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Microsoft Planner 365 for Beginners
5,678 students
Microsoft Planner 365 for Beginners
Organize Tasks, Manage Projects, and Track Team Progress with Microsoft Planner
Created bySimon Sez IT
Last updated 11/2026
English
German [Auto],English [Auto],
What you'll learn
- Create a new plan using a built-in template.
- Design buckets that reflect your team's actual workflow stages.
- Name tasks clearly so anyone understands status at a glance.
- Assign a single owner to each task for accountability.
- Add checklists for small steps within a larger task.
- Attach files and links so work stays self-contained.
- Set start, finish, and due dates to avoid false overdue flags.
- Apply priority levels sparingly to keep signals meaningful.
- Analyse Status, Bucket, and Member charts to spot workload issues.
- Identify scheduling clashes using the Calendar view.
- Troubleshoot broken notification settings to prevent missed tasks.
- Write specific Copilot prompts to generate and refine tasks.
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Course content
10 sections • 41 lectures • 2h 20m total length
Requirements
- No prior experience needed, the course is for complete beginners.
- Basic computer skills and familiarity with navigating Microsoft 365 applications are helpful.
- A Microsoft 365 account with access to Planner is recommended for hands-on practice.
- An interest in organizing tasks, managing projects, or coordinating team activities.
Description
This course includes downloadable course instructor files and exercise files to work with and follow along.
Microsoft Planner 365 for Beginners teaches you how to organize team and personal work inside one tool, instead of chasing tasks across emails and chat threads. The course covers the standard Microsoft 365 version of Planner, from first login through to advanced reporting and Copilot support.
You start with the problem most teams share: work scattered across inboxes, sticky notes, and separate apps like To Do and Project. The course explains how Planner's three views, My Day, My Tasks, and Plans, bring that work together, and when to reach for Planner instead of a simpler list or a full project management tool.
From there, you build the skills to create a plan from scratch or a template, design buckets that match your real workflow, and add tasks with labels, checklists, due dates, and priorities. You also learn to view the same plan as a Grid, Board, Calendar, or Chart, and to filter, group, and export data to Excel.
These skills are further explained through practical exercises, such as planning a company training day, assigning single owners to tasks, and setting up recurring work like weekly reports. You also practise writing prompts for Planner's Copilot assistant to speed up routine updates.
By the end, you can set up a working plan, keep it accurate, and report on it with confidence. This course suits anyone new to Planner, including team leads, coordinators, and office staff who manage shared work.
What You'll Learn:
Create a new plan using a built-in template.
Design buckets that reflect your team's actual workflow stages.
Name tasks clearly so anyone understands status at a glance.
Assign a single owner to each task for accountability.
Add checklists for small steps within a larger task.
Attach files and links so work stays self-contained.
Set start, finish, and due dates to avoid false overdue flags.
Apply priority levels sparingly to keep signals meaningful.
Analyse Status, Bucket, and Member charts to spot workload issues.
Identify scheduling clashes using the Calendar view.
Troubleshoot broken notification settings to prevent missed tasks.
Write specific Copilot prompts to generate and refine tasks.
This course includes:
92 minutes of video tutorials
27 individual video lectures
Certificate of completion
Course and Exercise files to follow along
Who this course is for:
- Beginners who are new to Microsoft Planner 365 and want to understand its interface and core task management features.
- Professionals who manage tasks or projects and want to organize work using tasks, cards, and buckets.
- Team leaders and coordinators who need to assign tasks, track work, and support team collaboration.
- Microsoft 365 users who want to learn how Planner integrates with other applications to improve productivity.