Microsoft Planner and To Do – The Essentials

Discover how several powerful apps within Microsoft’s 365 can help to manage a small-scale project, increase teams’ productivity and effectively manage their workload. This is best for business users that are interested in learning how to combine Microsoft 365 apps.

Course Times

• 1pm to 4pm

Course Content

Planner

• Overview of Planner
• Creating a new plan
• Working with boards and buckets
• Adding and assigning tasks
• Using Planner with Microsoft Teams
• Viewing progress of tasks in charts

To Do

• Create Tasks and Lists
• Creating Sub-tasks
• Due date and set reminders
• Using My Day
• Smart Lists
• Outlook Tasks Integration
• Microsoft To Do (Desktop App and Online)

Further Learning & Development

• Microsoft 365 – The Essentials
  This course provides online Microsoft 365 business users with an understanding of the major features and applications offered with Microsoft 365 for Business (formerly Office 365). You will learn how to utilise Microsoft cloud-based solutions to increase efficiency, workplace collaboration and productivity. Our trainers are well-versed in the latest Microsoft updates and products. This is best for Business users and anyone that works with Microsoft 365 and the cloud.
• Microsoft Power Automate – The Essentials
  This comprehensive one-day course provides participants with an overview of the core features of Power Automate and introduce the fundamentals of creating workflows. This course explains how to use Microsoft flows to connect to various online services, including Outlook, Teams, OneDrive, and SharePoint, for automating common business processes.

• Participants will learn how to use Microsoft Planner and To Do efficiently, ensuring projects are organised and goals achieved.

Participants must be familiar with the Windows-based computer environment and using an internet browser.

“This training will help me implement Planner and To Do to streamline my current processes.” – Tahlie from AngloGold Ashanti

“This training will help me a lot, as it will support streamlining work and reducing the reliance on paper-based processes.” – Felicity from Paladin Energy