Harness the Full Potential of Microsoft Planner for Effective Project and Task Management.

Why You Need This Training: If you're looking to streamline your project management processes and enhance team collaboration, Microsoft Planner is an essential tool. We'll show you how to transform Microsoft Planner into a robust project and task management solution, tailored to meet the needs of your business or educational institution.

About the Training: Join us for an in-depth half-day training session, available both in-person (UK only) and online. This session is designed to guide you through the fundamentals of Microsoft Planner, progressing to advanced techniques that incorporate Power Automate for automation and other integrations that maximise its capabilities.

What You Will Learn:

Understand and Navigate Microsoft Planner: Get acquainted with the Planner interface, and learn how to set up your first plan.
Create and Organize Tasks: Discover how to create, assign, and organise tasks effectively, using buckets, labels, and due dates.
Manage Projects Efficiently: Learn to manage complex projects by utilising Planner’s features like task dependencies, progress tracking, and notifications.
Automate and Integrate with Power Automate: Elevate your task management by automating repetitive processes, integrating with Microsoft Teams, and syncing with other Microsoft 365 apps.
Implement Best Practices for Task Management: Explore strategies for ensuring your team remains organised, on track, and productive.

Benefits of this Training:

Streamlined Task Management: Simplify project management by organising tasks and resources in one centralised platform, reducing the chaos of scattered communication.
Enhanced Collaboration: Improve teamwork with real-time updates, shared plans, and integrated communication tools like Microsoft Teams.
Increased Productivity: Automate routine tasks and streamline workflows, freeing up time for your team to focus on high-value activities.
Scalable Solutions: Learn how to tailor Planner to suit the specific needs of your organisation, whether you're managing a small team or large-scale projects.

Guaranteed Results: By the end of this training, you will be equipped with the skills to leverage Microsoft Planner as a comprehensive project management tool, customised to optimise your organisation’s productivity and collaboration.

Booking Your Preferred Date: After your purchase, you'll receive an email within an hour granting you access to our appointment booking platform (Microsoft Bookings). Here, you can schedule your half-day training session at a date and time that works best for you. Please be aware that, due to high demand, the earliest available dates are currently in October 2024. If a date that works for you is not showing on the calendar, simply get in touch at support@nomorebadmondays.com.

Note - In person training is only available in England, Scotland and Wales currently.

Turning Microsoft Planner into a Powerful Project and Task Management Solution

£160.00

Objective: Gain a solid foundation in Microsoft Planner.

Overview of Microsoft Planner and its role within Microsoft 365.

Setting up your first plan: Understanding the basics of plans, buckets, and tasks.

Exploring the Planner interface: Navigating your dashboard, task boards, and charts.
Objective: Learn how to create, assign, and organise tasks effectively.

Creating and Assigning Tasks: Step-by-step guide to adding tasks, assigning them to team members, and setting due dates.

Organising with Buckets and Labels: Learn how to categorise tasks using buckets and labels for better organisation and visibility.

Setting Task Priorities and Dependencies: Understand how to prioritise tasks and set dependencies to ensure project flow.
Objective: Dive deeper into Planner’s project management features.

Tracking Progress and Updating Tasks: Learn how to track task completion and update statuses in real-time.

Utilising Checklists and Attachments: Discover how to add detailed checklists, notes, and attachments to tasks for comprehensive project documentation.

Managing Project Overviews with Charts and Reports: Explore how to use Planner’s charts and reports to gain insights into your project’s progress.
Objective: Enhance your task management by integrating automation.

Introduction to Power Automate: Understanding the basics of creating workflows within the Microsoft ecosystem.

Automating Routine Processes: Learn how to set up automation for recurring tasks, notifications, and status updates.

Integrating Planner with Other Microsoft Apps: Discover how to connect Planner with Teams, Outlook, and SharePoint for a seamless workflow.
Objective: Implement best practices to maximise the effectiveness of Microsoft Planner.

Establishing a Consistent Task Management Routine: Develop habits and protocols for regular task updates and reviews.

Encouraging Team Collaboration and Accountability: Strategies to ensure your team remains engaged and responsible for their tasks.

Troubleshooting Common Issues: Practical tips for overcoming challenges in task management and project coordination.
Objective: Solidify your learning through interactive discussion and hands-on practice.

Interactive Q&A Session: Address any specific questions or concerns regarding Microsoft Planner.

Hands-On Exercises: Engage in practical scenarios to apply what you've learned and ensure you’re ready to use Microsoft Planner effectively in your projects.

Turning Microsoft Planner into a Powerful Project and Task Management Solution

Part 1: Introduction to Microsoft Planner

Part 2: Task Creation and Organisation

Part 3: Advanced Project Management Techniques

Part 4: Automating Task Management with Power Auto

Part 5: Best Practices for Task Management

Part 6: Q&A and Practical Application