Teams, Planner & Loop: Project Collaboration

This practical one-day course will show you how to take control more effectively by utilising the power of Microsoft Teams, Planner, and Loop. Learn how to centralise communication, track progress, assign tasks, and co-create content in real time - all without endless email threads and scattered files. Whether you're managing a small project or coordinating workload across departments, this course will give you the confidence to run your projects more smoothly and visibly with Microsoft 365’s most collaborative tools.

Course Objectives

By the end of this course, you will be able to:

• Collaborate with your team in real time using Microsoft Teams and Loop

• Use Planner to assign, track and manage tasks across your projects

• Create shared workspaces and integrate the right tools for project success

• Reduce duplication and increase transparency in your workflows

• Confidently apply the tools to your own day-to-day projects

Who Is This Course For?

This course is ideal for:

• Staff working on projects or task-based collaboration

• Team leaders and coordinators looking to centralise project communication

• Anyone using Microsoft 365 and wanting to better connect people and tasks

• Those looking to better understand the power of Teams, Loop & Planner

Prerequisites: Familiarity with Microsoft 365 (Outlook, Word, Teams) is recommended.

Course Outline

Foundations for Collaboration

• Defining what successful project collaboration looks like

• Overview of the Microsoft 365 tools we’ll be using

• Real-world scenarios and challenges

Project Communication with Microsoft Teams

• Creating Teams and Channels for project use

• Managing conversation threads and file storage

• Using posts, mentions, and replies to streamline updates

• Pinning key content and linking in Planner or Loop

Task Management with Microsoft Planner

• Creating and structuring a new plan

• Assigning and tracking tasks

• Setting due dates, priorities and checklists

• Grouping tasks using buckets and labels

• Understanding how Planner connects to Teams

Real-Time Co-Creation with Microsoft Loop

• What is Loop and how is it different from other tools?

• Using Loop components in Teams and Outlook

• Collaborating in real-time: checklists, tables, progress trackers

• Creating and sharing a Loop workspace for project content

• Best practices for managing shared content and edits

Integrating It All: A Hands-On Scenario

• Working through a mock project from start to finish

• Creating a Team, building a plan, assigning tasks

• Using Loop to co-author content (e.g. project outline, updates)

• Tracking progress and improving visibility

Reflections and Planning

• Recap: key takeaways from each tool

• Identifying opportunities to apply the skills learnt

• Sharing best practices and avoiding common pitfalls