The New Planner: From Zero to Hero (Part 1 of 3)

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Event Description:

Microsoft To-Do, Planner and Project for the Web are now integrated in one Tool: New Planner, or simply, Planner. In three webinars you will find out what is new, and how to use it. From the simple Task to complex project creation, plus simple to complex tracking and setting Goals.

Over the course of three sessions, you will learn how to create Private Tasks and plans, as well how to create a complex project with dozens of Tasks, and how to collaborate via Teams. Last, but not least, you will find out how to manage Project files with them, and how to handle resources among those plans and Projects.

In Part 1, you will be introduced to the new Planner, a tool that integrates Microsoft To-Do, Planner, and Project for the web. You will learn how to install and pin Planner to Teams, and explore various features such as My Day, All Tasks, Private Tasks, and Assigned to Me Tasks.

Discover how to access flagged emails in the new Planner and navigate the Task detail screen. You will also gain an understanding of My Plans, including personal plans and shared plans, and learn how to create basic and premium plans from scratch or existing templates. Additionally, you will find out how to make tasks from a plan visible in My Tasks and My Day.

Learning Objectives:

  • Introduction to the new Planner and its installation in Teams
  • Navigating My Day, All Tasks, Private Tasks, and Assigned to Me Tasks
  • Creating and managing personal and shared plans
  • Understanding the differences between basic and premium plans
  • Creating tasks and making them visible in My Tasks and My Day

PMI PDUs: 1 Ways of Working, 0 Power Skills, 0 Business Acumen

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Written by Nenad Trajkovski
MVP - Project Nenad Trajkovski was born in Zagreb in 1963. year. After completion of Faculty of Electrical Engineering, Nenad has started on the development and implementation of enterprise systems (ERP) in companies of various areas (banks, card houses, production companies, auto industry, wholesale businesses, oil companies, and others). He has extensive experience in working with business processes, people and knowledge in information technology and financial accounting activities. Currently, Nenad works as a consultant for the implementation of business systems, and as Project Manager. He is trainer for Project Management and Risk Management in Microsoft Innovation Center in Varaždin. At WinDays08 conference he has been declared as the best speaker, and his session as the best one. He was among TOP 10 speakers in the Microsoft Sinergija 2009 and at the Microsoft Vzija 2009. Shared first place as the best lecturer at KulenDays 2009 and the PMI Forum 2009 in Zagreb. Regular speaker at the Microsoft Community. On WinDays10 conference Nenad was among the top three speakers; at the conference Microsoft Vision 9 in Skopje between the top 5 speakers as well as on Microsoft Synergy 11 which was held in Belgrade. Certified Accountant, PMP (Project Manager Professional), PMI – RMP (Risk Manager Professional), MCP (Microsoft Certified Professional), MCTS – Microsoft Project 2010 (Microsoft Certified Technical Professional).  and MCT (Microsoft Certified Trainer).
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