Microsoft Planner for Team Task Management
Learn how to effectively use Microsoft Planner to track team projects, assign tasks, and integrate with Microsoft Teams for enhanced productivity.
Program Modules
Introduction to Microsoft Planner
Overview of Microsoft Planner's features and benefits for team task management.
Access Planner via Office.com
OnceLearn how to access Planner via Office.com. This action should be done once initially.
Access Planner via Microsoft Teams
OnceLearn how to access Planner via Microsoft Teams. This action should be done once initially.
Create a New Plan
OnceStep-by-step guide to creating a new plan and setting sharing options. Do this once.
Managing Tasks and Buckets
Learn how to add tasks, organize them into buckets, and manage their progress. Buckets organize groups of similar tasks.
Add Buckets
OnceCreating buckets to organize tasks. Do this once.
Add Tasks
DailyAdding tasks to buckets and assigning team members.
Add Task Details
DailyLearn to add labels, progress statuses, priority, checklist, attachments, and comments to tasks.
Views and Integration
Exploring different Planner views and integration with Microsoft Teams.
Explore Different Views
DailyUsing the Board, Charts, and Schedule views to analyze tasks.
Teams Integration
OnceAdding Planner as a tab to your Teams channel. Do this once.
What You'll Accomplish
- Understand the basic features of Microsoft Planner.
- Create and manage plans, tasks, and buckets.
- Effectively use Planner for team collaboration.
- Integrate Planner with Microsoft Teams for increased productivity.
Full program access + updates