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LinkedIn Learning

Microsoft Planner Essential Training

via LinkedIn Learning

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Overview

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Learn everything you need to know to use Planner, the versatile planning and project management app included in Microsoft 365.

Syllabus

Introduction
  • Take control of your projects with Planner
  • What you should know
1. Get Started with Planner
  • What is Planner and who gets it?
  • Get started and create a plan
  • Create an Outlook group plan
2. Manage Tasks
  • Create new tasks for a plan
  • Assign due dates and people
  • Assign nonmembers to a task
  • Sort Planner tasks into buckets
  • Edit and arrange buckets
  • Edit task details
3. Team Collaboration
  • Update and view the status of tasks
  • Start conversations with team members
  • Attach files to tasks in Planner
  • Stay organized with labels
  • Mark a plan as a favorite
  • Access plans from Teams
  • Grant outside access to your plan
4. Monitor Plan Progress
  • Distinguish plans with smart backgrounds
  • View progress on a plan
  • Use charts to adjust and view progress
  • Get email updates on tasks and plans
  • Export a plan from Planner to Excel
  • Delete a plan
Conclusion
  • Next steps

Taught by

David Rivers

Reviews

4.7 rating at LinkedIn Learning based on 489 ratings

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