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Microsoft Planner Training Course

Our Microsoft Planner instructor led training course aims to provide participants with the skills and knowledge to create plans, assign tasks and track status of plans.

Learn how to use Microsoft Planner in our dynamic half-day or full-day workshop sessions.

All participants will receive an electronic copy of our Microsoft Planner user guide along with other resource options to enhance further engagement and learning.

Be sure to include Planner training in your organisations Microsoft 365 adoption plan.

"Belinda knew her stuff and effectively guided us through a veritable productivity wonderland."
Michael K.
Planner Training

What is Microsoft Planner?

Microsoft Planner is part of the Microsoft 365 (formerly called Office 365) suite of products.  Planner provides a simple, yet very effective way to manage teamwork and tasks. 

Planner allows you to create project plans, organise and assign tasks to members, track progress using visual dashboards and allows the whole team to stay up to date. Planner integrates seamlessly with other Microsoft 365 applications including Microsoft Teams.

Planner is often compared to other platforms such as Slack or Trello. If you already have Microsoft 365, then you already have Planner and there are no additional fees.

Course Overview

  • What Is Microsoft Planner
  • Sign in to Microsoft Planner
  • The Microsoft Planner Screen
  • Navigating within Planner
  • The Planner Hub
  • Planner and Office365 Groups
  • Logging Out of Microsoft Planner
  • Create a new plan
  • Public vs. Private Plans/Groups
  • View a plans progress
  • Set up email notifications
  • Copy a plan
  • Mark a plan as a favourite
  • Delete a plan
  • Add a member
  • Delete a member
  • Create a task
  • Add tasks to a plan
  • Assign task start and due dates
  • Assign people to tasks
  • 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
  • Create a Bucket
  • Move a task to a bucket
  • Delete a bucket
  • Explore different Plan views
  • View your tasks
  • Use the Planner for Android or iOS app
  • Use Planner in Teams
  • View your Planner calendar in Outlook
  • Export a plan to Excel
"I found the course interesting and I believe that it has given me enough knowledge to start using Planner."
Maxine J.
Planner Training

What's included in our Microsoft Planner courses

Skills Analysis

Take advantage of our free online skills analysis prior to your training to ensure you’re enrolled in the right course.

Certificate

After completing the course you’ll receive a certificate to show off your new-found Microsoft Planner knowledge.

Training Manual

You will receive a PDF copy of our custom Microsoft Planner training notes along with resources for your new skills.

We come to you

To save your business time, money and unnecessary travel, we come to you, delivering our training at your premises.

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.

Email Support

Access unlimited support following your training course to build on your learning and ask any burning questions.

Real-world examples

There’s nothing better than working through real-world examples to reinforce learning and increase your confidence.

Course Pricing

Pricing as of 1st July 2019. All prices are exempt of GST. All prices are PER SESSION, not per person.

Microsoft Teams can be run as a half-day workshop or combined with another Office 365 app to form a full day of training.

Number of participants Investment (half day)
1-on-1 Training $350.00
2-3 participants $455.00
4-6 participants $560.00
7-8 participants $665.00
9-10 participants $1,015.00

Above costs are for training conducted within the Sydney region and is subject to travel fees dependent on location. Pricing provides a guide only and will be confirmed at time of booking enquiry.

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