Microsoft Planner Essential Training

Learn everything you need to know to use Planner, the versatile planning and project management app included in Microsoft 365.

Introduction

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

1. Get Started with Planner

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

2. Manage Tasks

• Create new tasks for a plan
• Assign due dates and people
• Assign nonmembers to a task
• Sort Planner tasks into buckets
• Edit and arrange buckets
• Edit task details

3. Team Collaboration

• Update and view the status of tasks
• Start conversations with team members
• Attach files to tasks in Planner
• Stay organized with labels
• Mark a plan as a favorite
• Access plans from Teams
• Grant outside access to your plan

4. Monitor Plan Progress

• Distinguish plans with smart backgrounds
• View progress on a plan
• Use charts to adjust and view progress
• Get email updates on tasks and plans
• Export a plan from Planner to Excel
• Delete a plan

Conclusion

• Next steps