Microsoft Office 365 User Training Planner and Teams Beginners

Microsoft Office 365 User Training 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 Office 365 ToDo. We think that Office 365 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 Office 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.

During this course you will:

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:

Use Microsoft Teams to:

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

By the end of this course delegates will be able to comfortably navigate their way around their chosen Office 365 applications

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

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

Course Outline

Microsoft Office 365 Planner

Plan Management

• Creating Plans
• Adding People to a Plan
• Removing People from a Plan
• Deleting Plans
• Change the Look of a Plan

• Adding Descriptions to Tasks
• Creating a Checklist with a Task
• Add 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

• Add your Plan to a Team
• Link to a Plan

Microsoft Office 365 ToDo

• What is ToDo?
• Using ToDo Online
• Creating a New Task List
• Creating Tasks
• Adding Task to the Task List
• Using My Day in ToDo
• Assigning Tasks
• Planning Tasks
• Using the Desktop App
• ToDo on the Phone

Microsoft Office 365 Teams

Teams Basics

• Sending a Message
• The Etiquette of Conversations
• Adding Pictures to messages
• Adding Hyperlinks to Messages
• Using Emoji’s
• Using Meme’s
• Creating a Poll
• Getting Attention in Teams
• Creating a Teams Announcement
• Sending to Multiple Channels

Managing Teams

• Adding/Removing Members of a Team
• Changing Member Permissions
• Changing Team Settings
• Creating a Channel

Working with Teams Apps

• Sharing a File
• 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
• Add 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
• Be Notified when a Plan is Updated
• Add Members from Other Teams to your Plan
• Copying Plans From One Team to Another

This course is suitable for those using Microsoft Office 365 (O365)

Classroom based Beginners Office 365 Prices from:

If you are interested in this classroom based course but want to know the price beforehand then use the following form to calculate how much.

Half day training also available - ask our team for details

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