ΠΕΡΙΓΡΑΦΗ

This course introduces participants to Microsoft Planner and Project for the Web, helping them master tools for task management, collaboration, and project planning. By the end, learners will be able to create and manage projects, assign tasks, track progress, and collaborate effectively using Microsoft 365 tools.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

• Understand the core features and differences of Microsoft Planner and Project for the Web within the Microsoft 365 suite.
• Recognise how these tools integrate with other Microsoft 365 applications for effective project and task management.
• Identify the most suitable tool for a given project scenario and explain their key functionalities.
• Set up and manage projects using Microsoft Planner and Project for the Web, including creating plans, assigning tasks, and tracking progress.
• Collaborate with team members by sharing project information, updating statuses, and communicating within the Microsoft 365 environment.
• Utilise features such as timelines, boards, and automation (where applicable) to streamline project workflows.
• Develop a proactive approach to organising work and managing group tasks using digital tools.
• Embrace collaborative working practices and open communication for effective project delivery.
• Demonstrate confidence and adaptability in adopting new technologies for professional productivity.

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

Professionals from any industry that organize tasks and coordinate or participate in projects.

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Topics

Module 1: Introduction to Microsoft 365 Project Management Tools

• Understand the differences between Microsoft To Do, Planner, and Project for the Web
• Learn how Planner and Project fit within the Microsoft 365 ecosystem
• Identify which tool to use for which type of project
• Activities:
  • Interactive demo: Comparing Planner boards and Project timelines
  • Group discussion: “Which tool fits my workflow?”

Module 2: Getting Started with Microsoft Planner

• Objectives:
  • Create and customize a new plan
  • Add and assign tasks, buckets, and labels
  • Understand task views (Board, Charts, Schedule)
  • Use Planner in Teams
• Hands-on:
  • Create your first Planner plan
  • Assign and track tasks in real-time

Module 3: Collaborating in Planner

• Manage members and permissions
• Track task progress and deadlines
• Use comments, attachments, and checklists
• Generate basic reports and status updates
• Hands-on:
  • Team collaboration simulation in Planner
  • Sharing progress dashboards

Module 4: Introduction to Microsoft Project for the Web

• Understand Project for the Web interface and core concepts
• Create a project, tasks, and dependencies
• Manage timelines and milestones
• Compare Project vs Planner functionality
• Hands-on:
  • Build a sample project plan
  • Create dependencies and adjust timelines

Module 5: Managing Resources and Tracking Progress in Project for the Web

• Assign people and manage workload
• Use Grid, Board, and Timeline views effectively
• Track project progress with visual indicators
• Adjust schedules dynamically
• Hands-on:
  • Update task progress and manage resource conflicts

Module 6: Integrating Planner and Project with Microsoft Teams & Power Automate

• Embed Planner and Project apps in Teams channels
• Set up automated notifications using Power Automate
• Sync tasks across Microsoft 365
• Explore reporting via Power BI (optional overview)
• Hands-on:
  • Create an automated workflow for task updates
  • Integrate Planner tab into Teams

Module 7: Best Practices for Project Organization and Collaboration

• Develop naming conventions and task hierarchies
• Learn productivity tips and shortcuts
• Explore governance and user roles
• Troubleshoot common issues
• Activities:
  • Case study: Streamlining a team’s project workflow
  • Checklist: Setting up your first real project

Module 8: Capstone Exercise – Plan and Execute a Team Project

• Apply all learned skills to design a real or simulated project
• Collaborate in teams to plan, assign, and track work
• Present project dashboards and lessons learned
• Outcome:
  • Each participant/team presents their project workspace with:
  • Project plan and dependencies (Project for the Web)
  • Linked Planner board (if applicable)
  • Communication plan in Teams