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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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