Introduction to Planner for Expert Teams Users

This two-hour course is designed for expert users of Teams, who are looking to incorporate features of MS Planner.

Have you been using Microsoft Teams for a while? Have you tapped into the range of apps that are available to you in order to make collaboration easier? Microsoft Planner is just one of the apps that can be integrated into Microsoft Teams to help with task management. This is much more advantageous than using the Planner app on its own.

Course Overview

Learn how to use Microsoft Planner effectively with Teams to track progress, assign tasks and manage small projects collaboratively.

Why take this course?

  • Discover how Planner can enhance your team’s productivity
  • Learn how to manage tasks efficiently inside Teams
  • Build confidence using collaborative tools to track progress
  • Improve project transparency and accountability

Who is this course for?

This course is ideal for regular Microsoft Teams users who want to take their task and project management to the next level using Planner.

Duration

2 hours

Classroom size

8 approx.

Location

Online or Classroom

Certificate

1 Certification

Experience

Advanced

What you will learn

  • Key features and functions of Microsoft Planner
  • How to create, assign and track tasks
  • Best practices for integrating Planner into your Teams workflow
  • Organising tasks using buckets, labels and deadlines
  • Tips for managing collaborative projects within Teams

Course Timetable

This course will be taught in the latest version of the software. We can train this in older versions if needed – please get in touch for more information and availability.

Course timetable

    • Add an existing Plan to a Team Channel
    • Adding Tasks:
      • Assigning a Task
      • Start and Due Dates
      • Labels
      • Check Lists
      • Buckets
    • Views and Filters
    • Adding Planner as an app to Teams

    If there’s time

    • Intro to Planner (365 app)

Ready to take the next step?

We are here to help!

This course is only available as a one-to-one or private group booking.

For pricing and availability, send us a message using the form, leave us a message on 020 7375 7300, or speak to an Account Manager straight away using our Live Chat service in the bottom right of your screen!

Testimonials From Happy Learners

Looking for Private Group Training?

If you have three or more learners, a private group training could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy’s HQ in Aldgate, Central London.

The Happy guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course.

We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Why Choose happy?

Because Happiness Works

Joy leads to success, every time,

Expert-Led & Hands-On

Our award-winning training isn’t just theoretical. It’s packed with practical tools you can use straight away.

B Corp Certified & Proud

We don’t just talk about impact — we live it. As a B Corp, we’re committed to making workplaces better for everyone.

Classroom or live online learning available

Both available for public and private dates.

The small print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven’t received this email then please contact our team.

Learners should log into the session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. Unfortunately you will be asked to leave and attend a different day if you arrive more than 15 minutes late for online sessions, and more than 30 minutes late for classroom sessions.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy’s HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

FAQs

What if I have a Mac?

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.