C L O U D 9


Collaborative Working – Microsoft Planner Training

Our Collaborative Working, Microsoft Planner training provides attendees with the knowledge to confidently use Microsoft Planner and Outlook To Do. Each session covers an overview of Planner, how to create plans and tasks independently or with colleagues and how this integrates with Teams and Outlook. Everything you need to get you started on your Microsoft Planner journey.  

  With each of our training courses, we will work with you to tailor the course to your organisation, to ensure we meet your business needs. 

  A typical course agenda will include the following: 


  • • Introduction to Microsoft Planner
  • • Benefits of using Planner within your organisation
  • • Understanding which applications Planner integrates with

Overview Microsoft Planner

  • • How to access Planner via Teams and 365 online
  • • Launching and “pop out” of Planner app
  • • Creating and accessing daily to do lists
  • • Adding/updating Tasks
  • • Creating a New Plan

Using Microsoft Planner

  • • Creating group and individual tasks  
  • • Copying, moving and reallocating a task
  • • Updating and completing tasks
  • • Managing view and personal preferences
  • • Reviewing task status and progress

Using Planner within a Teams Channel

  • • Adding an application to a Teams channel
  • • Allocating channel owners

Using Planner within Microsoft 365

  • • Accessing Planner in Microsoft 365
  • • Overview of MS 365 Planner application
  • • Managing Settings

Outlook Features

  • • Launching and “pop out” of To Do app
  • • Navigating ‘To Do’
  • • Flagged emails

Duration - 1.25 hour session including 15 mins Q&A