Microsoft Planner Basic Course
Organise and track team tasks
The Microsoft Planner Basic course introduces a simple, visual approach to organising tasks and coordinating work within Microsoft 365.
Participants will learn how plans can be created to represent projects, team activities or other pieces of work and how tasks can be assigned to individuals, given deadlines and organised into meaningful groups.
Improve visibility of team workloads
Planner can provide team members with a shared view of what needs to be done, who is responsible and how work is progressing. This can make it easier to coordinate activities without relying on separate spreadsheets, email chains or personal task lists.
The course is suitable for managers, team leaders, project coordinators and Microsoft 365 users who want a straightforward collaborative tool for managing tasks.
Users who subsequently require more sophisticated scheduling and project-management functionality may wish to progress to Microsoft Planner Premium.
Course Schedule
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Duration: Half Day
Course Aims:
This course aims to introduce participants to the Microsoft Office 365 Planner tool, empowering them to manage projects effectively within the Office 365 environment. By the end of this course, delegates will be equipped with the skills to create and organise plans, manage tasks, and collaborate using Planner and its integration with other Office 365 applications such as Mail, Calendar, and Notebook.
Course Prerequisites:
Participants should have a basic understanding of Microsoft Office 365 and experience using applications like Outlook and Teams. Familiarity with cloud-based environments and basic project management concepts is beneficial but not essential.
Course Objectives:
On completion of this course, delegates will be able to:
- Understand the role of Microsoft Planner within the Office 365 suite and navigate its interface confidently
- Create, organise, and manage plans and tasks, using features like Buckets and Task assignments
- Visualise task progress and project status with Planner’s Charts and modify views for easier task tracking
- Utilise Planner’s integration with other Office 365 tools, including Mail, Calendar, and Notebook, to streamline communication and collaboration within teams
Course Content:
Module 1: Introducing Office 365
- Introducing Office 365 and the Concept of Working in the ‘Cloud’
- Navigating around Office 365
Module 2: What is Planner Office 365?
- The Use of Planner 365
- Interlinked Applications
Module 3: Creating a Plan / Group
- Creating a Plan
- Creating a Group
Module 4: Using Buckets and Tasks
- Using Buckets
- Creating Tasks
- Creating More Detailed Tasks
- Assigning Tasks
- Re-organise Tasks
- Changing the View
Module 5: Charts
- Viewing your Work Graphically
- Adding Tasks whilst in Chart View
- Changing the Group
- Re-assigning Tasks
Module 6: Notebook
- Using Notebook
Module 7: Mail and Calendar
- Conversations
- Calendars
Public Schedule
Private Virtual Training (Teams / Zoom)
Contact us for pricing.
Private Onsite Training (at your offices)
Contact us for pricing.
Note
All prices exclude VAT at 20%.
VAT registration number: 450 4347 14
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