Engagement Management with the Microsoft 365 Planner App (C63934)

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Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

08/08/2024

Registration Open:

12:00 AM - 8:00 AM

Time:

8:00 AM - 10:00 AM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

2.00

Field(s) Of Study:

Computer Software and Applications (2.00)

Level of Knowledge:

Basic

Price:

Member: $89.00
Nonmember: $109.00

Individual Discounts:

Not Available

Overview

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.

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

Speaker(s)

Prerequisites

None