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Mastering Microsoft Planner; A Step-by-Step Guide to Streamlining Your Workflow and Reducing Risk

Mastering Microsoft Planner; A Step-by-Step Guide to Streamlining Your Workflow and Reducing Risk

$199.00
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Course access is prepared after purchase and delivered via email
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Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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Mastering Microsoft Planner: A Step-by-Step Guide to Streamlining Your Workflow and Reducing Risk



Course Overview

This comprehensive course is designed to help you master Microsoft Planner, a powerful tool for streamlining your workflow and reducing risk. With this course, you'll learn how to effectively use Planner to manage projects, tasks, and teams, and improve your overall productivity.



Course Objectives

  • Understand the basics of Microsoft Planner and its features
  • Learn how to create and manage plans, tasks, and buckets
  • Understand how to assign and manage tasks, and track progress
  • Learn how to use Planner to manage projects and teams
  • Understand how to integrate Planner with other Microsoft tools, such as Teams and OneNote
  • Learn how to use Planner to reduce risk and improve productivity


Course Outline

Module 1: Introduction to Microsoft Planner

  • Overview of Microsoft Planner and its features
  • Understanding the benefits of using Planner
  • Getting started with Planner: creating a plan and adding tasks

Module 2: Creating and Managing Plans

  • Creating a new plan: setting goals and objectives
  • Adding tasks and buckets to a plan
  • Understanding plan settings: permissions and sharing

Module 3: Managing Tasks and Buckets

  • Creating and assigning tasks: due dates and reminders
  • Managing task status: in progress, completed, and overdue
  • Using buckets to organize tasks: categories and priorities

Module 4: Assigning and Managing Tasks

  • Assigning tasks to team members: responsibilities and deadlines
  • Tracking task progress: status updates and comments
  • Using Planner to manage task dependencies: predecessors and successors

Module 5: Managing Projects and Teams

  • Using Planner to manage projects: creating a project plan
  • Managing team members: assigning tasks and tracking progress
  • Using Planner to collaborate with team members: comments and @mentions

Module 6: Integrating Planner with Other Microsoft Tools

  • Integrating Planner with Teams: creating a team plan
  • Integrating Planner with OneNote: creating a notebook
  • Using Planner with other Microsoft tools: Excel, Word, and PowerPoint

Module 7: Reducing Risk and Improving Productivity

  • Using Planner to identify and mitigate risks: risk assessment and management
  • Improving productivity with Planner: prioritizing tasks and managing time
  • Best practices for using Planner: tips and tricks

Module 8: Advanced Planner Features

  • Using Planner's advanced features: custom fields and formulas
  • Creating custom views: filtering and grouping tasks
  • Using Planner's reporting features: analytics and insights


Course Features

  • Interactive and engaging: This course is designed to be interactive and engaging, with hands-on projects and activities to help you learn.
  • Comprehensive: This course covers everything you need to know to master Microsoft Planner, from the basics to advanced features.
  • Personalized: This course is designed to be personalized, with flexible learning options and a self-paced format.
  • Up-to-date: This course is up-to-date with the latest features and best practices for using Microsoft Planner.
  • Practical: This course is designed to be practical, with real-world applications and examples to help you learn.
  • High-quality content: This course features high-quality content, with expert instructors and a comprehensive curriculum.
  • Certification: Participants receive a certificate upon completion, issued by The Art of Service.
  • Flexible learning: This course offers flexible learning options, including online and self-paced formats.
  • User-friendly: This course is designed to be user-friendly, with a simple and intuitive format.
  • Mobile-accessible: This course is mobile-accessible, so you can learn on-the-go.
  • Community-driven: This course is community-driven, with a community of learners and instructors to support you.
  • Actionable insights: This course provides actionable insights, with hands-on projects and activities to help you learn.
  • Hands-on projects: This course features hands-on projects, to help you apply what you've learned.
  • Bite-sized lessons: This course features bite-sized lessons, to help you learn in short, focused sessions.
  • Lifetime access: This course offers lifetime access, so you can review and learn at your own pace.
  • Gamification: This course features gamification, to help make learning fun and engaging.
  • Progress tracking: This course offers progress tracking, so you can see how far you've come and what you still need to learn.
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