• Get Started with Microsoft Planner

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    Please be aware this is a pre-recorded session supported by a live Q&A.

    Overview

    This session is designed to provide participants with a thorough understanding of Microsoft Planner and its integration with Copilot. Participants will learn how to create, manage, and track plans using both manual methods and Copilot assistance. The session will also cover new features and terminology, as well as how to use Planner within Microsoft Teams. By the end of the session, participants will be equipped with the knowledge and skills to effectively use Microsoft Planner to enhance productivity and collaboration.

    Introduction

    • Welcome and session objectives
    • Overview of Microsoft Planner and Copilot

    Overview of Microsoft Planner

    • Introduction to Microsoft Planner
    • Key features of Planner
    • Creating a plan
      • Using Buckets
      • Adding Tasks
      • Assigning people plan
      • Assigning people to a Task 
    • Using Views
      • Grid
      • Board
      • Schedule
      • Charts       
    • Integration with Microsoft Teams

    Tracking a Plan

    • Using Planner's built-in features to track progress
    • Setting task priorities and due dates
    • Utilizing labels and checklists for better organization
    • Monitoring task completion and updating progress
    • Practical examples of tracking a plan without Copilot

    Getting Started with Planner and Copilot

    • Importance of integrating Copilot in Planner for enhanced productivity
    • Setting up Planner in Microsoft Teams
    • Overview of Copilot features in Planner
    • How to access and activate Copilot in Planner

    Planning with Copilot

    • Setting goals and breaking down work with Copilot
    • Generating tasks, goals, and buckets based on user prompts
    • Creating a comprehensive project plan using Copilot
    • Practical examples of planning a project with Copilot

    Managing Projects with Copilot

    • Streamlining project management with Copilot
    • Identifying next steps and breaking down large tasks
    • Managing collaboration and tracking new goals
    • Practical examples of managing a project with Copilot

    Tracking Progress with Copilot

    • Staying informed on project progress with Copilot
    • Using Copilot to answer questions about progress, priorities, and workload
    • Practical examples of tracking a project with Copilot

    Recap