Microsoft Planner

Help your team stay on track and work more efficiently by learning how to organise, assign, and manage tasks in Microsoft Planner, a visual and collaborative task management tool built for Microsoft 365.

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

Introduction

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.

What will I learn?

Participants will gain the skills and insights to:

  • Understand what Microsoft Planner is (and isn’t) and where it fits within the Microsoft 365 suite
  • Create and manage team-wide task plans using web, mobile, and Teams-integrated platforms
  • Use buckets, task assignments, and labels to stay organised and keep your team aligned
  • Integrate Planner with Outlook and Teams to improve visibility, communication, and efficiency

Who is this Course for?

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.

What to expect?

In this course, you will explore how Microsoft Planner helps teams stay organised, track progress, and manage shared responsibilities without the complexity of a full project management tool.

You’ll work hands-on with task boards, learn to create and assign tasks using buckets and checklists, and discover how Planner integrates seamlessly with Microsoft Teams, Outlook, and the broader Microsoft 365 suite.

By the end of the session, you’ll be confident using Planner to visualise work, collaborate across your team, and drive accountability with ease.

How will it help me?

By attending this course, you will:

  • Stay on top of team tasks and responsibilities with a shared, visual task board
  • Improve communication and task clarity with centralised assignments and updates
  • Work smarter by linking Planner tasks directly to your Microsoft Teams and Outlook environment
  • Save time and reduce confusion with better structure around who is doing what, by when

Upcoming Microsoft Planner Course Dates

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

Microsoft Planner (Virtual)

March 20, 2026
09:30 AM to 12:30 PM
$375 (EX GST)
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"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

"But also the programs were fabulous because they are really practical. It’s not just here’s how you use it. It’s really about how you embed it into your everyday work life which is what I like about it."

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-Gill Totman, Southern Downs Regional Council-QLD

"It changed my life really. I felt like I’d been baptized at the end- I really felt so much lighter and freer! I’m in control of my life, actually I can, I can work the way I want to work."

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-Bev Clarke, Defence - 18/01/2023

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-Jodie Doolan, NSW Department of Education

"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

"Brendan was awesome, I liked the way he made the training engaging and interactive although it was virtual. One of the very few virtual trainings I have enjoyed"

-Nanda Almeida, Department of Education

Learn more about Microsoft Planner course

Overview

Audience

Format

What's Included

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

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

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