Microsoft Planner Essentials (2023)

The Planner tool in Microsoft 365 is a powerful task management app. This app offers features similar to standalone project management apps without the high price tag since Planner is free with most Microsoft 365 Business plans. What does Planner do and how can teams use it effectively to delegate and manage tasks? Microsoft trainer Vicki Drewa will show you not only how to create a new plan and attach it to a team or group, but also how to use your plan effectively. You’ll learn how to set up buckets for process management, add tasks, assign team members, and track the tasks effectively. You’ll also learn how to filter your plan to see just what you need and view dynamic charts to track everything. Engage in this course to learn the ins and outs of Planner and impress all your colleagues with your advanced task management skillset.

• Use Planner to manage tasks and workload
• Make a plan public or private
• Add attachments to Planner tasks
• Create tasks and assign them to others
• Manage tasks
• Describe the relationship between Plans, Cards, Buckets, and Labels
• Use Planner with SharePoint and Teams
• Apply filters to search for tasks
• Apply different views