EL461
Essential knowledge

Planner: Managing tasks and projects from Teams

Is it for you ?

General Public.

Prerequisite

None.

What You'll Walk Away With

  • 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

Training content

1 Discover Planner

  • About Planner
  • Getting started with Planner

2 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

3 Getting organised with Planner

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

4 Working on a plan as a team

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

5 Tracking a plan

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

100% online training. Accessible anytime from anywhere for one year. If you have any questions about registration, the language of instruction, or the cancellation terms, 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.

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