Aims & Objectives

In this 90-minute session, you will explore some of the other apps that are available within Teams to help you work more productively.

We will specifically look at organising tasks using Planner, creating surveys via Forms, as well as storing and sharing useful notes in OneNote.

What will Iearn?


  • Overview of Planner
  • Add a Planner Tab to a Team Channel
  • Open a Plan in Planner for Web
  • The Planner Environment
  • Create Tasks
  • Assign Due Dates
  • Assign People
  • Add Labels – Urgent or Low
  • Edit Tasks
  • Filter Tasks
  • Delete Tasks
  • Add New Members
  • Create Task Buckets
  • Drag and Drop Tasks into Buckets
  • Working with the Charts Tab
  • The Schedule Tab
  • Remove a Planner Tab


  • Overview of Forms
  • Create a New Form
  • Edit and Design a Form
  • Create a Quiz
  • Add an Existing Form to Teams
  • Form Settings and Options
  • Quiz Settings and Options
  • Response Options
  • Team Conversation about a Form
  • Send a Form and Collect Responses
  • Form Notifications
  • Quick Team Polls
  • Frequent Q&As


  • Overview of OneNote
  • Adding OneNote Tab to a Team Channel
  • Open your OneNote book in OneNote for Web
  • Open your OneNote book in the OneNote App
  • The OneNote Environment
  • Create Sections
  • Create Pages
  • Edit Pages
  • Tags
  • Tables (quick tables using tab)
  • Draw
  • Print to OneNote
  • Search for Notes
  • Move Notes and Sections
  • Delete Notes
  • Sync Content

How we deliver

Training can be delivered in either of the following ways:

  • Online

    Online training is ideal if you have staff in different geographical locations who have the same Microsoft or Adobe training requirements.

    Our expert trainers can deliver Watch and Learn sessions to up to 100 people. Alternatively, they can produce an interactive session that allows delegates to complete practical exercises within the Microsoft or Adobe apps of your choosing.

  • Face to face

    Choose from one or half day training sessions or our popular 90-minute Sprint sessions, which can be delivered in your offices or at another location of your choice.

    All we need is a room with a table and chairs and we look after the rest. We can even provide laptops and a projector should you not have spare IT equipment to use.

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