Microsoft 365 - Streamline Your Workflow: Mastering Microsoft To Do, Planner, and Teams Integration

Microsoft 365 provides powerful tools for task management, but without a clear understanding of how they integrate, managing projects can become overwhelming. This course will teach you how to effectively use To Do for personal task tracking, Planner for team-based project management, and Teams for collaboration—all while leveraging Groups, SharePoint, and Outlook for seamless integration. You'll learn how to create and structure Planner boards, assign tasks, use labels and deadlines, integrate Planner into Teams, and manage notifications to stay on top of your workload. By the end of the course, you'll have a streamlined workflow that saves time and keeps tasks organized across multiple applications. 

Section 1: Understanding Microsoft 365 Integration 

Overview of Microsoft 365 Collaboration Tools 

The Relationship Between SharePoint, OneDrive, Groups, To Do, Planner, and Teams 

What Happens When a Planner Board or Team Is Created? 

Accessing and Managing Groups in Outlook 

Section 2: Managing Tasks with To Do 

Accessing To Do via Outlook and Office.com 

Creating Tasks and Task Lists 

Using Task Details (Due Dates, Recurring Tasks, Reminders) 

Organizing Tasks with My Day, Important, Planned, and Flagged Emails 

Sorting, Grouping, and Sharing Task Lists 

Section 3: Organizing Team Work with Planner 

Navigating the Planner Hub (My Tasks & My Plans) 

Creating a New Planner Board 

Using Templates and Configuring Buckets 

Assigning Tasks and Adding Descriptions, Labels, and Deadlines 

Using Comments and Adjusting Notification Settings 

Managing File Attachments in Planner 

Exploring Planner Board Views (Board, Grid, Schedule, Charts) 

Filtering and Grouping Tasks 

Exporting a Planner Board to Excel and Fixing Date Formatting 

Section 4: Integrating Planner & To Do with Teams 

Adding Planner to the Teams Personal Navigation Bar 

Managing Planner Boards Inside a Teams Channel 

Creating a New Planner Board Linked to a Team 

Associating an Existing Planner Board with a Team 

Adding a Planner Board Link as a Web Tab 

Viewing and Updating Planner Tasks in Teams 

Using Teams Chats for @mentions 

Section 5: Managing Groups & Deleting Planner Boards 

Viewing and Managing Groups in Outlook on the Web 

Adjusting Notification Settings for Planner Comments 

Deleting and Restoring Groups 

Understanding the Impact of Deleting Teams, Planner Boards, and Groups 

Section 6: Best Practices for Using Planner 

Choosing the Right Bucket Structure  

Using Labels, Comments, and Attachments Effectively 

Keeping Planner Boards Updated and Organized