Microsoft Planner User Training



About the course

Microsoft Planner can help you create and structure your project as well as consider any resources required to complete it. Microsoft Planner can be used to break down a project into more manageable steps.

This half-day instructor-led course provides delegates with the skills and knowledge of Microsoft Planner.

Audience Profile

This course is aimed at end users of Microsoft Planner who wish to obtain a good working knowledge of this application.

Course Details

  • Course Ref: MSPU
  • Course Duration: 0.5 day
  • Course Location: Sunderland
  • Course Dates: TBC
  • Course Price: £125 (Excl VAT)


  • Introduction
  • Using the board view
  • Create and delete a plan
  • Adding a task, setting a due date, assigning a task to someone as well as adding a label
  • Adding additional details to a task
  • Promoting items in a checklist
  • Understanding what buckets are and how to create them
  • Adding tasks to buckets
  • Changing the order of tasks and buckets
  • Adding a plan to favourites
  • Changing grouping and moving tasks between different groups
  • Creating charts and how to schedule
  • How to work with conversations
  • How to work with members
  • Attaching files
  • Adding a plan to the outlook calendar
  • How to use planner hub
  • How to see your own tasks using my tasks