🔹 1. Introduction to Microsoft Planner

• What is Microsoft Planner?

• Difference Between Planner, To Do, and Project

• Benefits: Team Collaboration, Visual Task Tracking, Simplicity

• Common Use Cases (Team Tasks, Projects, Event Planning)

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🔹 2. Accessing Microsoft Planner

• Access via planner.microsoft.com or through Microsoft 365 App Launcher

• Planner in Microsoft Teams (as a Tab)

• Mobile App Availability (iOS/Android)

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🔹 3. Creating a New Plan

• What is a “Plan” in Planner?

• Choosing Between New Plan vs. Existing Group

• Naming a Plan and Setting Group Privacy

• Plan Hub and Favorite Plans

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🔹 4. Understanding Planner Layout

• Board View: Task buckets like To Do, In Progress, Done

• Charts View: Visual summary of task status, priorities

• Schedule View: Calendar-style timeline for tasks

• Navigation Between Views

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🔹 5. Task Management

• Creating Tasks within Buckets

• Adding Task Details:

o Title

o Due Date

o Description

o Checklist

o Attachments

o Labels

• Assigning Tasks to One or Multiple Team Members

• Setting Priorities (Urgent, Important, Medium, Low)

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🔹 6. Using Buckets for Organization

• Creating Custom Buckets (Phases, Categories, Teams)

• Drag-and-Drop Tasks Between Buckets

• Organizing for Agile/Scrum Style Projects

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🔹 7. Tracking Progress

• Task Status (Not Started, In Progress, Completed)

• Viewing Task Completion in Charts

• Filtering by Label, Assigned User, or Due Date

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🔹 8. Planner + Microsoft 365 Integration

• Planner in Microsoft Teams:

o Add Planner Tab to a Channel

o Discuss Tasks Inside Team Chat

• Planner and Outlook:

o View Task Reminders in Outlook Calendar

• Planner + To Do:

o See Assigned Tasks in Microsoft To Do

• File Sharing via OneDrive/SharePoint

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🔹 9. Collaborating as a Team

• Group Notifications and Updates

• Comments and Activity History on Tasks

• Co-managing and Tracking Task Assignments

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🔹 10. Planner Settings and Management

• Managing Members and Permissions

• Plan Settings (Group Email, Notebook, SharePoint Site)

• Exporting Tasks (Limited Options)

• Deleting or Archiving Plans

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🔹 11. Use Case Examples

• Marketing Campaign Planning

• Classroom Assignments & Projects

• IT Support Ticket Tracking

• Event Planning

• Product Development Cycle

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🔹 12. Tips and Best Practices

• Keep Buckets Clean and Logical

• Use Labels to Categorize Tasks (Color-Coded)

• Regularly Update Task Status

• Use Comments for Communication

• Keep Descriptions Clear and Actionable

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