Planner Courses Online
Learn Microsoft Planner Online
Microsoft Planner provides a simple and 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 share files with others. Planner will allow you to keep track of your project’s progress from anywhere and on any device. Planner can be used for your own planning needs or used with teams.
Microsoft Planner uses task cards and allows you to view tasks in various different views including Board or Chart views. Tasks can include start or due dates, notes, include attachments, and contain separate comments for every single task.
Microsoft Planner is sometimes compared to Trello and other task managing systems, however, because Planner integrates with your other Microsoft 365 applications you can work effectively within the Microsoft ecosystem without the need to switch platforms.
Microsoft Planner can be integrated perfectly into Microsoft Teams to allow access across your entire team.
Live Instructor-Led Courses
All courses are live instructor-led sessions allowing for the same interaction you receive in a face to face course. No pre-recorded videos.
One-on-one or Group Sessions
Learn one on one or include other staff for group training sessions. Groups of up to 10 people available.
Effective Targeted Training
Utilise our FREE skills analysis to identify staff skills gap and undertake targeted training in the areas your staff need help.
Microsoft Planner Online Courses
Browse through the Planner course overview to see the content covered in our 2 hour workshop session, or pick and choose the areas you wish to cover in a customised short course.
Course Overview
Course Duration: 2 hours
- 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 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
- Add a member
- Edit member permissions
- Delete a member
- Guest access to a plan
- 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
- Create a bucket
- Move a bucket
- Rename a bucket
- Delete a bucket
- Move tasks between buckets
- Explore different Plan views
- Use Task Filters
- Use Grouping options
- View your own tasks
- Use the Planner for Android or iOS app
- Use Planner in Microsoft Teams
- View your Planner calendar in Outlook
- Export a plan to Excel
Why Choose Us
- Private courses for your team
- Hands on courses with practical exercises
- Customised content
- Choose between onsite or online
- Free skills analysis
- Ongoing support
Course Includes
Skills Assessment
Take advantage of our free online skills assessment prior to your training to ensure you’re enrolled in the right course.
Online Learning Platform
Online courses are delivered via Microsoft Teams or Zoom.
Email Support
Ongoing email support is available after your training course to reinforce your learning and address any questions you may have.
Certificate
A certificate will be awarded upon course completion to validate your knowledge.
Hands-on training
We’re big believers in hands-on learning so you’ll be building your skills in real-time with hands-on activities.
Real-world examples
There’s nothing better than working through real-world examples to reinforce learning and increase your confidence.
Send an enquiry
0418 820 572
available Monday to Friday
9:00am till 5:00pm
Email: info@beltan.com.au