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

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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