Project Planning and Management with Microsoft Planner

U1: BASIC PLANNER FUNCTIONALITIES

→ Introduction to Planner
→ How to access Planner
→ How to access Planner from Teams
→ Planner Main Menu
→ Planner General Settings
→ How to create a plan in Planner
→ Available views of your plan tasks
→ How to create a task and define its characteristics

U2: BASIC PRINCIPLES OF REALISTIC PLANNING

→ Planning perspectives
→ How to avoid planning mistake #1
→ The types of tasks you should identify to plan realistically
→ Determine what goes in Outlook Calendar and what goes in Planner

U3: INDIVIDUAL PLANNING IN PLANNER

→ The final photo of your Individual Planning in Planner
→ The ideal design of a Plan to be planned in the short term
→ How to create the Inventory of Specific Tasks
→ How to define a one-time task
→ How to add High Frequency Control tasks to your plan
→ How to add low-frequency control tasks to your calendar
→ How to do your weekly homework review
→ How to do a daily review of your tasks
→ How to manage unexpected tasks that come up
→ What to do with completed tasks
→ How to manage tasks that pile up
→ How to manage your daily tasks in the Weekly Plan (Grid View)

U4: EFFECTIVE TEAM PROJECT MANAGEMENT IN PLANNER

→ The final picture of team project management
→ Introduction to team projects
→ The ideal design of a plan to manage team projects
→ The inventory of specific tasks for team projects
→ The phases of the project
→ How to create a Task and determine its status in projects
→ How to determine the members that form part of the team
→ How to manage tasks assigned to you in Planner
→ How to add people from outside the organization to the project
→ How to assign tasks to team members
→ How to use filters to track your project
→ How to view the project phase timeline
→ The final photo of your Team Planning (Including Control Tasks)
→ How to create a Plans Inventory when you manage many projects
→ How to get your team to use Planner for project management

U5: EXAMPLE OF PROJECTS IN PLANNER

→ Practical example for managing tasks in a department or an SME
→ Practical example to create a Business Plan
→ Practical example for managing ideas

U6: COMBINING PLANNER WITH OTHER TOOLS

→ How to add a plan schedule to Outlook calendar
→ How to combine Microsoft Planner and Microsoft Teams
→ How to move a Teams conversation to a Task in Planner
→ How to integrate Planner into To Do (tasks assigned to me)
→ How to integrate OneNote with Microsoft Planner
→ How to link SharePoint with Planner

U7: AUTOMATIONS IN PLANNER (Power Automate)

→ What is Power Automate and where is it (Microsoft 365)
→ Possible combinations between Power Automate and Microsoft Planner
→ How to edit or delete automations between Planner and Power Automate
→ How to convert an email into a Planner task with Power Automate
→ How to send an email to Outlook when you are assigned a task in Microsoft Planner
→ How to create a Planner task based on an Outlook calendar event
→ How to notify a Teams Channel that a task was completed in Planner
→ How to copy tasks from one bucket to another in Planner
→ How to move a task from Planner to To Do
→ Create a task in Outlook when it is assigned to you in Planner
→ Create an event in Outlook in new tasks in Planner
→ How to create a task in To Do when adding a task to Planner
→ How to send an email when a new task is created in Planner
→ How to create follow-up tasks on new OneNote pages
→ How to post a message in Teams when you complete a task in Planner
→ How to create a review task in Planner from SharePoint
→ Create a task in Planner when you write a message in Teams
→ Create a shortcut to copy Planner tasks from one plan to another

U8: ADVANCED PLANNER FEATURES

→ How to copy a Plan based on an existing Plan
→ How to copy a plan from Planner and assign a team to it in 365
→ How to permanently delete a plan
→ Where are the files uploaded in a plan?
→ How to create recurring tasks
→ How to export a plan to Excel
→ How to highlight the most relevant projects when you have many
→ How to apply more than one filter in a Plan
→ How to add a visible link to a Microsoft Planner task

U9: NEWS PLANNER 2024

→ How to access the new version of Planner
→ New main menu in Planner
→ New Templates in Planner
→ Share on Planner
→ Comments in Planner

U10: PLANNER LIMITATIONS

→ Limited view of multiple Projects in Microsoft Planner
→ For which projects Microsoft Planner does not work
→ Alternatives to Microsoft Planner for managing projects

U11: FINAL REFLECTION

→ Final reflection on the course

Course evaluation

→ This course contains a final exam

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