Planner E-Learning Course

Microsoft Planner E-Learning Course

Planner

In this E-Learning course, participants will gain comprehensive knowledge of utilizing Microsoft Planner.

Microsoft Planner serves as a powerful tool for organizing to-dos and project tasks within well-defined plans. Throughout the course, participants will learn how to efficiently assign tasks to team members, incorporate files and links, and track the progress of tasks based on their respective statuses. The training will also cover the application of various viewing, grouping, and filtering functions, providing both individuals and their teams with a comprehensive overview of task statuses.

Furthermore, participants will explore the seamless integration of Microsoft Planner with other Office applications, such as Microsoft Teams, OneNote, and Outlook. This integration facilitates quick and easy access to information, as well as efficient information exchange within the broader Office ecosystem.

Course Features
Office Version
Microsoft 365
Level
All Levels
Learning Time
1 Hour and 50 Minutes
Number of Learning Videos
37
Languages Available
English
German
French
Spanish
Portuguese
Japanese
Chinese
Russian
Course Design
  • Videos with Audio Narration and Closed-Captions
  • Practice Interactive Exercises
  • Tips and Printable PDF's
  • Chapter Tests
  • Personalized Learning Recommendations
  • Comprehensive Final Test with Certificate
  • Compatible with Desktop and Mobile Devices
  • SCORM and xAPI Support for LMS Deployement
Course Topics

Setting up a plan

Setting up Planner

  • Accessing Planner
  • Creating a new plan
  • Creating a plan for an existing Microsoft 365 group
  • Copying a plan
  • Editing plan settings
  • Adding a wallpaper to a plan

Creating and specifying tasks

  • Creating a bucket
  • Creating a task
  • Adding details about tasks
  • Prioritising a task
  • Adding a checklist to a task
  • Attaching a file or link
  • Using labels to categorise tasks

Collaborating

  • Adding and removing members
  • Changing the status of a member
  • Assigning tasks to members
  • Copying link to task
  • Adding a comment to a task
  • How to stop receiving group messages

Editing and completing tasks

  • Updating the status of a task
  • Receiving notifications when tasks are due
  • Renaming a task
  • Moving a task
  • Deleting a task

Managing a plan

  • Adding a plan to your favourites
  • Managing "My tasks"
  • Analysing a plan with Charts view
  • Managing plan in Schedules view
  • Deleting a plan

Grouping and filtering tasks

  • Using buckets to divide up a plan
  • Grouping tasks
  • Filtering tasks

Interacting with other applications

  • Accessing group elements
  • Inserting a plan as a tab in Microsoft Teams
  • Accessing your own tasks in Microsoft Teams
  • Syncing your tasks with Outlook Calendar
  • Exporting a plan as an Excel file
This Course is Included in our Content Bundles
Elearning training Course Content Bundle "New Generation Workplace" for Microsoft 365

New Generation Workplace | E-Learning Content Bundle

Our full course library for Microsoft 365 and Microsoft Office.

Includes E-Learning training courses for the following applications: Excel, Word, PowerPoint, Outlook, OneNote, OneDrive, Teams, SharePoint, Planner, Power BI, Power Automate, Power Apps, Delve, Forms, Lists, To-Do, Whiteboard, Windows, Edge, Viva Engage, Visio and more...

Our New Generation Workplace content package is our full E-Learning course library for Microsoft 365.

This course package addresses core end-user training for Office and Windows at the Beginner, Intermediate and Advanced levels and also provides training on how to use Microsoft 365 collaboration tools to easily communicate and work in project teams.

During your subscription to this course package, you will receive our content updates to the package, including new courses we release into the package.

Training Course Content Bundle "Collaboration" for Microsoft 365

Collaboration | E-Learning Content Bundle

Learn new tools for working together in the modern digital workplace.

Includes E-Learning training courses for the following applications: Outlook, OneNote, OneDrive, Teams, SharePoint, Planner, Power BI, Power Automate, Power Apps, Delve, Forms, Lists, To-Do, Whiteboard, Windows, Edge, Viva Engage, Power Automate and more ...

Our Collaboration E-Learning Course Package provides training on how to use Microsoft 365 collaboration tools to easily communicate in project teams and how to store, share and edit documents in teams.

During your subscription to this course package, you will receive our content updates to the package, including new courses we release into the package.

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