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.
In addition, some courses are available as live, instructor-led training from one of our partners.
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
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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. Please also provide a login account for Accelebrate’s instructor to access your Microsoft 365 environment.
