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Microsoft 365 Planner - Beginner
Rating: 4.2 out of 5(263 ratings)
1,162 students
Last updated 4/2025
English

What you'll learn

  • Create and manage plans, boards, and buckets
  • Assign tasks and collaborate with team members
  • Use notifications and change views for efficient tracking
  • Export data to Excel for reporting and sharing
  • Integrate Planner with Teams and Outlook Calendar

Course content

4 sections10 lectures35m total length
  • Welcome and Introduction0:32

Requirements

  • Basic computer skills and familiarity with Microsoft Office
  • Access to a computer with internet connection and a Microsoft 365 subscription including Planner

Description

Microsoft Planner is a project management application developed by Microsoft that allows teams to create, assign, and organize work visually. With this web-based application, companies can better facilitate teamwork, as well as improve progress visibility and coordination. This course is designed to teach students the basics of Planner and help them gain familiarity with both the benefits and functionality of the application.

Students will learn to create a new plan, use boards and buckets, work with members and tasks, and manage notifications. They will discover how to change views to better suit their workflow needs, ensuring that they can keep track of their projects more efficiently. Exporting data to Excel is another key feature covered in the course, which allows users to sort, filter, report on, and share their plans with people who aren't members of the plan. This can be particularly useful for generating reports and sharing progress updates with stakeholders.

Additionally, the course will cover how to integrate Planner with other Microsoft applications. The course will also explain how to create a calendar feed to add key plan dates to Outlook Calendar, ensuring that all team members stay updated as the plan progresses. In summary, this course provides a comprehensive overview of Microsoft Planner, equipping students with the skills needed to effectively manage and coordinate their projects.

Who this course is for:

  • Team members, project managers, and professionals looking to enhance their project management skills using Microsoft Planner. Ideal students seek to streamline workflows, improve teamwork, and integrate Planner with other applications.