Microsoft Planner 365 Course | In-Company Training for Smarter Task and Project Management with AI Integration
Microsoft Planner 365 is the ideal tool within Microsoft 365 for managing tasks and projects. With this intuitive application, teams can easily create plans, assign tasks, and track progress. Our in-company training equips your team to use Planner effectively for enhanced collaboration and efficient task distribution.
Who Is This Training For?
This in-company training is ideal for:
- Project teams and team leaders
- HR, sales, and marketing departments
- IT and operations teams
- Anyone looking to manage tasks and projects more clearly and efficiently
Course Content – Microsoft Planner 365 In-Company Training
Introduction to Microsoft Planner 365
- What is Microsoft Planner and how is it used?
- Planner within Microsoft 365 and integration with Teams
- Practical examples of planning and task management
Working with Plans and Tasks
- Creating a plan and setting up structure
- Adding, editing, and deleting tasks
- Assigning tasks to team members and setting deadlines
- Using labels, categories, and priorities
Views and Keeping Overview
- Board view and organizing tasks
- Using list, calendar, and Gantt views
- Filtering and grouping tasks
- Status and progress tracking
Copilot in Planner (New in 2025)
- Introduction to Copilot in Planner
- Using AI to automatically generate tasks and schedules
- Receiving suggestions and optimizations via Copilot
- Leveraging Copilot for smarter prioritization and task management
Collaboration and Communication
- Discussing tasks via comments and mentions
- Attaching files to tasks
- Integrating Planner with Microsoft Teams for team-wide visibility
Integration and Extensions
- Connecting Planner with Outlook, Teams, and other Microsoft 365 apps
- Using Power Automate to streamline workflows
- Combining Planner with other project management tools
Best Practices and Closing
- Tips for effective team usage
- Examples of successful Planner implementations
- Setting up your own plan and task structure
- Q&A and in-depth discussion
Key Benefits and Additional Options for This In-Company Training
- Free GDPR-compliant baseline assessment via Microsoft Forms, reviewed by a MOS-certified instructor to determine entry level and learning goals
- Free intake call with a MOS-certified trainer to create a tailored course proposal
- Custom training program aligned with your work environment and objectives
- Training available on-site or online, at a time that suits you
- Optional Microsoft Copilot module (€50 per participant/day, license required)
- Delivered by an experienced MOS-certified instructor for practical and expert guidance
- Maximum of 12 participants for personal attention and interactivity
- Online evaluation and certificate of completion (PDF) sent via email
- Optional printed and mailed certificate available at an additional cost
- Laptop rental available at an additional cost
- 3 months of post-training email support for content-related questions
- Option to include Gmetrix practice exams for certification preparation
- Option for official Certiport MOS certification exam
Additional Microsoft 365 Trainings:
Request Your Tailored Proposal – No Obligation
This in-company training is fully customized to your organization’s needs and objectives. It includes a free intake call, an online baseline assessment, and tailored recommendations. We support your team in maximizing Microsoft 365 usage in a way that matches your daily work environment.
Over 500 companies and organizations have chosen our training. OEM Office Elearning Menu was also awarded the #2 Best ICT Training Provider in the Netherlands (Springest).
Curious how this training could benefit your organization? Request your no-obligation quote today.
Request Your Free Quote and Proposal
