Office 365 Planner Training in United States of America

  • Learn via: Classroom
  • Duration: 3 Hours
  • Level: Fundamentals
  • Price: From €344+VAT
We can host this training at your preferred location. Contact us!

This session is designed to introduce you to MS Planner which is a key app within O365.

MS Planner will help you organise your teams’ activities. Planner will also help you delegate tasks to others in the team and track its progress.

Do you work in an agile environment? Do you want to be more organised as a team? Would you like to manage task allocation across your team? Join this session to determine how MS Planner can help you and your team.

  • Keep your team organised.
  • Categorise tasks into buckets.
  • Assign Tasks to your team members.
  • Keep on track of your tasks.
  • Manage your plans.

Module 1: Introducing Planner

  • What is Planner.

Module 2: Build a Plan

  • Create a plan.
  • Create buckets to categorise your tasks.
  • Add tasks to a plan.
  • Add sub-tasks to a plan.
  • Add members to a plan.
  • Assign a task to a colleague.
  • Update your progress.
  • Add additional task detail.

Module 3: View Plan Content

  • Group your tasks in Board view.
  • Use Charts view.
  • Use Grid view.
  • Filter a view.
  • See all tasks assigned to you.

Module 4: Managing Plans

  • Copy a plan.
  • Pin a plan.
  • Delete a plan.

Module 5: Further Collaboration

  • Conversations.
  • Members.
  • Files/Sites.
  • Notebook.
  • Add a plan to the Outlook Calendar.
  • Export your plan to Excel.
  • Copy Links to a plan/task.
  • Plan settings.
  • Plans from with MS Teams.


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

Upcoming Trainings

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.

08 January 2025 (3 Hours)
United States of America
Classroom / Virtual Classroom
20 January 2025 (3 Hours)
United States of America
Classroom / Virtual Classroom
26 January 2025 (3 Hours)
United States of America
Classroom / Virtual Classroom
08 January 2025 (3 Hours)
United States of America
Classroom / Virtual Classroom
20 January 2025 (3 Hours)
United States of America
Classroom / Virtual Classroom
26 January 2025 (3 Hours)
United States of America
Classroom / Virtual Classroom
26 February 2025 (3 Hours)
United States of America
Classroom / Virtual Classroom
06 March 2025 (3 Hours)
United States of America
Classroom / Virtual Classroom

Related Trainings

Office 365 Planner Training Course in the United States

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Achieve your IT goals through our versatile courses, spanning programming, data analytics, software development, business skills, cloud computing, cybersecurity, project management. Benefit from the flexibility of hosting training at your preferred location within United States, where our experienced instructors will provide hands-on learning and practical expertise.
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