Event details
- VIRTUAL (AEST&DT)
- October 14, 2025
- 1:30 PM to 4:30 PM (Everyday)
Contact event manager
Microsoft Planner is a task management and organisational system, it is a to do app for your team. Planner is not a project management tool and does not offer scheduling or task dependency functionality like Microsoft Project.
Planner does, however, provide your team with a highly visual and mobile tool to help organise and manage team-wide tasks.
Planner provides all users with access to Kanban boards using content-rich task cards with files, checklists, labels, and more. Your team can easily collaborate in Planner and Microsoft Teams at the same time using the Tasks by Planner and To Do app.
Understanding Planner
• What Is Microsoft Planner
• Planner Integration
• Planner Benefits
• Planner in Microsoft Teams
Creating Plans
• Create a new plan – via Microsoft 365
• Create a new plan – via Microsoft Teams
• Create a new plan – via Planner Mobile
Adding & Managing Members
• Add, edit and delete members from a plan
Creating Bucket & Task
• Creating plan content
• What is a bucket
• Setting up plan buckets
• What is a task
• Setting up tasks
• Assigning Tasks to Members
Managing Plans
• Accessing plans from multiple platforms
• Explore plan views
• Manage TasksUse task filters
• Use grouping options
• Exporting plans to Excel
• Linking plans to Outlook and Teams
• Understanding Microsoft 365 Groups
This course is ideal for team leaders, project contributors, coordinators, and anyone who wants to streamline task management and improve team collaboration using Microsoft Planner within the Microsoft 365 ecosystem.
• This is a 3-hour program that is delivered virtually via MS Teams
- Interactive Sessions
- Expert Guidance
- Certificate of Completion
WHAT ARE CLIENTS ARE SAYING
Your training has lifted my time management to the next level.Lean Coach