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Planner Training

Coordinating projects and tasks across a team calls for clear digital structures. Microsoft Planner brings responsibilities into view and makes collaboration measurable.

Key topics

  • Set up and use Planner within Microsoft 365.
  • Work with boards, buckets, and priorities.
  • Coordinate and manage teamwork digitally.
  • Track project progress and use status reports.
  • Connect Planner with Outlook and Microsoft Teams.
  • Apply plan views on the web strategically.

Prerequisite
Anyone with basic experience in Microsoft 365 and who works in a browser can get started right away.

Target group
Everyone who wants to structure tasks in a team, manage projects, or introduce digital planning workflows – regardless of field or industry.

After the training, you can set up Microsoft Planner independently and create a shared foundation for effective teamwork.

Course content
  • Get to know the Planner interface
  • Explore features and areas
  • Create a new plan – introduction
  • Set up a plan
  • Group tasks into buckets
  • Structuring plans effectively – introduction
  • Practice structuring plans
  • Structuring exercise
  • Solution walkthrough
  • Wrap-up: plan structure
  • Add new tasks
  • Edit existing tasks
  • Use notes and checklists
  • Attach files
  • Use the comment function
  • Explore additional task options
  • Advanced task settings
  • View tasks in overview
  • Adjust existing tasks
  • Add notes and checklists
  • Insert attachments
  • Record comments
  • Explore extended task options
  • Advanced task settings
  • Collaboration with Microsoft 365 apps – overview
  • Link Planner with Outlook
  • Planner and Excel – introduction
  • Use Planner and Excel together
  • Connect Planner with SharePoint
  • Planner and Teams – introduction
  • Use Planner with Teams
  • Planner and To Do – introduction
  • Sync tasks between Planner and To Do
  • Strategies for everyday application
  • Review and learning reflection