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.

We can organize this training at your preferred date and location. Contact Us!

Prerequisites

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.

What You Will Learn

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

Training Outline

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.

Why Choose Bilginç IT Academy

At Bilginç IT Academy, we combine our strong presence in both the UK and Türkiye to deliver high-quality, practical training solutions for organizations worldwide.

International Presence with Local Expertise
With operations in the United Kingdom and Türkiye, we bring together global standards and local market understanding to deliver effective training experiences across regions.

Expert Instructors with Real-World Experience
Our courses are delivered by certified trainers with extensive industry experience, ensuring you gain practical knowledge that can be applied immediately.

Corporate-Focused Training Approach
We specialize in training corporate teams, tailoring our programs to meet your organization’s goals, technologies, and project requirements.

Flexible Training Delivery Worldwide
We offer classroom, virtual classroom, and onsite training options globally, tailored to your organization’s needs.

Hands-On, Practical Learning
Our training sessions include real-world scenarios, case studies, and interactive exercises to ensure lasting understanding and skill development.

Proven Track Record
With over 10 years of experience, we have successfully trained professionals from leading organizations across different industries and regions.

Why have you chosen us?

I have attended a training from Bilginc IT Academy before and I was satisfied.

I have attended a training from a different provider and it was not helpful.

Other

How many employees do you have in your IT department?

0 – 50

50 – 250

250 – 1000

1000+

Kazakhstan stands as the preeminent technological and financial powerhouse of Central Asia, with the dynamic cities of Almaty and Astana serving as global magnets for innovation. The country is home to the Astana Hub, an international tech startup center, and Nazarbayev University, both of which are at the forefront of pioneering research in Artificial Intelligence, Blockchain, and Big Data analytics. Kazakhstan has achieved worldwide recognition for its advancements in digital mining and financial technologies, supported by a national strategy that prioritizes high-quality IT education and continuous professional development. Our comprehensive training programs are strategically designed to empower professionals in Kazakhstan to master complex corporate systems and lead large-scale digital innovation processes. By bridging the gap between local talent and global industry standards, we ensure that the Kazakh workforce remains highly competitive in the rapidly evolving Eurasian digital economy.

Microsoft Planner Essentials (Basic Plan) Training in Kazakhstan