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


On completion of this course, delegates will be able to identify the key features and functionality of Planner and how to create plans using different apps and add team members.  They will be able to assign tasks, set due dates, set reminders and notifications whilst easily monitoring progress of their plans.


Ideally, delegates will have some understanding of Office 365 and its collaboration capabilities.

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

Training can be delivered in either of the following ways:

  • Online

    Online training is ideal if you have staff in different geographical locations who have the same Microsoft or Adobe training requirements.

    Our expert trainers can deliver Watch and Learn sessions to up to 100 people. Alternatively, they can produce an interactive session that allows delegates to complete practical exercises within the Microsoft or Adobe apps of your choosing.

  • Face to face

    Choose from one or half day training sessions or our popular 90-minute Sprint sessions, which can be delivered in your offices or at another location of your choice.

    All we need is a room with a table and chairs and we look after the rest. We can even provide laptops and a projector should you not have spare IT equipment to use.

Sprint learning

Short on time, but still want to boost staff performance?
Book a Sprint Session!

Each Sprint Session follows a 90-minute format for ultra-focused team learning.

Pick a topic, tell us what you want to achieve from your session, and we’ll put together a short, fun, entirely bespoke programme that meets the needs of your team.

Designed to cater for 10-15 delegates at a time

Developed by our team to cover the subject matter of your choice

Delivered online or face-to-face

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