PLA-101
Efficiently manage your projects and tasks with Planner
Learn how to structure your projects, distribute tasks among colleagues, and ensure better day-to-day follow-up using Microsoft Planner. A simple, accessible method to make your projects more streamlined… and your workdays less stressful.
Live Trainer | Hands-On Exercises | Small Group Learning
- Duration: 3 hours
- Languages: French – English
Funding
available for your training programs
New Skills That Make a Real Difference
Discover how Planner can transform your team project management. In this course, you’ll learn how to organize, assign, and track tasks in a clear and collaborative way — a solid foundation to work better together in a single, unified tool.
Why Take This Training?
Planner is often underused… yet it can be a powerful lever for organizing your team’s work. This training helps you:
- Structure your projects to clarify who does what, when, and how
- Assign tasks based on priorities and deadlines
- Monitor progress without constantly chasing updates
- Apply a proven work method to foster better collaboration
What You’ll Learn in This Planner Training
Here’s everything you’ll gain from the PLA-101 training: hands-on skills, a detailed course plan, and practical guidance to help you master Planner in a team setting.
Download the training plan
With this training, participants will be able to:
- Improve the presentation of report and tables and their layout
- Use Planner to manage team tasks
- Apply a standardized method of organization in Planner
- Track projects efficiently
- Create plans from proven templates
General knowledge of the Windows environment
Target audience: Managers and administrative staff
- Using Planner to create team tasks
- Connecting to Planner
- Creating plans and adding tasks
- Adding buckets
- Assigning tasks
- Integrating Planner with Teams
- Get to know the mobile version of Planner
- Efficiently manage tasks with the Sylbert method
- Apply Sylbert’s method in organizing your team tasks
- Tracking project tasks using different views per user, priority, due dates, etc.
- Integrating tasks triggered from Planner with your other professional tasks using Tasks by Planner and To Do
- Team tasks plan creation workshop
- Things to consider when creating task plans
- Structuring plans according to common use case scenarios (HR, marketing, engineering, IT, customer service, etc.)
- How to create reusable plan and task templates
- Complete guide with explanations and step-by-step instructions
- Practical exercise sheets
- Training certificate
- Recognition badge to share on LinkedIn
- Free 6-month post-training follow-up
A Training Program Eligible for Public Subsidies
The Sylbert Method is officially recognized as a training program eligible for public subsidies, such as those offered by Services Québec. It supports the continuous improvement of work methods and the adoption of effective, collaborative practices in Microsoft 365.
Schedule a meeting Learn More About the Sylbert Method
Take Back Control of Your Workday
Fewer surprises. Less chaos. More clarity and collaboration. Our trainings transform work habits using methods you can apply right away. Want to know where to start?