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Microsoft Planner : Be Expert in Microsoft Planner & CoPilot
Rating: 4.3 out of 5(24 ratings)
2,311 students

Microsoft Planner : Be Expert in Microsoft Planner & CoPilot

Microsoft Planner: From basics to advanced, Including Microsoft Planner with Co-Pilot & Microsoft Planner Mobile App
Created byCourse Elevate | 20,000+ Enrollments Worldwide
Last updated 8/2024
English

What you'll learn

  • Efficient Task Management: Master creating, organizing, and managing tasks in Microsoft Planner. Set up plans, create buckets, and assign tasks effectively.
  • Advanced Features: Utilize advanced Microsoft Planner Premium features : Create timeline view, custom columns, Connect Microsoft Planner with Teams & outlook
  • Co-Pilot Integration: Learn to use Microsoft Planner's Co-Pilot for enhanced productivity. Get smart task suggestions and manage schedules efficiently.
  • Mobile Productivity: Become proficient with the Microsoft Planner mobile app. Manage tasks on the go, update task properties & analyze progress seamlessly.

Course content

3 sections • 31 lectures • 1h 26m total length

  • Microsoft Planner Overview3:31
  • What is Microsoft Planner?0:51
  • Sign in to Microsoft Planner1:36
  • Understanding Microsoft Planner Interface3:37

    Navigate the Microsoft Planner interface via the app launcher and left navigation, and create plans from predefined templates or from scratch, with buckets and labels.

  • Microsoft Planner Interface Part II2:22

    Explore the Microsoft planner interface, from settings and notifications, themes and language options to account credentials and help, and preview what’s coming when creating a new plan.

  • Create your first Microsoft Plan4:23
  • Create And Manage Buckets in Microsoft Planner3:29

    Create and manage buckets in Microsoft Planner by adding, renaming, moving, and deleting buckets; drag to reorder, confirm deletions, and organize tasks for the hospital management software plan.

  • Add Tasks To Microsoft Planner Buckets1:33
  • Assign Task to Team Members and Setting Due Date4:35

    Master how to assign tasks to team members and set due dates in Microsoft Planner, including adding members, using the calendar, moving tasks between buckets, and adjusting priority.

  • Adding New Team Members Directly From Planner Tasks1:44
  • Sorting And Moving Tasks Across Buckets1:39
  • Repeat Your Planner Task2:49
  • Task Labels in Microsoft Planner2:01
  • Adding Notes And Checklist4:32
  • Adding Attachments Files In Microsoft Planner3:48
  • Communication Within Microsoft Planner2:56
  • Understanding Planner Labels And Group By Feature4:38
  • Pin Your Plan1:54
  • Integration With Microsoft Team2:30
  • Add External Guest To Your Plan2:05

    Add external guests to your plan by inviting them via an Outlook group, granting limited access to group resources and SharePoint files, and notifying them by email.

  • Monitor Microsoft Planner with Chart View3:09
  • Planner Notification1:26
  • Export your Plan To Excel1:12
  • Delete Your Plan2:17
  • Microsoft Planner License1:50

    Explore Microsoft planner licenses from plan one to project plan five, detailing features like backlogs, sprints, timelines, task dependencies, co-pilot, board view, reports, dashboards, and portfolio management, plus one-time licenses.

Requirements

  • Learner should have basic computer skills and should be familiar with navigating web browsers.
  • Microsoft 365 Account: A Microsoft 365 account is required to access and use Microsoft Planner.
  • Internet Access: Stable internet access is necessary to follow the course and use Microsoft Planner online.

Description

Course Description:

Unlock the full potential of Microsoft Planner with our comprehensive course designed to transform you into a Microsoft Planner expert. Whether you’re a novice or looking to enhance your skills, this course provides a deep dive into Microsoft Planner and its powerful features, including the revolutionary Microsoft Planner Co-Pilot and the versatile Microsoft Planner mobile app.


What is Microsoft Planner?
Microsoft Planner is a task management and project collaboration tool that is part of the Microsoft 365 suite. It allows teams to create, assign, and track tasks within a shared workspace, enhancing productivity and streamlining project management.


What are the Main Features of Microsoft Planner?
Microsoft Planner offers a variety of features to simplify task management, including task creation and assignment, customizable Buckets for organizing tasks, visual charts and dashboards for tracking progress, and integration with other Microsoft 365 apps. The Microsoft Planner Co-Pilot enhances these capabilities by providing AI-driven insights and automation to improve workflow efficiency. Additionally, the Microsoft Planner mobile app enables task management on the go, ensuring you stay productive anywhere.


Why Learn Microsoft Planner?
Learning Microsoft Planner equips you with essential skills for effective project and task management. By mastering Microsoft Planner, you can streamline workflows, improve team collaboration, and enhance productivity. Understanding the Microsoft Planner Co-Pilot and mobile app further expands your ability to manage tasks efficiently and adapt to various working environments.


Why Take This Course?
You might be wondering, with so many Microsoft Planner courses out there, why should you choose this one? Let me give you a few compelling reasons.



  • First, this course is comprehensive. We cover every aspect of Microsoft Planner, from the basics to advanced features. Whether you're just starting out or looking to enhance your skills, we've got you covered

  • Our step-by-step tutorials are designed to be easy to follow. We break down complex features into simple, actionable steps, ensuring that you can apply what you learn immediately.

  • Unlike many other Microsoft Planner courses, we delve into the Premium features of Planner and the Co-Pilot AI assistant. These advanced tools can significantly boost your productivity and planning efficiency.

  • We also cover the mobile Planner app in detail, so you can manage your projects on the go. This is perfect for professionals who need to stay productive while away from their desks.

  • Our course is not just about teaching features; it's about practical application. We provide real-world scenarios and examples, helping you understand how to use Microsoft Planner effectively in your daily work.

  • Additionally, the course is well-structured with a clear learning path. Each chapter builds on the previous one, ensuring a smooth learning experience. Plus, you'll have access to quizzes and assignments to test your knowledge.

  • Don't just take our word for it. Our instructor has received numerous positive reviews and testimonials from satisfied students who have transformed their productivity.

  • And finally, as your instructor, bring of 15+ years of experience in project management and using Microsoft tools. He is here to support you every step of the way, answering your questions and providing guidance whenever you need it.


    So, if you're ready to master Microsoft Planner and take your productivity to the next level, enroll in our course today. We can't wait to see you inside the course.


Course and Module Overview:

  • Introduction to Microsoft Planner: Get acquainted with Microsoft Planner’s interface and basic functionalities.

    Learn how to set up and manage Plans, Buckets, and Tasks. Export Planner data to excel. Integrate Microsoft Planner with Microsoft Teams and Outlook. Understand Charts and labels. Use Group by Feature.

  • Advanced Microsoft Planner Features: Discover how to use Microsoft Planner’s filters, charts, and dashboards to analyze and optimize task management. Use timeline view & custom columns.

  • Mastering Microsoft Planner Co-Pilot: Explore the Co-Pilot’s AI-driven features for improved efficiency and workflow automation.

  • Using the Microsoft Planner Mobile App: Understand how to navigate and utilize the Microsoft Planner app on mobile devices for on-the-go task management.

Enroll now to become a Microsoft Planner pro and enhance your project management skills with the latest tools and techniques!


Who this course is for:

  • Project Managers who are looking to learn project planning and task management using Microsoft Planner.
  • Team Leaders and Supervisors: Those responsible for overseeing team projects and performing task delegation and progress tracking.
  • Office Professionals: Employees seeking to enhance their productivity using Microsoft Planner.
  • Students and Educators: Those who want to organize academic projects & assignments
  • Small Business Owners: Entrepreneurs and small business owners looking to manage their business projects and tasks using Microsoft Planner.

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