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Microsoft Planner For Dummies

Jim Boyce (Author)

9781394393824, Wiley

Paperback / softback, published 30 April 2026

336 pages
23.4 x 18.5 x 1.8 cm, 0.454 kg

Tackle projects with confidence using Microsoft Planner

Microsoft Planner For Dummies delivers a start-to-finish guide to Microsoft’s industry-leading project management software. Jim Boyce walks you through this not-as-confusing-as-it-first-looks software, showing you the ins and outs of creating projects, integrating Planner with other Microsoft software, organizing and assigning tasks, and more.

Covering the key features of Planner Plan 1, you’ll get insight into planning a project, reporting and tracking progress, and managing plans with other collaborators. Keep your project running smoothly and on track, so the only thing you’ll have to worry about is checking tasks off your checklist.

You’ll also find:

  • Step-by-step instructions for planning projects within strict time and budget constraints
  • Expansive coverage of report generation within Microsoft Planner
  • Practical discussions of how to stay in sync with conversations on Microsoft Teams as you use Planner

For beginner project managers, Microsoft Planner For Dummies is your go-to guide. This is also an essential resource for project management students as well as experienced project managers who are new to – or need a refresher on – Microsoft Planner.

Introduction 1

Part 1: Getting Started with Microsoft Planner 5

Chapter 1: Introducing Microsoft Planner 7

Chapter 2: Choosing a Plan and a Path 23

Chapter 3: Comparing Microsoft Planner to Other Tools 33

Chapter 4: Stepping into Microsoft Planner 43

Part 2: Grasping the Basics of Microsoft Planner 55

Chapter 5: Navigating the Microsoft Planner Interface 57

Chapter 6: Creating and Managing Tasks 73

Chapter 7: Organizing and Structuring Tasks 87

Chapter 8: Collaborating and communicating with Microsoft Planner 101

Chapter 9: Managing Tasks 127

Part 3: Digging Deeper with Microsoft Planner 147

Chapter 10: Managing Plan Structure and Flow 149

Chapter 11: Adding Structure with Templates 167

Chapter 12: Managing Goals, Sprints, and Milestones 181

Part 4: Automating and Managing Microsoft Planner 195

Chapter 13: Leveraging Automation and Integration 197

Chapter 14: Integrating Copilot with Microsoft Planner 221

Chapter 15: Reporting from Microsoft Planner 243

Chapter 16: Managing Microsoft Planner in the Enterprise 271

Part 5: The Part of Tens 281

Chapter 17: Ten Tips for Faster, Smarter Planning 283

Chapter 18: Ten Outside-the-Box Use Cases for Microsoft Planner 289

Chapter 19: Ten Training and Support Resources 297

Index 301

Subject Areas: Business applications [UF]

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