Name: Microsoft 365 Planner, Forms, and Loop for Team Collaboration
Availability: InStock

Microsoft 365 Planner, Forms, and Loop for Team Collaboration

A practical one day course focused on using Microsoft 365 Planner, Forms, and Loop to organize teamwork, collect information, and collaborate more effectively. The agenda covers task management, surveys and quizzes, shared notes, flexible collaboration spaces, and integration with Microsoft Teams. The course is designed for participants who want to structure everyday team activities with simple and accessible Microsoft 365 tools.

What will you learn?

You will learn how Planner, Forms, and Loop can support different aspects of digital teamwork. You will organize tasks, collect feedback or knowledge, and create shared content that teams can update together. You will also understand how these tools can be integrated into Microsoft Teams to create clearer and more connected collaboration workflows.

Organize team tasks, responsibilities, priorities, and progress with Planner
Create surveys, questionnaires, and simple quizzes with Forms
Use Loop for shared notes, ideas, lists, and collaborative content
Connect Planner, Forms, and Loop with Microsoft Teams for structured teamwork

Requirements:

Suitable for participants who want to improve digital task management and team collaboration
Basic familiarity with Microsoft 365 and Microsoft Teams is helpful
No advanced technical knowledge required

Course Outline*:

*We customize the course outline and content to your specific needs and relevant use cases.

Module 1: Task management with Microsoft Planner

Creating plans, buckets, and tasks for team activities and projects
Assigning responsibilities, priorities, deadlines, labels, and checklists
Tracking progress through board, list, schedule, and chart views
Building clear routines for task updates, ownership, and follow up

Module 2: Surveys and quizzes with Microsoft Forms

Creating forms for surveys, feedback, registrations, and information requests
Building questions with suitable response types, options, and settings
Creating simple quizzes with answers, points, and feedback
Reviewing responses and preparing results for further use or discussion

Module 3: Notes and collaboration with Microsoft Loop

Understanding Loop workspaces, pages, and collaborative components
Creating shared notes, task lists, tables, ideas, and project information
Editing content together and using mentions, comments, and assignments
Organizing Loop content so that information remains clear and accessible

Module 4: Structuring teamwork and integrating tools in Teams

Adding Planner plans, Forms, and Loop content to Microsoft Teams
Connecting tasks, conversations, meetings, and shared information
Choosing the appropriate tool for planning, collecting input, and collaborating
Building a practical checklist for clearer and more organized digital teamwork

Hands-on learning with expert instructors at your location for organizations.

1,272€*

Level:

beginner

Duration:

Hours (days:

)

Training customized to your needs

Immersive hands-on experience in a dedicated setting

*Price can range depending on number of participants, change of outline, location etc.

Get Quote

Master new skills guided by experienced instructors from anywhere.

537€*

Level:

beginner

Duration:

Hours (days:

)

Training customized to your needs

Reduced training costs

*Price can range depending on number of participants, change of outline, location etc.

Get Quote

We use cookies to improve site navigation, analyse how the site is used, and support our marketing. You can accept all cookies, reject non-essential ones, or choose individual categories. Read our Cookie Notice

Preferences Deny Accept

Microsoft 365 Planner, Forms, and Loop for Team Collaboration

What will you learn?

Requirements:

Course Outline*:

Upcoming Sessions

Start your training experience here!

Microsoft 365 Planner, Forms, and Loop for Team Collaboration

What will you learn?

Requirements:

Course Outline*:

Get Quote for: