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Microsoft Planner Training: Efficient Task & Team Management

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Jan-Philipp Rötz

50:23

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  • 1 - Introduction.mp4
    01:12
  • 2 - Course Outline.mp4
    01:36
  • 3 - Use Cases Intro.mp4
    01:06
  • 4 - Use Case Team Organization on a TeamBoard.mp4
    03:41
  • 5 - Use Case Keep Track of Marketing Campaigns.mp4
    02:28
  • 6 - Use Case Personal Organization with a KanbanBoard.mp4
    01:52
  • 7 - What is Microsoft Planner.mp4
    01:07
  • 8 - How to Start with Microsoft Planner.mp4
    04:03
  • 9 - Intro Section Outline.mp4
    01:24
  • 10 - Main Interface.mp4
    05:47
  • 11 - Create a Plan.mp4
    05:20
  • 12 - How to Navigate in a Plan.mp4
    08:45
  • 13 - How to Share a Plan.mp4
    02:49
  • 14 - How to Create Tasks.mp4
    08:06
  • 15 - How to Search.mp4
    01:07
  • Description


    Learn to organize, track, and collaborate on tasks and projects using Microsoft Planner’s powerful features and tools.

    What You'll Learn?


    • Understand the core purpose and key features of Microsoft Planner: You will learn what Microsoft Planner is and its role in managing tasks.
    • Create and manage plans and tasks in Microsoft Planner: You will learn how to create plans, set up tasks, assign deadlines, and organize tasks.
    • Collaborate with team members by sharing and managing plans: You will learn how to share plans, assign tasks, and collaborate effectively using Planner.
    • Navigate and use Microsoft Planner’s main interface and features: You will learn how to use Planner’s interface, tasks and plan interface.
    • Organize team tasks using Microsoft Planner’s team-board features: I will share this and more practical use cases with you.

    Who is this for?


  • Everyone who needs to keep track of his or her personal tasks.
  • Every manager who has a team and needs to keep track of their tasks.
  • Everyone who works in a team and wants to organize the team tasks.
  • What You Need to Know?


  • No prerequisites needed for taking this course. If you want to use Microsoft Planner, you need a Microsoft 365 Subscription.
  • More details


    Description

    In this comprehensive course, you'll discover how to use Microsoft Planner to enhance task management and improve project coordination. Whether you're organizing a team, managing marketing campaigns, or keeping track of personal tasks, Planner offers versatile tools to keep everything on track. This course is structured into four key sections to ensure you learn Microsoft Planner's features and best practices.

    Use Cases & Best Practices

    We’ll begin by exploring three common use cases for Microsoft Planner in your daily business activities. You’ll learn how to organize team tasks on a shared team-board, keep track of marketing campaigns to monitor their progress, and manage personal tasks efficiently using a Kanban-board.

    What is Microsoft Planner: Understanding the Purpose of Microsoft Planner

    In this section, you’ll dive into what Microsoft Planner is and why it’s an essential tool within the Microsoft 365 suite. We’ll explain its core purpose, and how it combines tasks and plans.

    How to start with Microsoft Planner: Subscription and App Options

    Here, you will learn the subscription requirements and different app options (web, desktop, and mobile). Whether you’re accessing Planner for the first time or integrating it into an existing Microsoft 365 setup, this section will equip you with the knowledge to get started smoothly.

    How to Use Microsoft Planner: Learn how to work Microsoft Planner’s Interface & Features

    In the final section, you’ll gain hands-on experience with Planner’s interface. You’ll learn how to create new plans, set up and assign tasks, and monitor progress through various views and charts. We’ll also explore how to navigate within a plan, share plans with team members, and collaborate seamlessly. By the end of this section, you’ll be able to manage projects and tasks with confidence, ensuring your team stays on track.

    By completing this course, you'll become proficient in Microsoft Planner, unlocking its full potential to manage projects, boost productivity, and collaborate effectively with your team.

    Who this course is for:

    • Everyone who needs to keep track of his or her personal tasks.
    • Every manager who has a team and needs to keep track of their tasks.
    • Everyone who works in a team and wants to organize the team tasks.

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    Jan-Philipp Rötz
    Jan-Philipp Rötz
    Instructor's Courses
    Hi there, I'm Jan-Philipp. I am an Engineer from Germany.ABOUT MEI am very curious and a fan of lifelong learning, so I self-teach me things which benefits me in my life. My favorite question is: Why and how did you do that? That's sometimes annoying for my surroundings but I cannot fight my nature. Maybe, that is why I became an Engineer. :-)Because of my profession, I have learned how to cut big tasks into little actionable steps. I have worked in the aerospace industry and taught people how to build parts of an aircraft engine. Furthermore, I am experienced in designing and optimizing business processes.In short, I am good at explaining the steps you need to know to achieve the learning goals of my classes.MY TOPIC: SOFTWARE TEACHINGThis is the topic I love to cover in my classes: How to use software and what to do with it.As you may have guessed, I am interested in many topics. But I realized, that I am good in Software Teaching. I am the go-to-guy, if my friends and colleagues have any software related question. I scroll through all of the settings in a software when an update is released. It is a little bit nerdy but someone has to do it. Don't you think so? :-)LET'S START LEARNINGIf you you are interested, you can check out the courses I am already teaching.Have fun learning, it is a lifelong journey!- Jan-Philipp
    Students take courses primarily to improve job-related skills.Some courses generate credit toward technical certification. Udemy has made a special effort to attract corporate trainers seeking to create coursework for employees of their company.
    • language english
    • Training sessions 15
    • duration 50:23
    • Release Date 2024/12/22