Microsoft office 365 planner Course Overview

Microsoft office 365 planner Course Overview

The Microsoft Office 365 Planner course is designed to equip learners with comprehensive skills to effectively utilize the Planner tool within the Microsoft 365 suite. This course will delve into the intricacies of setting up, managing, and collaborating on projects and tasks, ensuring that participants can streamline workflows and enhance productivity within their teams.

Module 1: Setting up a Plan and Editing Tasks focuses on the initial steps of creating a plan, adding detailed tasks, and fostering teamwork through collaboration. Participants will learn how to refine tasks and bring them to completion, then assess their knowledge through a chapter test.

Module 2: Managing Plans and Tasks builds on the foundations by emphasizing the maintenance and Advanced management of plans. It covers the organization of tasks, Integration with other Microsoft applications, and provides a chapter test for learners to validate their proficiency.

By completing this Microsoft 365 Planner training, individuals will gain valuable MS Planner training experience, preparing them to efficiently manage projects and tasks in a dynamic business environment.

CoursePage_session_icon

Successfully delivered 2 sessions for over 3 professionals

Purchase This Course

260

  • Live Training (Duration : 8 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
  • date-img
  • date-img

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

  • Live Training (Duration : 8 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

Request More Information

Email:  WhatsApp:

Koenig's Unique Offerings

Course Prerequisites

To ensure a productive learning experience in the Microsoft Office 365 Planner course, participants are expected to come equipped with some foundational knowledge and skills. Here are the minimum required prerequisites:


  • Basic understanding and experience with Microsoft Office applications, particularly Outlook and Teams, as Planner is often used in conjunction with these tools.
  • Familiarity with basic project management concepts is helpful but not mandatory.
  • Ability to navigate and perform basic operations on a Windows-based computer.
  • An active Microsoft 365 subscription or access to Office 365 services is necessary to utilize Planner.
  • Basic internet skills, including the ability to effectively browse and search for information online.
  • Willingness to learn and adapt to new software tools for planning and collaboration.

These prerequisites are designed to ensure that learners can fully engage with the course content and apply what they learn effectively. Remember, a positive attitude and a commitment to learning are just as important as prior knowledge!


Target Audience for Microsoft office 365 planner

Microsoft Office 365 Planner course offers strategic task management and collaboration skills for enhanced team productivity.


  • Project Coordinators and Managers
  • Team Leaders
  • Business Analysts
  • IT Professionals
  • Administrative Staff
  • Operations Managers
  • Marketing Managers
  • Sales Professionals
  • HR Professionals
  • Professionals looking to improve project collaboration
  • Individuals seeking to learn Microsoft Planner for personal productivity enhancement


Learning Objectives - What you will Learn in this Microsoft office 365 planner?

Introduction to Learning Outcomes

The Microsoft Office 365 Planner course equips students with the skills to effectively set up, manage, and collaborate within Planner for optimized task and project management.

Learning Objectives and Outcomes

  • Understand the fundamentals of Microsoft Office 365 Planner and its interface.
  • Learn to set up a Planner plan, including the creation of buckets and assigning tasks.
  • Gain the ability to create tasks, set due dates, and specify details such as checklists and descriptions.
  • Develop skills for effective collaboration within Planner, including assigning tasks to team members.
  • Acquire the knowledge to edit tasks, update progress, and close completed tasks.
  • Master the management of a plan, including organizing and updating task assignments and progress.
  • Learn to group and filter tasks for better visualization and tracking of project progress.
  • Explore the interaction of Planner with other Microsoft Office 365 applications for a seamless workflow.
  • Understand how to use Planner's features to enhance productivity and team coordination.
  • Successfully complete chapter tests to validate understanding and application of the course content.

Technical Topic Explanation

Setting up a Plan

Setting up a plan in Microsoft 365 Planner involves organizing tasks, deadlines, and team assignments efficiently. This tool, part of Microsoft Office 365, allows teams to create multiple project boards, assign tasks, track progress, and share files. The platform integrates seamlessly with other Microsoft products, enhancing collaboration. Microsoft 365 Planner Training helps users understand how to maximize productivity using features like task visualization through charts and the ability to connect tasks with email notifications. Office 365 Planner Training equips professionals with the skills to effectively coordinate projects and manage workflows within their organizations.

Editing Tasks

Editing tasks in Microsoft 365 Planner involve updating, managing, and refining project plans within the Microsoft Office 365 Planner environment. This includes arranging and categorizing tasks, modifying deadlines, adjusting assignments, and tracking progress to ensure project goals are met. Office 365 Planner training helps individuals proficiently navigate and enhance their project management skills, facilitating better coordination and collaboration across teams. Microsoft Planner training sessions guide users through the software's functionalities to effectively edit tasks, thereby improving overall project efficiency and productivity.

Managing Plans

Managing Plans revolves around organizing, tracking, and coordinating various projects and tasks within a team or organization. Microsoft 365 Planner, a part of Microsoft Office 365, facilitates this by providing tools to create, assign, and manage tasks. Each task can be updated with statuses, due dates, and attachments for clear communication and streamlined workflow. It integrates seamlessly with other Microsoft 365 applications, enhancing productivity and collaboration. By using Microsoft 365 Planner, teams can effectively monitor progress and meet objectives within timelines, making it an essential tool for effective project management.

Advanced management of plans

Advanced management of plans involves strategic methods and tools to oversee and refine the planning process within projects or operations. It typically includes utilizing platforms like Microsoft Office 365 Planner, which aids in organizing tasks, sharing files, and collaborating with team members in real-time. Effective mastery of this tool through Microsoft 365 Planner training can enhance task management, promote better teamwork and increase productivity by providing a clear visual overview of project progress and individual responsibilities. This approach ensures that goals are set, followed, and achieved in a structured and efficient manner.

Integration with other Microsoft applications

Integration with other Microsoft applications allows users to combine functionalities of different tools within the Microsoft ecosystem to enhance productivity and streamline workflows. For instance, Microsoft 365 Planner can be used in conjunction with applications like Microsoft Teams or Outlook to manage tasks, collaborate on projects, and synchronize calendars effectively. This seamless integration facilitates better communication, project tracking, and resource allocation within teams, upgrading the overall project management experience and ensuring a more organized approach to handling professional tasks and deadlines in a unified platform.

Target Audience for Microsoft office 365 planner

Microsoft Office 365 Planner course offers strategic task management and collaboration skills for enhanced team productivity.


  • Project Coordinators and Managers
  • Team Leaders
  • Business Analysts
  • IT Professionals
  • Administrative Staff
  • Operations Managers
  • Marketing Managers
  • Sales Professionals
  • HR Professionals
  • Professionals looking to improve project collaboration
  • Individuals seeking to learn Microsoft Planner for personal productivity enhancement


Learning Objectives - What you will Learn in this Microsoft office 365 planner?

Introduction to Learning Outcomes

The Microsoft Office 365 Planner course equips students with the skills to effectively set up, manage, and collaborate within Planner for optimized task and project management.

Learning Objectives and Outcomes

  • Understand the fundamentals of Microsoft Office 365 Planner and its interface.
  • Learn to set up a Planner plan, including the creation of buckets and assigning tasks.
  • Gain the ability to create tasks, set due dates, and specify details such as checklists and descriptions.
  • Develop skills for effective collaboration within Planner, including assigning tasks to team members.
  • Acquire the knowledge to edit tasks, update progress, and close completed tasks.
  • Master the management of a plan, including organizing and updating task assignments and progress.
  • Learn to group and filter tasks for better visualization and tracking of project progress.
  • Explore the interaction of Planner with other Microsoft Office 365 applications for a seamless workflow.
  • Understand how to use Planner's features to enhance productivity and team coordination.
  • Successfully complete chapter tests to validate understanding and application of the course content.