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Tackle projects with confidence using Microsoft Planner Microsoft Planner For Dummies delivers a start-to-finish guide to Microsoft’s industry-leading project management software. Jim Boyce walks you through this not-as-confusing-as-it-first-looks software, showing you the ins and outs of creating projects, integrating Planner with other Microsoft software, organizing and assigning tasks, and more. Covering the key features of Planner Plan 1, you’ll get insight into planning a project, reporting and tracking progress, and managing plans with other collaborators. Keep your project running smoothly and on track, so the only thing you’ll have to worry about is checking tasks off your checklist. You’ll also find: Step-by-step instructions for planning projects within strict time and budget constraintsExpansive coverage of report generation within Microsoft PlannerPractical discussions of how to stay in sync with conversations on Microsoft Teams as you use PlannerFor beginner project managers, Microsoft Planner For Dummies is your go-to guide. This is also an essential resource for project management students as well as experienced project managers who are new to – or need a refresher on – Microsoft Planner.
Jim Boyce is a former principal customer success account manager at Microsoft and author of more than 65 books on computers and technology. He has written for Microsoft.com, TechRepublic, and InfoWorld and was previously an IT services director at Xerox.
Introduction 1Part 1: Getting Started with Microsoft Planner 5Chapter 1: Introducing Microsoft Planner 7Chapter 2: Choosing a Plan and a Path 23Chapter 3: Comparing Microsoft Planner to Other Tools 33Chapter 4: Stepping into Microsoft Planner 43Part 2: Grasping the Basics of Microsoft Planner 55Chapter 5: Navigating the Microsoft Planner Interface 57Chapter 6: Creating and Managing Tasks 73Chapter 7: Organizing and Structuring Tasks 87Chapter 8: Collaborating and communicating with Microsoft Planner 101Chapter 9: Managing Tasks 127Part 3: Digging Deeper with Microsoft Planner 147Chapter 10: Managing Plan Structure and Flow 149Chapter 11: Adding Structure with Templates 167Chapter 12: Managing Goals, Sprints, and Milestones 181Part 4: Automating and Managing Microsoft Planner 195Chapter 13: Leveraging Automation and Integration 197Chapter 14: Integrating Copilot with Microsoft Planner 221Chapter 15: Reporting from Microsoft Planner 243Chapter 16: Managing Microsoft Planner in the Enterprise 271Part 5: The Part of Tens 281Chapter 17: Ten Tips for Faster, Smarter Planning 283Chapter 18: Ten Outside-the-Box Use Cases for Microsoft Planner 289Chapter 19: Ten Training and Support Resources 297Index 301