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Course Outline

Introduction

  • What is Microsoft Planner and its value proposition?
  • Microsoft Planner compared to other task management tools
  • Key features and architectural overview of Microsoft Planner
  • Initial setup of Microsoft Planner

Getting Started

  • Creating and saving a new plan
  • Navigating the user interface
  • Customizing plan settings and appearance
  • Managing team member access

Task Management

  • Core concepts and terminology of task management
  • Creating and assigning tasks
  • Adding details and attachments to tasks
  • Updating task status and tracking progress

Task Organization

  • Core concepts and terminology of task organization
  • Utilizing boards, charts, and calendars for task visualization and organization
  • Grouping and sorting tasks using buckets, labels, and filters
  • Managing tasks through due dates, priorities, and reminders

Task Collaboration

  • Core concepts and terminology of task collaboration
  • Accessing tasks on the move via the Microsoft Planner mobile app
  • Collaborating with team members through chat, email, or Teams
  • Integrating Microsoft Planner with other Microsoft 365 apps and services

Summary and Next Steps

Requirements

  • Foundational understanding of project management and teamwork principles
  • Familiarity with Microsoft 365 applications and services, such as Outlook, Teams, and OneNote

Target Audience

  • Project managers
  • Team leaders
  • Team members
 14 Hours

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