Project Management with Microsoft New Planner

In this step by step quick training, we’ll walk you through the essential steps for setting up and managing your projects efficiently.

The steps outlined below follow a typical project lifecycle, emphasizing the roles and actions of the Project Manager (PM) and team members within Microsoft Teams and Planner.

1. PM creates a Teams Group 👥

2. PM add files, calendar, events... 📅

3. PM creates the project schedule with New Planner 📊

4. PM assigns the schedule to the Teams group 🗂️

5. PM Assigns Team Members to tasks 🧑‍💼

6. Team Members are updating tasks ✅

7. PM verifies progress and reports 📈

Apply our concise guide to the most common project management workflow using Microsoft Planner (Project for the Web). 

Talk to us about the right Project Management Methodology and training  for your needs