Online Microsoft Planner Premium Project Manager Course
Mastering Task and Project Management Essentials with Microsoft Planner
Course Overview
Microsoft Planner is a powerful tool for organising teamwork, assigning tasks, and tracking progress within Microsoft 365. This course is designed to equip participants with the knowledge and skills to effectively use Microsoft Planner for personal and team productivity.
Course Objectives
Understand the core features and benefits of Microsoft Planner
Create and manage plans, tasks, and buckets
Collaborate with team members and track progress
Integrate Planner with other Microsoft 365 apps
Target Audience
This course is suitable for anyone looking to improve their task and project management skills using Microsoft Planner, including team leaders, project managers, and staff working collaboratively in Microsoft 365 environments.
INTRODUCTION TO MICROSOFT PLANNER
GETTING STARTED
Sign in & do you have Basic Planner or Premium Planner
Create a New Plan & Planner Templates
Add to a Group Option
Understanding the Planner Interface including Web Magnification & Navigation Bar
My Plans & Pin a Plan
MANAGING PLANS
Rename a Plan & Add a plan to a group
Plan Details including Copy link to plan, Export Plan to Excel, Copy Plan in Microsoft Planner
Team files and Delete a Plan
Refresh Browser & Duplicate a tab and work with multiple plans side by side
Windows Logo Key Essentials
ORGANISING WORK: BUCKETS AND TASKS
Create buckets for task categorisation and Delete, rename and move buckets
Move tasks between buckets and Rearrange tasks within buckets
Filter & Group by Bucket and Buckets in Views
WORKING WITH GOALS
TASK MANAGEMENT
Adding, Assigning and Editing Tasks
Complete Task and Assign to Task
Setting Finish dates, priorities and labels
Task Checklists; When to use a checklist vs a separate task
Task Effort and How it relates to progress
Task Dependency types and Lead or Lags
Connect Tasks to Teams
WORKING WITH SPRINTS
WORKING WITH THE GRID
Managing the view columns
Filters & Conditional Coloring
Baseline, creating, deleting, duplicating, re-basing and spotlights
WORKING WITH TIMELINE & CRITICAL PATH
TRACKING PROGRESS & REPORTS
Task Completion &
Goals, Grid, Timeline, Board and Charts Views
Status Reports, updates, state and Share as Newsletter
Microsoft Loop Report
Microsoft Excel or Power BI Reporting
COLLABORATING AND COMMUNICATON
People and Assignments View
Commenting and Sharing Updates
Using Notification and Reminders
My Day and My Tasks
PORTFOLIOS: MANAGING MULTIPLE PLANS
My Portfolios View, Roadmap and Tracking
INTEGRATION WITH MICROSOFT 365
Integrating with Teams, Outlook and To Do
WORKING WITH PROJECT MANAGER AGENT
Create Planner Agent Plan, Goals, and Review and Regenerate the Agents Work
BEST PRACTICE AND USE CASES
SHORTCUT KEYS
Hands-On Exercises
Create plans using templates and assign tasks
Organise tasks into buckets and apply labels
Work with Goals and Sprints
Work with Baselines, Grid, Timeline and Critical Path
Track the progress of the project and status reports
Integrate Planner with Teams, Outlook and To Do
Export plan data and review reporting options
Managing multiple plans with Portfolios and Roadmap
Resources and Further Learning
Reference links: Software Solutions website, YouTube, LinkedIn
Additional support and training materials
By the end of the course, participants will be able to confidently use Microsoft Planner to organise projects, collaborate with their teams, and manage tasks effectively within the Microsoft 365 environment.
The online course includes videos that you can watch and rewind to learn techniques, step-by-step instructions to follow, and loads of exercises to reinforce your learning. The course comes with a tutor who you can call, email or meet via MS Teams if you need that extra bit of support.
At the completion of the course, you will be issued with a Certificate of Completion.
Register and join us today!