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Microsoft Planner

Microsoft Planner Training


The basics of microsoft planner

One of the newest additions to Microsoft 365 is Microsoft Planner. Microsoft Planner is a
simple Kanban-based project management tool for organizing and scheduling your activities.
Thus, this Office application makes it very easy to create a plan and assign tasks.

Microsoft Planner is web based, so it can be accessed from anywhere via an an internet
connection. Workers can share ideas, access files, update designs, and stay informed whether
they’re in the next cubicle or on the other side of the planet.

There is an old saying in the business world that if you fail to plan, you will plan to fail.
Although it has become a cliché, there is a lot of truth in that phrase. If your business doesn’t
have a plan — for growth, profitability and competitiveness, you’re basically flying blind.

Modern companies have many technology planning resources at their disposal but have yet to
use them effectively. Microsoft Planner is one such tool, and it deserves to be in your business

So, what is Microsoft Planner, and what makes it so beneficial? In this course, we bring some
important aspects about how to use the application in your company. Check out!

What We Offer

check below for our course descriptions

We offer course in Microsoft Planner, and Custom Microsoft Planner course. The course can be delivered in 3-hour blocks, and scheduled in the morning, afternoon, or early evenings. Yes, we also provide weekend training classes

Microsoft Planner Training

About This Course

Who should attend: This course is intended for anyone who is looking to increase their digital productivity and collaborate with teams.

Prerequisites: None

Duration: 6 Hours

Course Objectives:
Upon completion of the course, participants will be able to accomplish the following: Know how to use the application proficiently. Integrate Planner with Microsoft Teams. Use the application in daily tasks.
Use all available resources.

Course Content

Kanban interface

The interface is the first thing that strikes you about the MS Planner application. If you’ve used
Kanban tools before, you’ll feel right at home here. It has an easy-to-use interface that anyone
can master. Each project is stored as a card that can be easily accessed from your dashboard. You can quickly move and edit items. This makes the app an ideal solution for a team looking for a basic
task management solution. It is worth mentioning that you don’t need any prior knowledge to operate it — even beginners will do it very well!


Once you’ve created a plan, you can easily add team members to the space. Just enter the first
three letters of the name, and Planner will display the users details for you. If you’re trying to add someone who isn’t listed, you can add their work email address. Then you can add them to your project group, where they can start working on tasks. Your team members will receive an email confirming this and will be able to access it in their Outlook.


Buckets are categories in Planner. You can use them to categorize your cards and add a layer
of organization to your dashboard. For example, you might have a bucket titled “Social Media”,
where you store your social media tasks. Buckets can also be used as makeshift statuses. For example, you might have blocks titled “First Draft” , “Final Draft” , and ” To Publish”, As the task progresses, you can drag and drop the card into the relevant bucket to keep everyone updated on the task’s stage.


What’s team collaboration without an active comments section, right? Planner offers a comments section at the bottom of each card, allowing teammates to chat.

To help reduce the number of notifications you receive, you will only be notified of new conversations for a task if you have participated in the thread before.


Want to view the status of your projects as a graph? The Planner helps you. It gives you a pie
chart overview of all your projects and their status. So you can see the divisions between the
following tasks:

not initiated;
in progress;

Also, you can analyze how many tasks are assigned to each team member. This is a useful way
to keep track of how things are progressing.