Boosting Productivity - A Comprehensive Guide to Task Management 
with Microsoft Apps - Course Outline

Duration

Webinar:    1-1.5 hours

Workshop: 2-2.5 hours

Overview:

Become more efficient and productive by organising and managing your personal work tasks in Microsoft To Do. Empower everyone on your team to manage tasks better. Microsoft Planner gives teams an intuitive, collaborative and visual task management experience for tracking and getting work done.

Target Audience:

This course is suitable for professionals, business users, and individuals who want to use the Planner and To Do apps in Microsoft 365 to organise their tasks and collaborate with others. The target audience includes:Office workers

• Project managers
• Small business owners
• IT professionals
• Any individual or team looking to enhance file management and collaboration processes.

Learning Outcomes:

By the end of this course, participants will be able to:

• Understand the benefits and features of Microsoft Planner.
• Understand the benefits and features of Microsoft To Do
• Create and customise plans, buckets and tasks.
• Assign tasks to team members.
• Update tasks, add comments and attachments.
• Monitor progress and status of tasks and plans.
• Collaborate with team members using chat.
• View and manage plan in Microsoft Teams.
• View and manage plan in SharePoint.
• Create and manage lists and tasks in Microsoft To Do
• Collaborate with others using Microsoft To Do

Topics include:

What is Microsoft Planner and why use it?

Access and navigate Microsoft Planner.

Create a plan and add members.

Create, edit and delete tasks.

Assign tasks to members and set due dates.

Add comments, attachments and checklists to tasks.

Mark tasks as completed or in progress.

Create, rename and delete buckets.

Move tasks between buckets.

Sort and filter tasks by bucket.

View and update plan details.

Use the board, charts and schedule views.

Track progress and status of tasks and plans.

Introduction to Microsoft To Do

Creating and managing lists

Adding and editing tasks

Setting reminders and due dates

Sorting and filtering tasks

Create custom lists.

Sharing and assigning tasks

Integrating To Do app in Microsoft Teams.