Microsoft Planner: Getting Started with Microsoft Planner

3 Hours

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• What is Planner and how might you use it?

• Accessing Microsoft Planner

• Assigning Themes

• Working with the Navigation Pane

  • New Plan Icon

  • Planner Hub

  • Assigned to Me

• Creating a plan

• Renaming a plan

• Adding and removing members to/from a plan

• Creating buckets to organize tasks

• Reordering buckets

• Moving tasks between buckets

• Renaming buckets

• Creating tasks in a bucket

• Adding/changing additional task information

• Categorizing with a label

• Creating checklist items

• Adding attachments to a task

• Viewing attached files

• Reordering tasks

• Changing a task's progress

• Copying tasks

• Working with members/guests

  • Assiging tasks to members

  • Highlighting the tasks for a member

  • Viewing members

• Grouping tasks

• Filtering Tasks

• Working with Grid View

• Working with the Charts View

• Working with the Schedule View

• Plan settings

• Creating a link to a task

• Creating a link to a plan

• Exporting to Excel

• Accessing the Planner OneNote notebook

• Using Planner in Teams

• Create a Planner Task from a Microsoft Teams Chat Message

• Understanding notification options

• Adding a plan to the Outlook calendar

• Copying a plan

• Conversation

• Accessing the SharePoint Site