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 register your interest below to be notified of new course dates as they are added.
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"Nicky had had obviously prepared well and had customised the training for our unique needs. She made learning fun and delivered the content at the perfect pace."

-Jodie Doolan, NSW Department of Education

"A HUGE thank you for the OneNote training that I completed. Having completed courses previously, I was expecting similar basic content and a struggle to say engaged. I was pleasantly surprised by Marys knowledge and ability to engage all attendees from beginners through to more advanced users, covering a range of skills, including more advanced use scenarios. I learnt a lot and have already applied many of the skills that I learnt."

-Kathleen Donohue - 21/07/2023

"I was hesitant on how much I could learn on an 8 hour outlook course but the course exceeded my expectations and I was surprised by how much I took away from the course."

-Laura Watman, Defence NSW

"Went into the course thinking I would learn a few tips on using MO more efficiently, came out with a breakthrough on how I could be the high performer I want to be and still have a life."

-Amarette Petersen, Territory Manager, Leica - 20/01/2023

"I thought it was great! Probably one of the best trainings we’ve had at our face-to-face."

-Dominique Marendy, Department of Primary Industry

"They’re always there to support you and they’ve even made the Most staunchly paper driven people challenge what they do and find a way to be paper light, if not paper gone."

-Kathyrn, Whitley Corporation

"Fantastic training, while I'm fully capable with using google, ive never known all the ins and outs and features designed to make you more productive. Very illuminating"

-Stacey Goldring, Virbac

"Such a great course. Thoroughly enjoyed the training and learned so many new things that I know will benefit both myself and the organisation."

-Bev Clarke, Defence - 18/01/2023

"As a school Principal, I greatly value practical training that delivers immediate and measurable improvements in productivity. The "Working Sm@rt with Microsoft Outlook" workshop facilitated by Priority Management exceeded all expectations."

-Kylie Fabri, Principal - Muswellbrook High School - 11/12/2024

"Working with Priority Management as an organisation, [I’ve learned] that it’s not actually about the computer programs. It’s about the way in which you use those to work together."

-Roslynd, Department of Education

"Outlook to me was just a repository for emails, but now it is transformed into a powerful automated planning tool. Thank you Mary! I also like how you consider typography when setting up the layout and solution."

-Jianyang Sun, The University of Sydney - 28/06/2023

"I am very happy with the content, how Brendan facilitated the training etc. Everything was concise, meaningful and respectful."

-Heather Davis, NSW Health - Bloomfield Mental Health Drug and Alcohol Services

"Enjoyed the session and got a few great tips and better ideas on managing emails and tasks thanks so much."

-Paula Coleman, Planning Manager, Medline - 17/01/2023

"I had no idea of how much I didn’t know. This is a game changer for efficiency and organisation."

-Melanie Baker, TMR - 13/12/2022

"I recently had the privilege of taking a refresher course on Microsoft Outlook, and it was nothing short of transformative. It was a wake-up call for me, realizing that I had been using Outlook for years, yet there was so much more to learn and exploit."

-Wayne Lear, Familia Wealth - 06/02/2024

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

We Pride Ourselves

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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