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Microsoft Planner Complete Guide for Beginners and Experts

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
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Trusted by professionals in 160+ countries
Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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What does the Microsoft Planner course cover?

Microsoft Planner is covered here in 10 modules: Introduction to Microsoft Planner: Setting up your first plan, Creating and Managing Plans: Creating a new plan, Configuring plan settings, Task Management: Tracking task progress, Creating and assigning tasks and 7 more. The outline lists 40 specific topics, opening with Overview of Microsoft Planner and its benefits and closing with case studies and examples.

How do you approach Microsoft Planner step by step?

The work is sequenced in 10 stages. It starts with Introduction to Microsoft Planner: Setting up your first plan, moves through Creating and Managing Plans: Creating a new plan, Configuring plan settings and Task Management: Tracking task progress, Creating and assigning tasks, and ends at Putting it all Together: Case studies and examples, Creating a comprehensive plan.

What is in Module 1 of the Microsoft Planner course?

Module 1 is Introduction to Microsoft Planner: Setting up your first plan. It works through Overview of Microsoft Planner and its benefits, Understanding the Microsoft Planner interface, Navigating the Planner dashboard and 1 more. It sets the vocabulary the remaining 9 modules build on.

What are planner charts?

The Microsoft Planner outline covers this across using task boards and charts, generating reports and charts and creating custom views and charts. They sit inside a 10 module sequence, so the material arrives with the surrounding method rather than as a standalone tip.

How is the Microsoft Planner course delivered?

The Microsoft Planner course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.

How much does the Microsoft Planner course cost?

The Microsoft Planner course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.

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More answers: what you get with every course, refund policy, all help answers.

Microsoft Planner Complete Guide for Beginners and Experts



Course Overview

This comprehensive course is designed to take you from beginner to expert in Microsoft Planner, a powerful task management tool. With this course, you'll learn how to effectively plan, organize, and manage projects and tasks using Microsoft Planner.



Course Objectives

  • Understand the basics of Microsoft Planner and its features
  • Learn how to create and manage plans, tasks, and projects
  • Master the art of task assignment, tracking, and reporting
  • Discover how to integrate Microsoft Planner with other Microsoft tools
  • Develop skills to effectively collaborate with team members and stakeholders


Course Outline

Module 1. Introduction to Microsoft Planner: Setting up your first plan

  • Overview of Microsoft Planner and its benefits
  • Understanding the Microsoft Planner interface
  • Navigating the Planner dashboard
  • Setting up your first plan

Module 2. Creating and Managing Plans: Creating a new plan, Configuring plan settings

  • Creating a new plan
  • Configuring plan settings
  • Managing plan details and descriptions
  • Adding and removing plan members

Module 3. Task Management: Tracking task progress, Creating and assigning tasks

  • Creating and assigning tasks
  • Setting task due dates and priorities
  • Adding task descriptions and attachments
  • Tracking task progress

Module 4. Task Assignment and Tracking: Using task boards and charts, Assigning tasks to team members

  • Assigning tasks to team members
  • Tracking task status and progress
  • Using task boards and charts
  • Receiving notifications and updates

Module 5. Reporting and Analytics: Creating custom reports, Generating reports and charts

  • Generating reports and charts
  • Analyzing task and project data
  • Using Planner insights and analytics
  • Creating custom reports

Module 6. Integration with Other Microsoft Tools: Using Planner with Power BI

  • Integrating Planner with Microsoft Teams
  • Using Planner with Microsoft Outlook
  • Connecting Planner to Microsoft Project
  • Using Planner with Power BI

Module 7. Collaboration and Communication: Managing plan permissions, Collaborating with team members

  • Collaborating with team members
  • Using Planner conversations and comments
  • Sharing plans and tasks with stakeholders
  • Managing plan permissions

Module 8. Advanced Features and Customization: Creating custom views and charts

  • Using Planner templates and buckets
  • Creating custom views and charts
  • Using Planner with Microsoft Power Automate
  • Customizing Planner with Power Apps

Module 9. Best Practices and Troubleshooting: Troubleshooting common issues

  • Best practices for using Microsoft Planner
  • Troubleshooting common issues
  • Optimizing Planner for your organization
  • Using Planner with other Microsoft tools and services

Module 10. Putting it all Together: Case studies and examples, Creating a comprehensive plan

  • Creating a comprehensive plan
  • Managing multiple plans and projects
  • Using Planner in real-world scenarios
  • Case studies and examples


Course Features

  • Interactive and Engaging: Learn through hands-on projects and real-world examples
  • Comprehensive and Personalized: Get access to a wealth of resources and support
  • Up-to-date and Practical: Stay current with the latest Microsoft Planner features and best practices
  • High-quality Content: Learn from expert instructors with extensive experience
  • Certification: Receive a certificate upon completion issued by The Art of Service
  • Flexible Learning: Learn at your own pace and on your own schedule
  • User-friendly and Mobile-accessible: Access course materials anywhere, anytime
  • Community-driven: Join a community of learners and experts
  • Actionable Insights: Get practical tips and advice
  • Hands-on Projects: Apply your knowledge to real-world projects
  • Bite-sized Lessons: Learn in manageable chunks
  • Lifetime Access: Get access to course materials for life
  • Gamification: Stay motivated with interactive elements
  • Progress Tracking: Monitor your progress and stay on track


What You'll Receive

  • A comprehensive understanding of Microsoft Planner
  • Practical skills in task management and project planning
  • A Certificate of Completion issued by The Art of Service
  • Lifetime access to course materials
  • Ongoing support and community engagement
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