Microsoft Planner Essentials (Basic Plan) Training in United States of America

  • Learn via: Online Instructor-Led / Classroom Based / Onsite
  • Duration: 3 Hours
  • Level: Fundamentals
  • Price: Please contact for booking options
  • Upcoming Date:
  • UK Based Global Training Provider

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 Us

Experience Microsoft Planner Essentials (Basic Plan) in United States of America through Bilginç IT Academy's live and interactive virtual classroom environment, accessible from your home, office, or any location. Connect with expert trainers in real time and bring the energy of classroom learning into the digital experience.

  • Live Instructor-Led Sessions: Join scheduled training sessions with your instructor and fellow delegates in real time.
  • Interactive Learning Experience: Take part in discussions, practical exercises, group activities, and Q&A sessions throughout the course.
  • Expert Trainer Network: Learn from experienced trainers with strong industry backgrounds and practical field expertise.
  • Over 30 Years of Training Expertise: Benefit from Bilginç IT Academy's long-standing experience in delivering professional training since 1995.
  • Flexible and Scalable Delivery: Access live virtual classrooms from United States of America and worldwide, with flexible planning options for individual and corporate training needs.

Experience Microsoft Planner Essentials (Basic Plan) in a focused classroom environment in United States of America. Bilginç IT Academy's carefully selected training venues provide a professional setting where delegates can interact directly with expert trainers and peers.

  • Experienced Trainers: Learn from specialists with extensive field experience and real-world knowledge.
  • Professional Training Venues: Attend courses in comfortable, well-equipped classrooms designed to support effective learning.
  • Focused Classroom Experience: Benefit from limited class sizes that encourage discussion, interaction, and personalized support.
  • Quality-Driven Learning: Develop practical skills through structured, up-to-date, and professionally designed training content.

Meet your team's training needs with Bilginç IT Academy's onsite Microsoft Planner Essentials (Basic Plan) in United States of America solution, delivered at your office or preferred location. Align your team's development with your business goals through a training experience tailored to your organization.

  • Tailored Course Content: Adapt the training program to your organization's projects, team structure, and specific business requirements.
  • Time and Cost Efficiency: Reduce travel, accommodation, and operational costs while maximizing the value of your training investment.
  • Team-Focused Learning: Help your employees develop around the same knowledge base and strengthen collaboration across your organization.
  • Simplified Planning and Tracking: Manage the training process, participant development, and organizational requirements with greater control.


Contact us for more detail about our trainings and for all other enquiries!

Microsoft Planner Essentials (Basic Plan) Training Course in United States of America Schedule

Join our public courses in our United States of America facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

We can organize this training at your preferred date and location.
24 June 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago
12 July 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago
19 July 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago
25 July 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago
06 August 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago
24 August 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago
03 September 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago
11 September 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago

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The United States continues to define the global frontier of technology and innovation, serving as the home to the world's most influential tech titans. From the legendary Silicon Valley and San Francisco Bay Area to emerging hubs like Austin, Seattle, and the Silicon Alley in New York, the US ecosystem remains unparalleled. Top-tier institutions such as MIT, Stanford, and Carnegie Mellon provide the research backbone for breakthroughs in Artificial Intelligence, Quantum Computing, and Cybersecurity. Our training programs are meticulously aligned with these industry-leading standards, ensuring that professionals can navigate the complexities of the modern digital landscape. We bridge the gap between academic theory and high-stakes corporate execution in the most competitive tech market on Earth.

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