Microsoft 365 User Training Planner and Teams Beginners

Beginners Microsoft 365 User Planner and Teams Overview

Microsoft Office 365 Planner: You have a project; you need to share or delegate tasks to other people. Microsoft Planner enables you to create and assign tasks. You can track the progress of your own and delegated tasks. With charts and reports at your fingertips, you'll have all the resources you need to ensure your project is completed on time. Planner is a powerful yet simple to use project management tool that you and your team can utilise in a variety of ways.

Bonus: Microsoft 365 ToDo. We think that ToDo complements Planner so well that we've added it in a bonus module! They say that one of the habits of highly effective people is making lists and setting daily goals. Have you written your To Do lists on a scrap of paper or post it note, only to lose it? Create and sync your lists with Microsoft To Do. It does not matter where you are, sitting comfortably at your desktop or out and about on your mobile, you can check what tasks you need to do, and which ones are most important.

Microsoft Teams 365 is collaboration central. Explore the basics of messaging, meetings as well as how to manage your teams. Use Teams and Planner together to maximize your collaboration effectiveness.

What You'll Learn

Use Microsoft Planner to:

• Create a Plan and add Members
• Create Tasks and Assign them to Members
• Create new Buckets and move Tasks into them
• Use the Planner Hub

Bonus: Use Microsoft ToDo to:

• Manage and Share your ToDo list

Use Microsoft Teams to:

• Manage Messages
• Manage Teams
• Work with Teams Apps
• Explore Teams Meetings
• Use Planner in Teams

This Office 365 user training course is part of our Office 365 Pick and Mix training series.

Course Duration: 1 Day

Course Prerequisites

This course is suitable for new or experienced Office users who are looking to gain a comprehensive understanding of common Office 365 Apps. Delegates attending this course should be able to:

• Use a PC or Mac or equivalent interface device
• Use the Internet and download files

Complete Course Outline

Microsoft 365 Planner

Plan Management

• Creating plans
• Adding people to a plan
• Removing people from a plan
• Deleting plans
• Changing the look of a plan

Adding Tasks

• Adding descriptions to tasks
• Creating a checklist within a task
• Adding attachments to tasks
• Setting task priority
• Improving granularity with coloured labels
• Communicating with others within a task
• Copying, moving, and deleting tasks
• Updating tasks
• Deleting tasks

Using Buckets

• Creating buckets
• Assigning tasks to buckets
• Moving tasks between buckets

Changing the Planner View

• Using Group By
• Filtering in Planner

Plan Reports

• Viewing plan progress
• Schedule view
• Charts view
• Exporting plan data to Excel
• Planner Hub

Sharing a Plan

• Adding your plan to a team
• Linking to a plan

Microsoft 365 To Do

Managing Tasks in Microsoft To Do

• What is To Do?
• Using To Do online
• Creating a new task list
• Creating tasks
• Adding tasks to the task list
• Using My Day in To Do
• Assigning tasks
• Planning tasks
• Using the desktop app
• Using To Do on the phone

Microsoft 365 Teams

Teams Basics

• Sending a message
• The etiquette of conversations
• Adding pictures to messages
• Adding hyperlinks to messages
• Using emojis
• Using memes
• Creating a poll
• Getting attention in Teams
• Creating a Teams announcement
• Sending messages to multiple channels

Managing Teams

• Adding and removing members of a team
• Changing member permissions
• Changing team settings
• Creating a channel

Working with Teams Apps

• Sharing a file
• Using version history
• Using the wiki
• Adding a tab to a channel
• Finding more apps for your team

Teams Meetings

• Scheduling a meeting
• Creating a Teams online meeting link
• Adding a virtual background
• Sharing the screen
• Recording a meeting
• Transcribing a meeting

Teams and Planner Together

• Using Planner in Teams
• Using shared plans
• How to add a plan to a team
• Being notified when a plan is updated
• Adding members from other teams to your plan
• Copying plans from one team to another

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Post-Course Resources

• Training notes and exercise files
• Online materials: video tutorials & shortcuts
• 3 months post training support