Course Outline

Introduction to Microsoft Planner

  • Overview of Microsoft Planner for government
  • Understanding the role of Planner in task and project management for government
  • Navigating the Planner interface for efficient use in public sector workflows
  • Creating and managing plans to support government projects
  • Assigning tasks and setting due dates to ensure accountability and timely completion
  • Integrating Planner with other Microsoft 365 tools to enhance collaboration and efficiency for government

Task Management with Microsoft To Do

  • Introduction to Microsoft To Do for government task management
  • Creating and managing task lists to support daily operations
  • Prioritizing tasks using My Day and flagged emails to maintain focus on critical activities
  • Sharing lists and collaborating on tasks to foster teamwork and transparency
  • Syncing tasks across devices and with other Microsoft apps to ensure consistency and accessibility

Utilizing Microsoft Loop for Collaboration

  • Introduction to Microsoft Loop for government collaboration
  • Understanding Loop’s collaborative workspaces to enhance team productivity
  • Creating and managing Loop components to streamline project tasks
  • Integrating Loop with Microsoft Teams, Planner, and other tools to create a cohesive workflow
  • Real-time collaboration with Loop components to facilitate immediate feedback and adjustments

Setting Up Your First Plan

  • Creating a sample project in Planner to demonstrate practical application
  • Assigning roles and tasks to team members for clear responsibility
  • Collaborating with team members using Planner and To Do to ensure seamless coordination
  • Tracking progress and adjusting plans to meet project milestones

Advanced Task Management with Microsoft Lists

  • Introduction to Microsoft Lists for government task management
  • Creating and customizing lists for different projects to support diverse needs
  • Using templates for quick list creation to save time and maintain consistency
  • Integrating Lists with Planner, SharePoint, and Teams to enhance data synchronization
  • Automating workflows with Lists to reduce manual effort and improve efficiency

Enhancing Team Coordination with Microsoft Teams Integration

  • Integrating Planner and To Do with Microsoft Teams for government use
  • Managing tasks directly from Teams to streamline workflow processes
  • Using Teams channels for project-specific communication to ensure clarity and alignment
  • Collaborating with Loop and Lists within Teams to create a comprehensive project management environment

Using Microsoft 365 Tools for Efficient Project Management

  • Overview of additional Microsoft 365 tools (Power Automate, SharePoint, etc.) for government use
  • Connecting Planner, To Do, Loop, and Lists with other Microsoft 365 apps to create a unified ecosystem
  • Automating task assignments and notifications to enhance accountability and timely completion
  • Reporting and analyzing project progress to inform decision-making and continuous improvement

Simulating a Real-World Project

  • Setting up and managing a complete project using all tools for government application
  • Integrating Planner, To Do, Loop, and Lists for seamless project management in the public sector
  • Reviewing and optimizing task management processes to ensure best practices and efficiency

Summary and Next Steps

Requirements

  • Basic computer proficiency
  • Familiarity with the Microsoft 365 platform

Audience

  • Government office personnel
  • Administrative staff for government
 7 Hours

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