Microsoft Planner

Essentials

Back to Courses

Course Details

Course Name

Microsoft Planner Essentials

Duration

1 Day

Course Code

AFBMPE

Assumed Knowledge

None

Course Aims

The aim of this course is to help you master Microsoft Planner, a cloud-based task management tool that is part of Microsoft 365. You will be able to create and manage plans, collaborate with your team, integrate Planner with other Microsoft 365 apps and services, customize and export your plans, and access them from different devices and platforms. You will also understand how Planner works with Microsoft 365 Groups, SharePoint, Teams, Outlook, ToDo, and Project on the Web.

What You Will Learn

This course will teach you how to use Microsoft Planner, a cloud-based task management tool that helps you organize and collaborate on projects with your team. You will learn how to create and manage plans, tasks, and buckets, and how to integrate Planner with other Microsoft 365 apps and services. You will also learn how to customize and export your plans, access them from different devices and platforms, and use Planner with ToDo and Project on the Web for more advanced planning scenarios.

Skills

  • Create and manage plans, tasks, and buckets in Planner and assign them to your team members
  • Collaborate with your team using comments, attachments, labels, checklists, and progress tracking in Planner
  • Integrate Planner with other Microsoft 365 apps and services, such as SharePoint, Teams, Outlook, ToDo, and Project on the Web, to enhance your productivity and workflow

Who This Is For

This course is for professionals who want to use Planner to work on projects with their teams. They can be in different roles and industries, like project managers, team leaders, consultants, educators, marketers, or administrators. They may know some Microsoft 365 apps and services, but they don’t need to know Planner before.

Course Content

Overview of Planner

  • Topic A

    Microsoft 365 Overview

  • Topic B

    What is Planner?

  • Topic C

    Licensing

  • Topic D

    Standalone & Microsoft 365 Groups

Using Planner

  • Topic A

    Accessing Planner

  • Topic B

    Creating a Plan

  • Topic C

    Tasks & Buckets

  • Topic D

    Viewing a Plan

Working Together

  • Topic A

    Collaborate with your Team

  • Topic B

    Planner & SharePoint

  • Topic C

    Planner & Teams

  • Topic D

    Tasks, Plans & Emails

  • Topic E

    Manage Plan & Notifications

  • Topic F

    Guest Access

  • Topic G

    Microsoft 365 Groups & Planner

Plan Settings

  • Topic A

    Copying Plans

  • Topic B

    Exporting Plans

  • Topic C

    Copying Links to Plans

  • Topic D

    Adding Plans to Outlook

  • Topic E

    General & Group Settings

Planning Further

  • Topic A

    Planner in your pocket

  • Topic B

    ToDo vs Planner

  • Topic C

    Project on the Web & Planner

Course Progression

At Appetite for Business, we have a variety of courses to help you master Microsoft Visio, the most comprehensive and flexible diagramming software in the world. Whether you are a beginner who wants to make and edit simple diagrams, an intermediate user who wants to improve your diagrams with advanced features, an advanced user who wants to handle and automate complex diagrams, or an expert user who wants to discover the full potential of Visio, we have a course that meets your needs and objectives.
Our courses cover topics such as using shapes, stencils, and templates, applying layout, design, and data tools, making and modifying different types of diagrams, such as flowcharts, organization charts, floor plans, and network diagrams, working with layers, themes, and backgrounds, using keyboard shortcuts and custom commands, integrating diagrams with other applications and online resources, and sharing and collaborating on diagrams. You will also learn tips, tricks, and best practices to help you work productively and effectively with Visio.
At Appetite for Business, we care about your learning journey and want to help you achieve your desired outcomes. That’s why we also offer a Visio Masterclass course that combines all the content from our other courses and provides you with a thorough and in-depth learning experience. This course is ideal for users who want to learn everything there is to know about Visio and become skilled and confident in using it for any purpose and audience

Microsoft 365 Discovery

1 Day

Microsoft Planner Introduction

0.5 Day

Microsoft Planner Essentials

1 Day

Microsoft SharePoint Introduction

1 Day

Why Companies Love Working with Appetite for Business

Join 100 + companies using our services to meet their growth needs.

Book your course today

With your award-winning training partner to unlock the potential of Microsoft 365.
Get in touch