
Explore how Microsoft Planner helps you organize personal and team work with layouts, buckets, task cards, and assignments, while using due dates, labels, and filters alongside progress and schedule views.
Explore Microsoft Planner as a cloud-based task management and collaboration tool in the Microsoft 365 suite, using boards and buckets to organize tasks and track progress with due dates.
Explore how the Microsoft 365 ecosystem unifies Planner with Teams, Outlook, SharePoint, and OneDrive to organize tasks with boards, buckets, and charts for productive collaboration.
Discover the core Microsoft Planner terms and concepts, from Planner board and buckets to tasks, labels, progress indicators, due dates, assignments, checklists, attachments, and comments, to manage projects effectively.
Access Microsoft Planner through office.com with a Microsoft 365 account, then create a planner from templates in browser or on mobile and sign in to manage boards.
Microsoft Planner uses kanban style boards with task cards to manage personal and shared projects within the office productivity suite. Learn to start plans and navigate the left navigation pane.
Create Microsoft planner boards by starting a new plan in planner.cloud.microsoft or via Microsoft Teams. Choose private or public visibility and organize tasks into buckets for team collaboration.
Create and manage a planner plan using buckets to organize tasks, choose private or public visibility, and explore views, filters, and membership for solo or team collaboration.
Create tasks in Microsoft Planner, set due dates, assign tasks, move items between buckets, complete tasks, and bring them back to the active list from the completed area on mobile.
Organize content ideas in Microsoft Planner using buckets like website copy and images, then build task checklists, show items on cards, and track progress with a progress bar.
Assign tasks in Microsoft Planner across personal and shared plans, designate assignees, and use assigned to me and view filters to manage tasks by progress, plan, due date, or priority.
Discover how the Microsoft Planner task card uses labels, checklists, attachments, due dates, and comments to manage tasks solo or in a team across mobile and desktop.
Learn to filter and group tasks in microsoft planner by progress, due date, priority, labels, and assignees, and apply multi-criteria views on desktop and mobile.
Explore using buckets as stages in Microsoft Planner, moving content from idea to drafts, writing, proof, and published, via drag-and-drop across a workflow.
Discover two ways to manage Microsoft Planner membership: add or remove members in a plan, or create a team in Microsoft Teams and link a Planner board as a tab.
Explore how to organize tasks in Microsoft Planner using buckets and labels, comparing location-based buckets to assignee-based organization, and leveraging attachments and comments on cards.
Explore the schedule view in Microsoft Planner, drag and drop tasks with due dates on the calendar, and switch between board and schedule views to manage timelines.
Enhance collaboration in Microsoft Planner by using task comments, attachments, and links, plus workload charts and tailored notifications to keep your team aligned.
Explore global planner settings and per‑plan options by using the cog menu to adjust notifications, themes, and backgrounds, with plan‑level controls for group public/private settings and plan details.
Export planner data to Excel for MS Project, capturing plan IDs, task IDs, names, buckets, status, priority, assigned to, dates, checklist items, and labels for each plan.
Integrate planner into teams by creating a team and adding a planner tab, view tasks as lists with cards, charts, and schedule, and start or schedule meetings within the channel.
Connect Microsoft Planner with Outlook to send plan conversations, publish calendars via an iCalendar link, and import planner tasks into Outlook calendar for seamless team scheduling.
Connect your planner project to a SharePoint site to create a central home with a document store, news, and blogs, while syncing documents via OneDrive for offline access.
Discover the new Microsoft Planner in Microsoft Teams, an AI-powered all-in-one tool that blends Planner and Project for the web to manage tasks and projects.
Explore the updated Microsoft Planner interface, its pricing, and a full demo, showing how Planner blends Microsoft To Do and Project for the web into one app in Teams.
Track deadlines across tasks and plans in the new Microsoft Planner for Teams. Explore My Tasks and My Day, board and grid views, timelines, dependencies, and Copilot enhancements.
Master Microsoft Planner by using Copilot for automation to streamline tasks and project workflows with AI-assisted insights.
Master Microsoft Planner from the ground up and take control of your project workflows with confidence. This complete course is designed to help beginners and professionals fully understand Microsoft Planner, Planner tools, and how they connect with Microsoft Project and MS Project for real-world productivity.
Whether you're new to MS Planner or want to enhance your Microsoft Project Planner skills, this course gives you everything you need—including the latest AI-powered automation using Copilot.
What You’ll Learn
Build and manage projects using Microsoft Planner from scratch
Understand Planner boards, buckets, tasks, and workflows
Learn how Microsoft Planner fits within Microsoft 365 and Microsoft Project
Master task tracking, scheduling, and collaboration in MS Planner
Use Microsoft Teams with Microsoft Planner for team productivity
Export and analyze data using Excel and MS Project tools
Explore the new Microsoft Planner experience and interface updates
Automate workflows using AI and Copilot in Microsoft Planner
Course Breakdown
Microsoft Planner Basics
Learn core concepts, terminology, and project planner fundamentals
Understand how Microsoft Planner compares with Microsoft Project
Hands-On Planner Setup
Create your first Microsoft Planner board step by step
Organize tasks using buckets, checklists, and labels
Manage daily project workflows efficiently
Advanced Planner & Collaboration
Collaborate using Microsoft Teams and Microsoft Planner
Track performance with charts and scheduling tools
Integrate with Outlook, SharePoint, and OneNote
Export data for deeper insights in MS Project
New Microsoft Planner Experience
Explore the latest updates in Microsoft Planner
Improve deadline tracking and task visibility
AI + Copilot Automation
Use AI agents to manage tasks in Microsoft Planner
Automate workflows with Copilot for smarter project execution
Why This Course?
Beginner to advanced coverage of Microsoft Planner
Real-world project management use cases
Covers both Planner and Microsoft Project fundamentals
Learn modern AI workflows using Copilot
Step-by-step, practical, and easy to follow
Who This Course is For
Beginners who want to learn Microsoft Planner from scratch
Professionals managing tasks, teams, or any project planner workflow
Students looking to understand MS Project and Microsoft Planner together
Teams using Microsoft Teams for collaboration
Anyone interested in AI-powered productivity tools