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Course Outline

Introduction

  • Overview of Microsoft Planner and its utility for government operations
  • Comparative analysis of Microsoft Planner against other task management solutions
  • Key features and architectural framework of Microsoft Planner
  • Procedures for deploying Microsoft Planner

Getting Started

  • Creating and saving a new plan
  • Navigating the user interface
  • Configuring plan settings and visual customization
  • Managing team member access and permissions

Task Management

  • Core concepts and terminology for task management
  • Creating and assigning work items
  • Appending details and supporting documentation to tasks
  • Tracking task status and monitoring progress

Task Organization

  • Principles of task organization
  • Utilizing boards, charts, and calendars for workflow visualization
  • Grouping and sorting tasks via buckets, labels, and filters
  • Managing deadlines, priority levels, and alerts

Task Collaboration

  • Frameworks for collaborative task execution
  • Accessing work items via the Microsoft Planner mobile application
  • Coordinating with personnel through chat, email, and Microsoft Teams
  • Integrating Microsoft Planner within the broader Microsoft 365 ecosystem for government use cases

Summary and Next Steps

Requirements

  • Foundational understanding of project management and collaborative work methodologies
  • Proficiency in Microsoft 365 applications and services, including Outlook, Teams, OneNote, and related tools for government operations

Audience

  • Project managers
  • Team leaders
  • Team members
 14 Hours

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