Microsoft Planner

Plan, organise and track team projects with ease. This practical course shows you how to use Microsoft Planner and other Microsoft 365 tools to create plans and buckets, assign and manage tasks, share files and keep everyone updated in one place. It’s ideal for team leads, coordinators and anyone managing collaborative projects who wants smoother, more organised workflows.

For more information, see below
Duration
1 hour 10 minutes
Modules
8 Modules
Course type
Microsoft

Course Overview

This course introduces learners to project planning using Microsoft 365 tools. From creating planners and buckets to managing tasks, files, and communication, this course helps professionals streamline project workflows. Ideal for team leads, coordinators, and anyone managing collaborative projects.

Before You Begin

  • Basic Microsoft 365 knowledge helpful
  • Familiarity with task management concepts
  • Access to Microsoft Planner and Outlook

Key outcomes

  • Set Up Your Planner Create planners, buckets, and tasks.
  • Manage Files and Security Organize documents and secure project data.
  • Integrate Email and Tasks Use Outlook for task updates and communication.
  • Simplify and Report Progress Streamline task views and generate reports.

Tools you’ll use

OneDrive for Business
OneDrive for Business
Microsoft Planner
Microsoft Planner
Microsoft Outlook
Microsoft Outlook
Microsoft Teams
Microsoft Teams

Skills you’ll gain

  • Project Setup
  • Task Organization
  • File Management
  • Planner Security
  • Email Integration
  • Task Simplification
  • Report Generation

What You’ll Learn

8 modules
1Lesson 1: Introduction
2Lesson 2: Creating your Project Planner
3Lesson 3: Creating Project Buckets and Tasks
4Lesson 4: Sorting and Working with Files
5Lesson 5: Securing your Project Planner
6Lesson 6: Filling your Project Email
7Lesson 7: Simplify Task Management
8Lesson 8: Project Reporting Elaborated

Certification & Credentials

Microsoft-Planner
Certificate track
1 hour 10 minutes

Target Audience

Intended roles

  • Business Productivity Specialist
  • PMO Specialist
  • Public Sector Program Manager

Frequently asked questions

Do I need Microsoft Planner for this course?
Yes, access to Planner and Outlook is recommended.
Is this course beginner-friendly?
Yes, it’s designed for users new to project planning tools.
Will I learn to manage tasks and files?
Absolutely! Task organization and file handling are core topics.
Can I use this for team projects?
Yes, it’s ideal for collaborative and individual project management.
Who should take this course?
Project managers, team leads, and professionals managing workflows.
Duration

1 hour 10 minutes

Modules

8 Modules

Course type

Microsoft

Category

Microsoft

Intended roles

Business Productivity Specialist, PMO Specialist, Public Sector Program Manager

Prerequisites

Basic Microsoft 365 knowledge helpful, Familiarity with task management concepts, Access to Microsoft Planner and Outlook

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