This training provides participants with the knowledge and skills needed to use Microsoft Planner effectively in their daily work. Integrated with Microsoft 365, Planner simplifies the planning, management, and tracking of tasks within a team.
During this Planner tool training, you will learn how to create a plan, structure your projects, and assign tasks to your team members. With its simple and intuitive interface, Planner offers a clear view of project progress and strengthens collaboration among team members. The goal is to help you become fully autonomous in creating and managing your plans while improving overall team productivity.
Module: Getting started with Planner
In a professional environment where priorities change rapidly, having a simple and efficient tool to organize work is essential. Microsoft Planner perfectly meets this need. Integrated into Microsoft 365, it helps teams plan, track, and coordinate their activities effortlessly. This Planner training helps you develop the right habits to use the tool strategically and strengthen team productivity.
Planner is based on a visual approach to task management. Each plan includes task cards that can be sorted, filtered, and updated easily. This visual method allows you to understand at a glance the progress of projects, identify delayed tasks, and determine which actions should be prioritized. This transparency promotes individual accountability and teamwork.
The strength of Planner lies in its ease of use. Unlike other, more complex project management tools, Planner requires no advanced setup. Each user can create a plan, add buckets to organize work, and assign tasks to colleagues. This organizational method facilitates coordination and reduces misunderstandings within teams.
The Planner training also teaches how to adapt the tool to various contexts. Whether you manage a small internal project or oversee a larger workflow, the best practices shared will help you use Planner as a real efficiency driver. The course also covers time management, workload distribution, and progress visualization through charts.
Microsoft Planner does not work in isolation. It integrates seamlessly with other applications like Teams, Outlook, and SharePoint. This interconnection simplifies communication and centralizes information. You can create a plan directly from Teams, assign tasks to colleagues, and track progress without switching applications. This consistency between Microsoft 365 tools streamlines collaboration and prevents data fragmentation.
The instructor explains how to make the most of these integrations to optimize project tracking. For instance, linking SharePoint files to Planner tasks or receiving automatic reminders in Outlook. These features promote a unified work ecosystem where each tool complements the others for greater agility.
Planner also provides an easy-to-read analytical view. With progress dashboards, managers can quickly assess project status and identify bottlenecks. This visualization enables better workload distribution and improved responsiveness to unexpected issues. The training teaches how to interpret these insights to adjust workloads and motivate teams around clear goals.
By adopting Microsoft Planner, organizations develop a culture of transparency and collaboration. Every member knows exactly what to do and by when. This clarity reduces stress related to unclear tasks and encourages accountability within the team.
Beyond the tool itself, this Planner training emphasizes organization and communication skills. It helps participants plan their days, prioritize tasks, and coordinate efficiently with colleagues. These skills are transferable across all professional environments, regardless of the industry.
By completing this course, participants also learn how to manage multiple projects simultaneously without losing track. Mastering Microsoft Planner becomes a concrete asset for improving both individual and collective performance.
Is Microsoft Planner suitable for large teams?
Yes, Planner can be used in organizations of any size. For large teams, it is possible to create multiple themed plans to maintain a clear overview of different projects.
How does Planner compare to tools like Trello or Asana?
Planner offers simplicity similar to Trello but with full integration into Microsoft 365. This consistency makes it an ideal choice for organizations already using the Microsoft suite.
Is Planner data secure?
Yes, all information is hosted in Microsoft’s cloud, benefiting from the same security and compliance standards as other Microsoft 365 applications.
Can some tasks be automated in Planner?
Yes, using Power Automate, you can create automated workflows. For example, you can receive a notification when a task is assigned or completed.
Does Planner work on mobile devices?
Yes, Microsoft Planner has an intuitive mobile app that lets you view, create, and edit tasks anytime, even on the go.
Is this training suitable for personal use?
Absolutely. While Planner is designed for team collaboration, it can also be used individually to organize priorities and manage personal goals.
How long does it take to master Planner?
In just a few hours, participants can understand the basics and start using it effectively. Regular practice then allows them to fully leverage its potential.
Monday to Friday
8:30 AM to 6:00 PM
Tel. 058 307 73 00
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1227 Carouge, Suisse
Monday to Friday, from 8:30 am to 06:00 pm.
