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Microsoft Planner, from Beginner to Expert
Rating: 4.4 out of 5(29 ratings)
119 students

Microsoft Planner, from Beginner to Expert

Mastering Microsoft Planner: Efficient Task and Project Management
Created byConnie Clark
Last updated 6/2026
English
English [Auto],

What you'll learn

  • Understand the Basics of Microsoft Planner
  • Explore Planner's Integration with Teams and Channels
  • Create and Manage Tasks
  • Utilize Different Task Viewing Options
  • Delegate and Follow Up on Tasks
  • View and Manage All Tasks and Plans
  • Understand the Functionalities of Microsoft To Do
  • Integrate Planner with Microsoft To Do and Outlook
  • Explore and use Planner templates to quickly set up new plans.

Course content

5 sections • 16 lectures • 1h 50m total length

  • What is Planner5:26

    Welcome to "Tasks by Planner," a powerful tool within Microsoft Teams for effective task management. Let's find out what makes it essential for boosting productivity.

    Please note that the name of this application was Tasks by Planner originally.
    Microsoft changed the name to PLANNER in April 2024.     Most of the features stayed the same.

  • Planner Tour - what is possible5:35
  • Planner within Teams & Channels5:37

Requirements

  • To fully leverage the power of this course, participants should have a working knowledge of Microsoft Teams.
  • This foundational understanding will enable you to seamlessly integrate Microsoft Planner into your collaborative workspace, maximizing its potential within the Teams environment.

Description

Unlock the full potential of Microsoft Planner with this comprehensive course designed to take you from beginner to expert.

Over the span of 103 minutes, you'll explore Planner's powerful task management capabilities, from creating and organizing tasks to advanced project management techniques.

This comprehensive course consists of five engaging modules, totaling 15 lessons. These lessons are practical and meant to be hands-on so you can create alongside of me.


In the first module, Planner Introduction, you'll explore the basics of Microsoft Planner, its functionalities, and how it integrates with Teams and Channels.

  • You'll start with lessons on Creating a Task and Organizing into Buckets and Viewing Tasks in Various Ways.

The second module, How to Use Planner, dives deeper into task creation, organization, and management, including the valuable skill of setting up Recurring Tasks.

Advance your capabilities in Planner Advanced Options, where you'll learn how to Delegate Tasks and Follow Up, track progress, and access Planner via MS 365 or SharePoint.

The course also covers crucial integrations in Integration with Outlook & To Do, highlighting how Planner works seamlessly with these applications to streamline your workflow.

  • You'll learn What is To Do, how to See Tasks from Planner in To Do, and view tasks in your Outlook Calendar.

Finally, in Do More with Planner, discover how to utilize Planner Templates for rapid project setup and effectively Pin the Planner App to Teams for quick access.


This course provides the tools and knowledge you need to stay organized and efficient.

Perfect for: 

  • team leader,

  • project manager, or

  • anyone looking to streamline their workflow.

By the end of this course, you will have mastered Microsoft Planner and equipped yourself with the best practices for efficient task management, empowering you to keep projects on track and enhance team collaboration.


Who this course is for:

  • This course is designed for a diverse range of professionals who seek to enhance their task management and team collaboration skills using Microsoft Planner.
  • Team Leaders and Project Managers
  • Business Analysts and Consultants
  • Administrative and Operations Staff
  • Anyone looking for Task Management Tools

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