Microsoft Planner (Plan 3) for Project Managers

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Microsoft Planner (Plan 3) for Project Managers

$540per person

In Person

Location: Level 1 Cloisters, 863 Hay Street, Perth WA 6000
Time: 9:00 am to 4:00 pm
Duration: 1 Day

Join in-person at our vibrant Perth CBD training centre. Lunch and refreshments are provided for all in-person attendees. Our training centre is centrally located and easily accessible by public transport.

Course Overview

Course Overview

Take control of your projects with Microsoft Planner Plan 3.

In this practical 1-day course, you’ll learn how to create structured project plans, organise tasks and timelines, assign resources, track progress and communicate updates using Microsoft 365 tools. Ideal for anyone responsible for managing projects or team workloads, this course will help you plan with greater clarity and keep work moving forward.

Dates

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Course Information

Course Content

Planner Plan 3 and Microsoft 365 Project Management

  • Understanding Microsoft Planner Plan 3 and where it fits in Microsoft 365
  • Working with plans, tasks, buckets, goals and project views
  • Using Board, Grid and Timeline views to organise project work

Creating and Managing Project Plans

  • Creating project schedules, milestones and key tasks
  • Building task relationships and dependencies
  • Using timelines to plan and review project progress

Resources, Workloads and Progress Tracking

  • Assigning people and resources to project tasks
  • Managing workloads, deadlines and priorities
  • Tracking progress and identifying project risks or delays

Using Copilot in Planner

  • Using natural language prompts to create and refine project plans
  • Generating tasks, buckets, goals and project updates
  • Using Copilot to support planning, risk review and status reporting

Collaboration and Reporting

  • Working with Planner in Microsoft Teams
  • Sharing project information and communicating updates
  • Creating project reports, summaries and roadmaps for stakeholders

At the end of this course, participants should be able to:

  • Create and manage project plans using Microsoft Planner Plan 3
  • Build project timelines, tasks, milestones and dependencies
  • Assign resources and monitor workload across a project
  • Track project progress and communicate updates clearly
  • Use Copilot to support project planning and reporting
  • Basic Microsoft 365 knowledge is recommended
  • An understanding of common project management terms is helpful but not essential

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