Planner Basic Training
Instructor-Led Microsoft Planner Training Courses
Our Microsoft Planner training course aims to provide participants with the skills and knowledge to create plans, assign tasks and track the status of plans.
Learn how to use Microsoft Planner in our dynamic 2-hour workshop session.
All participants will receive an electronic copy of our Microsoft Planner user guide along with other resources to enhance adoption and learning.
Be sure to include Microsoft Planner training in your Microsoft 365 adoption plan.
Microsoft Planner Basic Course
Course Duration: 2 hours
Course Description
The Microsoft Planner Basic course is part of a 2-level study program. This Planner course is designed to provide participants with the skills to utilise the basic Microsoft Planner features provided in a Microsoft 365 subscription.
Learning Outcomes
- understand what Microsoft Planner is and how it can be used
- create a plan for a group
- manage members within a plan
- create and complete tasks
- use buckets to categories and allocate tasks
- utilise the different plan views
- view your own tasks across different plans
- delete plans or tasks
- understand integration with Microsoft Teams
Prerequisites
This Microsoft Planner course assumes little or no knowledge of the software. However, it would be beneficial to have a general understanding of personal computers and the Windows operating system.
Course Duration
The Microsoft Planner Basic course is run over two (2) hours but can be customised to suit your needs.
Course Overview
Getting to know Microsoft Planner
- What Is Microsoft Planner
- Sign in to Microsoft Planner
- The Microsoft Planner Screen
- Navigating within Planner
- The Planner Hub
- Planner and Microsoft 365 Groups
- Logging Out of Microsoft Planner
Create a Plan
- Create a new plan
- Public vs. Private Plans/Groups
- View a plans progress
- Set up email notifications
- Mark a plan as a favourite
- Copy a plan
- Rename a plan
- Delete a plan
Manage Members
- Add a member
- Edit member permissions
- Delete a member
- Guest access to a plan
Buckets
- Create a bucket
- Move a bucket
- Rename a bucket
- Delete a bucket
- Move tasks between buckets
Tasks
- Create a task
- Explore the task card
- Add tasks to a plan
- Assign task start and due dates
- Assign people to tasks
- Assign task priority
- Comment on a task
- Set a preview picture for a task
- Flag a task with labels
- Copy tasks
- Add a checklist to a task
- Add an attachment to a task
- Change task status
- View charts of task progress
- Complete a task
- Delete a task
Planner Views
- Explore different Plan views
- Use Task Filters
- Use Grouping options
- View your own tasks
Planner Integrations
- Use the Planner for Android or iOS app
- Use Planner in Microsoft Teams
- View your Planner calendar in Outlook
- Export a plan to Excel
Course Pricing
Our 2-hour workshop sessions provide the flexibility to pick and choose the content you want to focus on and therefore customise the course duration. Our courses are tailored for group training and provide a cost-effective way of training small teams.
Note: Single 2-hour sessions are only available ONLINE, unless combined with another half day session.
Why not combine two courses to create your own customised half or full day training session.
Pricing as of 1st January 2026. All prices are including GST.
| Number of participants |
In-Person* (2 hours) |
Online (2 hours) |
|---|---|---|
| 1 participant | N/A | $320.00 inc GST |
| 2 participants | N/A | $415.00 inc GST |
| 3 participants | N/A | $509.00 inc GST |
| 4 participants | $635.00 inc GST# | $604.00 inc GST |
| 5 participants | $730.00 inc GST | $698.00 inc GST |
| 6 participants | $824.00 inc GST | $793.00 inc GST |
Contact us for pricing with 6+ participants.
# Minimum 4 participants for In-Person 2 hour sessions.
* Within 50km driving distance from NSW 2567. Additional travel costs may apply outside this distance.
Course inclusions
Free Skills Assessment
Take advantage of our free online skills analysis prior to your training to ensure staff are undertaking the correct course.
We come to you
To save your business time, money and unnecessary travel, we come to you, delivering our training at your premises.
Email Support
Access unlimited support following your training course to build on your learning and ask any burning questions.
Course Manual
All courses include a downloadable course manual in PDF format covering all content for the course.
Certificate
After completing the course you’ll receive a certificate to show off your new-found knowledge and skills.
Hands-on training
We’re big believers in hands-on learning so you’ll be on a computer and building your skills in real-time.
Real-world examples
You'll work through real-world examples to reinforce learning and increase your confidence.
Customisable Courses
All courses can be customised to suit your team and include the topics you need and nothing you don't.
Send an enquiry
0418 820 572
available Monday to Friday
9:00am till 5:00pm
Email: info@beltan.com.au