Microsoft Planner Premium
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.
- 1 Day
- In person
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
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.
Software
Course content Back to top
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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 dates and prices Back to top
Prices are per delegate and exclude VAT.
-
Monday 26 October 2026
£425+ VAT
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Thursday 10 December 2026
£425+ VAT
Can't make these dates? Ask about a private course on a date that suits you.
Training a team?
Run this course privately, on your dates
From £995 for up to 8 people, excluding VAT.
What delegates say Back to top
“I found all aspects of this course valuable. I am looking forward to adding formulas to my spreadsheets and creating graphs for reporting purposes.”
Following this training what are you going to do differently
“Make presentations more visual, interesting...feel better equipped to create better presentations”
“Enjoyable course”
Which part of the course did you find particularly valuable
“More understanding of setting up spreadsheets setting formulas”
Following this training what are you going to do differently
“Have a faster workflow”
“I think the course was very well ran and was a great experience.”
Following this training what are you going to do differently
“Stop ruining other colleagues spreadsheets! Joking aside, Ill be better placed to present production figures and pinpoint any trends.”
“Would definitely recommend”
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 booka place or get a quote for your Microsoft Planner Premium course.
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/25/2026 11:55:20 PM