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.
26 Oct 2026
Virtual
£425
10 Dec 2026
Virtual
£425

Private Training

Private course
Flexible date and location
From £995 +VAT for up to 8 delegates

  • Course Options

    Private courses:
    Private course
    Flexible date and location
    From £995 +VAT for up to 8 delegates
    Public scheduled courses:
    All prices exclude VAT, prices per delegate.
    26 Oct 2026
    Virtual
    £425
    10 Dec 2026
    Virtual
    £425
  • Call us on
    0191 377 8377
    to discuss your requirements.
    Mon-Fri 9am-5pm.
    Ask a Question
  • Microsoft Planner Premium Course Options
    Public Scheduled
    Public Scheduled
    Fixed course content, fixed date, fixed location, fixed length, multiple organisations - All you need to do is choose which course you would like to attend and contact us to book!
  • Virtual Training

 

Course Reviews
Very well presented course and lots of very useful pointers on how to do things.

G.O. Lighthouse Poole, Excel Level 2

Following this training what are you going to do differently Use shortcuts more effectively

W.O. S Sheard &Amp; Son Limited, Excel Level 3

Please select the words that best describe your learning experience For someone who hasn39t used computers much this was a great help

G.H. Universal Wolf, Excel Level 1

Very useful and well tailored to our requirements

A.S. Indigo Software Ltd, OneNote Essentials

Really enjoyed the course and felt I learnt more that I expected

K.W. James Jones and Sons, Excel Level 1

Trainer was very enthusiastic about Excel and how it could help. I found it quite infectious!

A.S. The Hr Dept, Durham &Amp; Newcastle South, Excel Level 3

Have had quite a bit of clerking and minuting experience previously but this was a good all around refresher of key skills, things to think about and new ways of working when it comes to minuting

I.T. Hmpps, Minute Taking

Which part of the course did you find particularly valuable Reviewing some of my summaries on reports

E.W. Px Group, Business Writing Skills

 

 

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 get a quote for your Microsoft Planner Premium course.
IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed:8/23/2026 10:24:26 AM