Microsoft Planner: Streamline your task management
Get your To-Do list in order and delegate your team’s tasks
The Microsoft Planner Fundamentals session aims to provide participants with a comprehensive introduction to Microsoft Planner, a powerful tool for organizing tasks, collaborating on projects, and improving productivity within teams. This session is designed for individuals and teams who are new to Microsoft Planner and want to learn how to effectively use it to manage their work and streamline their workflows.
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Key Takeaways
- Introduction to Microsoft Planner – Understanding the purpose and benefits of using Planner for task management and team collaboration.
- Getting Started – Step-by-step instructions on how to create a new plan, set up tasks, assign tasks to team members, and track progress.
- Organizing Tasks – Techniques for categorizing tasks using buckets, labels, and due dates to keep your plan organized and efficient.
- Visualizing Progress – Utilizing Planner’s built-in charts and reporting features to monitor the status of tasks and overall plan progress.
- Collaboration Features – Exploring collaboration tools such as adding comments, attaching files, and integrating Planner with Microsoft Teams for enhanced teamwork.