Learning outcomes
- Explain how to choose a visual collaboration or video tool for the task.
- Complete the guided practice safely.
- Check that you can share an accessible, appropriately sized result.
Planning and Knowledge Tools
Whiteboard and Clipchamp
Learn to choose a visual collaboration or video tool for the task and share an accessible, appropriately sized result 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 brainstorm or trim a short practice video.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: share an accessible, appropriately sized result.
- 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 brainstorm or trim a short practice video. Your expected result is to share an accessible, appropriately sized result.