Course Outline

Introduction

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

Getting Started

  • Creating and saving a new plan in Microsoft Planner
  • Navigating the user interface and exploring its features
  • Customizing plan settings and appearance for government use
  • Adding and removing team members from a plan

Task Management

  • Key concepts and terminology in task management for government
  • Creating and assigning tasks to team members
  • Adding details and attachments to tasks for comprehensive tracking
  • Updating the status and progress of tasks for transparency

Task Organization

  • Organizational concepts and terminology in task management
  • Utilizing boards, charts, and calendars to view and organize tasks effectively
  • Grouping and sorting tasks using buckets, labels, and filters
  • Managing tasks with due dates, priorities, and reminders for enhanced efficiency

Task Collaboration

  • Key concepts and terminology in task collaboration for government
  • Accessing tasks on the go using the Microsoft Planner mobile app
  • Collaborating with team members through chat, email, or Microsoft Teams
  • Integrating Microsoft Planner with other Microsoft 365 apps and services for seamless workflow

Summary and Next Steps

Requirements

  • Fundamental understanding of project management and collaboration principles for government operations
  • Proficiency with Microsoft 365 applications and services, including Outlook, Teams, OneNote, etc., tailored for government use

Audience

  • Project Managers
  • Team Leaders
  • Team Members
 14 Hours

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