Training Theme 

In this course, learn how Microsoft Planner can help you organize your teamwork by creating and managing tasks. 

Create a plan, then compartmentalize and enrich your tasks before delegating them: the planning tool and its integrated applications optimizes project management! 

All our training, especially on tracking and delegating tasks effectively, is carried out by our expert trainers. 

Training Objectives 

You learn how to organize your teams' tasks with the help of Microsoft Planner. 

By the end of this course, you will know: 

• How to organize and prioritize your team’s tasks 
• How to keep track of delegated tasks and manage them 

Prerequisite and Target Audience 

Target audience: Users who want to keep track of delegated tasks and manage them such as special projects and long-range tasks
Startup Level: Beginner 
Prerequisite: Master independently the basic uses of Internet browsing and the uses of your computer. General knowledge of project management is recommended 

Means and Methods 

• Virtual classroom: The training is carried out remotely with a virtual classroom tool. Live interaction with a trainer enabling participants to ask questions. 
• Virtual class replay: Recording of a virtual class allowing a complete approach to the application by means of concrete examples of use.

Training Content 

45-min Distance Learning (and/or its video recording) 

• Start with the Hub :  
  • The Hub 
  • Panels and buckets 
  • Create a new plan 
  • Plan description 
  • Development of a project 
• Organise a plan with buckets  
  • Set up 
  • Members 
  • Deadline and duties 
• Task details  
  • Visualise a plan 
  • Delay, description and application 
  • Check list 
  • Progress status 
  • Comments 
  • Labels 

Learn more about Microsoft Planner

Microsoft Planner is a complete task management tool, which will allow you to better distribute the workload of your projects between your different teams and coworkers. The user-friendly interface, organized in dashboards, is to help you get started quickly and easily.  
Create a plan for each team or project and add your tasks in each one. The ability to compartmentalize these different tasks and enrich them with documents, labels, or checklists allows you to manage and track your collaborative work with precision. You see at a glance who is overloaded with work and can assign the next tasks accordingly. Task management becomes visual and intuitive! 

In order to optimize your personal work, Microsoft Planner also offers a view dedicated to your own tasks. You quickly know what you have to do. You can thus better organize yourself to be more productive. Visualize your deadlines, compartmentalize your tasks by type of action to be taken or by project, and precisely define your priorities. 

Profit from Microsoft Cloud and cross-functional applications related to Microsoft Planner. Find your planning tool: "Tasks by Planner" in Microsoft Teams; Associate plans with your teams in Teams then display them as tabs in your channels. Add task start and due dates to your Microsoft Outlook calendar and schedule reminders so you don't forget anything. Prioritize your day by adding your Microsoft Planner tasks to those of Microsoft To Do... Depending on your use, many possibilities are available to you! 

Do you want to have a global view of your work? Microsoft Planner gives you a "Charts" view, which gives you a visual indication of your completed tasks and those you still have to complete, as well as a ranking of the number of tasks per plan, allowing you to have a better idea of the distribution of your work.