Microsoft Planner - The Complete Course

Navigate the redesigned Microsoft Planner interface, featuring a collapsible left sidebar, My day and My tasks sections, and a workspace for creating plans, assigning tasks, and filtering plans by keywords.

Create your first plan in Microsoft Planner from scratch with a basic option, or from a template, name it Company website development, and add it to the pinned plans.

Create a structured project plan in Microsoft Planner by adding buckets for planning, design, development, testing, and launch, then assign tasks to each phase.

Create and organize tasks across planning, design, develop, testing, and launch phases to build and monitor a website, assign tasks to your team for seamless collaboration.

Learn to assign tasks to group members and guest users in Microsoft Planner by creating a public group, adding members, and assigning multiple people to tasks.

Set progress, priority, start date, and due date for tasks in Microsoft Planner, switch buckets, then filter by progress to focus on not started, in progress, or completed tasks.

Create recurrent tasks in Planner using daily, weekly, monthly, yearly, or custom schedules based on the due or start date; complete the current instance to trigger the next.

Add task notes and descriptive nodes to capture context, create checklists to break work into subtasks, attach files from various sources, and post comments to streamline collaboration across time zones.

Explore how to filter tasks in Microsoft Planner by due date, priority, status, labels, bucket, and assignment, including no date and next week, with multi-select and clear all options.

Learn how to group your plan by bucket, assigned to, progress, due date, labels, or priority, noting that labels aren’t available yet.

Learn to use keyword filtering in Microsoft Planner as a quick search by typing a keyword that must appear in task titles, making it the fastest way to locate tasks.

Explore the board view in Microsoft Planner to move tasks between buckets, reassign owners, and track progress during meetings, drilling down on design tasks for a quick visual plan overview.

Discover how to use the grid view in Microsoft Planner to manage tasks with titles, dates, buckets, progress, priority, and labels, plus add, filter, sort, and open details.

Learn the schedule view, a calendar-like tool that displays tasks by week or month and lets you adjust start and due dates, filter by assignee, and group by priority.

Explore the charts view to assess plan status with a status chart, bucket chart, priority chart, and member workload. Hover bars to see exact counts and copy charts for presentations.

Explore how to customize and use labels in Microsoft Planner to categorize tasks by department or effort. Filter and group plans by labels for quick insights.

Explore the My Day tab, which shows tasks due today from all plans and lets you add your own tasks for the day.

Explore your tasks in Microsoft Planner, including assigned to me, private tasks, and public plan tasks, plus flagged emails from Outlook and plan filtering by due date, priority, or progress.

Explore my plants in Microsoft Planner, navigate four tabs—recent, personal, pinned, and shared—see last accessed and who it is shared with, and learn how to create a new plan.

Set up your first Microsoft Project to unlock premium features in Microsoft Planner, since premium plans require a web project foundation before you can use premium features.

Explore the difference between basic and premium planner plans, convert a basic plan to premium to unlock timeline, people, goals, dependencies, and conditional coloring.

Explore premium planner columns, including quicklook to view task details and set the percentage complete. Manage dependencies, depends on and dependent tasks, and track effort with custom fields and labels.

Create and customize fields in Microsoft Planner (premium plan), adding new fields with types like text, date, number, yes/no, and choice; name fields and color-code options.

Learn to apply conditional coloring in Microsoft Planner by defining fields, operators, and ranges (less than 20 green, 20–29 yellow, above 30 red) to highlight effort across columns.

Explore how the premium plan enables coloring the buckets on the board, such as the development bucket, to help focus, while the basic plan lacks this option.

Upgrade to the premium plan to access the timeline view, a Gantt-style chart showing tasks, dependencies, assignments, zoom, filters, and date navigation.

Explore the people view in the premium plan to see how work is distributed across team members, grouped by assigned to, with summaries and workload options by hours or tasks.

Link tasks to goals in the premium plan's goals view, set end dates, and track status from on track to at risk, visible in grid view.

Connect Planner tasks with Microsoft Teams to discuss updates, post progress, and manage plans directly in channels using the Planner app.

Discover premium and basic templates in Microsoft Planner to create and customize plans, rename, pin, and add to groups, and use sprint planning templates with project design, development, and meetings.

Explore subtasks in Microsoft Planner premium and learn to convert tasks into subtasks. Manage dependencies and organize work such as preparing final content for the website.

Manage planner notification settings to receive email alerts for task assignments, late tasks, due soon, and plan invitations, with on/off controls and saving changes.

Customize your planner by selecting themes and headers and view all options. Set display language, time zone, and translations, and manage password and contact preferences to tailor emails.

Export your plan from Microsoft Planner to Excel by selecting export to Excel, generating a workbook with a plan summary and a separate goals tab with connected tasks.

Download the planner mobile app from Google Play or App Store, sign in with a Microsoft 365 work or school account, and manage tasks on the go.

Learn differences between Microsoft Planner, To Do, and Project, who should use each: Planner for teams with visual Kanban, To Do for individuals, and Project for complex tasks and dependencies.

Explore advanced options in Microsoft Planner, available with Planner Plan 3, including task history and Copilot. A one-month free trial lets you test these features.

Explore task history in planner to track changes, see who moved a task between buckets, adjust durations, and understand dependencies and goals behind the updates.

Discover Microsoft 365 Copilot in Planner, an AI assistant with Copilot license, offering a conversational chat to search information and generate text, and learn its create options.

Learn how Copilot builds a comprehensive wedding planning plan in Microsoft Planner, generating tasks and subtasks and offering brainstorming prompts, while highlighting current limits like date entry.

Discover Copilot understand prompts to generate plan status reports with progress, highlights, and risks. Learn to pull task details, due dates, and team assignments to update management.

Explore Copilot edit prompts to add subtasks, connect tasks to goals, and edit front-end tasks with html, css, and javascript; learn about hosting, domain, dns, and Copilot’s current limitations.

Use Copilot ask prompts to brainstorm ideas, set deadlines, and assign tasks in Planner, then summarize plans and research information with understand and create modes, while plugins enhance data access.

Explore the assignments view in Microsoft Planner, a grid-style overview of team tasks with start dates, finish dates, effort, and weekly allocation for the different team members.

Use the planar baseline feature to track progress against the initial baseline, create and name a baseline, and compare current progress and overdue tasks in grid view.

Learn how advanced dependencies in planner work, including finish-to-start, start-to-start, and finish-to-finish links with lead by and lag by delays. This feature requires planner and project plan three.

Explore how to use the portfolios view in Microsoft Planner and Project Plan 3/5 to consolidate multiple plans, track status, and manage portfolios across teams.

Create a sprint plan from scratch in planner, building buckets for sprint one to three and backlog, and add tasks like user registration, dashboard user interface, and API endpoints.

Create a personal blog plan in Microsoft Planner by setting up buckets for planning, design, content creation, launch, and marketing, then map tasks like niche research and a content calendar.

Celebrate completing the complete Microsoft Planner course and master every feature and use case. Start using Planner for your own personal and professional life.