EL461
Essential knowledge

Planner: Managing tasks and projects from Teams

Organize, track, and collaborate on tasks and projects directly in Microsoft Teams


At the end of this training, you will be able to structure and track the progress of your personal or collaborative projects using Microsoft Planner integrated with Teams.

Your benefits

  • Create and structure personal and team plans to organize work effectively
  • Manage tasks, subtasks, labels, and buckets for better task control
  • Plan daily work and prioritize using appropriate views
  • Collaborate on tasks through conversations and file sharing
  • Track project progress with scheduling views, filters, and insights
  • Content

    Discover Planner

    • About Planner
    • Getting started with Planner

    Creating a plan and managing tasks

    • Creating a personal plan
    • Team plans
    • Sharing a plan
    • Creating tasks
    • Managing tasks and buckets
    • Adding details to a task
    • Task checklist
    • Managing labels
    • Deleting a task or a plan
    • Managing tasks in Grid view

    Getting organised with Planner

    • Planning your day with My Day
    • Managing your private tasks
    • Managing your plans

    Working on a plan as a team

    • Starting a discussion about a task in the comments
    • Adding files to a task

    Tracking a plan

    • Tracking a plan’s progress
    • Tracking tasks with Schedule view
    • Filtering and grouping tasks to track progress

    💡 Useful information

    100% online training. Accessible anytime, from anywhere, giving a one year of access to the training. If you have any questions regarding registration, the language of instruction, or cancellation policies, please consult our FAQ .

    Trainers

    Upcoming information
    Duration
    0.5 hour
    Regular fee
    $79
    Private or personalized training

    Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.

    Request a quote

    Request in-company training

    Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.

    Tell us more
    Added to cart View my cart