Microsoft Planner : Be Expert in Microsoft Planner & CoPilot from Udemy

Course Description:

Unlock the full potential of Microsoft Planner with our comprehensive course designed to transform you into a Microsoft Planner expert. Whether you’re a novice or looking to enhance your skills, this course provides a deep dive into Microsoft Planner and its powerful features, including the revolutionary Microsoft Planner Co-Pilot and the versatile Microsoft Planner mobile app.

What is Microsoft Planner?Microsoft Planner is a task management and project collaboration tool that is part of the Microsoft 365 suite. It allows teams to create, assign, and track tasks within a shared workspace, enhancing productivity and streamlining project management.

What are the Main Features of Microsoft Planner?Microsoft Planner offers a variety of features to simplify task management, including task creation and assignment, customizable Buckets for organizing tasks, visual charts and dashboards for tracking progress, and integration with other Microsoft 365 apps. The Microsoft Planner Co-Pilot enhances these capabilities by providing AI-driven insights and automation to improve workflow efficiency. Additionally, the Microsoft Planner mobile app enables task management on the go, ensuring you stay productive anywhere.

Why Learn Microsoft Planner?Learning Microsoft Planner equips you with essential skills for effective project and task management. By mastering Microsoft Planner, you can streamline workflows, improve team collaboration, and enhance productivity. Understanding the Microsoft Planner Co-Pilot and mobile app further expands your ability to manage tasks efficiently and adapt to various working environments.

Why Take This Course?You might be wondering, with so many Microsoft Planner courses out there, why should you choose this one? Let me give you a few compelling reasons.

First, this course is comprehensive. We cover every aspect of Microsoft Planner, from the basics to advanced features. Whether you're just starting out or looking to enhance your skills, we've got you covered
Our step-by-step tutorials are designed to be easy to follow. We break down complex features into simple, actionable steps, ensuring that you can apply what you learn immediately.
Unlike many other Microsoft Planner courses, we delve into the Premium features of Planner and the Co-Pilot AI assistant. These advanced tools can significantly boost your productivity and planning efficiency.
We also cover the mobile Planner app in detail, so you can manage your projects on the go. This is perfect for professionals who need to stay productive while away from their desks.
Our course is not just about teaching features; it's about practical application. We provide real-world scenarios and examples, helping you understand how to use Microsoft Planner effectively in your daily work.
Additionally, the course is well-structured with a clear learning path. Each chapter builds on the previous one, ensuring a smooth learning experience. Plus, you'll have access to quizzes and assignments to test your knowledge.
Don't just take our word for it. Our instructor has received numerous positive reviews and testimonials from satisfied students who have transformed their productivity.
And finally, as your instructor, bring of 15+ years of experience in project management and using Microsoft tools. He is here to support you every step of the way, answering your questions and providing guidance whenever you need it.
So, if you're ready to master Microsoft Planner and take your productivity to the next level, enroll in our course today. We can't wait to see you inside the course.

Course and Module Overview:

Introduction to Microsoft Planner: Get acquainted with Microsoft Planner’s interface and basic functionalities.
Learn how to set up and manage Plans, Buckets, and Tasks. Export Planner data to excel. Integrate Microsoft Planner with Microsoft Teams and Outlook. Understand Charts and labels. Use Group by Feature.
Advanced Microsoft Planner Features: Discover how to use Microsoft Planner’s filters, charts, and dashboards to analyze and optimize task management. Use timeline view & custom columns.
Mastering Microsoft Planner Co-Pilot: Explore the Co-Pilot’s AI-driven features for improved efficiency and workflow automation.
Using the Microsoft Planner Mobile App: Understand how to navigate and utilize the Microsoft Planner app on mobile devices for on-the-go task management.

Enroll now to become a Microsoft Planner pro and enhance your project management skills with the latest tools and techniques.

What's inside

Learning objectives

Efficient task management: master creating, organizing, and managing tasks in microsoft planner. set up plans, create buckets, and assign tasks effectively.
Advanced features: utilize advanced microsoft planner premium features : create timeline view, custom columns, connect microsoft planner with teams & outlook

Co-pilot integration: learn to use microsoft planner's co-pilot for enhanced productivity. get smart task suggestions and manage schedules efficiently.
Mobile productivity: become proficient with the microsoft planner mobile app. manage tasks on the go, update task properties & analyze progress seamlessly.

Efficient task management: master creating, organizing, and managing tasks in microsoft planner. set up plans, create buckets, and assign tasks effectively.
Advanced features: utilize advanced microsoft planner premium features : create timeline view, custom columns, connect microsoft planner with teams & outlook
Co-pilot integration: learn to use microsoft planner's co-pilot for enhanced productivity. get smart task suggestions and manage schedules efficiently.
Mobile productivity: become proficient with the microsoft planner mobile app. manage tasks on the go, update task properties & analyze progress seamlessly.

Syllabus

Student will understand all the Microsoft Planner features available in Basic Plan

Microsoft Planner Overview

What is Microsoft Planner?

Understanding Microsoft Planner Interface

Microsoft Planner Interface Part II

Create your first Microsoft Plan

Create And Manage Buckets in Microsoft Planner

Add Tasks To Microsoft Planner Buckets

Assign Task to Team Members and Setting Due Date

Adding New Team Members Directly From Planner Tasks

Sorting And Moving Tasks Across Buckets

Repeat Your Planner Task

Task Labels in Microsoft Planner

Adding Notes And Checklist

Adding Attachments Files In Microsoft Planner

Communication Within Microsoft Planner

Understanding Planner Labels And Group By Feature

Pin Your Plan

Integration With Microsoft Team

Add External Guest To Your Plan

Monitor Microsoft Planner with Chart View

Planner Notification

Export your Plan To Excel

Delete Your Plan

Microsoft Planner License

Students will learn how to use Microsoft Planner app to manage the Plan on the Go

Microsoft Planner Mobile App

How to user various features which are available only with premium License

Premium Feature of Microsoft Planner

Create Premium Plan in Microsoft Planner

Premium Feature : Using Copilot with Microsoft Planner

Premium Feature-TimeLine View and Custom Columns

Premium Feature - Conditional Formatting

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft Planner : Be Expert in Microsoft Planner & CoPilot with these activities:

Review Microsoft 365 Fundamentals

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Reinforce your understanding of the Microsoft 365 ecosystem to better grasp Planner's role and integration capabilities.

Browse courses on Microsoft 365

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Review the core applications within Microsoft 365.
Understand the basic concepts of cloud-based services.
Familiarize yourself with Microsoft account management.

Read 'Microsoft 365 for Dummies'

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Gain a broader understanding of the Microsoft 365 suite to better contextualize Planner's role and integration.

View Melania on Amazon

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Read the chapters related to task management and collaboration.
Focus on the sections that discuss integration with other Microsoft 365 apps.

Explore Microsoft's Planner Tutorials

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Follow Microsoft's official tutorials to gain a solid understanding of Planner's basic functionalities and features.

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Visit the Microsoft Planner support page.
Watch the introductory videos on task management.
Practice creating and managing a sample plan.

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Create and Manage Sample Plans

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Practice creating and managing various sample plans to solidify your understanding of Planner's features and workflows.

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Create a plan for a personal project.
Create a plan for a team project.
Experiment with different bucket configurations.
Use labels and filters to organize tasks.

Document Your Planner Workflow

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Create a document outlining your preferred workflow for using Microsoft Planner, including tips and tricks for efficient task management.

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Outline your typical project management process.
Describe how Planner fits into your workflow.
Include screenshots and examples to illustrate your points.

Build a Project Tracking Dashboard

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Design and build a project tracking dashboard using Planner's data and integration with other Microsoft 365 tools like Power BI.

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Export Planner data to Excel.
Connect Excel data to Power BI.
Create visualizations to track progress and identify bottlenecks.

Manage a Real-World Project with Planner

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Apply your knowledge of Microsoft Planner to manage a real-world project, tracking tasks, assigning responsibilities, and monitoring progress.

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Identify a project to manage.
Create a plan in Planner with tasks and assignments.
Regularly update the plan and track progress.
Reflect on your experience and identify areas for improvement.

Career center

Learners who complete Microsoft Planner : Be Expert in Microsoft Planner & CoPilot will develop knowledge and skills that may be useful to these careers:

Microsoft Planner

Be Expert in Microsoft Planner & CoPilot

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