About This Course

Microsoft Planner Premium extends Planner’s collaborative task-management features with more advanced tools for scheduling, resource management and project oversight. During this practical one-day course, participants will compare Basic and Premium plans before creating a premium plan from scratch. They will structure work using tasks, subtasks and milestones, build dependencies in Timeline view, customise project information and monitor progress through Charts and People views.

The course also explores sprints, Microsoft 365 integration and the use of Portfolios and Roadmap view to provide visibility across multiple premium plans. Activities can be tailored to reflect your organisation’s projects and working practices.

Course Outline

During this course, participants will develop the skills to manage projects, track progress, and collaborate effectively using Microsoft Planner Premium.

  • Basic and Premium Plans – Compare plan types, features, views and licensing requirements.
  • Creating Premium Plans – Create a plan from scratch and manage its name, start date, settings and Microsoft 365 group.
  • Tasks, Subtasks and Milestones – Structure projects in Grid view and add detailed task information, checklists, notes, URLs and attachments.
  • Timeline and Dependencies – Build a visual schedule, connect dependent tasks and apply dates and time constraints.
  • Board View and Buckets – Organise tasks using buckets, labels, colour coding and different groupings.
  • Custom Fields and Conditional Colouring – Create additional fields, apply visual formatting rules and filter project information.
  • Charts and People Views – Review project status, monitor workloads and reallocate work where required.
  • Goals, Sprints and Progress – Connect tasks with project goals, organise work into sprints and track delivery.
  • Microsoft 365 Integration – Explore how premium plans work with Microsoft Teams and wider Microsoft 365 workflows.
  • Portfolios and Roadmap View – Combine multiple premium plans and create a visual overview of key tasks, dates and milestones.

Who should attend

This course is suitable for project managers, programme coordinators, team leaders and professionals responsible for planning or monitoring complex work within Microsoft 365.

It is particularly valuable for existing Planner users who need more advanced scheduling, dependencies, workload management, customisation and cross-project reporting. Some familiarity with Planner or project-management principles is helpful but not essential.

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Learning Outcomes

  • Compare Basic and Premium plans and select the appropriate option.
  • Build structured project plans using tasks, subtasks and milestones.
  • Create project schedules with Timeline view, dependencies and constraints.
  • Analyse project delivery using custom fields, filters, Charts and People views.
  • Coordinate complex projects using sprints, Microsoft 365 and Portfolios.

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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