Getting Organized with Project for the Web and Planner

• Understand the core features and differences of Microsoft Planner and Project for the Web within the Microsoft 365 suite.
• Recognise how these tools integrate with other Microsoft 365 applications for effective project and task management.
• Identify the most suitable tool for a given project scenario and explain their key functionalities.
• Set up and manage projects using Microsoft Planner and Project for the Web, including creating plans, assigning tasks, and tracking progress.
• Collaborate with team members by sharing project information, updating statuses, and communicating within the Microsoft 365 environment.
• Utilise features such as timelines, boards, and automation (where applicable) to streamline project workflows.
• Develop a proactive approach to organising work and managing group tasks using digital tools.
• Embrace collaborative working practices and open communication for effective project delivery.
• Demonstrate confidence and adaptability in adopting new technologies for professional productivity.

Module 1: Introduction to Microsoft 365 Project Management Tools

Understand the differences between Microsoft To Do, Planner, and Project for the Web

Learn how Planner and Project fit within the Microsoft 365 ecosystem

Identify which tool to use for which type of project

Activities:
Interactive demo: Comparing Planner boards and Project timelines

Group discussion: “Which tool fits my workflow?”

Module 2: Getting Started with Microsoft Planner

Objectives:

Create and customize a new plan

Add and assign tasks, buckets, and labels

Understand task views (Board, Charts, Schedule)

Use Planner in Teams

Hands-on:

Create your first Planner plan

Assign and track tasks in real-time

Module 3: Collaborating in Planner

Manage members and permissions

Track task progress and deadlines

Use comments, attachments, and checklists

Generate basic reports and status updates

Hands-on:

Team collaboration simulation in Planner

Sharing progress dashboards

Module 4: Introduction to Microsoft Project for the Web

Understand Project for the Web interface and core concepts

Create a project, tasks, and dependencies

Manage timelines and milestones

Compare Project vs Planner functionality

Hands-on:

Build a sample project plan

Create dependencies and adjust timelines

Module 5: Managing Resources and Tracking Progress in Project for the Web

Assign people and manage workload

Use Grid, Board, and Timeline views effectively

Track project progress with visual indicators

Adjust schedules dynamically

Hands-on:

Update task progress and manage resource conflicts

Module 6: Integrating Planner and Project with Microsoft Teams & Power Automate

Embed Planner and Project apps in Teams channels

Set up automated notifications using Power Automate

Sync tasks across Microsoft 365

Explore reporting via Power BI (optional overview)

Hands-on:

Create an automated workflow for task updates

Integrate Planner tab into Teams

Module 7: Best Practices for Project Organization and Collaboration

Develop naming conventions and task hierarchies

Learn productivity tips and shortcuts

Explore governance and user roles

Troubleshoot common issues

Activities:

Case study: Streamlining a team’s project workflow

Checklist: Setting up your first real project

Module 8: Capstone Exercise – Plan and Execute a Team Project

Apply all learned skills to design a real or simulated project

Collaborate in teams to plan, assign, and track work

Present project dashboards and lessons learned

Outcome:

Each participant/team presents their project workspace with:

Project plan and dependencies (Project for the Web)

Linked Planner board (if applicable)

Communication plan in Teams

Professionals from any industry that organize tasks and coordinate or participate in projects.