Microsoft 365 User Training Planner and Teams Beginners Ipswich

Ipswich Beginners Microsoft 365 User Planner and Teams Overview

With its historic docks, Ipswich combines a rich maritime heritage with modern attractions.

Belstead Road
Ipswich
Suffolk
IP2 9HB

The Belstead Brook Hotel sits in nine acres of tranquil gardens, alongside a willow-lined stream. The original 16th Century hunting lodge is still very much at the heart of the hotel, housing a restaurant, bar and private dining rooms. An ideal place for training the Microsoft 365 User Training Planner and Teams Beginners.

Alternatively if you live in and around Ipswich and wish to have your training on-site the we can provide all the equipment, included laptops and projector, required. All we ask is that you provide a little space for the trainer to set up.

Apart from Microsoft 365 User Training Planner and Teams training we conduct many other training courses in Ipswich.

Course Duration: 1 Day

Course Prerequisites for your training in Ipswich

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