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Sept. 1: Microsoft Planner training

Microsoft Planner training is scheduled 2-3:30 p.m. Thursday, Sept. 1. The session will be presented in Microsoft Teams.

Registration is required. A confirmation message with a link to the session will be sent to you after you register. When you click to join the meeting, you will be taken to a page where you can either join on the web or download the desktop app. If you already have the Teams app, the meeting will open there automatically.

Planner allows teams to work together effortlessly by organizing your projects visually in an easy-to-use application that works seamlessly across all your devices.

Objectives:

  • Learn how to manage your team’s tasks and projects centrally
  • Create plans to execute for your team with an easy to read visual
    layout using Buckets, Cards, and Stacks
  • Create detailed cards that can hold additional information to ensure
    fidelity of each task assigned
  • Create a Plan Calendar that team members can subscribe to keep up
    to date on all their tasks, providing full transparency
  • Use automatic email notifications to ensure no tasks go unnoticed
  • Seamless integration in Microsoft Teams via Channels including how to
    assign important plans to a Tab for easy access
  • Create Plan Template to copy from to reuse as you need it

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