Microsoft Planner 365 Training Course

Who is this course for?

This half day training course is designed for Microsoft Teams users who want to effectively utilise the Microsoft Planner 365 application. Whether you're a project manager, team leader, or an individual contributor, this course will equip you with the skills needed to efficiently manage tasks, collaborate with colleagues, and track progress within your projects.

No prior experience with Planner is required; beginners and intermediate users alike will benefit from this comprehensive training.

Microsoft Planner is designed as a collaborative agile project coordination tool, for additional complexity tracking and auditing please see our Microsoft Project Online Desktop courses

Benefits

Participants will gain a solid understanding of how to efficiently manage tasks, collaborate seamlessly with team members, and track project progress—all within the familiar Microsoft Teams environment.

By mastering Planner, attendees can enhance productivity, streamline workflows, and ensure effective project management.

Whether you’re a beginner or an intermediate user, this course empowers you to harness Planner’s capabilities effectively

Introduction to Microsoft Planner

Overview of Planner’s purpose and features
Integration with Microsoft Teams

Navigating the Planner Interface

Understanding the main components: Boards, Buckets, and Tasks
Creating and managing plans

Creating and Organising Tasks

Adding tasks to a plan
Assigning due dates and owners
Adding descriptions and attachments

Organising Tasks with Buckets

Creating buckets
Moving tasks between buckets
Prioritising tasks

Collaboration and Communication

Team Collaboration

Inviting team members to plans
Coordinating tasks with colleagues
Adding comments to tasks
Attaching files and links
Collaborating within task discussions

Monitoring and Reporting

Task Progress and Status
Updating task status (Not Started, In Progress, Completed)
Using labels and progress indicators
Exporting Planner data for reporting and analysis

Progress

Charts and Views of Tasks
Viewing and interpreting Planner charts and dashboards
Viewing task progress charts
Customising views (My Tasks, Charts, Schedule)

Advanced Features

Creating checklists within tasks
Setting up Planner templates

Integration with Microsoft Teams

Embedding Planner in Teams channels
Using Planner tabs

Face-to-face training

Training is held in our modern, comfortable, air-conditioned suites.

Modern-spec IT, fully networked with internet access

Lunch, breaks and timing

A hot lunch is provided at local restaurants near our venues:

• Bloomsbury
• Limehouse

Courses start at 9:30am.

Please aim to be with us for 9:15am.

Browse the sample menus and view joining information (how to get to our venues).

Refreshments

Available throughout the day:

• Hot beverages
• Clean, filtered water
• Biscuits

Online training

Regular breaks throughout the day.

Learning tools

In-course handbook

Contains unit objectives, exercises and space to write notes

Reference material

Available online. 100+ pages with step-by-step instructions

24 months access to Microsoft trainers

Your questions answered on our support forum.