Microsoft Teams – Planning, Tasks & Notes Management

Organise team tasks, manage personal work efficiently & structure meeting notes professionally

In this practical training course, you will learn how to use Microsoft Planner, Microsoft To Do and OneNote effectively within Microsoft 365. You will discover how to plan, assign and track tasks, as well as how to organise personal and shared notes efficiently.

You will also learn how Planner, To Do, OneNote and Microsoft Teams work together to provide a central platform for task management, project coordination and documentation. The goal of this course is to help you manage tasks, collaborate more effectively and maintain structured documentation in your daily work.

Our experienced trainers will show you how to:

• create and manage tasks with Microsoft Planner
• integrate Planner into Microsoft Teams
• organise personal tasks with Microsoft To Do
• use Planner and To Do together efficiently
• create and manage structured notes with OneNote
• connect meeting notes with tasks and follow-up activities
• collaborate using shared notebooks
• organise information, tasks and notes effectively

Your benefits at a glance

• practical use of Planner, To Do and OneNote
• structured task planning for teams and projects
• better visibility of personal and shared tasks
• improved organisation of meetings and notes
• enhanced collaboration within Microsoft Teams
• immediately applicable knowledge for daily work

Course Contents

Team Project Planning with Microsoft Planner

Teams and Planner

• creating a Planner plan within a Microsoft Teams team
• adding and managing tasks
• creating and organising buckets
• using checklists, attachments and comments
• grouping and filtering tasks
• working with different Planner views
• copying and exporting plans
• integrating Planner into the navigation bar
• creating personal plans without a Team

Managing Personal Tasks with Microsoft To Do

• task management with Microsoft To Do
• viewing and editing Planner tasks in To Do
• creating and sharing task lists
• displaying To Do tasks within Planner views

Creating and Managing Notes with OneNote

Structure and Organisation

• sections and section groups
• pages and subpages

Capturing Content

• working with note containers
• using tags and categories
• managing task tags
• linking tasks with Outlook and To Do
• creating and sharing meeting minutes
• inserting and editing tables
• capturing screenshots

Collaboration with Teams

• integrating shared notebooks into the OneNote desktop app
• tracking notes and changes
• synchronising notebooks
• sharing notebooks with others
• protecting notebook sections

Searching and Managing Notes

• searching notes and notebooks
• viewing note history
• working with page versions

Target Audience

This course is designed for:

• employees who use Microsoft Teams for collaboration
• project team members and team leaders
• users who want to organise tasks and notes efficiently
• professionals who want to use Planner, To Do and OneNote effectively

Prerequisites

• basic knowledge of Microsoft 365
• experience with Microsoft Teams is beneficial
• a Microsoft 365 account is recommended