IT Training

Plan and collaborate with MS Teams using MS Planner and OneNote

At the end of this course you will be able to: Plan all tasks of your projects efficiently. Effectively communicate with your colleagues and work together (as a team) around your project tracking files. (MS Teams). Effectively structure, document and run through your most important project documents

Who should attend this course?

Anyone working in project mode who wants to know how to use all the resources of the Microsoft communication/collaboration platform

  • Be familiar with the Office 365 environment and more specifically Outlook. Have an Office 365 account. Have Teams, Planner and OneNote software properly configured.
  • Work daily in Project mode / Be a project manager or team leader or simply a member of a project team.
  • For “external consultants” with whom you want to collaborate effectively in the long term, the best solution is to create a 0ffice 365 personal account within your organization (just as you provide a badge and an email address to your consultants physically present on your premises)

Know Who (Teams) Does What; When, (Planner) and How (OneNote)

At the end of this training you will know

  • Efficiently plan all the tasks of your projects
  • Communicate effectively with your colleagues and work collaboratively (as a team) around your Project tracking files. (MS Teams)
  • Structure, document and navigate efficiently through the key documents of your projects

Part I: Planner

Repetition of the Basic Concepts of Effective Planning (SMART)

  • List all the expectations of the project (What? )
  • Structure the project into deliverables and sub-deliverables (simple WBS)
  • This Working Method makes it possible to identify the stakeholders in the project (Who? )
  • Once the Who Will Do What identified we can establish
    • Task Durations (How Much? Time/Budget)
    • The How? and When?  perform tasks
    • In order to determine the Total Duration of the Project (Start-End) most accurately

Putting it into practice

Based on a structured example, set up all the features of Planner


  • Creation of a Public or Private Plan (Project)
    • Encode the list of tasks to be performed
    • Set up tasks: Name, Due date, Assignment
      • Move / Delete / Modify
      • Assign labels (color code)
    • Compartmentalize the project (Notion of Deliverable)
  • Tips & Tricks

Manage the project visually

  • Filter project content by Deadline/Priority/Progress/Color-coded Label/Bucket/Assignment
  • Group by Compartment/Assignment/Progress/Due Date/Label/Priority
  • Track progress in the form of Table/Graph/Calendar

Analyze the collaborative impact of Planner

  • Analysis of the impact of Planner in YOUR Outlook 365 email and that of those who collaborate with you in your daily projects.

MS Planner is part of the Office 365 suite and is fully integrated with other Office 365 applications. If you’re already using Microsoft Teams, you can host a Scheduler plan in your Teams workspace, so everyone can access it.

Part II: Teams

Microsoft didn’t invent anything, it simply “virtualized” your old “face-to-face meetings”

The Teams >< Outlook work philosophy

Teams and Outlook 2 communication and sharing tools with a different scope

  • Understand the difference between a transmitted and interactive communication and depending on the situation know how to properly use Teams and / or Outlook

The difference between the 2 main parts of Teams

  • The one used to Communicate (formerly called Skype or Skype for Business)
  • The one used to Collaborate (Work in “teams” / “teams”)

This To know when to use one or the other effectively and appropriately

The Communication with Teams component

The 2 types of communications in teams

  • Informal communication (request for quick information)
    • Make a call to one or more people in Audio and Visio
    • Exchange text messages (Chat – Conversation)
  • Formal communication by sending an invitation to participate in a “virtual meeting”
    • From Teams or Outlook (Calendar)

The teams communication console

During virtual meetings

  • View the list of other participants
  • Chat (written conversation)
  • Raise your hand to ask questions
  • Display or not the camera image
  • Turn on/Mute
  • Share my screen
  • Leave call / Join call (meeting)

Find all the info

  • Meeting invitation links to join them on time
  • What happened in my absence (Activities)
  • Find old conversations and relaunch new topics (Chat – Instant Meeting / Scheduled)

The collaboration component with Teams

Let’s review some notions of project management

  • The 7 big questions
  • Be SMART
  • Deliverable Structure and Product (WBS) > What?
  • RACI Matrix> Who?

Integration of a new Planner linked to the Teams team

Collaborate with others in my organization

  • Establish a structured action plan
    • Build a new project team
    • Assign to this project the list of people who need to intervene
    • Assign a role to my project team members (member/owner)
    • Structuring this team into channels
    • Tabbed channels

PART III: Onenote

  • The general channel to store the specifications of your project
    • Using OneNote 365 to document & structure CdCh
      • Compartmentalize the note box into Sections (deliverables)
      • Structure sections into Pages and Sub-Pages (sub-deliverable/Product)
      • Encode in pages
        • document Channels / Teams

Continuation of the collaborative part of Teams

  • Once the structure is completed, communicate effectively
    • With 1 or more people
    • Send a message to the channel
    • Organize work meetings
      • Informal communication (instantaneous)
      • Formal communication (via invitation)
    • Collaborate around the same document (Word, Excel, PowerPoint, OneNote)

Collaborate with people outside my organization

Some Teams options are not available to them for various reasons that you will not be able to control such as

  • The fact that they use a Mac/Linux…
  • That they use a WebApps version of Teams and not the desktop app
  • That their Teams account is set up incorrectly (you are not their IT)

Practice exercises

The course is entirely built around a practice exercise understandable to all during which all participants collaborate (interact).


Practical information






€ 800 + 21% VAT


Classroom Course


Guaranteed to run

Sessions in English
Contact us for more infoBook
Sessions in Dutch
25 - 26/1/2024Book
14 - 15/3/2024Book
16 - 17/5/2024Book
04 - 05/7/2024Book
19 - 20/9/2024Book
14 - 15/11/2024Book
Sessions in French
08 - 09/2/2024Book
18 - 19/4/2024Book
13 - 14/6/2024Book
08 - 09/8/2024Book
10 - 11/10/2024Book
05 - 06/12/2024Book

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