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Copilot in Microsoft Planner: Set Goals and Track Projects

37mGeneral2024-06-26

Authors

Nick Brazzi

LinkedIn Learning Staff Author

Course details

This brief course shows how to use the new version of Microsoft Planner, which was updated in early 2024. You will see how to create basic plans and lists of tasks, make assignments, and organize projects with your team members. This course also shows you how to use the Copilot AI assistant in Planner to get insights about your projects, set goals, and stay updated.

Learning objectives
Make basic plans and task lists.
Assign tasks to team members.
Monitor tasks and manage projects.
Create plans with premium features from scratch or from a template.
Use the Copilot AI assistant to easily set goals and manage projects.
Use Planner integrations with other apps.

Skills covered

Microsoft PlannerProject Management SoftwareMicrosoft CopilotProject Management SkillsAI Productivity ToolsArtificial Intelligence for BusinessProject ManagementBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off

Concepts

0. Introduction

01 - Manage all of your team's tasks with Planner
02 - How to access the new Planner

1. Create and Manage Plans

03 - Create a basic plan and add tasks
04 - Create a premium plan
05 - Use Copilot to create tasks
06 - Assign tasks to team members
07 - Organize tasks with buckets
08 - Work with different views
09 - Set up task dependencies
10 - Set goals to stay on track

2. Integration with Other Apps

11 - Work with Planner tasks in other apps
12 - Use Planner with Microsoft Loop