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Microsoft Planner 1 Day | 4 Hours | 375 PLUS TAX

Toronto teams looking for a straightforward way to manage tasks and track progress without complex software will find Planner fits naturally into how they already work. Visual, intuitive, and built into Microsoft 365 -- it connects directly with Teams and SharePoint without adding friction. Prerequisite:

Introduction to Microsoft Planner

» Overview of the Microsoft 365 task ecosystem
» Accessing Planner: web, mobile, Teams integration
» Key concepts: Plans, Buckets, Tasks, Labels
» The Planner interface

Building and Managing a Plan

» Creating a new plan
» Assigning tasks and setting due dates
» Using Buckets, Priorities, and Progress tracking
» Best practices for organizing plans for individuals and teams

MS Planner and MS To Do: Personal Productivity

» Syncing assigned Planner tasks into To Do
» Managing “My Tasks” across Planner and To Do
» Using Lists and Steps in To Do to break down tasks

Advanced Features and Best Practices

» Automating notifications and reminders
» Using Filters and Group By options effectively
» Setting up dashboards and reports with Planner data
» Common pitfalls and how to avoid them

Efficient Project Management

» Automating task assignments and notifications
» Reporting and analyzing project progress

Hands-On Practice

» Setting up and managing a complete project
» Integrating Planner, To Do, and working in Teams
» Reviewing and optimizing task management processes