Aims & Objectives

Our Microsoft Planner course is aimed at delegates who wish to work collaboratively with colleagues on all types of projects by using an online project management tool.

You’ll learn how to use the key features and functionality of Planner to assign tasks, set due dates, set reminders and notifications, add team members, monitor the progress of your plans and integrate with other apps.

Basic knowledge of Office 365 and its collaboration capabilities is needed to attend this course.

What will I learn?

Overview of Planner

  • What is it?
  • Accessing Planner
  • The Planner Hub
  • Create a plan from Planner
  • Create a plan from Outlook

Managing Tasks

  • Create new tasks
  • Assign to colleagues
  • Assign due dates and checklists
  • Move and Copy tasks
  • Edit task details
  • Delete tasks
  • Update task status

Managing Buckets

  • Create new buckets
  • Edit and Arrange buckets
  • Rename and Delete buckets

Collaboration with Colleagues

  • Task and Bucket conversations
  • Attach Files
  • Categorise with labels
  • Mark as Favourite
  • integrate with Teams

Managing the Project

  • Filters and Groups
  • Status Progress Views
    – Chart, Buckets and Schedules
  • Email updates
  • Copy and Delete Plan

Integrating with other Apps

  • Teams
  • Outlook
  • SharePoint

How We Deliver

We currently deliver all training online to comply with the Government's guidelines.

Online training works well for businesses whose staff are mainly working from home.

It allows us to train all of your staff with the same training needs at the same time. Your people simply log on from home, using details provided in advance by our team.

Choose from Watch and Learn sessions for larger groups or interactive hands on sessions for smaller groups.

When permitted we also offer face to face training at your offices.

All sessions can be customised to a half day or 90 minute sprint session and tailored to fit your needs, covering the topic(s) within a course that are most important to your business.

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