Microsoft Planner

Build Confidence Organising Tasks and Team Plans with Microsoft Planner

This practical training course gives you the essential skills needed to use Microsoft Planner effectively for workplace projects and tasks. You will learn how to create plans, create, and delegate tasks, track progress, organise work with buckets and labels, and connect Planner with other Microsoft 365 applications.

Whether you are already working in Microsoft 365 or preparing to use Planner, this course builds practical foundations so you can organise team work in one place, keep task information up to date, and communicate progress more clearly.

Microsoft Planner is ideal for people who:

• Are working in a Microsoft 365 environment
• Want to use Microsoft Planner for projects or tasks
• Need to create, delegate, and track work
• Work with team members on shared plans
• Want to connect Planner with familiar Microsoft 365 applications

To attend Microsoft Planner, you should:

• Have some familiarity with Microsoft Office
• Understand the basics of Microsoft 365 apps and Office online

After completing Microsoft Planner, you will be able to:

• Navigate the Microsoft Planner interface
• Create a plan and organise tasks
• Add task details, documents, and assignments
• Customise views and notifications to track progress
• Connect Planner with Microsoft Teams, Outlook, and Microsoft To Do

Introduction to Microsoft 365

• Review the Microsoft 365 environment
• Identify how Planner fits with Microsoft 365
• Recognise connected applications used in the course

Introduction to Planner

• Navigate the Planner interface
• Create a new plan
• Review key plan views

Working with Tasks

• Create and delegate tasks
• Update task details and assignments
• Track task progress

Adding Task Resources

• Attach files to a task
• Add photos or links
• Keep supporting information with the task

Organising a Plan

• Use buckets, categories, and labels
• Customise plan views
• Review overall progress and plan health

Notifications

• Customise Planner notifications
• Stay up to date with selected plans
• Use notifications to support follow-up

Connecting Planner with Microsoft 365

• Integrate Planner with Microsoft Teams
• Connect Planner with Outlook and Microsoft To Do
• Use connected applications to support daily work