Microsoft Planner: Organize Work, Projects and Teams

By the end of the workshop, you will be able to:

• Understand the core features and functions of Microsoft Planner.
• Create, organize, and manage plans, tasks, and assignments efficiently.
• Integrate Microsoft Planner tasks with Microsoft To Do for personal task tracking.
• Understand when to use Planner vs. Lists for different project types.
• Collaborate and co-author using Microsoft Loop components tied to Planner tasks.
• Apply best practices for managing individual and team workloads in Microsoft 365.
• Navigate and troubleshoot common issues across Planner, To Do, Lists, and Loop.

Introduction to Microsoft Planner

• Overview of the Microsoft 365 task ecosystem
• Accessing Planner: web, mobile, Teams integration
• Key concepts: Plans, Buckets, Tasks, Labels

Building and Managing a Plan

• Creating a new plan
• Assigning tasks and setting due dates
• Using Buckets, Priorities, and Progress tracking
• Best practices for organizing plans for individuals and teams

Microsoft Planner and Microsoft To Do: Personal Productivity

• Syncing assigned Planner tasks into To Do
• Managing “My Tasks” across Planner and To Do
• Using Lists and Steps inside To Do to break down tasks

 Microsoft Planner and Microsoft Lists: Project Data Management

• When to use Planner vs. Lists
• Creating and customizing a Microsoft List for task tracking
• Linking Lists with Planner plans

Microsoft Loop: Real-Time Collaboration

• Introduction to Microsoft Loop components
• Embedding Planner tasks in Loop pages
• Co-authoring and updating tasks dynamically with your team

Advanced Features and Best Practices

• Automating notifications and reminders
• Using Filters and Group By options effectively
• Setting up dashboards and reports with Planner data
• Common pitfalls and how to avoid them

Hands-On Practice and Scenarios

• Building a sample project plan
• Personalizing To Do and Planner for daily work
• Collaborative exercise using Loop and Planner

Participants should have basic familiarity with Microsoft 365 applications (Outlook, Teams) and feel comfortable navigating web-based tools.

Anyone looking to improve collaboration and productivity within Microsoft 365.