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Microsoft Planner 365 for Beginners
Section 1: Introduction
Course Introduction (1:56)
DOWNLOAD ME: Course Files
DOWNLOAD ME: Exercise Files
What is the New Planner? (4:14)
To Do vs Planner vs Project: Which Tool When (3:15)
Section 2: Get Familiar with Planner
The Planner Interface (4:12)
My Day, My Tasks and the Plans Hub (4:00)
Switch Between Views (3:13)
Section 3: Creating and Structuring Plans
Create a New Plan from a Template (3:33)
Create a Blank Plan from Scratch (3:28)
Buckets, Grid View and Board View (4:51)
Notification and Plan Settings (3:25)
Exercise Part 1: Build Your Plan (starting file included) (3:32)
Section 4: Task Management
Create and Assign Tasks (4:50)
Labels (2:45)
Checklists and Attachments (3:11)
Set Due Dates and Priorities (3:44)
Recurring and Repeat Tasks (2:45)
Comment and Collaborate on Tasks (2:59)
Exercise Part 2: Layer in Tasks (starting file included) (3:34)
Section 5: Tracking Progress
Charts and Calendar View (3:52)
Filter, Group and Sort Tasks (3:11)
Exporting a Plan to Excel (2:18)
Exercise Part 3: Track and Report (starting file included) (3:41)
Section 6: Integration and Collaboration
Planner in Teams and Outlook (3:16)
To Do Sync and Guest Access (3:13)
Section 7: Copilot in Planner
Copilot in Planner: Create and Understand Prompts (3:52)
Copilot in Planner: Edit and Ask Prompts (3:50)
Course Close and Quiz
Course Close (1:21)
Quiz
Filter, Group and Sort Tasks
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