Learning outcomes
- Explain how to organise team tasks using plans, buckets and assignments.
- Complete the guided practice safely.
- Check that you can identify overdue, in-progress and completed work.
Planning and Knowledge Tools
Microsoft Planner
Learn to organise team tasks using plans, buckets and assignments and identify overdue, in-progress and completed work in this beginner-friendly Microsoft 365 lesson.
Before you begin
Use a small sample project with clear owners and dates. Avoid adding real customer or staff information without approval.
Step-by-step instructions
- Open the named Microsoft 365 planning or knowledge app and confirm you are using the intended account.
- Create a small plan with three tasks and realistic due dates.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: identify overdue, in-progress and completed work.
- Check the owner, due date, sharing scope and next action, then update the sample project status.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Create a small plan with three tasks and realistic due dates. Your expected result is to identify overdue, in-progress and completed work.