Master Microsoft Planner: From Basics to Premium

Name: Master Microsoft Planner: From Basics to Premium
Rating: 4.4 (14 reviews)

The complete guide to organizing tasks, managing projects, and collaborating effectively with the new Microsoft Planner

Created byOmar Koryakin

Last updated 11/2025

English

What you'll learn

Navigate the New Planner: Master the interface, including My Day, My Tasks, and My Plans views.
Task Management: Learn to add, move, and prioritize tasks, as well as add notes, comments, and attachments.
Plan Creation: Create basic and private plans, use templates, and manage task assignments effectively.
Visualizing Work: Utilize Grid, Schedule, and Chart views to keep your project on track.
Premium Features: Unlock advanced capabilities like Timeline (Gantt) views, dependencies, goals, custom columns, and workload management.
Collaboration: Integrate Planner with Microsoft Teams to enhance team collaboration.

Course content

4 sections • 32 lectures • 2h 27m total length

1. Getting Started7:49
An introduction to the course and an overview of what Microsoft Planner is and how it fits into the Microsoft 365 ecosystem. We discuss the differences between the Basic and Premium versions.
2. Exploring the New Free Planner4:04
A guided tour of the new Free Planner interface. We will walk through the sidebar, the hub, and the settings menu to familiarize you with the navigation.
3. Exploring My Day View3:25
Learn how to use the "My Day" view to focus on your immediate priorities. We cover how to add tasks to My Day and how it clears daily to keep you focused.
4. Exploring My Task View3:17
Discover how to view all tasks assigned to you across different plans in one consolidated list. We also look at how flagged emails and To Do tasks integrate here.
5. Exploring the My Plans View2:47
Navigate the "My Plans" hub to see all the plans you are part of. Learn how to pin favorite plans, view recent plans, and organize your plan list.
6. Changing Plans Views in New Planner5:12
Learn how to switch between different views (List, Board, Schedule, Charts) to visualize your plans in the way that works best for your current workflow.
Quiz: Getting Started

1. Adding Tasks3:26
Step-by-step instructions on how to create new tasks. We cover the quick-add method as well as opening the detailed task card to input initial information.
2. Marking Progress and Changing Priorities3:36
Learn how to update the status of a task (Not Started, In Progress, Completed) and set priority levels (Urgent, Important, Medium, Low) to keep the team aligned.
3. Adding Notes and Comments2:25
Discover how to add detailed descriptions using the Notes field and how to use the Comments section to have threaded conversations with your team directly on the task.
4. Moving Tasks3:40
Learn how to organize your board by moving tasks between buckets, reordering them within a list, or moving them to entirely different plans.
5. Adding Attachments to Tasks3:57
How to attach files, links, or SharePoint documents directly to a task. We also cover how to preview these attachments without leaving Planner.
Quiz: Managing Tasks

1. Creating a New Basic Plan4:29
Walkthrough of creating a standard plan. We discuss naming conventions, privacy settings (Public vs. Private), and setting up your initial buckets.
2. Setting a Start Date and Due Dates5:15
Learn the importance of timing by adding start and due dates to your tasks. We discuss how these dates affect the Schedule view and notifications.
3. Assigning Tasks5:05
How to delegate work by assigning tasks to specific team members. We also cover assigning tasks to multiple people.
4. Adding a Checklist to a Task5:32
Break down complex tasks into smaller, manageable steps using checklists. We show how to promote a checklist item to a task if it grows too large.
5. Adding Labels to Tasks4:51
Use color-coded labels to categorize tasks visually. We cover how to rename labels to fit your project's specific needs (e.g., "Pending Review", "High Risk").
6. Using the Schedule View4:28
Visualize your plan on a calendar. Learn how to drag and drop tasks on the calendar to quickly reschedule them.
7. Using the Grid View4:40
Manage your tasks in a list format, similar to Excel. This view is perfect for bulk editing, quick scanning, and sorting tasks by different attributes.
8. Using the Chart View4:54
Get high-level insights into the status of your plan. We explore the built-in charts that show tasks by status, bucket, priority, and member.
9. Creating a Private Plan2:53
How to create a plan that is restricted to a specific group of people. We discuss the permissions and membership management for private plans.
Quiz: Creating Plans

1. Premium Planner Plan Overview4:01
An introduction to the Premium features and how they differ from the basic plan. We discuss the "Project for the Web" integration.
2. Premium Plan Adding Buckets8:06
Advanced techniques for structuring your premium plan using buckets, including using them for sprints or phases.
3. Adding Dependencies to a Plan4:47
Learn how to link tasks so that one task cannot start until another is finished (Finish-to-Start). We discuss how this affects the project timeline.
4. Adding Dates to a Plan6:16
Managing timelines with precision. We cover Start, Finish, and Duration fields and how they interact in the Premium engine.
5. Assigning Tasks (Premium)4:24
Advanced assignment features available in the Premium interface, including resource management considerations.
6. Working with the Timeline7:03
Master the Timeline (Gantt) view. Learn to visualize the entire project schedule, adjust task durations by dragging, and view the critical path.
7. Using Duration, Workload, and Efforts4:22
Track the actual effort required for tasks vs. the duration. We discuss how to manage team workload to prevent burnout.
8. Adding Goals5:12
Link your tasks to higher-level project goals. We show how to define goals and track progress towards them based on task completion.
9. Adding and Hiding Columns in Grid View4:37
Customize the Grid view to show exactly the data points you need. We cover adding custom columns and hiding default ones.
10. Using Quick Look2:31
How to quickly view task details in a side pane without losing your place in the main plan view.
11. Adding Plans to Teams Channel4:41
Integrate your Premium plan directly into a Microsoft Teams channel. We cover adding the tab and managing permissions within Teams.
12. Using Premium Templates in Planner Premium5:38
Leverage robust Premium templates for complex project setups like Commercial Construction or Software Development.
Quiz: New Planner Premium

Requirements

Access to a Microsoft 365 account (Business or Enterprise recommended for full features).
No prior experience with Microsoft Planner is required.
A willingness to learn and apply new productivity tools.

Description

Unlock the full potential of Microsoft Planner to streamline your workflow and manage projects like a pro

In today's fast-paced work environment, staying organized is key to success. Microsoft Planner is a powerful, intuitive tool that helps teams create plans, organize and assign tasks, share files, chat about what you're working on, and get updates on progress. Whether you are using the free version or the advanced Premium features, this course covers it all.

This comprehensive course is designed to take you from a beginner to an advanced user. You will start by exploring the interface and understanding the different views, then move on to mastering task management. You'll learn how to create robust plans, visualize data with charts and schedules, and finally, dive deep into the Premium features that bring Project-level capabilities to Planner.

What You'll Learn:

- Navigate the New Planner: Master the interface, including My Day, My Tasks, and My Plans views.

- Task Management: Learn to add, move, and prioritize tasks, as well as add notes, comments, and attachments.

- Plan Creation: Create basic and private plans, use templates, and manage task assignments effectively.

- Visualizing Work: Utilize Grid, Schedule, and Chart views to keep your project on track.

- Premium Features: Unlock advanced capabilities like Timeline (Gantt) views, dependencies, goals, custom columns, and workload management.

- Collaboration: Integrate Planner with Microsoft Teams to enhance team collaboration.

Why this course?

We don't just show you the buttons; we explain the why and how to apply these features to real-world scenarios. Whether you're a project manager, a team lead, or just looking to organize your personal work, this course provides the skills you need.

Enroll today and start managing your tasks with confidence

Who this course is for:

Professionals looking to improve their task and project management skills.
Team leaders and Project Managers who need a collaborative tool for their teams.
Users upgrading from the basic Planner to the new Planner Premium.
Anyone who wants to organize their daily work and increase productivity within the Microsoft 365 ecosystem.

Master Microsoft Planner: From Basics to Premium

What you'll learn

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Course content

Section 1: Getting Started6 lectures • 27min

Section 2: Managing Tasks5 lectures • 17min

Section 3: Creating Plans9 lectures • 42min

Section 4: New Planner Premium Plan One12 lectures • 1hr 2min

Requirements

Description

Who this course is for: