Course Outline

Introduction

  • What is Microsoft Planner and why use it for government?
  • Microsoft Planner compared to other task management tools for government
  • Features and architecture of Microsoft Planner for government
  • Setting up Microsoft Planner for government

Getting Started

  • Creating and saving a new plan in Microsoft Planner for government
  • Exploring the user interface and navigation of Microsoft Planner for government
  • Customizing plan settings and appearance in Microsoft Planner for government
  • Adding and removing team members in Microsoft Planner for government

Task Management

  • Concepts and terminology of task management in Microsoft Planner for government
  • Creating and assigning tasks in Microsoft Planner for government
  • Adding details and attachments to tasks in Microsoft Planner for government
  • Updating the status and progress of tasks in Microsoft Planner for government

Task Organization

  • Concepts and terminology of task organization in Microsoft Planner for government
  • Using boards, charts, and calendars to view and organize tasks in Microsoft Planner for government
  • Utilizing buckets, labels, and filters to group and sort tasks in Microsoft Planner for government
  • Managing tasks with due dates, priorities, and reminders in Microsoft Planner for government

Task Collaboration

  • Concepts and terminology of task collaboration in Microsoft Planner for government
  • Using the Microsoft Planner mobile app to access tasks on the go for government
  • Collaborating with team members using chat, email, or Teams in Microsoft Planner for government
  • Integrating Microsoft Planner with other Microsoft 365 apps and services for government

Summary and Next Steps

Requirements

  • Basic understanding of project management and teamwork principles for government
  • Familiarity with Microsoft 365 applications and services, including Outlook, Teams, OneNote, etc.

Audience

  • Project managers for government
  • Team leaders for government
  • Team members for government
 14 Hours

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