By the end of this 90-minute workshop on Microsoft Planner, participants will be able to:

• Create and organize plans using buckets, tasks, and labels to structure work and improve task visibility.

• Assign tasks to individuals or groups, set due dates, and prioritize work for efficient team task management.

• Use task checklists, attachments, and comments to enhance task details and team collaboration.

• Track progress using board views (Bucket, Progress, Due Date) and filter features to stay on top of project milestones.

• Customize Planner notifications to stay informed without being overwhelmed by alerts.

• Use Planner’s integration with Microsoft Teams to manage tasks directly within team channels.

• View and manage tasks in the Planner Hub and My Tasks view for personal and cross-project visibility.

• Collaborate in real time by linking Planner tasks to files in SharePoint or OneDrive.

• Export Planner data to Excel for deeper analysis and reporting of team workload and task status.

• Understand Planner’s role within the Microsoft 365 ecosystem, including how it complements To Do, Outlook Tasks, and Project for the Web.