Are you using Excel to keep track of progress and task completion for your engagements? Or, are you using a sophisticated engagement management app that takes too much time or requires too much information to keep your task completion progress up to date? Worst of all, are you relying primarily on email communications to keep track of your engagement task completion progress? If any of these scenarios apply to your practice, this course will show you a better way to manage engagements from simple 1040 tax preparation to comprehensive audits. The Microsoft 365 Planner app, which you are likely already paying for as part of your Microsoft 365 subscription, provides a comprehensive, yet simple solution for all of your client engagements and internal projects.
DESIGNED FOR
Anyone who uses Microsoft 365 and needs to manage simple to complex engagements or projects.
BENEFITS
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
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 temp
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None