Microsoft Planner Fundamentals: Learn All The Essentials

Create and organize tasks in a plan, assign people, set due dates, and use color labels, copies, and task movements to manage the to-do board.

Learn to set due dates and assign team members to tasks in Microsoft Planner, for both new tasks and existing tasks, using the calendar and task details window.

Learn how to assign nonmembers to a task in Microsoft Planner, adding them to the plan and Outlook group to grant access to plan data, files, and channels.

learn how to organize planner tasks by creating and renaming buckets, moving tasks between buckets with drag and drop, and deleting buckets with warnings for potential data loss.

Access and update task details in a plan’s board view to manage progress, priority, dates, and team assignments, add notes and checklists, and apply labels for filtering.

Learn to view and update task status across buckets in Microsoft Planner, using progress options, the completed toggle, and calendar and charts views.

Engage in conversations with team members using built-in planner tools to comment on specific tasks or the entire plan, update progress, and stay synced with Outlook through planner–Outlook integration.

Attach files to Microsoft Planner tasks using the add attachment option, choosing file or link, with SharePoint cloud storage for all plan files and real-time collaboration in Word Online.

Attach and edit color coded labels to tasks in Microsoft Planner, then visualize and organize by labels or buckets to show CEO approval, events team tasks, and IT tasks.

Learn to mark plans as favorites in Microsoft Planner using the star to keep key plans easily accessible, explore Planner Hub views, and manage favorites, recents, and all plans.

Discover how planner and teams integrate, turning planner plans into microsoft 365 groups that become teams, and add planner as a tab to manage tasks, charts, and schedules inside teams.

learn how to grant guest access to a Planner plan by adding external emails through the plan's membership menu, enabling limited access to group emails and files via Outlook groups.

Apply smart backgrounds in plan settings to differentiate plans and add visual interest; select a background that matches your plan title, then revert to the default white if desired.

Learn how to use Planner favorites and the Planner Hub to view plan details, track task progress by bucket, priority, and due date, and manage tasks across plans.

Visualize plan progress with charts, including a status ring and color codes, view buckets and priority, then hover, update, and mark tasks complete to reflect green progress.

Enable planner notifications for email and Outlook group conversations. Monitor tasks assigned, late items, due today, and completions with plan settings.

Export your Planner plan to Excel to analyze, print, and back up your data. Use Excel filters, pivot tables, and charts to view urgent, late, or assigned tasks.

Learn how to delete a plan in Microsoft Planner and decide whether to delete the associated Outlook group, noting that conversations, files, notebooks, tasks, and teams may be removed.

As you complete this course, you’ll feel comfortable with Microsoft Planner and plan to integrate it with Microsoft Teams and Power Automate to automate workflows, notifications, and data collection.