Microsoft 365 Training Courses
Microsoft 365 is Microsoft’s cloud based subscription service packed with your familiar Office apps (Excel, Word, PowerPoint etc.) plus other productivity tools to help organisations securely collaborate together. So, if you are migrating to Microsoft 365 why not engage our training and consulting expertise to create bespoke training packages tailored to end-user adoption. Empower your employees to make the most of this great productivity suite using SharePoint, OneDrive, Teams, Forms, Yammer, Sway, Delve, Planner and Flow.
Say goodbye to 9-5 and hello to 365.

Microsoft Planner Introduction course
½ Day
Planner is a simple planning and project management app in Microsoft 365. It enables users and groups to be more productive. The course covers the key functionality of creating new plans, using boards and buckets to organise tasks, creating and assigning tasks, adding members, setting due dates to update a project's status and sharing files with others. It also deals with linking to other applications such as Mail, Calendars, and Notebook.
Download PDFWhat will you learn?
Audience?
Course Contents
What is Planner?
- Quick recap of Microsoft 365 basics
- The Use of Planner 365
- Interlinked Applications
Creating a Plan / Group
- Creating and Managing a Plan
- Creating a Group
Using Buckets and Tasks
- Using Buckets
- Creating Tasks
- Adding and Assigning Tasks to others
- Attaching files to tasks
- Flagging tasks with labels
- Updating a task's status
- Viewing progress on a plan
- Sorting Tasks into buckets
- Changing the View
Charts
- Using charts to view progress
- Adding Tasks whilst in Chart View
- Changing the Group
- Re-assigning Tasks
Notebook
- Using Notebook
Mail and Calendar
- Conversations
- Calendars
Course Materials
“Clear & helpful. Detailed enough to help learn what was on the course. Jordan, HaskoningDHV”Clear & helpful