Objectives of the training
By the end of this training, participants will be able to organize collaborative tasks using the Planner application.Targeted audience
All users of the Microsoft 365 environment who want to learn how to use the tool and develop a working method with Planner.Prerequisite
None
Benefits for Participants
Take advantage of a simple tool to plan, structure, and track actions related to group projects.
- Clarify individual responsibilities by identifying deliverables, tasks, and subtasks.
- Adopt clear and effective collaboration habits within a group.
Course architecture
Creating and organizing tasks in Microsoft Planner
Effective planning begins with a clear understanding of what is being organized. In this first step, participants learn how to create tasks in an existing plan, taking care to distinguish between deliverables, tasks, and subtasks.
The activity also allows participants to familiarize themselves with the logic of a plan in Planner and to experiment with different ways of visually structuring information.
The collaborative context encourages discussion on how to organize work collectively, taking into account the nature of the project.
- Effective planning begins with a shared vision of the project and a logical structuring of tasks. This step helps you lay these essential foundations.
Creating best practices for collaborative management in Planner
For Planner to be truly useful for teamwork, everyone needs to know how to use it in a common way. This step leads participants to identify best practices for working effectively in a shared plan, such as clear communication, distribution of responsibilities, and consistent management of assigned tasks.
- Successful collaboration relies as much on shared methods as it does on the tool itself.
Create a plan to launch a new project in Planner
Planning also means knowing where to start. This final step covers creating a plan, whether it's for a team or individual project. Participants are asked to structure the different components of the plan, create, document, and assign tasks, and experiment with taking charge of a deliverable for which they are responsible.
The activity also allows participants to analyze the consistency of the whole and, if necessary, duplicate an existing plan to start a new project.
- Using Planner from the start of a project allows you to lay clear and easily shareable foundations.
Pedagogical details
Type of training
Private or personalized training
If you have more than 8 people to sign up for a particular course, it can be delivered as a private session right at your offices. Contact us for more details.
Request a quotePrivate or personalized training
If you have more than 8 people to sign up for a particular course, it can be delivered as a private session right at your offices. Contact us for more details.
Request a quote