What will I learn?

Full Course Details

This course is aimed at delegates who want to learn the key features and functionality of the Planner App. They will create, assign and monitor the progress of team tasks and learn how Planner integrates with other areas of Microsoft 365 including Microsoft Teams, To Do and Loop.

Learn how to:

  • Create, assign, organise and track the progress of team tasks
  • Export a plan to Excel
  • Add a plan to their Outlook calendar
  • Work in Planner Online
  • Explore the integration of plans in Microsoft Teams

Delegates wishing to attend this course should be comfortable with using Microsoft Windows and the basics of Microsoft Teams.

Note: Coverage of topics may vary subject to your organisational settings, captured before training is delivered.

Book Microsoft Planner Training

For companies who need to train groups of staff either remotely or in-person.

  • 3 hour course
  • Up to 10 delegates
  • Combine with other courses
  • Online or onsite training available
  • Online user guides
  • Attendance certificates
  • Post training support
  • Larger numbers can be accommodated
Laura Cutmore

Laura Cutmore

Laura is dedicated to up-skilling individuals and teams and passionate about helping delegates build confidence and save time with the tools they need to get their jobs done. She has a strong background in all aspects of the training lifecycle and brings over 20 years’ experience of design and delivery in the training industry. Laura specialises in the Microsoft 365 suite and enjoys the challenge of keeping up to date with Microsoft 365 applications.

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Full Course Content

Introducing Microsoft Planner

  • What is Microsoft Planner?
  • Access Planner Online
  • Tour Planner

Create, Assign and Manage Tasks

  • Create Tasks
  • Assign Due Dates
  • Assign People
  • Add a Checklist
  • Assign Priority
  • Add Labels
  • Attach Files and Links
  • Edit, Copy and Move Tasks
  • Create Task Buckets
  • Update Progress and Complete
  • Work with Different Views
  • Group and Filter Tasks

Communicate about Tasks

  • Add Comments
  • Conversation Tab
  • Task Notifications

Features in Planner Online

  • Open Existing Plans
  • View Tasks Assigned to Me
  • Create a New Plan
  • Adjust Plan Settings
  • Add a Smart Background
  • Copy a Plan
  • Export a Plan
  • Add a Plan to Outlook
  • Delete a Plan

Integration with Other Apps

  • Microsoft Teams
  • Microsoft To Do
  • Microsoft Loop

Note: Coverage of topics may vary subject to your organisational settings, captured before training is delivered.

Enquire & Book
Excel Training Business benefits

Microsoft Planner Training – Business Benefits

By investing in people, you can give your team all the necessary skills they need to help support your organisation’s goals.

Excel Training Business benefits

Microsoft Planner Training - People Development

Completing our Microsoft Planner training course will give you additional skills you need to help support your career development.

Excel Training Business benefits

Flexible Microsoft Planner Training Courses

  • Online or face-to-face in-house training
  • Individual delegates or group training
  • Flexible dates to fit schedules

Why choose TrainingU?

Excel Training Business benefits


Established over 15 years ago by a team of knowledgeable training experts, we are passionate about delivering excellent training that makes a real difference.

Excel Training Business benefits


All our trainers are qualified and experienced Microsoft Planner trainers that will deliver the highest level of training to you and your team.

Excel Training Business benefits


Working together with our clients, understanding their needs and desired learning outcomes, to deliver a personalised learning solution.

Our Clients

International SOS Pioneer DJ

Enquire & Book Microsoft Planner Training

Simply fill out the contact form or call 0333 344 6630 to make an enquiry or book your Microsoft Planner training.