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Course Outline
Introduction
- Overview of Microsoft Planner and its benefits
- Comparison of Microsoft Planner with alternative task management tools
- Key features and architectural components of Microsoft Planner
- Initial setup of Microsoft Planner
Getting Started
- Creating and saving a new project plan
- Navigating the user interface and core functions
- Tailoring plan settings and visual appearance
- Managing team membership by adding or removing users
Task Management
- Core concepts and terminology in task management
- Creating new tasks and assigning ownership
- Enriching tasks with detailed notes and file attachments
- Tracking and updating task status and progress
Task Organization
- Principles and vocabulary of task organization
- Leveraging boards, charts, and calendars for task visualization
- Categorizing and sorting tasks using buckets, labels, and filters
- Managing workflow with due dates, priority levels, and reminders
Task Collaboration
- Frameworks and terminology for collaborative task management
- Accessing tasks remotely via the Microsoft Planner mobile application
- Engaging with team members through chat, email, or Teams
- Synergizing Microsoft Planner with other Microsoft 365 applications and services
Summary and Next Steps
Requirements
- Foundational understanding of project management and teamwork principles
- Proficiency with Microsoft 365 applications and services, such as Outlook, Teams, OneNote, and others
Target Audience
- Project managers
- Team leaders
- Team members
14 Hours
Testimonials (1)
Understanding that in project management is more about tailoring and assessing each situation than just deciding what to do next.
