Introduction to Microsoft Teams, Planner, and To Do

Training Materials

All Microsoft Teams training participants receive comprehensive courseware.

Software Requirements

• A full installation of Microsoft 365 with Teams, with Ascendient Learning’s instructor temporarily provided access to your Office 365 environment. Please also provide a login account for Ascendient Learning’s instructor to access your Microsoft 365 environment.

Outline

• Introduction
• Getting Started with Microsoft Teams
  • What is Microsoft Teams?
  • The Microsoft Teams Interface
• Using Teams & Channels
  • Joining Public Teams
  • Creating a New Team
  • Managing Access to Your Team
  • Adding Members to Your Team
• Using Channels
  • About Channels
  • Creating a Channel
  • Channel Notifications
  • Posting Messages
  • Managing Files in a Channel
• Using Chat & Calls
  • Starting a Chat
  • Replying to a Chat Message
  • Using Chat Message Features
  • Starting Audio or Video Calls
• Using Calendar Meetings
  • Creating Meetings in Outlook vs Teams
  • Sending Invitations
  • Managing Meetings
  • Joining Meetings
  • Conducting Meetings
• Managing Files in Teams
  • Using OneDrive within Teams
  • Viewing Files
  • Managing Files
• SharePoint Integration
  • View and Navigate the SharePoint Site
  • Discuss Teams Site vs SharePoint Site
• Adding Tabs to a Channel
  • Adding One Note
  • Adding Planner
• Using Planner
  • What is Planner?
  • Planner Settings
  • Creating and Assigning Tasks
  • Creating Buckets
  • Completing Tasks
  • Planner Views
  • Interaction with other Microsoft 365 apps
• Using To Do
  • What is To Do?
  • To Do Settings
  • Using the Navigation Pane
  • Creating and Working with Tasks
  • Interaction with Outlook
  • Interaction with other Microsoft 365 apps
• Conclusion