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Planner E-Learning Course

This course provides knowledge on using Microsoft Planner.

Microsoft Planner allows you to organise to-dos and project tasks in clear plans. You can assign tasks within the project team, add files and links and trace the progress of tasks based on their status. You can use a variety of view, grouping and filter functions to give you and your team an overview of their current status. Microsoft Planner works together with other Office applications (e.g. Microsoft Teams, OneNote and Outlook) so that you can access and exchange information quickly and easily.

Course Features
Content Version
All Levels
Learning Time
1 hour and 50 minutes
Number of Learning Videos
Languages Available
Course Design
  • Videos with Audio Narration and Closed-Captions
  • Practice Interactive Exercises
  • Tips and Printable PDF's
  • Chapter Tests
  • Personalized Learning Recommendations
  • Comprehensive Final Test with Certificate
  • Compatible with Desktop and Mobile Devices
  • SCORM and xAPI Support for LMS Deployement
Course Topics

Setting up Planner

  • Accessing Planner
  • Creating a new plan
  • Creating a plan for an existing Microsoft 365 group
  • Copying a plan
  • Editing plan settings
  • Adding a wallpaper to a plan

Creating and specifying tasks

  • Creating a bucket
  • Creating a task
  • Adding details about tasks
  • Prioritising a task
  • Adding a checklist to a task
  • Attaching a file or link
  • Using labels to categorise tasks


  • Adding and removing members
  • Changing the status of a member
  • Assigning tasks to members
  • Copying link to task
  • Adding a comment to a task
  • How to stop receiving group messages

Editing and completing tasks

  • Updating the status of a task
  • Receiving notifications when tasks are due
  • Renaming a task
  • Moving a task
  • Deleting a task

Managing a plan

  • Adding a plan to your favourites
  • Managing "My tasks"
  • Analysing a plan with Charts view
  • Managing plan in Schedules view
  • Deleting a plan

Grouping and filtering tasks

  • Using buckets to divide up a plan
  • Grouping tasks
  • Filtering tasks

Interacting with other applications

  • Accessing group elements
  • Inserting a plan as a tab in Microsoft Teams
  • Accessing your own tasks in Microsoft Teams
  • Syncing your tasks with Outlook Calendar
  • Exporting a plan as an Excel file