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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.

 

Microsoft Planner Fundamentals
Module Topics
Introduction: Welcome to Planner 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 and Administering Planner 8.1- Reporting with Planner

8.2- Administering Planner

8.3- Plan Creation & Guests

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Details

Topic: Microsoft Planner Fundamentals (3/14/25)
Hosted By: Leon Gallegos
Start: March 14, 2025 @9:00 am
Category: Planner, Project & Work Management
Duration: 45 minutes
Current Timezone: America/Chicago

Note: Countdown time is shown based on your local timezone.