Getting Started with Microsoft Planner 

About:  Organize teamwork with intuitive, collaborative, visual task management. Get more work done with Planner. Create Kanban boards using content-rich tasks with features including files, checklists, and labels. Collaborate in Planner and Microsoft Teams and check visual status charts—all in the Microsoft cloud.

Prerequisites:  Basic understanding of Microsoft 365

Duration:  1 Day

Introduction to planner

• What is Planner?
• Accessing Planner
• Adding Planner to Teams

Using planner

• Create a Plan
• Organize and prioritize your tasks into buckets
• Apply the due date and calendar functionality
• Stay organized with labels
• Mark a plan as a favourite
• Add project portfolio management functionality
• Create and distribute tasks
• Add a person or a few people to a task
• Attach files to tasks in Planner

View and publish a plan

• View analytics of tasks (completed, not completed, late)
• Publish content and track a process
• Present plan them in a visually appealing way
• Import Planner into Outlook and
• Get email notifications
• Managing a Plan in Teams
  • Access a Plan in Teams
  • Start a conversation in Teams
• Export a plan from Planner to Excel
• Get updates on your team’s progress