Microsoft Planner Premium
Course Schedule
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Duration: 1 Day
Course Aims:
This course aims to provide participants with the knowledge and practical skills to effectively use the new Planner for Teams with a Premium licence. Delegates will learn how to create, manage, and track personal and team plans, integrate tasks with goals, and visually monitor progress using the enhanced features available in Microsoft Planner Premium.
Course Prerequisites:
Participants should be familiar with Microsoft Teams and have a basic understanding of Microsoft 365 applications, including Outlook and OneDrive. No prior experience with Microsoft Planner is required, although general task or project management experience would be beneficial.
Course Objectives:
On completion of this course, delegates will be able to:
- Navigate Microsoft 365 and Teams with confidence
- Understand the role of Planner within Microsoft 365 and Teams, including Premium licensing options
- Create and manage Premium Plans and Groups
- Organise tasks using buckets, assign responsibilities, and track task dependencies
- Customise task details, views, and update progress
- Set and manage Goals, linking them to relevant tasks
- Use visual tools and charts to review workload and monitor progress
- Integrate Planner with related tools such as Outlook Mail, Calendars, and Notebook
Course Content:
Module 1: Introducing Office 365
- Introducing Microsoft 365 and the Concept of Working in the ‘Cloud’
- Navigating around Microsoft 365 and Teams
Module 2: What is New Planner for Teams?
- The Use of New Planner for Teams
- Premium licencing
- How to add Personal or Team Plans
Module 3: Creating a Premium Plan / Group
- Creating a Premium Plan
- Creating a Group
Module 4: Using Buckets and Tasks
- Using Buckets
- Creating Tasks
- Creating More Detailed Tasks
- Task Dependencies
- Assigning Tasks
- Re-organise Tasks
- Changing the View
- Updating Task Progress
Module 5: Charts and Reviewing Progress
- Viewing your Work Graphically
- Adding Tasks whilst in Chart View
- Resetting the Plan
- Changing the Group
- Re-assigning Tasks
Module 6: Setting Goals
- Defining a Goal
- Linking Tasks to a Goal
- Viewing and Monitoring Goals
Public Schedule
Virtual Private Training
Contact us for pricing.
Onsite Training
Contact us for pricing.
Note
All prices exclude VAT at 20%.
VAT registration number: 450 4347 14
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