Microsoft Planner Essentials (Basic Plan) Training

This course provides a foundational understanding of Microsoft Planner within Microsoft 365, using only the features available through the basic license. Designed for individuals looking to manage projects without the need for advanced reporting or analytics, this course explores how to create and organise plans, assign tasks, and collaborate effectively using Planner’s core capabilities.

Participants should have:

• An understanding of project management concepts would be beneficial
• Attendees must be comfortable navigating around the Microsoft 365 online environment.

Target audience

This course is ideal for individuals who are new to Microsoft Planner and want to learn how to manage tasks and collaborate within Microsoft 365. It’s especially suited for users looking to organise simple projects without the need for advanced project management or reporting tools. No prior experience with Microsoft Planner is required.

By the end of this course, learners will be able to:

• Understand the purpose and interface of Microsoft Planner
• Create, organize and manage plans
• Collaborate and communicate within Planner
• Utilize different Planner views to track and report on work

Module 1: Introduction to Planner

• What is Microsoft Planner
• Navigating the interface

Module 2: Creating Plans

• Create Plans from a template
• Create a blank plan
• Input a task list

Module 3: Task Management

• Setting due dates
• Adding checklists, attachments, and notes
• Using labels and priority settings
• Task recurrence

Module 4: Collaboration & Communication

• Sharing plans with your team
• Assigning tasks
• My Tasks and My Day views
• Connecting to Outlook

Module 5 : Using Planner Views

• Board, Grid, and Schedule views
• Grouping and filtering tasks
• Using buckets for workflow stages

Module 6: Tracking

• Marking Progress of a task
• Using Planner charts
• Reporting to Excel

Exams and assessments

This course does not include any formal assessments.

Hands-on learning

This course includes

• Instructor led discussions around the use of Microsoft Project in the real world.
• Guided exercises demonstrating the key concepts in project scheduling.
• Independent exercises to reinforce learning and build project planning skills.