Microsoft Planner Premium

About This Course

Microsoft 365 provides powerful tools to manage tasks and projects efficiently, whether for personal goals, team initiatives, or organisational projects. In this full-day workshop, you will learn to use Microsoft Planner—including Premium Plans (formerly Project for the Web)—to plan, assign, track, and collaborate on tasks. You’ll also explore integrating Planner with Outlook, Teams, and To-Do to streamline your workflow and boost productivity. This session includes practical hands-on activities.

Course Outline

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

• Introduction to Microsoft 365 – Understand the cloud environment and navigate core apps including Teams.
• Overview of Planner for Teams – Explore Planner features, Premium licensing, and plan types.
• Creating Premium Plans and Groups – Set up plans and groups to manage collaboration and tasks.
• Using Buckets and Tasks – Organise, assign, and manage tasks, dependencies, and progress.
• Managing Task Details – Create detailed tasks and ensure alignment across team members.
• Charts and Progress Review – Visualise progress using dashboards and charts for tracking.
• Setting and Linking Goals – Define objectives and connect tasks to track achievement.
• Optimising Planner for Team Productivity – Integrate tools and apply best practices to improve workflows.

Who should attend

This course is ideal for professionals, team leaders, and project managers who want to improve how they plan, track, and manage work. It is particularly valuable for those using Microsoft 365 who want to enhance collaboration, streamline workflows, and manage projects more effectively.

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