Microsoft Planner Essential Training

Get up to speed on everything you need to use Planner, the versatile planning and project management app included in Microsoft 365, effectively.

Introduction

• Take control of your projects with Microsoft Planner
• What you should know

1. Get Started with Planner

• What is Planner, and who gets it?
• Get started and create a plan
• Create a plan for an existing group

2. Manage Tasks

• Create new tasks for a plan
• Assign due dates and people
• Create recurring tasks
• Assign non-members to a task
• Sort tasks into buckets
• Edit and arrange buckets
• Edit task details
• View tasks in Grid view

3. Team Collaboration

• Update and view the status of tasks
• Start conversations with team members
• Attach files to tasks
• Mark a plan as a favorite
• Grant outside access to your plan

4. Monitor Plan Progress

• Change a plan's background
• View your progress on a plan
• Use charts to adjust and view progress
• Get email updates on tasks and plans
• Export a plan to Excel
• Delete tasks and plans

5. Use Planner in Teams

• Launch Planner inside Teams
• Navigate, edit, and create tasks
• Create a new plan with a team
• Manage plans in Teams

Conclusion

• How to get more out of Planner