Microsoft Planner Training Course Outline

Module 1:  Introduction to Microsoft Planner

  • Sign In
  • Create a Plan
  • User Interface
  • Manage Tasks
  • View Plan and Get Updates

Module 2: Accessing Planner

  • Organise Your Team Task

Module 3: Creating a Plan

  • Plan an Event
  • Support Customers
  • Notifications
  • Adding Members to Plan
  • Removing Members from Plan
  • Renaming to do Bucket 

Module 4: Changing Views

  • Applying a Filter to a Plan
  • Changing Your Board View Using Grouping Option

Module 5: Security

  • Data Security
  • Role-Based Permissions
  • Sharing and Collaboration Security
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Who Should Attend this Microsoft Planner Training Course?

Microsoft Planner is a task management tool that allows teams to collaboratively plan, organise, and track work projects and tasks efficiently. The Microsoft Planner Training is a comprehensive course designed to provide delegates with expert-level proficiency in using this important professional tool. The Microsoft Planner Training is particularly well-suited for:

  • Project Managers
  • Team Leaders
  • Collaboration Specialists
  • Small Business Owners
  • Office Professionals
  • Task Managers
  • Entrepreneurs

Prerequisites of the Microsoft Planner Training Course

There are no formal prerequisites for the Microsoft Planner Training. However, a basic understanding of project management can be beneficial.

Microsoft Planner Training Course Overview

Microsoft Planner Training focuses on using Microsoft Planner to organise tasks, manage workloads, and track progress effectively. It covers plan creation, task assignment, and workflow visibility to support structured project coordination and teamwork.

This training strengthens practical task and project management skills by improving prioritisation, collaboration, and progress tracking. Delegates gain readiness to manage team responsibilities efficiently, supporting productivity, consistency, and organisational resilience.

This 1-Day Microsoft Planner Training offered by The Knowledge Academy enables delegates to apply Microsoft Planner principles confidently in real-world settings. Delegates learn to manage plans, assign tasks, and monitor progress to achieve project objectives effectively.

Microsoft Planner Training Course Objectives

  • To equip delegates with a comprehensive understanding of Microsoft Planner and its features
  • To teach delegates how to create and manage plans, add tasks, and assign responsibilities
  • To enable delegates to track project progress, set priorities, and meet project milestones
  • To instruct delegates on how to enhance team collaboration and streamline project management using Microsoft Planner
  • To empower learners with the skills to create efficient workflows, achieve project objectives, and improve productivity
  • To ensure delegates can confidently use Microsoft Planner in their professional roles to achieve project success

Upon completion of this Microsoft Planner Course, delegates will have the knowledge and skills to efficiently use Microsoft Planner for project management and team collaboration. They will benefit from improved project organisation, task delegation, and project progress tracking, ultimately contributing to enhanced productivity and successful project outcomes in their professional roles.

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What’s Included in this Microsoft Planner Training Course?

  • World-class Training Sessions from Experienced Instructors
  • Microsoft Planner Certificate
  • Digital Delegate Pack
Hands-On Labs: Included as part of our online instructor-led delivery, these labs provide real-world exercises in a simulated environment guided by expert instructors to enhance your practical skills.
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Our Sunderland venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

The city of Sunderland is located in the county of Tyne and Wear in the North East of England. The city is around 240 miles southeast of London. Sunderland city has an approximate population of 174,000 residents. The Stadium Village is a plan to relocate the businesses and redevelop the site as well as adding sporting facilities to create a sports village, as well as plans to create a hotel, residential accommodation, and a footbridge. Sunderland is home to the University of Sunderland and was short-listed for the ‘University of the Year’ award in 2012. The university has over 20,000 students studying variety of different courses in a range of subjects including Business, Law and Psychology, as well as Computing and Technology. The Sunderland College has around 6,300 part-time learners and approximately 4,800 full-time students and was awarded a Grade 2 for their Ofsted inspection in 2010.

Popular searched areas in and around Sunderland include:-

  • Farringdon
  • Hendon
  • Whitburn
  • Southwick
  • Castletown
  • Ryhope
  • Silksworth
  • South Hylton
  • Doxford International Business Park
  • East Herrington

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Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Planner Training. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

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Live classes

Join a scheduled class with a live instructor and other delegates.

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Interactive

Engage in activities, and communicate with your trainer and peers.

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Global Pool of the Best Trainers

We handpick from a global pool of expert trainers for our Online Instructor-led courses.

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Expertise

With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.

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Scalable Training Delivery

Access Microsoft Planner Training in Sunderland delivered by one of the largest training providers, with scalable instructor-led classes, accessible worldwide.

Master Microsoft Planner Training with a flexible yet structured approach that combines live, expert-led sessions and self-paced study. With weekly one-to-one tutor support and consistently high pass rates, you’ll receive tailored guidance and achieve real results.

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Structured Yet Flexible Learning

Take part in scheduled, instructor-led sessions with real-time feedback, while enjoying the freedom to study independently. Interactive resources and progress tracking tools help you stay motivated and on target.

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Engaging & Interactive Training

Join dynamic live sessions featuring discussions, practical activities, and peer collaboration. Learn from Microsoft Planner Training industry experts and reinforce your knowledge with self-paced modules—plus, connect with professionals in your field.

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Expert-Led Course

Gain valuable insight from experienced trainers during live sessions, and revisit course materials anytime to deepen your understanding. This method offers the ideal balance between expert guidance and independent learning.

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Global Training Accessibility

Access top-quality training across time zones—anytime, anywhere. Whether at home or on the go, our expert-led sessions and flexible study materials support your goals, and help you on the journey towards the certification.

Learn Microsoft Planner Training through The Knowledge Academy’s Online Self-Paced Learning. This flexible and structured format supports your training goals and enables every professional to build skills with confidence.

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Flexible Learning

Access Microsoft Planner Training resources 24/7 to maintain steady progress, complete regular assessments or tasks, and upskill effectively alongside work commitments.

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Expert-Developed Content

Our Online Course content is designed by experienced trainers to ensure accuracy, relevance, and practical value.

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Global Training Provider

Access Microsoft Planner Training in Sunderland from a trusted global training provider delivering consistent learning to professionals worldwide.

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Cost-Effective Training

Benefit from the cost-effective Microsoft Planner Training that delivers high-quality course content without compromising learning outcomes.

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Interactive LMS

Track performance, download resources, and receive AI-enabled support through The Knowledge Academy’s dedicated Learning Management System.

Experience the most sought-after learning style with The Knowledge Academy's Microsoft Planner Training Course. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Microsoft Planner Training sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

money

Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Microsoft Planner Training Course at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

tailored

Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our Microsoft Planner Training offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

Package deals for Microsoft Planner Training

Our training experts have compiled a range of course packages on a variety of categories in Microsoft Planner Training, to boost your career. The packages consist of the best possible qualifications with Microsoft Planner Training, and allows you to purchase multiple courses at a discounted rate.

Microsoft Planner Training | Microsoft Office Training in Sunderland FAQs

What is Microsoft Planner?

Microsoft Planner is a task management tool that helps teams organise, assign, and track work. It integrates with Microsoft 365, enabling seamless collaboration and progress monitoring for efficient project execution.

What are Microsoft Planner Courses?

Microsoft Planner Courses teach how to use Planner effectively for task and project management. They cover planning, assigning tasks, tracking progress, and integrating Planner with other Microsoft 365 applications.

Which courses are comparable to Microsoft Planner Courses?

Courses like Microsoft Project, Trello Training, and Asana Training are comparable to Microsoft Planner Courses, as they focus on task and project management, offering similar tools and techniques to streamline workflows and enhance productivity.

What are the benefits of taking this Microsoft Planner Certification Course?

This Microsoft Planner Training strengthens task planning, collaboration, and workload management skills. It helps improve productivity, visibility, and coordination across teams by enabling effective use of Planner within the Microsoft 365 environment.

What career opportunities are available after completing Microsoft Planner Certification?

Completing Microsoft Planner Certification supports roles that involve task coordination and team collaboration, such as Project Coordinators, Team Leaders, Operations Executives, and administrative professionals who manage plans, timelines, and shared workloads.

Are there any prerequisites for taking Microsoft Planner Training?

There are no formal prerequisites for the Microsoft Planner Training. However, a basic understanding of project management can be beneficial.

What skills are necessary for pursuing a Microsoft Planner Course?

Basic knowledge of Microsoft 365 tools, organisational skills, and familiarity with task management concepts are beneficial for pursuing Microsoft Planner Courses.

What will I learn in this Microsoft Planner Course?

In this Microsoft Planner Course, you will learn how to create and manage plans, organise tasks, assign responsibilities, and track progress using visual tools. The course also covers collaboration features, integrations with Microsoft 365, and best practices for effective team coordination.

What is included in this Microsoft Planner Training?

In this Microsoft Planner Training, delegates will have intensive training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion.

What topics are covered in Microsoft Planner Training?

Microsoft Planner Training covers plan creation, task assignment, buckets and labels, progress tracking, and collaboration features. It also explores integration with Microsoft 365 tools, use of charts and reports, permissions management, and best practices for organising and monitoring team workloads effectively.

What is the duration of this Microsoft Planner Training?

This Microsoft Planner Training takes 1 day to complete, during which delegates participate in intensive learning sessions that cover various course topics.

What support is available during the Microsoft Planner Course?

The Knowledge Academy offers support via phone & email before attending, during, and after the Microsoft Planner Course. Our customer support team is available to assist and promptly resolve any issues you may encounter.

Does Microsoft Planner Training include any projects?

Yes, this Microsoft Planner Training includes practical exercises that simulate real workplace scenarios. These activities help reinforce task planning, collaboration, and progress tracking, ensuring concepts are applied effectively in realistic project contexts.

Is Microsoft Planner integration with other Microsoft 365 tools useful for project management?

Yes, Microsoft Planner integrates seamlessly with Microsoft 365 tools such as Teams, Outlook, and SharePoint. This integration improves visibility, collaboration, and coordination by keeping tasks, communication, and files connected in one ecosystem.

What is the difference between Microsoft Planner and Microsoft Project?

Microsoft Planner is designed for simple task management and team collaboration, while Microsoft Project supports advanced scheduling, dependencies, and resource management. Planner suits lightweight project tracking, whereas Project is ideal for complex project planning needs.

Can Microsoft Planner be used for Agile Project Management methodologies?

Microsoft Planner can support Agile practices by organising tasks into buckets, tracking progress visually, and enabling continuous collaboration. While it is not a dedicated Agile tool, it works well for managing backlogs, iterations, and team workflows.

How do Microsoft Planner charts and reports help in project analysis?

Microsoft Planner charts provide visual insights into task status, workload distribution, and progress trends. These reports help teams identify bottlenecks, monitor performance, and make informed decisions to keep projects on track.

What types of customisations can be made in Microsoft Planner to fit specific team needs?

Microsoft Planner allows customisation through buckets, labels, due dates, priorities, and task assignments. These options help teams structure plans according to workflows, responsibilities, and project objectives for greater clarity and control.

What are the main challenges for beginners learning Microsoft Planner?

Beginners may initially find task structuring, permissions, and integration features challenging. However, with guided practice, most users quickly become comfortable managing plans, collaborating effectively, and using Planner confidently for everyday project tasks.

What is the cost/training fees for Microsoft Planner Training in Sunderland?

The training fees for Microsoft Planner Training in Sunderland starts from £1295

Which is the best training institute/provider of Microsoft Planner Training in Sunderland?

The Knowledge Academy is one of the Leading global training provider for Microsoft Planner Training.

What are the best Microsoft Office Training courses in Sunderland?

Please see our Microsoft Office Training courses available in Sunderland

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