Microsoft Planner Training Course

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

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.

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.

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 mmbers, track progress using visual dashboards and allows the whole team to stay up to date. Planner integrates seemlessly 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

The Microsoft Planner Introduction course aims to provide participants with the skills and knowledge to sufficiently use and operate within the Microsoft Planner platform. 

Browse the course topics below:

  • 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

Course Includes

Skills Analysis


Training Manual

We come to you

Hands-on training

Email Support

Real-world examples

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
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.

Call Now Button