Microsoft Planner – Creating and Managing Plans
Struggling to keep track of team tasks, deadlines and responsibilities? This practical Microsoft Planner course shows you how to organise work, assign tasks and keep track of progress using Planner, Teams and Outlook.
In this course, you will learn how to:
- Set up and organise plans in Microsoft Planner
- Create and manage buckets and tasks
- Assign responsibilities and due dates
- Collaborate with colleagues on shared tasks
- Use filters, groupings and different views to monitor progress
- Integrate Planner with Microsoft Teams and Outlook
Who is this course for?
Anyone who needs a simple way to organise and coordinate work across a team. Ideal for managers, project teams, administrators and colleagues who currently rely on emails, spreadsheets or informal task lists to keep track of shared work.
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Is your team keeping track of work in too many different places?
Tasks agreed in meetings. Actions buried in emails. Updates shared in Teams. Deadlines kept in spreadsheets – or simply remembered by the person responsible.
When work is managed across different places, it can become difficult to see what needs doing, who is responsible and whether things are on track.
Microsoft Planner provides teams with a simple, visual way to organise shared work. This course shows delegates how to create plans, allocate tasks, set deadlines and monitor progress – while connecting Planner with tools they already use, including Teams and Outlook.
The result is better visibility, clearer accountability and an easier way for teams to keep work moving.
Frequently Asked Questions
Who is the Microsoft Planner Creating and Managing Plans course for?
What will I learn on the Microsoft Planner course?
How can Microsoft Planner help my team?
Does Microsoft Planner work with Teams and Outlook?
Do I need previous experience with Microsoft Planner?
How is the training delivered?
How can I use Microsoft Planner to organise my team's workload?
Course Outline
Course overview
Duration: 2 hours
Our Microsoft Planner course looks at how you can work collaboratively with colleagues on various projects by using an online project management tool which integrates with Microsoft Teams and Outlook.
By the end of the course, you will be able to identify the key features and functionality of Planner. You will learn how to set up a plan, create various tasks and work collaboratively with other team members in Planner. You'll also look at how to manage these plans, by assigning tasks and set due dates whilst monitoring progress by grouping and filtering.
Objectives
By the end of the course you will be able to:
- Set up a Plan in Teams/Office 365
- Create and Manage Buckets
- Create and Manage Tasks
- Collaborate with colleagues in Planner
- Use groupings/filters to manage a plan
- Integrate with Teams and Outlook
Content
Overview of Planner
- What is Planner?
- Opening Planner
- Create a plan from Planner (Teams)
- The Planner Hub
Managing Buckets
- Create new buckets
- Edit and Arrange buckets
- Rename and Delete buckets
Managing Tasks
- Create new tasks
- Assign to colleagues
- Assign due dates and checklists
- Move and Copy tasks
- Edit task details
- Delete tasks
- Update task status
Managing Plans
- Categorise with labels
- Pin frequently used plans
- Filters and Groups
- Status Progress Views
- Chart, Board, Grid and Schedules
- Copy and Delete Plan
Collaboration with Colleagues
- Task conversations (comments)
- Attach Files
- Mark as Favourite
- Integrate with Teams
- Managing the Project
- Email updates
Integrating with other Apps
- Teams
- Outlook
Why Choose Underscore for Planner Training?
Underscore Group delivers practical, instructor-led digital skills training that helps teams use everyday workplace tools with confidence and accuracy. Based in Sussex and supporting organisations across the UK, we specialise in hands-on learning that improves productivity and makes complex software feel simpler and more intuitive - including Microsoft Planner.
We can tailor sessions to your organisation’s systems, workflows and ways of working, helping people apply what they learn immediately. Our corporate software training is trusted by organisations across finance, aviation, healthcare, construction and professional services.
- Trusted by leading UK organisations
- Expert trainers with real business experience
- Small-group sessions (6–8 people)
- Practical, hands-on learning approach
- Virtual & onsite delivery across the UK
- Six months of post-course support
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Still have questions about this course?
Click Enquire Now and our team will share full details on content, dates, and pricing — and help you decide if it’s the right fit for you or your organisation.
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