Introduction to Microsoft Teams, Planner, and To Do


Course Number: OFC-108

Duration: 1 day (6.5 hours)

Format: Live, hands-on

Microsoft Teams, Planner, and To Do Training Overview

This Introduction to Microsoft Teams, Planner, and To Do training course teaches the fundamentals of Microsoft Teams and Planner, along with supporting features of other Office 365 components such as SharePoint Online, To Do, and OneDrive.

Location and Pricing

This course is taught as a private, live online class for teams of 3 or more. All our courses are hands-on, instructor-led, and tailored to fit your group’s goals and needs. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for online corporate training, please contact us.

Objectives

  • Use Teams and Channels in Microsoft Teams
  • Use Chat and Calls in Teams
  • Schedule Calendar Meetings in Teams
  • Manage files in Teams
  • View and Navigate the SharePoint Site
  • Create and assign tasks in Planner
  • Use To Do
  • Interact with other Microsoft 365 apps

Prerequisites

No prior experience is presumed.

Outline

Expand All | Collapse All

Introduction
Getting Started with Microsoft Teams
  • What is Microsoft Teams?
  • The Microsoft Teams Interface
Using Teams & Channels
  • Joining Public Teams
  • Creating a New Team
  • Managing Access to Your Team
  • Adding Members to Your Team
Using Channels
  • About Channels
  • Creating a Channel
  • Channel Notifications
  • Posting Messages
  • Managing Files in a Channel
Using Chat & Calls
  • Starting a Chat
  • Replying to a Chat Message
  • Using Chat Message Features
  • Starting Audio or Video Calls
Using Calendar Meetings
  • Creating Meetings in Outlook vs Teams
  • Sending Invitations
  • Managing Meetings
  • Joining Meetings
  • Conducting Meetings
Managing Files in Teams
  • Using OneDrive within Teams
  • Viewing Files
  • Managing Files
SharePoint Integration
  • View and Navigate the SharePoint Site
  • Discuss Teams Site vs SharePoint Site
Adding Tabs to a Channel
  • Adding One Note
  • Adding Planner
Using Planner
  • What is Planner?
  • Planner Settings
  • Creating and Assigning Tasks
  • Creating Buckets
  • Completing Tasks
  • Planner Views
  • Interaction with other Microsoft 365 apps
Using To Do
  • What is To Do?
  • To Do Settings
  • Using the Navigation Pane
  • Creating and Working with Tasks
  • Interaction with Outlook
  • Interaction with other Microsoft 365 apps
Conclusion

Training Materials:

All Microsoft Teams training participants receive comprehensive courseware.

Software Requirements:

A full installation of Microsoft 365 with Teams, with Accelebrate’s instructor temporarily provided access to your Office 365 environment.

For classes delivered online, all participants need either dual monitors or a separate device logged into the online session so that they can do their work on one screen and watch the instructor on the other. A separate computer connected to a projector or large screen TV would be another way for students to see the instructor's screen simultaneously with working on their own.



Learn faster

Our live, instructor-led lectures are far more effective than pre-recorded classes

Satisfaction guarantee

If your team is not 100% satisfied with your training, we do what's necessary to make it right

Learn online from anywhere

Whether you are at home or in the office, we make learning interactive and engaging

Multiple Payment Options

We accept check, ACH/EFT, major credit cards, and most purchase orders



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