Microsoft Planner Course

What will I learn?

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

Enquire & Book

MEET THE TRAINER

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.

Full Create & Manage Tasks with the Planner App Training 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

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.

Microsoft Planner Training - People Development

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

Flexible Microsoft Planner Training Courses

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

BOOK YOUR PLANNER TRAINING

Why choose TrainingU?

Passionate

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