Day and flagged emails
- Distributing lists and collaborating on shared tasks
- Ensuring task synchronization across devices and other Microsoft apps
Utilizing Microsoft Loop for Collaboration
- Foundations of Microsoft Loop
- Exploring Loop’s collaborative workspaces
- Generating and maintaining Loop components
- Connecting Loop with Microsoft Teams, Planner, and additional tools
- Engaging in real-time cooperation using Loop components
Setting Up Your First Plan
- Developing a sample project within Planner
- Distributing roles and assigning tasks
- Collaborating with team members via Planner and To Do
- Monitoring progress and refining project plans
Advanced Task Management with Microsoft Lists
- Introduction to Microsoft Lists
- Building and customizing lists for various projects
- Leveraging templates for rapid list generation
- Connecting Lists with Planner, SharePoint, and Teams
- Workflow automation through Lists
Enhancing Team Coordination with Microsoft Teams Integration
- Connecting Planner and To Do with Microsoft Teams
- Managing tasks directly within the Teams interface
- Utilizing Teams channels for project-specific dialogue
- Collaborating using Loop and Lists within Teams
Using Microsoft 365 Tools for Efficient Project Management
- Overview of supplementary Microsoft 365 tools (such as Power Automate and SharePoint)
- Linking Planner, To Do, Loop, and Lists with other Microsoft 365 apps
- Automating task assignment and notification processes
- Generating reports and analyzing project progress
Simulating a Real-World Project
- Establishing and managing a complete project using the full toolset
- Integrating Planner, To Do, Loop, and Lists for cohesive project management
- Evaluating and optimizing task management workflows
Summary and Next Steps
Requirements
- Essential computer literacy
- Basic familiarity with the Microsoft 365 ecosystem
Target Audience
- Office professionals
- Office administrators
7 Hours
Testimonials (2)
Flexibility in the course delivery and the interactive approach. The trainer was open to questions, clarified doubts clearly and also considered participants suggestions during the sessions. The training was well structured and informative.
Soundarya Mohan - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
the trainer's patience,
