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Microsoft Planner Fundamentals

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  • File Size 73.72 KB
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  • Create Date November 30, 2024
  • Last Updated December 1, 2024

Microsoft Planner Fundamentals

Introduction

This course is designed to teach project managers how to create, update and manage project schedules with Microsoft Planner. Participants will learn how to create new plans, enter tasks, work with boards, set dependencies in the new timeline, create dependencies and manage resource assignments. You will also learn how to analyze and manage resources, set baselines, track and manage progress and generate reports. Using checklists, labels and notifications will also be covered. This course also covers high level Administrator topics to give users a complete understanding of Planner.

Audience

This course is intended for project managers and team leads who will be working with Planner and will be responsible for creating and managing plans and projects with Planner. This course does not assume any previous knowledge of Microsoft Planner but a basic understanding of MS 365 and other Microsoft applications will be helpful. This course covers assumes you have the Planner Premium license (P1).

At Course Completion

After completing this course, students will have covered the following:

·      Introduction: Welcome to Microsoft Planner (P1) ·      Managing People and Groups
·      Creating and Managing Plans ·      Working with Goals
·      Using Boards ·      Managing Assignments
·      Collaborating with Teams ·      Reporting & Administering Planner
·      Using the Timeline
Module Topics
Introduction: Welcome to Microsoft Planner (P1) I.1- Overview and Benefits

I.2- Licensing and Planner (P1)

I.3- Logging in and Teams

Module 1: Creating and Managing Plans 1.1- Using Grids and Boards

1.2- Creating Tasks

1.3- Using Labels with Tasks

1.4- Using Comments

Module 2: Using Boards 2.1- Attaching Files, Photos and Links

2.2- Managing Checklists

2.3- Planner Notifications

Module 3: Collaborating with Teams 3.1- Managing All Plans and Tasks

3.2- Navigating Planner and Teams

Module 4: Using the Timeline 4.1- Managing Task Details

4.2- Setting Task Dependencies

4.3- Using the Gantt Chart

Module 5: Managing People and Groups 5.1- Managing Groups

5.2- Working with People Views

Module 6: Working with Goals 6.1- Adding Goals

6.2- Managing Goals

Module 7: Managing Assignments 7.1- Using Group by Resource

7.2- Using Group by Task

7.3- Using View Options

Module 8: Reporting & Administering Planner 8.1- Reporting with Planner

8.2- Administering Planner

8.3- Plan Creation & Guests

With over 20 years’ experience in corporate training and consulting, Leon has provided services to his clients, from implementing large enterprise Microsoft solutions to developing custom software course material. Leon has trained thousands of students in new technologies and brings that background and sensibility into all his consulting and training sessions and engagements.

Leon specializes in Microsoft 365 apps and services with a focus on developing solutions around the project and portfolio management (PPM) stack of tools such as Planner and the Power Platform. Leon has a long history of working with computer systems and web technologies and a passion for sharing that knowledge. Over the past 15 years, he has worked on projects for clients such as Lundin Mining, SPX, FNA, Grand Bahama Power Company, Cisco Systems, Pepsico, Reuters, Ingersoll-Rand, Conoco Phillips, Huntington Learning Center, Los Alamos National Labs, National Instruments, Guthy-Renker and Wells Fargo to name a few as well as a number of internal development projects and solutions such as PPM3.

Leon is a Microsoft Certified Trainer (MCT) and is a Microsoft Certified Information Technology Professional in EPM (MCITP) and has been a Microsoft Certified Professional (MCP) since 1995.

Leon enjoys motorcycling, skibiking, beach fishing, barefoot running, camping, and mountain biking when not spending time with his beautiful children.