Microsoft Planner Training courses
Course schedule - Microsoft Planner Training Courses
Classroom Training:
Learn how to use Microsoft Planner to allow teams to create, assign and organize work visually
Learn to build kanban-style boards to visually organise work. You will learn to create tasks, assign them to team members setting due dates. You will then track progress and learn how to share plans. Your plans can also be categorised and labelled for easy identification.
Our Microsoft Planner training courses are delivered live online helping you structure your day and focus on learning a new skill without the need to travel.
We offer a group booking rate for up to 10 delegates and we may be able to deliver the training course at your company offices, dependant on location.
We can even tailor a course to meet your needs incorporating other Microsoft 365 products, a popular combination being Microsoft Planner, To Do and Forms. This can be delivered over a whole day at a discounted rate.
What makes TCS Training different from other IT Training providers?
We offer:
Hands-on IT training - engaging courses delivered by friendly and qualified trainers.
Public courses are small - up to 4 delegates only.
1 year after course support is included with all courses.
Group booking rates are available on request.
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Microsoft Planner Training Course – Half day – £185
You will learn to use Microsoft Planner for team members to create plans, organise and assign tasks to different users and check updates on progress through dashboards.
Plans will be labelled and categorised into buckets. You will also learn how to share your plans with others.
We can tailor a course to meet your needs incorporating other Microsoft 365 products, a popular combination being Microsoft Planner, To Do and Forms. This can be delivered over a whole day at a discounted rate.
We also offer a group booking rate for up to 10 delegates and we may be able to deliver the training course at your company offices, dependant on location.
If you can't make an advertised course date, please contact us by calling 0118 321 0124 or email info@tcstraining.co.uk and we'll see what we can do for you. Advertised training courses dates are hands-on and delivered live online by our engaging qualified trainers. We only book up to 4 on our public courses.
Group booking rates available for dedicated Live Online training (up to 10 delegates) or training in person delivered at your offices or at our Reading venue. Please contact us for a quotation.
Microsoft Planner training course outline
Getting Started
- What is Microsoft Planner?
- Interacting with Planner via Teams
Creating Plans
- The Board
- Creating a Plan
- Creating a Bucket
- Assigning to Buckets
- Adding Tasks
- Applying Due Dates
- Assigning a Task to others
Adding more detail
- Adding more task details
- Including checklists
- Adding file attachments
- Changing the priority
- Moving tasks between buckets
Assignments and updates
- Add a member
- Remove a member
- Alter the members assigned
- Changing the progress and updating the status
- Work with labels
Organising Plans in Teams
- Grouping tasks
- Filtering tasks
- Viewing the plan as a list
- Use a chart to view progress
- Use the Schedule View
The Planner App
- Work with the Planner Hub
- Mark a plan favourite
- Display a summary card
Planner App Options
- Copy a plan
- Export a plan to Excel
- View the My Tasks area
- Changing the Task Views
- Link a plan to Outlook calendar
- Adding colours and charms
Q&A and wrap up
Microsoft 365 Discovery Day – Tasks and Time Management
You may be interested in our Microsoft 365 Discovery Day—a practical, hands‑on session designed to help you manage your time, tasks and projects more efficiently.
During the day we explore Microsoft Planner, To Do, Loop, and Bookings, giving you easy‑to‑follow guidance on how to:
- Organise team projects
- Track personal tasks
- Collaborate more smoothly
- Simplify appointment scheduling
It’s a great introduction for anyone looking to make better use of Microsoft 365’s productivity tools.
More information: Microsoft 365 Discovery Day Tasks and Time Management
You may also be interested in these related courses
Microsoft To Do Courses
When you want to organise your own To Do list, our Microsoft To Do course is the ideal place to learn about this task management app designed to help you stay organised and manage your daily tasks. Microsoft To Do integrates with Microsoft Outlook too and your lists can be shared with others.
Microsoft Forms Courses
Our comprehensive Microsoft Forms course teaches you how to create forms for surveys, feedback, assessment, quizzes and polls. In fact, any type of form you wish to create to gather information where results can also be analysed and shared with others.
Microsoft Excel courses
Our Microsoft Excel courses offering from Introduction through to Advanced Plus level in this versatile spreadsheet application. We also offer courses in Excel Data Lists and Dashboards, Power Query and Excel Scripts.
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Receive detailed workbooks, reference manuals, and other resources to support your learning.
Post-Course Support
Benefit from up to a year of after-course support to help you apply what you've learned.
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