Training Course

Microsoft Planner Premium

PDF
Course Duration: 1 Day

Course Overview

During this course delegates will learn how to create, manage, and track personal and team plans, integrate tasks with goals, and visually monitor progress using the enhanced features available in Microsoft Planner Premium. You will also learn how to integrate Planner with other Microsoft 365 apps, such as Outlook, Teams, and To-Do, to enhance your productivity and workflow.

Course Objectives

    • Understand when it is appropriate to use planner premium
    • Create a basic plan
    • To work with different Views
    • Utilise advanced planner premium functionality
    • Track progress
    • Understand integration with other packages

Software

NOTE: This requires an additional licence to the standard Microsoft 365 License.

Prerequisites

    • Delegates should be familiar with using computers and have used a mouse and keyboard. Delegates should be comfortable in the Windows environment and be able to use Windows to manage information on their computer.

Course Content

  • Exploring the planner environment

    The difference between planner and planner premium
    Understanding why we use planner premium
    Understanding the different views

  • Working with tasks

    How to add a task, set a due date, assign a task to someone and add a label
    How to add additional details to a task
    How to promote items in a checklist
    How to attach files
    Working with tasks, subtasks and milestones
    How to add notes, attachments, URLs and checklists
    Why you need to create groups of people to work with

  • Board View

    An intro on working with the board view
    Understanding Buckets
    How to colour code buckets
    Working with different groupings for buckets
    How sprints can help progress in a project
    Grid View
    Working with the grid view
    Why conditional formatting is useful in grid view

  • Timeline View

    Working with the timeline view
    How to create dependencies between tasks
    How to add extra fields and customise them
    How to work with filters
    How to add labels
    How to track progress

  • Chart and People Views

    What the Chart view is for
    What the people view is for

  • Working with Plans

    How to rename, delete and change the start date of the plan
    Integration with other M365 Apps
    How roadmaps can combine multiple projects
    How to create a new plan from scratch

  • Workshop

    If time permits, the opportunity to start creating a plan of your own

 

Public Scheduled Course Dates

Prices per delegate. All prices exclude VAT.
11 Aug 2025
Virtual
£345
13 Oct 2025
Virtual
£345
11 Dec 2025
Virtual
£345

Private Training

Private course
Flexible date and location
From £745 +VAT for up to 8 delegates

  • Public Dates

    Prices per delegate. All prices exclude VAT.
    11 Aug 2025
    Virtual
    £345
    13 Oct 2025
    Virtual
    £345
    11 Dec 2025
    Virtual
    £345

    Private Courses

    Private course
    Flexible date and location
    From £745 +VAT for up to 8 delegates
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  • Virtual Training

 

Course Reviews
The course has been of great use to me and designed at the right level for me to follow.

A.T. Sir Robert McAlpine, Adobe InDesign Level 1

Fantastic course. Could be boring material but the teacher makes it fun and interactive and is enthusiastic about the subject matter

C.C. Martell Real Estate, Excel Level 2

Absolutely loved this course, I've been working with PowerBI for a couple of months, so great to have a better understanding of the power of the app and all it has to offer.

A.F. PX Limited, Microsoft Power BI Desktop

Very valuable and practical information. Helped develop team work.

A.M. Tyne Health, HR Essentials

Any other comments or recommendations Really enjoyed this training, [the trainer] was great at explaining and helping out

D.G. Kaefer, Excel Level 3

Adele made this course easy to follow and we have learned a lot from today's session.

R.H. , Word Advanced Features

Very enjoyable. The style and content was on point

T.B. Van Leeuwen, Negotiating and Influencing Skills How to Influence and Negotiate Assertively

All aspects were enlightening and I am eager to put my new found knowledge to use

T.P. , Excel Level 2

 

Public Scheduled Courses

Prices per delegate. All prices exclude VAT.
11 Aug 2025
Virtual
£345
13 Oct 2025
Virtual
£345
11 Dec 2025
Virtual
£345

Private Courses

Flexible dates, location and content. All prices exclude VAT.

 

Please contact us to discuss your Microsoft Planner Premium course, we have many solutions available to ensure you receive the best training possible.
 Learn with IT Training Solutions. Small course sizes. Course materials included. Flexible Microsoft Planner Premium course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account.  Please contact us to book a place or request a quote for your Microsoft Planner Premium course.
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0191 377 8377
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Printed:7/13/2025 8:24:13 AM