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Microsoft Planner Essential Training

via LinkedIn Learning

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Details

Provider

LinkedIn Learning
Pricing

Free Trial Available
Languages

English
Certificate

Certificate Available
Effort

1 hour 32 minutes
Sessions

Self-Paced
Level

Beginner

Found in

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Overview

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Get up to speed on everything you need to use Planner, the versatile planning and project management app included in Microsoft 365, effectively.

Syllabus

Introduction

Take control of your projects with Microsoft Planner
What you should know

1. Get Started with Planner

What is Planner, and who gets it?
Get started and create a plan
Create a plan for an existing group

2. Manage Tasks

Create new tasks for a plan
Assign due dates and people
Create recurring tasks
Assign non-members to a task
Sort tasks into buckets
Edit and arrange buckets
Edit task details
View tasks in Grid view

3. Team Collaboration

Update and view the status of tasks
Start conversations with team members
Attach files to tasks
Mark a plan as a favorite
Grant outside access to your plan

4. Monitor Plan Progress

Change a plan's background
View your progress on a plan
Use charts to adjust and view progress
Get email updates on tasks and plans
Export a plan to Excel
Delete tasks and plans

5. Use Planner in Teams

Launch Planner inside Teams
Navigate, edit, and create tasks
Create a new plan with a team
Manage plans in Teams

Conclusion

How to get more out of Planner

Taught by

David Rivers

Reviews

4.7 rating at LinkedIn Learning based on 921 ratings

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