Microsoft Planner Fundamentals Training Course
Microsoft Planner is a cloud-based tool that helps you organize teamwork with intuitive, collaborative, visual task management.
This instructor-led, live training (online or onsite) is aimed at beginner-level project managers, team leaders, and team members who wish to learn the basics of Microsoft Planner and how to use it to organize and manage teamwork with intuitive, collaborative, visual task management.
By the end of this training, participants will be able to:
- Set up and use Microsoft Planner.
- Create and manage tasks with details and attachments.
- View and organize tasks with boards, charts, and calendars.
- Collaborate with team members using chat, email, or Teams.
- Integrate Microsoft Planner with other Microsoft 365 apps and services.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Introduction
- What is Microsoft Planner and why use it?
- Microsoft Planner vs other task management tools
- Microsoft Planner features and architecture
- Setting up Microsoft Planner
Getting Started
- Creating and saving a new plan
- Exploring the user interface and navigation
- Customizing the plan settings and appearance
- Adding and removing team members
Task Management
- Task management concepts and terminology
- Creating and assigning tasks
- Adding details and attachments to tasks
- Updating the task status and progress
Task Organization
- Task organization concepts and terminology
- Using boards, charts, and calendars to view and organize tasks
- Using buckets, labels, and filters to group and sort tasks
- Using due dates, priorities, and reminders to manage tasks
Task Collaboration
- Task collaboration concepts and terminology
- Using Microsoft Planner mobile app to access tasks on the go
- Collaborating with team members using chat, email, or Teams
- Integrating Microsoft Planner with other Microsoft 365 apps and services
Summary and Next Steps
Requirements
- Basic knowledge of project management and teamwork concepts
- Familiarity with Microsoft 365 apps and services, such as Outlook, Teams, OneNote, etc.
Audience
- Project managers
- Team leaders
- Team members
Need help picking the right course?
Microsoft Planner Fundamentals Training Course - Enquiry
Upcoming Courses
Related Courses
Advanced Reporting and Dashboards in ClickUp
14 HoursThis instructor-led, live training in Oman (online or onsite) is aimed at advanced-level professionals who wish to master ClickUp's reporting and dashboard features to drive data-driven decision-making and optimize workflows.
By the end of this training, participants will be able to:
- Create and customize advanced dashboards in ClickUp.
- Use ClickUp's reporting tools to track key performance indicators (KPIs).
- Automate data collection and visualization.
- Integrate external data sources for comprehensive analytics.
- Optimize dashboards for team collaboration and executive reporting.
AgilePM® Foundation – szkolenie akredytowane z egzaminem
14 Hours"AgilePM® Foundation training" is a comprehensive introductory course to the Agile Project Management 2.0 methodology, dedicated to people interested in implementing the Agile approach in projects. The program covers key project management topics such as philosophy Agile, success factors, process design, team organization and effective practices. Participants acquire the knowledge and skills necessary to effectively apply Agile in practice.
AgilePM® Practitioner (Agile Project Management Practitioner - szkolenie akredytowane z egzaminem)
14 Hours"AgilePM® Practitioner training" allows you to develop competences in project management based on the Agile Project Management methodology, version 2.0. It is dedicated to Agile Project Managers and people interested in implementing the Agile approach. The course covers topics such as team organization Agile, project life cycle, effective product delivery, project estimation, risk management and DSDM configuration. Participants prepare for certification through a practical exam, earning the international AgilePM® Practitioner certificate.
Certified Associate in Project Management (CAPM)®
21 HoursCAPM® stands for Certified Associate in Project Management.
PMI’s Certified Associate in Project Management (CAPM)® is a valuable entry-level certification for project practitioners. Designed for those with little or no project experience, the CAPM®demonstrates your understanding of the fundamental knowledge, terminology and processes of effective project management.
Whether you are new to project management, or already serving as a subject matter expert on project teams, the CAPM can get your career on the right path or take it to the next level.
The PMP® / CAPM® certification is issued by the Project Management Institute (PMI®), which is the world’s leading association of Project Management Professionals.
BENEFITS OF BEING A CAPM
- Recognized Expertise: The PMP® / CAPM® certification is globally recognized and respected certification provided by PMI, the leading association of Project Management Professionals. With 12% increase in number of PMP® / CAPM® certification every year, they have been made the de-facto industry standard for Project Managers.
- Better Job Opportunities: The PMP® / CAPM® certification recognizes your expertise in Project Management: It tells your current and potential employers that you have a solid foundation of project management knowledge, which could be readily applied at the workplace.
- Prestigious Membership: You will be a member of one of the most prestigious professional groups: By attaining the PMP® / CAPM® certification, your name will be included in the largest and most prestigious group of certified Associate in Project Management Professionals.
- Increase Salary: It has been observed that Project Managers, who have the PMP® / CAPM® certification, draw more salary than their counterparts, who do not have the certification.
- Global recognition: The PMP® / CAPM® certification is endorsed by leading companies. In fact, they encourage their Project Managers to have the PMP® / CAPM® certification.
For further information regarding the benefits of the PMP® / CAPM® certification, we request you to visit www.pmi.org
ABOUT PMI
The Project Management Institute PMI® is the world’s leading not-for-profit project management professional association. PMI® supports over half a million members in 170 countries worldwide.
PMI® members are individuals practicing and studying project management in many different industry areas.
PMI® has become, and continues to be, the leading professional association in project management. More details can be found here: www.pmi.org
Certified Agile Process Owner (CAPO)®
14 HoursThis course provides guidance into the process Owner responsibilities so they can describe what they are doing as a process and provides the education needed to oversee the design, re-engineering and improvement of IT Service Management (ITSM) processes; particularly in the context of Agile Service Management. Participants learn how to apply Scrum practices to Process Owner responsibilities and use Agile and Lean principles and practices to put in place ‘just enough’ process and how to continually align process performance with overall business goals.
ClickUp Automations and Integrations
14 HoursThis instructor-led, live training in Oman (online or onsite) is aimed at intermediate-level professionals who wish to enhance workflow efficiency by leveraging ClickUp’s automation and integration features.
By the end of this training, participants will be able to:
- Understand ClickUp’s automation capabilities and use cases.
- Create and manage automations to streamline workflows.
- Integrate ClickUp with third-party tools like Slack, Google Drive, and Zapier.
- Set up triggers, conditions, and actions for automated task management.
- Optimize team collaboration through automation and integrations.
ClickUp for Agile Project Management: Sprints, Kanban, and Workflows
14 HoursThis instructor-led, live training in Oman (online or onsite) is aimed at intermediate-level professionals who wish to apply Agile project management principles using ClickUp’s features.
By the end of this training, participants will be able to:
- Set up and configure ClickUp for Agile project management.
- Manage sprints, backlogs, and epics effectively.
- Leverage ClickUp’s Kanban, List, and Timeline views for Agile workflows.
- Track team velocity, burndown charts, and performance metrics.
- Automate Agile processes to improve efficiency.
- Integrate ClickUp with other Agile development tools.
Customizing ClickUp for Business Operations and Process Management
14 HoursThis instructor-led, live training in Oman (online or onsite) is aimed at advanced-level professionals who wish to tailor ClickUp for business operations, enhance process efficiency, and integrate automation for scalable workflows.
By the end of this training, participants will be able to:
- Customize ClickUp’s workspaces, views, and templates for business operations.
- Develop and optimize workflows for process management.
- Implement advanced automation for repetitive tasks.
- Integrate ClickUp with other business tools and data sources.
- Monitor and analyze process efficiency using ClickUp reporting.
ClickUp for Enterprise Project Management
14 HoursThis instructor-led, live training in Oman (online or onsite) is aimed at advanced-level professionals who wish to leverage ClickUp for managing large-scale projects, cross-functional collaboration, and enterprise-wide efficiency.
By the end of this training, participants will be able to:
- Implement ClickUp at an enterprise scale with best practices.
- Structure workspaces, spaces, and projects for large teams.
- Leverage advanced reporting and dashboards for executive insights.
- Automate workflows and integrate ClickUp with enterprise systems.
- Enhance governance, compliance, and security within ClickUp.
ClickUp Fundamentals
14 HoursThis instructor-led, live training in Oman (online or onsite) is aimed at beginner-level professionals who wish to learn the fundamentals of ClickUp for task and project management, as well as personal productivity.
By the end of this training, participants will be able to:
- Navigate ClickUp’s interface and workspace structure.
- Create and manage tasks, lists, and projects efficiently.
- Utilize views like List, Board, and Calendar for better organization.
- Apply productivity features such as priorities, tags, and custom statuses.
- Collaborate effectively using comments, mentions, and shared spaces.
- Set up personal productivity workflows to manage daily tasks.
Optimizing Team Collaboration with ClickUp
14 HoursThis instructor-led, live training in Oman (online or onsite) is aimed at intermediate-level professionals who wish to optimize team collaboration using ClickUp’s advanced features.
By the end of this training, participants will be able to:
- Set up and manage collaborative workspaces for teams.
- Leverage ClickUp’s advanced task management features for team coordination.
- Improve team communication using ClickUp’s built-in tools.
- Utilize ClickUp’s reporting and dashboards for team performance tracking.
- Automate workflows to streamline team processes.
- Integrate ClickUp with other collaboration tools.
PMI Agile Certified Practitioner (PMI-ACP)
21 HoursThe PMI Agile Certified Practitioner (PMI-ACP) examination is aimed at project management professionals who are using or wish to use agile methodologies in their organization. The PMI-ACP certifies that a person has real-world experience managing agile projects and is familiar with the variou subsets of the agile methodology, including Scrum, Kanban, Lean and others.
In this instructor-led, live training, participants will obtain the materials, knowledge and practice needed to prepare for the PMI-ACP examination.
Audience
- Project managers
- Program managers
- Project leads
- Other team members participating in agile projects
PMI Professional in Business Analysis (PBA) Certification Preparation
21 HoursThis instructor-led, live training in Oman (online or onsite) is aimed at intermediate-level business analysts who wish to learn the tools and techniques of business analysis and to prepare for the PMI-PBA exam.
By the end of this training, participants will be able to:
- Learn the tools, techniques, and practices of business analysis as outlined by PMI.
- Master the five domains of business analysis.
- Develop practical skills for identifying stakeholders' needs, managing requirements, and ensuring successful project outcomes.
- Understand the PMI-PBA certification process and prepare for the certification exam.
PMP - Exam Preparation Training Course
35 HoursAuthor training to prepare for the PMP® exam (Project Management Professional®) Each training participant receives a certificate of completion PMP-Prep training (35 hours)
Target group:
- Experienced project managers willing to improve theirs qualifications and confirm them internationally the world with the prestigious Project Management certificate Professional - (PMP®)
- Less experienced project managers and members project teams wishing to expand their knowledge and project management skills
- Middle and senior managers, willing expand your competences in management and supervision projects
- People who have experience in project management and want to improve their competences.
Training objectives:
- Comprehensive preparation for obtaining a certificate Project Management Professional (PMP®) via for systematizing the possessed knowledge, about getting acquainted with the specifics of the PMP® exam
- Fulfillment of the formal exam admission condition PMP®, i.e. obtaining 35 of the so-called contact hours
- Getting to know the practices, techniques and tools of project management
Form of classes:
- Presentations of project management issues
- Questions and quizzes related to PMP® exam topics
- PMP® certification question style questions and analysis
PMI Risk Management Professional (PMI-RMP)® Exam Preparation
28 HoursThis course aims to enable participants to plan, manage and control project risks. By attending, participants will acquire the knowledge to develop project risk management plans, identify project risks, analyze the identified risks and plan responses for them. They will also learn to analyze the risks qualitatively and quantitively using different practical techniques and learn all the critical tools and techniques required to pass the PMI-RMP® (Risk Management Professional) certification exam.