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LinkedIn Learning

Microsoft Planner Essential Training

via LinkedIn Learning

Overview

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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