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 including Planner Premium. They will create, assign and monitor the progress of project tasks and learn how Planner integrates with other areas of Microsoft 365 including Microsoft Teams, To Do and Loop.

Learn:

  • Features in Planner Online
  • Create, assign and manage tasks
  • Communicate about Tasks
  • Features in Planner Premium
  • Integration with other apps

Delegates wishing to attend this course should be comfortable with the basics of Microsoft Teams. An understanding of Project Management concepts is beneficial but not necessary. Delegates will need a Planner Premium license.

Book Microsoft Planner Premium Training

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

  • 1-day course
  • Up to 10 delegates
  • Online or onsite training available
  • Online user guides
  • Attendance certificates
  • Post training support
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MEET THE TRAINER

Duncan Dickinson

Duncan has spent the last 20 years training and consulting to many companies on Project Server/Project Online, SharePoint Server/SharePoint Online and the Power Platform; assisting companies to define and streamline their internal project management and document management processes and then setting up the applications to manage these processes.

Combining both consultancy with training, Duncan brings a wealth of knowledge and experience and can present a more accurate view of how the Microsoft products can be used by organisations to streamline processes.

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Full Microsoft Planner Premium Training Course Content

Introducing Microsoft Planner

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

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

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
  • Task Notifications

Features in Planner Premium

  • Timeline
  • Assignments
  • People
  • Baseline
  • Critical Path
  • Reports
  • Portfolios
  • Goals
  • Custom Calendars
  • Task dependencies
  • Milestones
  • Custom Fields
  • Copilot (Copilot license dependent)

Integration with Other Apps

  • Microsoft Teams
  • Microsoft To Do
  • Microsoft Loop
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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
BOOK YOUR PLANNER TRAINING

Why choose TrainingU?

Excel Training Business benefits

Passionate

Established in 2008 by a team of knowledgeable training experts, we are passionate about delivering excellent training that makes a real difference.

Excel Training Business benefits

Experienced

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

Collaborative

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

Our Clients

International SOS Pioneer DJ

What Our Clients Say...

"Our experience with The TrainingU team from planning to execution has been amazing. Thank you so much for everything you’ve done. We’ll be sure to share your info and reach out if we’re in need of training again."

PureGym

"The training that we book is always excellent, and the feedback forms reflect this every time. Training U is very professional in all aspects of training and so is the administration that goes with each training course.  All the team are very approachable, and they always go out of their way to help you, nothing is too much trouble for them all. I would have no hesitation in recommending Training U."

The Whitbread Academy

"TrainingU has proven to be an excellent choice. We were very happy with the service they provided. Their trainers and staff were all friendly, knowledgeable, professional and approachable. They were attentive and flexible to our individual training needs and catered for them accordingly – incorporating some personalisation where needed. We will certainly be using them again."

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Enquire & Book Microsoft Planner Premium Training

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