Engagement Management with the Microsoft 365 Planner App

Overview

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. John Higgins, a nationally recognized strategic accounting technology advisor will guide you through the process of how to deploy this app to effectively manage all your projects. This app is effective for sole practitioners and firms of all sizes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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

Prerequisites

None

Designed For

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

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

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by CPA Crossings.