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 user-friendly application, teams can easily create plans, assign tasks, and track progress. Our in-company training teaches your team how to use Planner effectively for better collaboration and more 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 who wants to manage tasks and projects more clearly and smartly
Course Content – Microsoft Planner 365 In-Company Training
Introduction to Microsoft Planner 365
- What is Microsoft Planner and what is it used for?
- Planner within Microsoft 365 and integration with Teams
- Examples of planning and task management in practice
Working with Plans and Tasks
- Creating a plan and defining structure
- Adding, editing, and deleting tasks
- Assigning tasks to team members and setting deadlines
- Using labels, categories, and priorities
Views and Maintaining Oversight
- Board view and organizing tasks
- Using list, calendar, and Gantt views
- Filtering and grouping tasks
- Status and progress reporting
Copilot in Planner (new in 2025)
- Introduction to Copilot for Planner
- Using AI to automatically generate tasks and schedules
- Suggestions and optimizations via Copilot
- Using Copilot for better prioritization and task management
Collaboration and Communication
- Discussing tasks via comments and mentions
- Attaching files to tasks
- Integrating Planner into Microsoft Teams for team overview
Integration and Expansion
- Connecting Planner to Outlook, Teams, and other Microsoft 365 apps
- Using Power Automate to automate tasks
- Combining Planner with other project management tools
Best Practices and Wrap-Up
- Tips for effective use within teams
- Examples of successful Planner implementations
- Creating your own plan and task structure
- Q&A and deep dive
Key Benefits and Additional Options for This In-Company Training
- Free GDPR-friendly baseline assessment via Microsoft Forms, with results reviewed by a MOS-certified trainer to determine entry level and learning objectives
- Free intake call with a MOS-certified trainer/instructor to prepare a customized course proposal
- Customized training fully tailored to your work situation and learning goals
- Training at your location or online, at a time that suits you
- Optional Microsoft Copilot module, license available for €50 per person per day (for AI support in Office)
- Training delivered by a MOS-certified instructor for expert and practice-oriented guidance
- Maximum of 12 participants for optimal personal attention and interaction
- Online evaluation and certificate of completion (PDF) sent by email immediately after training
- Printed and mailed certificate of completion available for an additional fee
- Laptop rental available for an additional fee
- 3 months of post-training email support for content-related questions
- Option for Gmetrix practice exams to prepare for certification
- Option for Certiport MOS exam for official certification
Additional Microsoft 365 Trainings:
Request Your Customized Proposal with No Obligation
This in-company training is fully tailored to your organization and goals. Includes free intake call, online baseline assessment, and personalized advice. We help you and your team get the most out of Microsoft 365 in a way that fits your daily work practice.
More than 500 companies and organizations have already chosen our trainings. OEM Office Elearning Menu has also been named the #2 best training provider in the Netherlands for ICT training (Springest).
Want to know what this training can mean for your organization? Request your customized quote easily and with no obligation.
Request your free quote and proposal
