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Microsoft Planner Made Simple

Microsoft Planner Made Simple

A Step-by-Step Guide to Microsoft Planner for Busy Office Teams

by Ruth Callender

If Microsoft Planner feels like one more tool you don't have time to learn, this book is for you. Written for busy office teams with little or no Planner experience, it walks you through everything in plain language, using real workplace examples rather than abstract theory. By the last page, you'll be able to build and manage plans, assign tasks, track progress, and connect Planner with the rest of Microsoft 365 so your team's work stays in one place. Inside, you'll find step-by-step guidance on setting up your first plan, organizing tasks with buckets, and using charts and views to see the big picture. Later chapters cover customizing tasks, automating simple workflows with Power Automate, and keeping things running smoothly on mobile. There's also a troubleshooting section and a playbook of templates and checklists you can return to again and again. Keep this guide within reach, and let Planner do some of the heavy lifting for your team.
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