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

Nenad Trajkovski 1 Comment 3 likes Lessons

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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 lesson 2, you will learn how to create and manage a premium project plan using advanced features of the new Planner, including task management, resource allocation, and project tracking tools.

In lesson 3, you will explore additional features of the new Planner, including various tabs, goal management, and project data handling.

Building on Parts 1 and 2, this final session will cover different views and tools within the Planner platform to enhance your project management capabilities.

Key takeaways:

  • Using the Board Tab
  • Creating and using Goals
  • Managing Goals fields in Grid view
  • Using the Timeline Tab
  • Using the Chart Tab
  • Using the People Tab
  • Using the Assignments grid
  • Tracking Task and project progress
  • Exporting project to Excel
  • Copying a plan
  • Using Teams files
  • Importing projects from Project desktop files

Learning Objectives:

  • Utilize various tabs in Planner for project management
  • Create and manage Goals within Planner
  • Track task and project progress
  • Export and import project data
  • Integrate Planner with Teams for file management

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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  1. Great session again Nenad, thanks for that.

    From the questions that came in. Task UID can be found in Dataverse, there are tables and columns located with more information. It’s not accessable from the project/plan itself. But you could use it for reporting.

    Kind regards,
    Erik

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