AI-Powered Work Management with Microsoft Planner and Planner Agent (Video)

Description

Turn goals into action with Microsoft Planner and AI tools that help your team plan, organize, and execute work more efficiently.

Modern work management requires more than tracking tasks. Teams need clear alignment between strategy, execution, and collaboration. Microsoft Planner, part of the Microsoft 365 ecosystem, helps professionals structure work, organize plans, assign responsibilities, adapt to change, and maintain visibility into progress and performance.

This hands-on, task-focused course teaches learners how to manage work effectively using Microsoft Planner and the Planner Agent. Through instructor-led demonstrations and practical business examples, learners build and structure plans, turn strategy into actionable goals, enhance tasks with meaningful details, manage resources, track progress, and communicate status. The course also demonstrates how AI-powered capabilities, including the Planner Agent and Copilot, can accelerate planning, streamline updates, support reporting, and improve decision-making. By the end of the course, learners will be able to transform ideas and goals into actionable, well-managed plans that drive results.

Skill Level:

• Beginner - Intermediate

Learn How To:

• Build, structure, and manage effective work plans in Microsoft Planner
• Organize tasks in Grid and Board views using task lists, buckets, sprints, templates, and multi-level structures
• Turn strategy into actionable goals and connect goals to plan tasks
• Enhance tasks with estimates, dates, priorities, labels, notes, checklists, attachments, dependencies, and delays
• Incorporate internal, external, and generic resources and manage task assignments
• Track progress, maintain plan accuracy, manage change, and review task history
• Use multiple views, charts, portfolios, filters, groups, and reports to communicate status
• Use Planner Agent and Copilot to create and refine plans, update tasks, generate status reports, and assess project and resource risks

Course Requirements:

• No experience is required to attend this course.

Who Should Take This Course:

• Task coordinators
• Plan owners
• Project managers
• Program managers
• Project coordinators
• PMO professionals
• Scrum masters
• Planner users

About Pearson Video Training:

Pearson publishes expert-led video tutorials covering a wide selection of technology topics designed to teach you the skills you need to succeed. These professional and personal technology videos feature world-leading author instructors published by trusted technology brands, including Addison-Wesley, Cisco Press, Pearson IT Certification, Prentice Hall, Sams, and Que. Topics include IT certification, network security, Cisco technology, programming, web development, mobile development, and more. Learn more about Pearson Video Training at http://www.informit.com/video.

Video lessons are available for download for offline viewing within the streaming format. Look for the green arrow in each lesson.

Sample Content

Table of Contents

Lesson 1: Introduction to Modern Work Management with Planner

Lesson 2: Building and Structuring Your Plan in Grid View

Lesson 3: Building and Structuring Your Plan in Board View

Lesson 4: Turning Strategy into Actionable Goals

Lesson 5: Enhancing Tasks with Essential Details

Lesson 6: Incorporating Resources into Your Plan

Lesson 7: Tracking Task Progress and Updates

Lesson 8: Viewing and Communicating Status

Updates

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