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.

Microsoft Planner Online Courses
Microsoft Planner Online Short Courses

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.

Customer Testimonials

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

Online Course Pricing

Our 2 hour online 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. 

Why not combine two courses to create your own customised half or full day training session.

Pricing as of 1st April 2024. All prices are exempt of GST. 

Number of participants Cost (2 hours) Cost (half day)
1 participant $360.00 $400.00
2 participants $504.00 $560.00
3 participants $648.00 $720.00
4 participants $792.00 $880.00
5 participants $936.00 $1,040.00
6 participants $1,080.00 $1,200.00

Contact us for pricing with 6+ participants.

Courses are conducted using either Microsoft Teams or Zoom. Pricing will be confirmed at the time of your booking enquiry.

Course Includes

Skills Analysis

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


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

Training Manual

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

Online Learning Platform

Online learning available via Microsoft Teams or Zoom platforms.

Hands-on training

We’re big believers in hands-on learning so you’ll be building your skills in real-time with live demos and practice exercises.

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.

Send an enquiry

    0418 820 572

    available Monday to Friday
    9:00am till 5:00pm


    Scroll to Top