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Course Outline
Introduction to Microsoft Planner
- Overview of Microsoft Planner capabilities
- Exploring Planner’s function in task and project oversight
- Mastering the Planner user interface
- Establishing and maintaining plans
- Distributing tasks and defining deadlines
- Linking Planner with broader Microsoft 365 tools
Task Management via Microsoft To Do
- Getting started with Microsoft To Do
- Formulating and managing task inventories
- Prioritizing tasks through My Day and flagged emails
- Sharing lists and engaging in collaborative task management
- Synchronizing tasks across devices and other Microsoft applications
Leveraging Microsoft Loop for Collaboration
- Introduction to Microsoft Loop
- Comprehending Loop’s shared workspaces
- Generating and managing Loop elements
- Connecting Loop with Microsoft Teams, Planner, and other platforms
- Engaging in real-time collaboration via Loop elements
Setting Up Your Initial Plan
- Building a prototype project in Planner
- Distributing roles and responsibilities
- Collaborating with colleagues using Planner and To Do
- Monitoring progress and refining plans
Advanced Task Management with Microsoft Lists
- Introduction to Microsoft Lists
- Building and customizing lists for various projects
- Leveraging templates for rapid list creation
- Integrating Lists with Planner, SharePoint, and Teams
- Streamlining workflows using Lists
Enhancing Team Coordination via Microsoft Teams Integration
- Connecting Planner and To Do with Microsoft Teams
- Administering tasks directly within Teams
- Utilizing Teams channels for project-specific dialogue
- Collaborating using Loop and Lists inside Teams
Applying Microsoft 365 Tools for Efficient Project Management
- Surveying additional Microsoft 365 utilities (Power Automate, SharePoint, etc.)
- Linking Planner, To Do, Loop, and Lists with other Microsoft 365 applications
- Automating task distribution and alerts
- Generating reports and assessing project advancement
Simulating a Real-World Project
- Setting up and directing a full project using the complete toolset
- Integrating Planner, To Do, Loop, and Lists for cohesive project management
- Evaluating and optimizing task management procedures
Summary and Next Steps
Requirements
- Foundational computer skills
- Knowledge of the Microsoft 365 workspace
Target Audience
- Corporate professionals
- Administrative staff
7 Hours
Testimonials (2)
Flexibility in the course delivery and the interactive approach. The trainer was open to questions, clarified doubts clearly and also considered participants suggestions during the sessions. The training was well structured and informative.
Soundarya Mohan - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
the trainer's patience,
