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Microsoft Planner and To Do

Overview

Microsoft Planner is a task management application that is part of the Microsoft 365 suite. It allows users to create, assign, and track tasks within a team or project. You can organize tasks into buckets, set due dates, and assign them to specific team members. The visual dashboard provides a clear overview of the progress of tasks and their deadlines. It integrates seamlessly with other Microsoft 365 applications, facilitating collaboration and communication within teams. Microsoft To Do is a task management application that helps users organize and prioritize their activities. It allows you to create and manage task lists, set due dates, and add notes. The app is designed to enhance productivity by providing a simple and intuitive interface. Microsoft To Do seamlessly integrates with other Microsoft 365 applications, such as Outlook and Planner, allowing for a unified task management experience

Content

Overview of Microsoft

  • Dashboard layout
  • Key elements and functionalities

Creating and Managing Tasks

  • Task Creation – Adding tasks to the Planner
  • Task details and descriptions
  • Creating task buckets
  • Categorising tasks for better organisation
  • Assigning tasks to team members
  • Setting due dates and priorities

Collaboration Features

  • Team Communication
  • Integration with Microsoft Teams
  • Comments and collaboration on tasks
  • Attachments and Links
  • Attaching files and links to tasks
  • Enhancing task details with additional resources

Monitoring and Tracking Progress

  • Monitoring completion status
  • Visualising progress on the Planner board
  • Utilising reporting features
  • Extracting insights for better decision-making

Audience

A short webinar is a brief, focused
online session designed to deliver key
insights, tips, or updates on a specific
topic, usually between an hour to and
hour and a half. It’s perfect for busy
people who want to learn something
new without committing a lot of time.
All our webinars are deliverable, as in
person seminars.

Duration

1 ½ Hours

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