Aims & Objectives

Our Create and Manage Tasks using the Planner App course is for people who want to plan and track their own work or that of their team using the Planner app.

You’ll learn how to create and edit tasks and assignments within Teams and Planner online, export a plan’s data to Excel for analysis and add a plan to your Outlook calendar.

To attend this course you must be comfortable with using Microsoft Windows and Teams in a work environment. A working knowledge of the Outlook calendar would also be useful.

What will I learn?

Introducing Microsoft Planner

  • What is Planner
  • Accessing Planner in Teams
  • Accessing Planner Online
  • Planners’ Screen and Navigation

Planner in Teams

  • Add a Planner Tab to a Team Channel
  • Create Tasks
  • Assign Due Dates
  • Assign People
  • Priority Priority
  • Add Labels to Categorise Tasks
  • Edit and Delete Tasks
  • Add Supporting Information
  • Create Task Buckets
  • Drag and Drop Tasks Into Buckets
  • Work with the Charts Tab
  • Work with the Schedule Tabs
  • Group and Filter Tasks
  • View the Conversation Panel
  • Remove a Planner Tab

Planner Online

  • Open an existing plan from Teams
  • Open an existing plan from Planner
  • Edit an existing plan
  • View a plan’s conversation
  • Planner Settings
  • Create a New Plan Online
  • Add New Members
  • Add a Plan to Favourites
  • Copy a Plan
  • Export a Plan to Excel
  • View a Plan’s Settings
  • The Planner Hub
  • Favourite a Plan
  • Work with My Tasks

If Time

  • Add a Plan to Your Outlook Calendar

How We Deliver

We currently deliver all training online to comply with the Government's guidelines.

Online training works well for businesses whose staff are mainly working from home.

It allows us to train all of your staff with the same training needs at the same time. Your people simply log on from home, using details provided in advance by our team.

Choose from Watch and Learn sessions for larger groups or interactive hands on sessions for smaller groups.

When permitted we also offer face to face training at your offices.

All sessions can be customised to a half day or 90 minute sprint session and tailored to fit your needs, covering the topic(s) within a course that are most important to your business.

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