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Course Outline

Introduction

  • Understanding Microsoft Planner and its benefits.
  • Comparing Microsoft Planner with other task management tools.
  • Overview of Microsoft Planner features and architecture.
  • Steps to set up Microsoft Planner.

Getting Started

  • Creating and saving a new plan.
  • Navigating and exploring the user interface.
  • Customizing plan settings and visual appearance.
  • Inviting and removing team members.

Task Management

  • Key concepts and terminology related to task management.
  • Creating and assigning tasks.
  • Adding details and attachments to tasks.
  • Updating task status and tracking progress.

Task Organization

  • Core concepts and terminology for organizing tasks.
  • Utilizing boards, charts, and calendars to view and structure tasks.
  • Grouping and sorting tasks using buckets, labels, and filters.
  • Managing tasks with due dates, priorities, and reminders.

Task Collaboration

  • Concepts and terminology regarding task collaboration.
  • Accessing tasks on the go using the Microsoft Planner mobile app.
  • Collaborating with team members via chat, email, or Teams.
  • Integrating Microsoft Planner with other Microsoft 365 apps and services.

Summary and Next Steps

Requirements

  • Fundamental understanding of project management and teamwork principles
  • Familiarity with Microsoft 365 applications and services, including Outlook, Teams, OneNote, and others.

Target Audience

  • Project managers
  • Team leaders
  • Team members
 14 Hours

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