Microsoft Planner Training | Streamline Teams

Get your to‑do list under control and collaborate more effectively with Microsoft Planner

Duration 60 minutes

Level Beginner

Completion Certificate + Badge

Course Overview

This session provides a practical introduction to Microsoft Planner, a task management tool designed to help individuals and teams plan, organise, and track work effectively within Microsoft 365.

You will learn how Planner uses plans, tasks, buckets, and labels to structure work, and how progress can be tracked visually using built‑in views and charts. The session also demonstrates how Planner integrates with Microsoft Teams and Outlook to support collaboration.

By the end of the session, you’ll be able to set up and maintain plans, delegate tasks confidently, and use Planner as a central hub for team task management.

Skills Gained

Planner Fundamentals Creating & Managing Plans Task Assignment & Tracking Buckets & Labels Visual Progress Tracking Collaboration in Teams

What You’ll Learn

• What Microsoft Planner Is – Understand how Planner supports task‑based work.

• Creating Plans – Set up new plans and choose the right visibility and structure.

• Managing Tasks – Assign owners, set due dates, add checklists, and update progress.

• Organising Work – Use buckets and labels to structure tasks effectively.

• Collaborating as a Team – Work with Planner in Microsoft Teams and Outlook.

Who Is This For?

This course is perfect for:

✓ Individuals managing personal or team tasks

✓ Teams working collaboratively in Microsoft 365

✓ New Microsoft Planner users

Prerequisites

Microsoft 365 account. No prior Planner experience is required.

Upon Completion

Digital Badge

Shareable credential for LinkedIn and professional profiles

Certificate of Completion

Official certificate to showcase your achievement

Microsoft Planner: Streamline Your Task Management