Overview
This session is designed to introduce you to MS Planner which is a key app within O365.
MS Planner will help you organise your teams’ activities. Planner will also help you delegate tasks to others in the team and track its progress.
Prerequisites
Do you work in an agile environment? Do you want to be more organised as a team? Would you like to manage task allocation across your team? Join this session to determine how MS Planner can help you and your team.
Dual monitor setup IS REQUIRED when attending this course via QA Virtual Classroom.
Delegates will learn how to
- Keep your team organised.
- Categorise tasks into buckets.
- Assign Tasks to your team members.
- Keep on track of your tasks.
- Manage your plans.
Outline
Module 1: Introducing Planner
- What is Planner.
Module 2: Build a Plan
- Create a plan.
- Create buckets to categorise your tasks.
- Add tasks to a plan.
- Add sub-tasks to a plan.
- Add members to a plan.
- Assign a task to a colleague.
- Update your progress.
- Add additional task detail.
Module 3: View Plan Content
- Group your tasks in Board view.
- Use Charts view.
- Use Grid view.
- Filter a view.
- See all tasks assigned to you.
Module 4: Managing Plans
- Copy a plan.
- Pin a plan.
- Delete a plan.
Module 5: Further Collaboration
- Conversations.
- Members.
- Files/Sites.
- Notebook.
- Add a plan to the Outlook Calendar.
- Export your plan to Excel.
- Copy Links to a plan/task.
- Plan settings.
- Plans from with MS Teams.
Frequently asked questions
How can I create an account on myQA.com?
There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.
If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".
If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.
Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.
How do QA’s virtual classroom courses work?
Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.
We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.
How do QA’s online courses work?
QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.
All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.
When will I receive my joining instructions?
Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.
When will I receive my certificate?
Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.