Planner PREMIUM

Take your planning to the next level with Planner Premium and learn how to organise, track and automate team work using advanced features built for Microsoft 365.

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Introduction
What will I learn?
What to expect?
Who is this course for?
How will it help me?

Premium Planner

Microsoft Planner Premium is the upgraded version of Planner designed for teams that need more structure, visibility and automation in their work. With advanced views, dependencies, reporting and integrations, Planner Premium provides a powerful middle ground between simple task boards and enterprise project management platforms. This program introduces the new features and gives you practical experience building, managing and tracking work in Planner Premium.
Note: Additional licence required.

What will I learn?

Participants will gain the skills and insights to:
• Understand how Planner Premium expands on the core Planner tool
• Create and manage structured plans using advanced views, templates and task controls
• Use dependencies, custom fields and buckets to organise work more effectively
• Track progress using timeline, board, list and calendar views
• Integrate Planner Premium with Teams, Outlook and Project for the web to improve visibility and collaboration

What to expect?

In this course, you will explore how Planner Premium helps teams manage complex work with greater structure and clarity. You will work hands-on with plans, tasks and advanced features such as dependencies, custom fields and automated workflows. You will also learn how to switch between views to track progress, generate reports and integrate plans into Microsoft Teams and Outlook. By the end of the session, you will be confident using Planner Premium to coordinate work, visualise timelines and manage team responsibilities.

Who is this course for?

Designed for team leaders, coordinators, project managers, operations staff and anyone who manages shared work or projects in Microsoft 365.

How will it help me?

By attending this course, you will:
• Stay in control of team workloads with advanced tracking and timeline views
• Improve task clarity through dependencies, custom fields and structured assignments
• Strengthen collaboration by connecting plans directly to Teams and Outlook
• Reduce manual follow up with automated reminders and notifications
• Save time and improve accountability with consistent methods for planning and tracking work

Upcoming Premium Planner Course Dates

Choose from the dates below to secure your enrolment in one of our upcoming classes

There are currently no upcoming courses of this type. Please check back later or make an enquiry about in-house course options.
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-Roslynd, Department of Education

"The workshop was great and very helpful. Simply explained, useful information and good tools! I will use the skills i have further developed and use the tools provided to my benefit!"

-Will Schoenmaker, Department of Health-NSW

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Learn more about Premium Planner

Overview

Audience

Format

What's Included

Understanding Planner Premium

- What’s new, how it differs from Basic Planner and where it fits in the Microsoft 365 ecosystem.

Creating Plans Plus

- Creating plans across web, Teams and mobile. Using templates, copying plans and managing privacy and permissions.

Adding and Managing Members

- Adding team members, editing permissions, managing guest access and supporting external collaboration.

Advanced Buckets and Tasks

- Creating buckets, adding custom fields, setting task dependencies, using attachments, labels, checklists, milestones and recurring tasks.

Managing Plans Like a Pro

- Using timeline (Gantt) view, board, list and calendar views. Bulk editing, grouping, filters and time saving updates.

Automation and Reporting

- Using Power Automate for notifications, reminders and workflows. Exporting to Excel and generating reports to track progress.

Integration and Collaboration

- Using Planner Premium inside Microsoft Teams, linking plans to Outlook and Project for the web, and collaborating with Microsoft 365 Groups and Copilot (where licensed).

Designed for team leaders, coordinators, project managers, operations staff and anyone who manages shared work or projects in Microsoft 365.

  • This is a 3-hour program that can be delivered face-to-face or virtually.

- Comprehensive Training Materials
- Interactive Sessions
- Expert Guidance
- Practical Exercises
- Certificate of Completion

Dont have your own laptop?

We have modern HP laptops available for hire!

HP EliteBook Touchscreen Tablet laptops (with mouse) (11 available)

  • Rental cost to client $95+GST per laptop + transport
  • Running Windows 11
  • Running Office 365
    • Word
    • Excel
    • PowerPoint
    • Outlook
    • OneNote
    • Added only if required - MS Project, MS Visio

Organise with one of our team when making your booking or get in touch with us here

Submit an Enquiry

Priority Management is a Recognised Training Organisation (RTO number: 90911) and issues nationally recognised qualifications and statements of attainment.

10927NAT Certificate III in Project Administration
BSB40920 Certificate IV in Project Management Practice
BSB50820 Diploma of Project Management
BSB60720 Advanced Diploma of Program Management

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We have been 40 years in Business and with over 2.2 Million participants and a lifetime membership, we are super proud of Priority Management.

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