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Microsoft 365 Planner - Beginner

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Course Overview

In this Microsoft 365 course, students will gain familiarity with the features and functionality of Planner. Planner is a new addition to the Microsoft 365 suite of productivity tools that makes it easy for a team to create new plans, organize and assign tasks, share files, chat, and get updates on progress. Students will take a tour of Planner, create new plans, use Boards and Buckets, create and assign tasks, add members, use notifications, and work with the various views. At the end of this course, students will be able to use Planner to organize and manage tasks and projects.

Course Objectives

Working with Planner

Course Outline

1 - Introduction

  • Introduction

2 - Working with Planner

  • Overview of Planner
  • Creating a New Plan
  • Using Boards and Buckets
  • Working with Members
  • Working with Tasks
  • Editing Plan Settings
  • Changing Views
  • Exporting a Plan to Excel

3 - Conclusion

  • Course Recap