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+

Oman is steering towards a tech-driven future under the 'Oman Vision 2040' framework, with Muscat evolving into a center for digital entrepreneurship and advanced telecommunications. The Sultanate is prioritizing the development of a robust digital economy by investing in cybersecurity, artificial intelligence, and electronic government services to enhance national efficiency. Academic excellence from institutions like Sultan Qaboos University provides a strong foundation for research in data science and smart city infrastructure. Our training solutions in Oman focus on bridging the gap between traditional expertise and the demands of the modern high-tech sector. By delivering specialized courses in IT Project Management, Cyber Defense, and Enterprise Systems, we support Omani professionals in their mission to build a sustainable, technologically advanced nation that is fully integrated into the global digital supply chain.

Microsoft Planner Essentials (Basic Plan) Training in Oman