Microsoft Planner is a simple, visual way to manage tasks, to-do lists, plans, and projects. Prized for its simple, user-friendly interface, Microsoft Planner can help you and your team stay on track and collaborate effectively. You can even use Planner while you are working in MS Teams and MS SharePoint.
Our team was struggling to keep tasks organized. This workshop showed us exactly how to set up plans, assign tasks, and integrate everything with Microsoft Teams. We are working better together now.
With Planner you and your team can create plans, assign tasks, chat about tasks, and see charts of your team’s progress. This one-day training is aimed at teams who wish to increase productivity and foster collaboration across the organization. You can see your Planner tasks, both individual and team, in the Tasks app in MS Teams. This is a very popular class. For larger projects, where you need to track dependencies, costs, or more complexity, the Microsoft Project app works best.
Microsoft Planner is a task and project management tool within Microsoft 365. It helps teams organize work visually, assign tasks, track progress, and collaborate more effectively.
• Create and manage plans, buckets, and tasks
• Assign tasks and set deadlines
• Use labels, checklists, and attachments
• Track progress with charts and views
• Collaborate with team members inside Planner
• Integrate Planner with other Microsoft 365 apps
Absolutely. We cover how to add Planner tabs in Teams, assign tasks, and use notifications for streamlined teamwork.
Yes. All participants receive a certificate upon successfully completing the training.
This training is ideal for project managers, team leaders, coordinators, and anyone who wants to manage tasks and projects more efficiently within Microsoft 365.
Our most popular course is a half-day workshop. We also offer customized sessions, but most learners gain practical the skills they need in just a few hours.
Yes. We can tailor examples and exercises to match your team’s workflows and project needs.
No prior experience is required. We start with the basics and progress to more advanced features so both beginners and experienced users can benefit.
Yes. Participants will practice creating and managing plans during the session to ensure they can apply the skills immediately at work.
After training, you’ll be able to:
• Organize projects visually for better clarity
• Reduce missed deadlines with task tracking
• Improve team collaboration
• Save time by integrating Planner with other Microsoft 365 tools
At The Training Company, we help professionals build the skills that make work easier, faster, and more impactful. Our courses combine expert instruction with real-world projects so you can immediately apply what you learn.
Whether you’re creating stunning designs, managing complex projects, analyzing data, or producing compelling content, our goal is simple: to help you work smarter, not harder.
We are proud to be a Canadian company.
You can expect your instructor to be helpful and engaging. Your Microsoft Planner training will be hands-on, right from the start, and your day lasts about 7 hours including breaks and lunch. You will get lots of practice with the basics so you can be confident diving into projects back in the office. Your Microsoft Planner training is structured so that you understand and remember the lessons learned.
You will work on practical exercises—learning new skills and professional techniques that you will use in your own real-world projects. You will meet attendees who are like-minded people pursuing similar goals. You can expect lively Q&As. We hope you’ll ask all the questions you want. Please let us know before the event if you have any special requests or challenges.
» Cancellations made within 48 hours of the start time are not eligible for a refund and may not be rescheduled.
» We are not able to offer refunds or rescheduling for no-shows or uncompleted courses.
» There is no charge for rescheduling when you inform us at least 3 days before the course.
» An administration fee of $35 per person is charged when rescheduling less than 3 days before a course.
» Student substitutions are free. If you cannot take a course maybe your colleague can. Just let us know.
» It is rare that classes do not run as scheduled but we do reserve the right to reschedule previously confirmed classes.
