Office 365 Planner Training

Do you work in an agile environment? Do you want to be more organised as a team? Would you like to manage task allocation across your team? Join this session to determine how MS Planner can help you and your team.

• Keep your team organised.
• Categorise tasks into buckets.
• Assign Tasks to your team members.
• Keep on track of your tasks.
• Manage your plans.

Module 1: Introducing Planner

• What is Planner.

Module 2: Build a Plan

• Create a plan.
• Create buckets to categorise your tasks.
• Add tasks to a plan.
• Add sub-tasks to a plan.
• Add members to a plan.
• Assign a task to a colleague.
• Update your progress.
• Add additional task detail.

Module 3: View Plan Content

• Group your tasks in Board view.
• Use Charts view.
• Use Grid view.
• Filter a view.
• See all tasks assigned to you.

Module 4: Managing Plans

• Copy a plan.
• Pin a plan.
• Delete a plan.

Module 5: Further Collaboration

• Conversations.
• Members.
• Files/Sites.
• Notebook.
• Add a plan to the Outlook Calendar.
• Export your plan to Excel.
• Copy Links to a plan/task.
• Plan settings.
• Plans from with MS Teams.