Online Microsoft Planner Essentials Course
Comprehensive Guide to creating, managing and collaborating on plans
Course Overview
This course provides a comprehensive introduction to Microsoft Planner's basic version, focusing on task and project management within the Microsoft 365 ecosystem. Participants will learn how to organise teamwork, assign tasks, track progress, and integrate Planner with other Microsoft 365 apps for enhanced productivity. The course is suitable for individuals and teams seeking to improve their project management and collaboration skills.
Course Objectives
Understand the core features and benefits of Microsoft Planner
Create and manage plans, tasks, and buckets
Collaborate with team members and track progress
Integrate Planner with other Microsoft 365 applications
Apply best practices for efficient task and project management
Target Audience
Team leaders and project managers
Staff working collaboratively in Microsoft 365 environments
Individuals seeking to enhance their task management skills
Introduction to Microsoft Planner
What is Microsoft Planner?
Planner in the Microsoft 365 ecosystem
Accessing Planner on web and mobile
Getting Started
Signing in and creating a plan
Identifying Basic vs Premium Planner features
Using Planner templates
Understanding the Planner Interface
Navigation bar and views (My Plans, Pinned, Shared, etc.)
Managing plans, plan details, and privacy settings
Adding plans to groups and sharing plans
Organising Work: Buckets and Tasks
Creating and managing buckets
Adding, assigning, and editing tasks
Setting due dates, priorities, and labels
Using checklists, attachments, and comments
Planner Views and Task Management
Board, Grid, Schedule, and Charts views
Filtering, sorting, and grouping tasks
Tracking progress and task completion
Integration and Collaboration
Integrating Planner with Teams, Outlook, and To Do
Collaborating using comments and sharing updates
Using notifications and reminders
Reporting and Best Practices
Exporting plans to Excel for reporting
Manual status reporting and visual summaries
Applying best practices for plan management
Templates, Use Cases, and Security
Creating reusable plans as templates
Common use cases for Microsoft Planner
Managing multiple plans
Security and permissions overview
Hands-On Exercises
Create plans using templates and assign tasks
Organise tasks into buckets and apply labels
Integrate Planner with Teams and To Do
Export plan data and review reporting options
Present your project in breakout sessions
Resources and Further Learning
Reference links: Software Solutions website, YouTube, LinkedIn
Additional support and training materials
By the end of the course, participants will be able to confidently use Microsoft Planner to organise projects, collaborate with their teams, and manage tasks effectively within the Microsoft 365 environment.
The online course includes videos that you can watch and rewind to learn techniques, step-by-step instructions to follow, and loads of exercises and quizzes to reinforce your learning. The course comes with a tutor who you can call, email or meet via MS Teams if you need that extra bit of support.
At the completion of the course, you will be issued with a Certificate of Completion.
Register and join us today!