Organizing plans and tasks in Planner (2025)

Skillsoft issued completion badges are earned based on viewing the percentage required or receiving a passing score when assessment is required. In Microsoft Planner, the basic plan offers essential task management features, allowing users to create and assign tasks, set deadlines, and monitor progress. This plan is ideal for individuals and small teams who want to manage their projects efficiently without the need for advanced functionalities. This course will guide you through the essential features of Planner, helping you to organize your projects efficiently. You will learn how to add members and edit group details in a plan, ensuring that all participants have access to essential information and can actively contribute to the project's success. Additionally, you will learn how to create and edit tasks to help teams stay on track and manage their projects effectively. Furthermore, you will explore how to use buckets and labels to organize tasks within a plan. Creating buckets helps streamline your workflow and enhance productivity by categorizing tasks into different sections. The course will also cover attaching files and photos to tasks, managing recurring tasks, and tracking task progress. Setting dates and scheduling repeated tasks helps maintain consistency and ensures tasks are completed on time. Additionally, you will delve into organizing tasks within a basic plan. You'll discover how to add and manage checklists for tasks and move and copy tasks between plans. Incorporating checklists into tasks is an efficient way to keep track of specific items and ensure nothing is overlooked. Moving and copying tasks between plans allows you to maintain flexibility and organization in your projects, ensuring that all tasks are aligned with your current objectives. By the end of this course, you will have a comprehensive understanding of Microsoft Planner and be equipped with the skills to create, organize, and manage plans effectively.