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Microsoft Planner Training

Plan, assign and track like a pro

Work with your team to plan and track your tasks and projects - from any device

Learn to use Planner, including in Microsoft Teams and Microsoft To Do

Work together remotely and track your team's progress

Expert Planner Training

 A perfect session for every team

  • that has a Microsoft 365 account

  • needs to plan, assign and track things and tasks

  • wants to communicate with assignees and team members

  • works on the plans together - even remotely

  • could benefit from commenting and a shared team plan notebook

  • would like visual charts or a calendar to track progress

  • optionally needs to include external people and stakeholders in their plan

  • has to be able to access their plan from any device​

Hands on sessions at your place or Online

  • Learn about Kanban Boards

  • See how Planner fulfils your Team's Planning and Tracking needs

  • Use SharePoint and OneDrive files in Planner

  • Share Plans

  • Explore Planner Dashboards

  • Visualise assignments and 

  • Collaborate on and use Plans and Tasks in Microsoft Teams

Planner Outline

This session can be customised to suit your desired outcome

Microsoft Planner

This session will provide you with the essential skills to get started with Excel.

You will learn to handle text and data entry, format, print and use entry level or basic formulas to perform calculations.

Recommended Duration

Approx. 1 Day (6 Hours)


$400 +GST per attendee





  • What is Microsoft Planner?

  • Access Planner

  • Tour the Planner Screen

  • About the Planner Hub


Creating a plan

  • Create a Plan

  • Add Tasks

  • Favourite a Plan

  • Plan Options and Settings


Using buckets and tasks

  • Use Buckets

  • Create Tasks

  • Create More Detailed Tasks

  • Attach Files to Tasks

  • Assign Tasks

  • Flag Tasks with Labels

  • Update task’s status

  • Re-organise Tasks

  • Comment on Tasks

  • Change the View



  • Monitor Plans, Tasks and Assignments

  • Review Schedules

  • View the Plan Dashboard

  • Group and Filter Plan Items

  • Add Tasks whilst in Chart View

  • Change the Group

  • Re-assigning Tasks

  • Use the Planners Desktop and Mobile apps

  • Using Planner and Tasks in Microsoft Teams


Speak to us about customising this session for your team


Contact us to boost your skills today

Need to create dependencies between your tasks, plans or projects?

Let's chat about Microsoft Project Training

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