About This Course

Boost your productivity and streamline team collaboration with Microsoft Planner 365. This hands-on course teaches you to create and organise tasks, track progress, and collaborate in real time using boards, buckets, labels, and dashboards. You’ll also explore templates, Teams integration, and Planner tabs, equipping you with practical skills to manage projects efficiently and keep your team on track from day one.

Course Outline

During this course, participants will develop the skills to organise tasks, collaborate with teams, and manage projects using Microsoft Planner 365.

  • Introduction to Planner 365 – Understand Planner’s purpose, features, and how it integrates with Microsoft 365.
  • Creating Tasks – Build plans using boards and buckets, create and prioritise tasks, and use templates.
  • Collaboration and Communication – Work with colleagues using comments, attachments, and task history.
  • Monitoring Plans – Track progress using filters, labels, views, and progress indicators.
  • Analysing Planner Data – Use charts, dashboards, and exports to analyse performance and support decisions.
  • Advanced Features – Explore templates, Teams integration, and Planner tabs for enhanced usability.
  • Task Prioritisation and Workflow Optimisation – Apply best practices to organise tasks and improve efficiency.
  • Practical Application and Hands-On Use – Apply learning through real-world exercises and scenarios.

Who should attend

This course is ideal for professionals and teams who want to improve task management and collaboration using Microsoft Planner. It is particularly valuable for project coordinators, team leaders, and anyone responsible for organising work and tracking progress within Microsoft 365.

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Learning Outcomes

  • Understand Microsoft Planner and its role within Microsoft 365.
  • Create and organise tasks using plans, boards, and buckets.
  • Collaborate effectively with comments, attachments, and shared updates.
  • Track progress and performance using labels, filters, charts, and dashboards.
  • Enhance productivity with templates, Teams integration, and workflow best practices.

Course Reviews

Excel Intermediate

Course was one of the best I have ever attended in professional development and will make me more efficient

Anon
Asmodee UK
June 15, 2026

Excel Intermediate

I was amazed by Tony's knowledge and his ability to convey things concisely and clearly. I really enjoyed the course and am confident in my ability to apply some of the knowledge to my day to day work which is what I wanted to get out of it.

Anon
Crown Agents Bank
June 11, 2026

Excel Introduction

Excel - Gary help me loads with a spreadsheet I had! I’ll book onto the intermediate

Anon
Wessex Water
June 2, 2026

Excel

Gary made the information very attainable, it was good we could do the work alongside him.

Anon
Welwyn Hatfield Borough Council
June 2, 2026

Excel Advanced

Tony Barrett is highly knowledgeable in Excel and was able to explain each concept in a way that made it easy for me to understand how to apply it directly to my role.

Anon
CWG
June 16, 2026

PowerPoint

Great course, Louise, great to learn small everyday skills to help speed up

Anon
Stellantis
June 16, 2026

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What types of training courses do you offer?

We offer a wide range of bespoke corporate training solutions across key areas such as leadership, management development, digital skills, workplace communication, customer experience, sales performance, project delivery, team development and professional skills. Each programme can be tailored to your organisation’s objectives, your people and the practical challenges they face at work.

Do you offer public courses?

No. Elliott Training does not currently offer public scheduled courses for individual delegates. We specialise in private corporate training courses delivered exclusively for organisations, teams and groups who require tailored training aligned to their business needs.

Are your courses bespoke?

Yes. Our courses can be tailored to your organisation, team and objectives. We can adapt the course content, examples, exercises, case studies and delivery style to reflect your sector, systems, processes and workplace priorities.

Can you create a bespoke course from scratch?

Yes. If you require a course that is not listed on our website, we can design a bespoke training programme around your specific requirements. This is ideal for internal projects, new systems, company initiatives, role-specific development or specialist skills training.

How long are your training courses?

Course length depends on the subject, objectives and level of detail required. We can deliver bite-size sessions, half-day workshops, full-day courses, multi-day programmes or larger training projects across multiple cohorts.

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