Webinar: Engagement Management with the Microsoft 365 Planner App

WC837  |  Course  |  Basic  |  Scheduled

Description

Are you using Excel to keep track of progress and task completion for your engagements? Or, are you using a sophisticated engagement management app th

Credits

Number of Credits Type of Credits
2.00 Computer Software & Applications

Designed For

Anyone who uses Microsoft 365 and needs to manage simple to complex engagements or projects.

Prerequisites

None

Highlights

The major topics covered in this course include:

  • Overview of the Planner app features and functionality
  • Step-by-step review and demonstration of how to deploy Planner in your practice
    • Creating a plan from scratch or use a template
    • Creating tasks with checklists
    • Assigning tasks
    • Scheduling tasks
    • Setup recurring tasks
    • Attach files to a task
    • Maintain a task activity journal
    • Manage task views with buckets and tags
    • Integrate plan schedules with your Outlook calendar.
    • Detailed review of plan / task progress reporting features
    • Using plan templates for recurring engagements

Objectives

After attending this presentation, you will be able to...

  • Recognize the value proposition for deploying the Microsoft 365 Planner app to manage client engagements and internal projects.
  • Identify all the opportunities to apply Planner in your practice or business.
  • Apply all the features of Planner to manage engagements effectively and efficiently.

Preparation

None

Notes

Webinar Day - HELP and Assistance Instructions

  1. The session will open 30 minutes prior to the start time. At that time, you will receive a reminder email bringing you to your Attendee Dashboard and a link to join the webinar.
  2. We recommend you log in early to ensure you are ready to go when the presentation begins.
  3. IF YOU ARE HAVING TROUBLE LOGGING INTO THE WEBINAR, please call the CPA Crossings Customer Service Team at (877)-370-2220 Ext. #1.

Prices

Member (Early Bird)
$89.00
Non-Member (Early Bird)
$89.00
Member
$89.00
Non-Member
$89.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com
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