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.