Microsoft Planner in Microsoft 365 is a hands-on course in today's Planner, which now includes Project for the web, from creating plans, buckets and tasks to assigning and tracking work in the Board, Grid, Schedule and Charts views and using Planner with Teams, Outlook and Excel. It suits team leads, coordinators and Microsoft 365 users who track their team's work.
Many teams still track work in Excel files passed around by email or chat groups, so nobody knows who holds which task, what is nearly due or what has been stuck for weeks. Organisations on Microsoft 365 already have Microsoft Planner, and Planner now brings in the capabilities of Project for the web in one app, so it works for anything from a small team's task list to a plan with task order and a timeline.
This course takes you through today's Microsoft Planner from the start: the difference between basic and premium plans, creating plans, buckets and tasks, assigning work with due dates, priorities, checklists and attachments, tracking progress in Grid, Board, Schedule and Charts views, using Planner in Microsoft Teams and Outlook, exporting to Excel, and an overview of the premium Timeline, dependencies and goals, finishing with a mini project workshop. (1 day, 6 hours, Beginner level.)
Course Details
This is the 2026 edition of the Microsoft Planner in Microsoft 365 course. It runs for 1 day, 6 hours (09:00-16:00), hands-on in each learner's own Microsoft 365 account, at Beginner level. The content follows today's Planner, into which Microsoft folded Project for the web as premium plans from August 2025, adding the Grid and Schedule views, My Day and My Tasks, the difference between basic and premium plans and an overview of Copilot in Planner. Timeline, dependencies and goals need a premium licence and are demonstrated by the trainer. Learners take home the course handbook, sample plans and a team task tracking checklist.
Day 1: Planning and Tracking Team Work with Microsoft Planner
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
Microsoft To Do suits personal task lists. Planner suits team work that needs assigning and tracking, and it now includes Project for the web, with basic plans for everyday task boards and premium plans with a timeline and dependencies. Project desktop suits large projects that need detailed resources, costs and baselines. Tasks assigned to you in Planner appear in My Tasks and link with To Do.
Basic plans come with eligible Microsoft 365 subscriptions at no extra cost and cover plans and tasks, buckets, labels, checklists and the Grid, Board, Schedule and Charts views. Premium plans come from the former Project for the web and add a Gantt-style timeline, dependencies, goals, sprints, custom fields and People view, which need Planner Plan 1 or Planner and Project Plan 3 or 5. You can try them with a trial if your organisation allows it.
Open the channel in Teams, select + to add a tab and choose Planner, then create a new plan or use an existing one. Members see the same board and can update tasks inside Teams. You can also open the Planner app in Teams to see your own tasks from every plan. This course includes a lab on adding a Planner tab and updating tasks together in real time.
It suits team leads, coordinators and staff who use Microsoft 365 to work with several departments, including anyone who tracks work in Excel or chat groups today. You should be comfortable with a computer and web browser, have some experience of Outlook or Teams, and have a work or school Microsoft 365 account with Planner enabled. No previous Planner experience is needed.
You will be able to create team plans, organise buckets, assign tasks with due dates, priorities, checklists and attachments, track work in the Board, Grid, Schedule and Charts views, organise your own work in My Day and My Tasks, use Planner in Teams and Outlook, export data for reports in Excel, and judge when premium plans or Project desktop are needed. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Yes. It can be run in-house for your team, with examples adapted to your own work, such as using a real project or routine work your team tracks as the mini project plan. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
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