Microsoft Office 365: Planner


Microsoft Course Demo

Microsoft Office 365: Planner

This instructor led, online training course includes a deep dive how to stay organized and manage projects with Microsoft Planner, a planning and project management app for Office 365!

Microsoft Office Planner on 365 is a scheduling software that follows a Kanban or task board approach. You can easily collaborate with a group you create or invite others to join your project. With simple buckets you can schedule, update, attach documents, flag as urgent and collaborate with other 365 apps easily. This short course will give you all the information you need to effectively begin planning, scheduling and collaborating with your groups and be up and running within an hour.


Ashley Hunt

Course Information

Skills Learned

After completing this course, the student should be able to:

  • Plan an event
  • Create and manage notifications
  • Create, manage, and interact with documents
  • Prioritize and flag documents
  • Collaborate with other Office 365 applications, like SharePoint
  • Export work to Excel

Who Should Attend This Course

The primary audience for this course is any team member that uses or will be using the Microsoft Planner application.


There are no prerequisites for this course.

Course Outline

  • Intro to Kanban
  • Overview of Planner and groups
  • Plan an event and working with buckets
  • Add comments
  • Track tasks and update progress
  • Set notifications
  • Adding dates
  • View status, calendar, and all tasks assigned to you
  • Review individual assignments
  • Flag your tasks with labels
  • Sort, group, and filter tasks
  • Progress symbols
  • Change due date, status, or details
  • Attachments
  • Collaboration
  • Share and collaborate with SharePoint document library
  • Charts
  • Schedule view
  • Planner schedule in Outlook
  • Support customers with prioritization and available employees
  • Export to Excel


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