Microsoft Planner 101

Learn how to stay organized and manage projects with Microsoft Planner, a planning and project management app for Office 365. Follow along with Paul as he shows how to get things done in Planner, from creating new plans and setting due dates to updating a project's status and sharing files with team members.

Plus, see how to switch over to Microsoft Teams from Planner and create new teams based on existing plans. Learn how to work more efficiently and stay focused on what's important by using Microsoft Planner for your next project.

Learning objectives:

• Creating a plan
• Adding and assigning tasks
• Sorting tasks into buckets
• Attaching files to tasks
• Flagging tasks with labels
• Updating a task's status
• Viewing progress on a plan
• Using charts to view progress

After the session you’ll be able to: 

• Create and manage your plans in Microsoft Planner
• Manage your tasks and keep the track of your progress
• Collaborate with other team members while working on your project

About Paul Pennant: Paul has been helping Assistants and other Office Professionals to excel in their roles, increase productivity, and boost their confidence for over 17 years. He started Today’s PA in 2005 with a clear vision: to take his own experiences as a PA, office manager, and business director and create training courses that meet the challenging real-world needs and aspirations of modern business professionals. Today’s PA was named “Best Assistant Training Provider in the UK” seven years running, having been voted for by thousands of PAs and EAs in the PA Voice Awards.

Paul has personally taught Assistants from over 4,000 companies in over 80 countries around the world. He is a certified Microsoft Office trainer, and his goal is to increase your productivity through more effective use of Microsoft Office products. He specializes in highly practical and effective training on Microsoft Outlook, Word, PowerPoint, Excel, OneNote, Teams, Forms, and Planner. Paul’s mission is to help his customers make the most of their Microsoft software by teaching them the tips and tricks they need to save time, money, and their sanity.