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Team Member Training Pathway

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As a team member, you contribute directly to the overall success of the projects you work on. To be successful, you need to know what you’re expected to do, when your work needs to be done and give regular updates on your progress. 

Now that you’re a OnePlan team member, you will see all tasks you’re assigned to – and when you need to get them done – across all the projects you’re assigned to. Getting a big picture of what you’re assigned to – and when the work needs to be done – helps you prioritize and balance your workload. And, you can use OnePlan to keep your Project Manager updated on your progress.  

The OnePlan Team Member Pathway shows you the apply the skills and concepts you need to know to use OnePlan successfully. This pathway emphasizes a hands-on, practical approach to being part of a project team using OnePlan. 

The OnePlan team is here to help you succeed in using OnePlan.  

Learning Objectives

Understand

Why your organization decided to use OnePlan 

What it means to be a OnePlan team member 

The definition of Collaborative Work Management

Learn

How to use OnePlan as a team member

How to navigate OnePlan

How to use OnePlan to communicate and update your progress towards completing your task assignments

Know

What project tasks you’re assigned to

How to use My Work to assignment due dates and when your work needs to be delivered 

How to collaboratively work with your teams 

Earn a Badge

Completing the Team Member Training Pathway will earn you the OnePlan Team Member badge. Earners of this badge have proven the necessary skills and knowledge to use OnePlan for task management and collaboration proficiently. This includes mastery of key features, functionalities, and best practices when implementing OnePlan into their work.

Earn PMI PDUs

These PDUs can go toward your continuing education requirements for any of your PMI certifications including CAPM and PMP.

More detail on how to claim your PDUs will be available once you complete the course.

Course Content

Welcome to OnePlan (8 min.)
4 Topics
What is OnePlan?
OnePlan Essential Terminology
Increase Personal Productivity
Welcome to OnePlan Conclusion and Key Takeaways
Team Member Role and Collaborative Work Management (9 min.)
4 Topics
What is a Team Member?
What is Collaborative Work Management?
Collaborative Work Management with OnePlan
Get Around OnePlan (10 min.)
6 Topics
Watch the Get Around OnePlan Video (3:38)
OnePlan Anatomy
OnePlan Modules for Team Members
Access OnePlan
Get Around OnePlan
Get Around OnePlan Conclusion and Key Takeaways
Home Page (12 min.)
7 Topics
Watch the OnePlan Home Page Video (5:02)
Home Page Overview
Insights Panel
Recent Conversations Panel
Plans Panel
Due Soon Panel
Home Page Conclusion and Key Takeaways
My Work (15 min.)
7 Topics
Watch the My Work Video (7:36)
My Work Overview
Organize Work in My Work
Manage Work in My Work
Enter a Time Off Request
Use the Personal Resource Plan
My Work Conclusion and Key Takeaways
Team Member Training Pathway Key Topics
OnePlan Academy Feedback
Team Member Training Pathway Knowledge Check
Team Member Training Pathway Conclusion