Web Development

TTX-ETMMP : Efficient Task Management with Microsoft Planner

Course Duration

2 Days

Delivery

ILT/VILT

Overview

Overview Course Curriculum Training Schedule Exam & Certification FAQs

This course is designed to empower individuals with the skills and knowledge needed to efficiently manage tasks and projects using Microsoft Planner. Participants will learn how to use the key features of Planner to create and organize tasks, collaborate with team members, track progress, and streamline project management processes.

What You'll Learn

Gain a comprehensive understanding of Microsoft Planner and its features for effective task and project management.
Learn how to create, organize, and categorize tasks within Microsoft Planner, including setting due dates and adding detailed descriptions.
Efficiently assign tasks to team members and collaborators, fostering collaboration and accountability.
Utilize comments and attachments to enhance collaboration and communication around tasks.
Prioritize tasks and use labels to categorize and organize tasks effectively.
Create task checklists and manage subtasks to break down larger tasks into actionable steps.
Understand how to track task progress, monitor status updates, and use progress indicators for project advancement.
Set due dates for tasks and manage reminders to stay on top of approaching deadlines.
Customize task views and apply filters to focus on specific aspects of task management, optimizing individual tasks and overall project tracking.
Explore how Microsoft Planner integrates seamlessly with other Microsoft 365 applications, including Teams, SharePoint, and Outlook.
Generate task analytics and reports to gain insights into project performance, supporting data-driven decision-making.
Explore advanced features such as task dependencies and understand how they impact project timelines, creating more interconnected and efficient task schedules.
Optionally explore the integration with Microsoft Power Platform for advanced automation and customization of task management processes.

Who Should Attend

Individuals responsible for overseeing and managing projects who want to utilize Microsoft Planner for efficient task management.
Team leads and supervisors who coordinate team activities, tasks, and projects and want to enhance their task management skills.
Professionals tasked with coordinating collaborative efforts and tasks among team members and departments.
Office managers looking to streamline task management processes for various office-related projects and responsibilities.
Individuals who actively contribute to projects and tasks within a team and want to maximize their efficiency using Microsoft Planner.

Prerequisites

Participants should have a fundamental understanding of computer operations, including file management, web browsing, and using productivity tools.
A basic understanding of the Microsoft 365 suite, including applications like Teams, SharePoint, and Outlook, will be beneficial.
Ensure participants have access to Microsoft Planner through their Microsoft 365 subscription or organizational account.
While not mandatory, a basic understanding of project management concepts, such as task dependencies and project timelines, can provide context for advanced topics.
Participants should have a basic awareness of task management concepts, including the creation, assignment, and tracking of tasks.

Learning Journey

Coming Soon...

Module 1: Introduction to Microsoft Planner:

Overview of Microsoft Planner and its role in task and project management.
Differentiating between Planner and other project management tools.

Module 2: Creating and Organizing Tasks:

Learn how to create and organize tasks in Microsoft Planner, including setting due dates, adding descriptions, and attaching files.

Module 3: Task Assignment and Collaboration:

Assign tasks to team members and collaborators.
Utilize comments and attachments to enhance collaboration on tasks.

Module 4: Task Prioritization and Labels:

Explore methods for prioritizing tasks and using labels to categorize and organize tasks effectively.

Module 5: Task Checklists and Subtasks:

Create task checklists and break down tasks into manageable subtasks.
Understand the relationship between main tasks and subtasks.

Module 6: Task Progress Tracking:

Learn how to track task progress and status updates.
Utilize progress indicators to monitor overall project advancement.

Module 7: Due Dates and Reminders:

Effectively set due dates for tasks and receive reminders for approaching deadlines.
Understand the impact of due dates on task scheduling.

Module 8: Task Filters and Views:

Customize task views and apply filters to focus on specific aspects of task management.
Utilize different views for individual tasks and overall project tracking.

Module 9: Integration with Microsoft 365:

Explore how Planner integrates with other Microsoft 365 applications, including Teams, SharePoint, and Outlook.

Module 10: Task Analytics and Reporting:

Generate task analytics and reports to gain insights into project performance.
Understand how to use Planner data for project improvement.

Module 11: Task Dependencies (Advanced):

Learn about advanced features such as task dependencies and how they impact project timelines.
Use dependencies to create a more interconnected and efficient task schedule.

Module 12: Integration with Microsoft Power Platform (Optional):

Explore optional integration with Microsoft Power Platform for advanced automation and customization.

Frequently Asked Questions (FAQs)

Why should I pick up this course and get certified?

Career Advancement: Boost your earning potential and unlock new job opportunities.
Stay Relevant: Keep your skills current in the ever-changing tech landscape.
Problem-Solving Prowess: Hone your critical thinking and problem-solving abilities.
Hands-On Experience: Apply your knowledge through practical labs and projects.
Expand Your Network: Connect with industry experts and like-minded professionals.
Why take this course with Trainocate?

Here’s what sets us apart:
- Global Reach, Localized Accessibility: Benefit from our geographically diverse training hubs in 24 countries (and counting!).
- Top-Rated Instructors: Our team of subject matter experts (with high average CSAT and MTM scores) are passionate to help you accelerate your digital transformation.
- Customized Training Solutions: Choose from on-site, virtual classrooms, or self-paced learning to fit your organization and individual needs.
- Experiential Learning: Dive into interactive training with our curated lesson plans. Participate in hands-on labs, solve real-world challenges, and take on comprehensive assessments.
- Learn From The Best: With 30+ authorized training partnerships and countless awards from Microsoft, AWS, Google – you're guaranteed learning from the industry's elite.
- Your Bridge To Success: We provide up-to-date course materials, helpful exam guides, and dedicated support to validate your expertise and elevate your career.

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