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 live, interactive learning from the comfort of your home or office with Bilginç IT Academy's Online Instructor-Led Microsoft Planner Essentials (Basic Plan) Training in United States of America. Engage directly with expert trainers in a virtual environment that mirrors the energy and schedule of a physical classroom.

  • Live Sessions: Join scheduled classes with a live instructor and other delegates in real-time.
  • Interactive Experience: Engage in group activities, hands-on labs, and direct Q&A sessions with your trainer and peers.
  • Global Expert Trainers: Learn from a handpicked global pool of expert trainers with deep industry experience.
  • Proven Expertise: Benefit from over 30 years of quality training experience, equipping you with lasting skills for success.
  • Scalable Delivery: Accessible worldwide, including United States of America, with flexible scheduling to meet your professional needs.

Immerse yourself in our most sought-after learning style for Microsoft Planner Essentials (Basic Plan) Training in United States of America. Our hand-picked classroom venues in United States of America offer an invaluable human touch, providing a focused and interactive environment for professional growth.

  • Highly Experienced Trainers: Boost your skills with trainers boasting 10-20+ years of real-world experience.
  • State-of-the-Art Venues: Learn in high-standard facilities designed to ensure a comfortable and distraction-free experience.
  • Small Class Sizes: Our limited class sizes foster meaningful discussions and a personalized learning journey.
  • Best Value: Achieve your certification with high-quality training and competitive pricing.

Streamline your organization's training requirements with Bilginç IT Academy’s Onsite Microsoft Planner Essentials (Basic Plan) Training in United States of America. Experience expert-led learning at your own business premises, tailored to your corporate goals.

  • Tailored Learning Experience: Customize the training content to fit your unique business projects or specific technical needs.
  • Maximize Training Budget: Eliminate travel and accommodation costs, focusing your entire budget on the training itself.
  • Team Building Opportunity: Enhance team bonding and collaboration through shared learning experiences in your workspace.
  • Progress Monitoring: Track and evaluate your employees' progression and performance with relative ease and direct oversight.


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.
02 May 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago
07 May 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago
10 May 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago
06 June 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago
06 July 2026 (3 Hours)
New York, San Francisco, Austin, Seattle, Chicago
13 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

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