Master Microsoft Planner Quickly: Task & Team Management

Plan Projects, Assign Tasks, Collaborate in Teams, and Track Progress Using Microsoft Planner — No Experience Needed

What you'll learn
- Create and manage plans to organize team tasks and projects efficiently.
- Set up buckets and categorize tasks to structure project workflows by phase or department.
- Assign tasks, set due dates, priorities, and track progress using Microsoft Planner.
- Collaborate with team members by sharing plans and managing access through Microsoft 365 groups.
- Utilize labels, checklist items, and task notes to enhance task clarity and accountability.
- Customize task views using filters, groupings, and sorting to streamline project management.
- Monitor deadlines and overdue tasks using calendar and schedule views.
- Analyze team workload and project progress with Planner’s reporting and analytics tools.
- Integrate Planner with Microsoft Teams for centralized project management and communication.
- Compare Microsoft Planner with tools like To Do, Trello, and Project to choose the right solution for your needs.

Requirements
- Basic familiarity with using a Windows or Mac operating system.
- Access to Microsoft Planner via a Microsoft 365 business or enterprise subscription (Planner is not available in personal or family plans).
- A modern web browser and stable internet connection for using Microsoft Planner online.
- No prior experience with Microsoft Planner is required – the course is beginner-friendly and fully guided.

Description
Are you ready to streamline your projects and boost team productivity with Microsoft Planner?

Whether you're a project manager, team leader, or professional looking for a lightweight yet powerful task management tool, this course will help you master Microsoft Planner in just one hour — no prior experience required.

What You Will Learn

In this practical, beginner-friendly course, you’ll gain hands-on experience with Microsoft Planner’s core features, enabling you to manage tasks, collaborate with teams, and stay organized with ease.

Getting Started with Planner

Understand what Microsoft Planner is and how it fits into the Microsoft 365 ecosystem

Access Planner via browser and Teams

Learn key use cases (project management, onboarding, campaign planning, etc.

Creating and Managing Plans

Set up new plans for different teams and projects

Organize tasks using buckets and checklists

Assign priorities, labels, and due dates

Team Collaboration

Share plans using Microsoft 365 Groups

Assign and track tasks across team members

Comment, upload attachments, and stay in sync

Views and Progress Tracking

Use Board, List, Schedule, and Chart views

Filter and group tasks by status, assignee, or department

Monitor deadlines and overdue items effectively

Bonus: Use Planner in Microsoft Teams

Learn how to embed Planner inside Teams

Manage plans directly from Teams channels for seamless collaboration

What’s Included

Step-by-step video tutorials with real-world examples

Lifetime access to course content and future updates

Certificate of completion

Practical exercises using a sample campaign project

If you're looking for a fast, visual, and easy-to-learn tool to organize tasks and manage projects, this course is for you. Enroll now and take the first step toward becoming a Microsoft Planner pro — all in under 60 minutes.

We can’t wait to see you inside!

Who this course is for:
- Business Professionals: Individuals looking to improve task organization, project tracking, and collaboration across departments.
- Team Leaders & Project Managers: Those who need a simple yet effective tool to manage cross-functional projects and team responsibilities.
- New Microsoft 365 Users: Beginners who want to learn how to manage tasks visually using Microsoft Planner with no prior experience required.
- Remote and Hybrid Workers: Employees coordinating with distributed teams who need clarity and structure in project execution.
- Educators & Academic Coordinators: Those managing academic events, online classes, or collaborative student projects through Microsoft tools.
- Marketing, HR, and Operations Staff: Professionals managing onboarding, campaigns, or event planning who want a lightweight project management tool.
More Info