During this course you will use Microsoft Planner to
- Create a Plan and add Members
- Create Tasks and Assign them to Members
- Create new Buckets and move Tasks into them and
- Use the Planner Hub.
Bonus: Use Microsoft ToDo to Manage and Share your ToDo list. You'll also learn how to use Microsoft Teams to Manage Messages, Manage Teams, Work with Teams Apps, Explore Teams Meetings and Use Planner in Teams. By the end of this course delegates will be able to comfortably navigate their way around their chosen Office 365 applications.
Course Outline
Microsoft Office 365 Planner and Teams Beginners
Plan Management
- Creating Plans
- Adding People to a Plan
- Removing People from a Plan
- Deleting Plans
- Change the Look of a Plan
Adding Tasks
- Adding Descriptions to Tasks
- Creating a Checklist with a Task
- Add Attachments to Tasks
- Setting Task Priority
- Improving Granularity with Coloured Labels
- Communicating with Others within a Task
- Copying, Moving and Deleting Tasks
- Updating Tasks
- Deleting Tasks
Using Buckets
- Creating Buckets
- Assigning Tasks to Buckets
- Moving Tasks Between Buckets
Changing the Planner View
- Using Group By
- Filtering in Planner
Plan Reports
- Viewing Plan Progress
- Schedule View
- Charts View
- Exporting Plan Data to Excel
- Planner Hub
Sharing a Plan
- Add your Plan to a Team
- Link to a Plan
Microsoft Office 365 ToDo
- What is ToDo?
- Using ToDo Online
- Creating a New Task List
- Creating Tasks
- Adding Task to the Task List
- Using My Day in ToDo
- Assigning Tasks
- Planning Tasks
- Using the Desktop App
- ToDo on the Phone
Microsoft Office 365 Teams
Teams Basics
- Sending a Message
- The Etiquette of Conversations
- Adding Pictures to messages
- Adding Hyperlinks to Messages
- Using Emoji’s
- Using Meme’s
- Creating a Poll
- Getting Attention in Teams
- Creating a Teams Announcement
- Sending to Multiple Channels
Managing Teams
- Adding/Removing Members of a Team
- Changing Member Permissions
- Changing Team Settings
- Creating a Channel
Working with Teams Apps
- Sharing a File
- Version History
- Using the Wiki
- Adding a Tab to a Channel
- Finding more apps for your Team
Teams Meetings
- Scheduling a Meeting
- Creating a Teams Online Meeting Link
- Add a Virtual Background
- Sharing the Screen
- Recording a Meeting
- Transcribing a Meeting
Teams and Planner Together
- Using Planner in Teams
- Using Shared Plans
- How to add a Plan to a Team
- Be Notified when a Plan is Updated
- Add Members from Other Teams to your Plan
- Copying Plans From One Team to Another
Please note this course is available for private booking on a date convenient for you.
This 1-day course is available either at your premises or at the Cambourne training venue. If you would like to book this course, please email us, and we'll let you know the available dates. As soon as a date has been fixed the training day will be booked.
Training Delivery: Live Online Instructor Led & Classroom Face to Face
Course Duration: 1 Day
Office 365 User Training - All you need to know.
