knowitinc Group Computer Training Courses
Training Session Outlines

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Microsoft Planner

Planner training course to help your team plan, assign, track, complete and succeed

This sessions will show you how to create plans, buckets and tasks, assign tasks to other people, attach labels and files to tasks, work with planner views to track tasks and use the desktop and mobile Planner apps.

Recommended Duration

Approx. 1 Day (6 Hours)

Planner Topics

What is Microsoft Planner?
Access Planner
Tour the Planner Screen
About the Planner Hub

Creating a plan
Create a Plan
Add Tasks
Favourite a Plan
Plan Options and Settings

Using buckets and tasks
Use Buckets
Create Tasks
Create More Detailed Tasks
Attach Files to Tasks
Assign Tasks
Flag Tasks with Labels
Update task’s status
Re-organise Tasks
Comment on Tasks
Change the View

Monitor Plans, Tasks and Assignments
Review Schedules
View the Plan Dashboard
Group and Filter Plan Items
Add Tasks whilst in Chart View
Change the Group
Re-assigning Tasks
Use the Planners Desktop and Mobile apps

Speak to us about customising this session for your team


👉 Please see the page for Training Session costs.


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New Zealand
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