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End-User Training
Microsoft Office 365: Planner
Curriculum
1 Section
1 Lesson
1 Hour
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Course Outline
1
1.1
01. Introduction to Planner & Kanban
Intro to Kanban Methodology
Overview of Microsoft Planner and Microsoft 365 Groups
Planning an event and working with Buckets
02. Task Management & Detail Tracking
Adding and managing dates (Start and Due dates)
Flagging tasks with Labels for visual organization
Adding comments and collaboration within tasks
Working with Attachments and progress symbols
Changing due dates, status, or task details on the fly
03. Visibility and Personal Productivity
Tracking tasks and updating overall progress
View status, calendar, and all tasks assigned to you
Reviewing individual assignments across the team
Setting up Notifications to stay on track
Sorting, grouping, and filtering tasks for clarity
04. Views, Scheduling & Integration
Using the Schedule View for timeline management
Integrating Planner schedules into Outlook
Analyzing workload with Planner Charts
Collaboration via SharePoint document libraries
05. Advanced Features & Reporting
Support customers with prioritization and employee availability
Exporting plan data to Excel for advanced reporting
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