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Project Planning and Management with Microsoft Planner

Master project planning and management like a true pro! Discover how to use this powerful Microsoft 365 tool to organize your tasks and lead team projects with agility and surprising efficiencies. Don't miss the opportunity to optimize your productivity and that of your team. Get started today and take your project management to the next level!

By Miquel Nadal Sailing | Specialist in Personal Productivity and Neuroscience

👥 2.450
(10)
$13.99 USD $59.99 USD

15 day refund guarantee

This course includes:

▪️ 4h 50m duration on demand

▪️ 84 lessons

▪️ 1 downloadable resources

▪️ Available on mobile devices

▪️ Access forever

▪️ Language:

  • Spanish

▪️ Unlimited consultations

✦ Bonus: Control Tasks Inventory

⚑ Certificate of completion

What you will learn

🟧 Use Planner to manage team projects and reduce the number of operational meetings.

🟧 Combine the use of Outlook calendar with Planner task lists to keep everything you need to do under control.

🟧Combine the use of Planner with other tools such as Microsoft Teams.

🟧Master the key knowledge to have flexible and realistic task planning.

🟧 Understand the different types of tasks and create the necessary lists in Planner to better prioritize what you need to do each day.

Course content
U1: BASIC PLANNER FUNCTIONALITIES
  • Introduction to Planner
  • How to access Planner
  • How to access Planner from Teams
  • Planner Main Menu
  • Planner General Settings
  • How to create a plan in Planner
  • Available views of your plan tasks
  • How to create a task and define its characteristics
U2: BASIC PRINCIPLES OF REALISTIC PLANNING
  • Planning Perspectives
  • How to avoid planning mistake #1
  • The types of tasks you should identify to plan realistically
  • Determine what goes in Outlook Calendar and what goes in Planner
U3: INDIVIDUAL PLANNING IN PLANNER
  • The final photo of your Individual Planning in Planner
  • The ideal design of a Plan for short-term planning
  • How to create the Inventory of Specific Tasks
  • How to define a one-time task
  • How to add High Frequency Control tasks to your plan
  • How to add low-frequency control tasks to your calendar
  • How to do your weekly homework review
  • How to do your daily task review
  • How to manage unexpected tasks that come your way
  • What to do with completed tasks
  • How to manage tasks that pile up
  • How to manage your daily tasks in the Weekly Plan (Grid View)
U4: EFFECTIVE TEAM PROJECT MANAGEMENT IN PLANNER
  • The final picture of team project management
  • Introducing team projects
  • The ideal design of a plan to manage team projects
  • The Inventory of Specific Tasks for Team Projects
  • The phases of the project
  • How to create a Task and determine its status in projects
  • How to determine the members that make up the team
  • How to manage tasks assigned to you in Planner
  • How to add people from outside the organization to the project
  • How to assign tasks to team members
  • How to use filters to track your project
  • How to view the project phase timeline
  • The final photo of your Team Planning (Including Control Tasks)
  • How to Create a Plans Inventory When Managing Many Projects
  • How to get your team to use Planner for project management
U5: EXAMPLE OF PROJECTS IN PLANNER
  • Practical example for managing tasks in a department or an SME
  • Practical example for creating a Business Plan
  • Practical example for managing ideas
U6: COMBINING PLANNER WITH OTHER TOOLS
  • How to add a plan schedule to Outlook calendar
  • How to combine Microsoft Planner and Microsoft Teams
  • How to move a Teams conversation to a Task in Planner
  • How to integrate Planner into To Do (tasks assigned to me)
  • How to integrate OneNote with Microsoft Planner
  • How to link SharePoint with Planner
U7: AUTOMATIONS IN PLANNER (Power Automate)
  • What is Power Automate and where is it (Microsoft 365)
  • Possible combinations between Power Automate and Microsoft Planner
  • How to edit or delete automations between Planner and Power Automate
  • How to turn an email into a Planner task with Power Automate
  • How to Send an Email to Outlook When a Task is Assigned to You in Microsoft Planner
  • How to Create a Planner Task Based on an Outlook Calendar Event
  • How to notify a Teams Channel that a task was completed in Planner
  • How to copy tasks from one bucket to another in Planner
  • How to move a task from Planner to To Do
  • Create a task in Outlook when it is assigned to you in Planner
  • Create an event in Outlook in new tasks in Planner
  • How to create a task in To Do when adding a task to Planner
  • How to send an email when a new task is created in Planner
  • How to Create Follow-Up Tasks on New OneNote Pages
  • How to post a message in Teams when you complete a task in Planner
  • How to create a review task in Planner from SharePoint
  • Create a task in Planner when you write a message in Teams
  • Create a shortcut to copy Planner tasks from one plan to another
U8: ADVANCED PLANNER FEATURES
  • How to Copy a Plan Based on an Existing Plan
  • How to copy a plan from Planner and assign a team to it in 365
  • How to permanently delete a plan
  • Where are the files uploaded in a plan?
  • How to create recurring tasks
  • How to export a plan to Excel
  • How to highlight the most relevant projects when you have many
  • How to apply more than one filter in a Plan
  • How to add a visible link to a Microsoft Planner task
U9: NEWS PLANNER 2024
  • How to access the new version of Planner
  • New main menu in Planner
  • New Templates in Planner
  • Share on Planner
  • Comments on Planner
U10: PLANNER LIMITATIONS
  • Limited view of multiple projects in Microsoft Planner
  • What projects Microsoft Planner doesn't work for
  • Alternatives to Microsoft Planner for managing projects
U11: FINAL REFLECTION
  • Final reflection on the course
Course evaluation
  • This course contains a final exam
G-Tools: For Students
  • Exclusive access to cutting-edge student tools: improve your employability, participate in exclusive events, take advantage of our intelligent virtual assistant, and more.
⚑ Certificate of completion
  • Your personalized digital certificate, a unique badge of your achievements, with international validity, course duration and QR code for instant verification.
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Downloadable resources:

📎 Downloadable Guide Set:

▸ Inventory of Control Tasks

Description

✔️ You will master the Microsoft Planner tool to plan your tasks and manage team projects in an agile and visual way.

In addition, you will be able to use an effective methodology to plan your tasks and have everything under control.

You will also learn how to organize your team's work in an orderly manner, avoiding duplication of tasks and better controlling everyone's workload.

You will learn the key knowledge to make a flexible and realistic task planning, as well as knowing all the functionalities of Microsoft Planner to carry it out.

But we will not only focus on Planner, as you will also learn how to take advantage of the combined use of this tool with the Outlook calendar, Microsoft Teams or Power Automate.



Companies from all industries invest in the development of their teams with this course from G-Talent and Miquel Nadal Sailing

Customer Reviews

Based on 10 reviews
60%
(6)
40%
(4)
0%
(0)
0%
(0)
0%
(0)
R
Rainier Jaime
Un curso que superó mis expectativas

Estoy muy satisfecho con el curso. Me ha ayudado a descubrir nuevas formas de utilizar las herramientas de Microsoft y a mejorar mi desempeño laboral.

L
Lucas Jiménez
Un curso para seguir aprendiendo

He encontrado muchas ideas innovadoras para mejorar mi productividad en este curso.

P
Pablo Hernández
Excelentes clases

El curso me ha ayudado a encontrar soluciones eficaces para mis necesidades diarias.

Ver más reseñas

Miquel Nadal Sailing

Specialist in Personal Productivity and Neuroscience

About Miquel Nadal Sailing

Specialist in Personal Productivity and Neuroscience

With over 15 years of experience in people management and developing tools to improve productivity, Miquel has dedicated his career to helping professionals around the world optimize their time and achieve their personal and professional goals.

Miquel Nadal has created over 1,000 recorded courses covering Personal Planning and Organization, including the efficient use of digital tools such as Microsoft 365, Google Workspace, and Atlassian, among others. His practical, neuroscience-based approach has enabled over 30,000 professionals in over 30 countries to significantly improve their personal productivity.

In addition to his work as an instructor, Miquel is a professor at various Spanish and international universities, sharing his knowledge of productivity and neuroscience with students from all over the world. He is the author of three books on Personal Productivity and Personal Development, in which he combines his knowledge of psychology with his vast experience in the field.

What makes Miquel different?

▪️ Extensive International Experience: With more than 15 years in the sector and a career spanning more than 30 countries, Miquel has helped thousands of people optimize their time and improve their productivity.
▪️ Specialization in Digital Tools: His knowledge of tools such as Microsoft 365 and Google Workspace makes him a reference in the efficient use of these platforms for personal and professional management.
▪️ Neuroscience-Based Approach: Miquel applies neuroscience principles to develop effective planning and organizing strategies that have a real impact on the lives of his students.

If you are looking to improve your personal productivity and learn from an expert in neuroscience and digital tools, Miquel Nadal Vela's courses are what you need.

Discover the added value: G-Tools and much more

In addition to high-quality content, this course gives you access to G-Tools, a suite of tools and resources designed to enhance your learning and your career.

Employability support resources, live events and take advantage of Aixa.IA's artificial intelligence to resolve your questions at any time.

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