Microsoft Planner
← BackOverview:
Mastering Microsoft Planner is a practical, hands‑on course designed to help professionals organize work, manage projects, and collaborate more effectively using Microsoft 365’s visual task‑management tool. Whether you’re coordinating small team activities or managing larger business workflows, this course provides the skills and confidence needed to use Planner as a central hub for tracking progress, assigning tasks, and keeping work visible across your team.
Participants will learn to:
- Create and structure plans using buckets, labels, and workflow design principles
- Build and manage tasks with priorities, due dates, assignments, checklists, and attachments
- Collaborate effectively using task comments, team assignments, and Planner’s seamless integration with Microsoft Teams
- Track progress visually through Board, Charts, and Schedule views to monitor workloads and deadlines
- Use Microsoft 365 integrations (Teams, Outlook, To Do, Power Automate) to streamline communication and task management
- Apply best practices to establish consistent workflows, naming conventions, and efficient team processes
By the end of this course, learners will be able to design professional plans, collaborate with clarity, and implement best‑practice systems that support productivity, accountability, and business efficiency.
Course Details:
Who Should Attend
This course is ideal for:
- Business owners, managers, and team leaders looking to improve project visibility and task coordination
- Administrative and operations staff responsible for tracking work, deadlines, and team activities
- Project coordinators and project‑support roles who need lightweight project‑management tools
- Teams using Microsoft 365 who want to streamline collaboration and centralize task management
- Beginners to intermediate M365 users who want a clear, structured approach to Planner
- Anyone seeking to organize work more efficiently, reduce manual tracking, and improve accountability across teams
Level:
This course is an Introduction into Microsoft Planner.
Participants should have:
- Basic computer skills (creating files, navigating applications)
- General familiarity with Microsoft 365 (Outlook, Teams, or OneDrive)
- No project‑management experience is required — the course is accessible for all skill levels
Optional but helpful:
- Prior exposure to Teams or To Do
Learning Outcomes:
By the end of this course, learners will be able to:
- Create structured plans with buckets, labels, and organized workflows
- Build, assign, and manage tasks using Planner’s full feature set
- Collaborate effectively using comments, team assignments, and integrated communication tools
- Monitor plan activity and progress using Board, Charts, and Schedule views
- Use Planner’s connections to Microsoft Teams, Outlook, To Do, and Power Automate
- Apply best‑practice methods for naming conventions, plan structure, and workflow efficiency
- Confidently implement Planner as a central tool for team coordination and productivity
Microsoft Planner – Online Training
Online Training – Private Courses
You can book private, customised, online training for your organisation. To do this, please click on the Book Online Training button on this page.
The Microsoft Planner Online Training Workshops are presented by a CTO Facilitator, in a live virtual classroom.
Prices:
| Trainees | Price | |
|---|---|---|
| 1-3 trainees | $880 | per day |
| 4-8 trainees | $1,210 | per day |
| Each additional trainee | $132 | per day |
