Microsoft Planner

Microsoft Planner Icon

Master Microsoft Planner in just 3 hours! Ideal for project managers, team leads, and task management professionals looking to enhance their skills using Microsoft Planner. Learn to create and manage tasks efficiently, organize projects into buckets, collaborate, integrate with Teams.

  • Audience

    This course is designed for project managers, team leads, and individuals involved in task and project management who want to enhance their skills using Microsoft Planner.


    Participants should have a basic understanding of Microsoft 365 applications and be familiar with common project management concepts.


    3 hours

    Delivery Method

    Face to face or Virtual
  • Course Objectives

    By the end of this course, participants will have acquired comprehensive skills in using Microsoft Planner for efficient task and project management

    Course Content

    • Planner Basics
      • What is Planner
      • The Planner interface
      • Creating a new plan
      • The Planner hub
    • Creating and Managing Tasks
      • Creating a new task
      • Assigning a task
      • Setting due dates
      • Organizing tasks into "Buckets"
    • Collaboration
      • Viewing task status
      • Attaching files
      • Adding Plan to Microsoft Teams
      • Using task labels
    • Progress Mapping
      • Viewing plan as charts
      • Monitoring progress
      • Updating users
    • Exporting to Excel
    • Attachments and Checklists
      • Attaching files and links to tasks
      • Creating checklists for task completion