Planner Training

Price
Net: 199,00 €
VAT.: 37,81 €

Duration
0.5

For companies and job seekers:
this course is 100% fundable!

Location

Course Language
German

Training Solutions
WalkIn^®

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Modern teamwork requires clear tasks, transparent processes, and a digital structure. Efficient planning is a key factor for success in everyday work.

Key topics

Task management in Microsoft 365.
Boards, buckets, and priorities.
Collaboration in teams.
Progress tracking and status analyses.
Integration with Outlook and Microsoft Teams.
Structured project overview on the web.

Prerequisites
Basic knowledge of Microsoft 365 and confidence working in a browser.

Target group
Specialists and managers, project managers, Office users, and teams that organize tasks digitally.

Clear structures, transparent responsibilities, and networked collaboration boost productivity and make work processes measurably efficient.

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Course content

Microsoft Planner Basics

Open Planner and explore its features
Browse and try out different areas

Organize plans

Create new plan – Introduction
Create plan
Organize plans into "buckets"
Structuring plans – Introduction
Structure plans
Structuring task
Solution for structuring
Afterword on structuring

Task overview

Create new tasks
Edit tasks
Use notes & checklists
Add attachments
Use comments
Advanced task features
Advanced task features

Show plans clearly

Create new tasks
Edit tasks
Use notes & checklists
Add attachments
Use comments
Advanced task features
Advanced task features

Planner and app integration

Microsoft 365 Apps Collaboration – Introduction
Planner and Outlook
Planner and Excel – Introduction
Planner and Excel
Planner and SharePoint
Planner and Teams – Introduction
Planner and Teams
Planner and ToDo – Introduction
Planner and ToDo

Conclusion

Success strategies
Reflection

Frequently asked questions

What is Microsoft Planner and what is it used for?

Microsoft Planner is a tool for organizing tasks and projects. It helps teams plan tasks, track progress, and work together more efficiently.

Who would benefit from further training with Microsoft Planner?

Suitable for anyone who manages projects, organizes tasks, or works in a team—regardless of industry or profession. Prior knowledge of Microsoft 365 is helpful.

What topics are covered in a Microsoft Planner training course?

The course covers the basics of Planner, task management, teamwork, integration with Microsoft 365, practical application examples, and tips for everyday work.

How does Microsoft Planner help in everyday working life?

Planner helps to clearly assign tasks, saves time in meetings, and makes project progress transparent. This makes collaboration noticeably easier.

Can Microsoft Planner be combined with other Microsoft tools?

Yes, Planner integrates seamlessly with Teams, Outlook, SharePoint, and To Do. This creates a central workspace for everyone involved in the project.

Is there a certification for Microsoft Planner skills?

There is no specific certification for Planner. However, the content is often part of comprehensive Microsoft 365 training courses, which are also certifiable.

Are there any proven methods for using Microsoft Planner effectively?

Yes, proven methods for effectively using Microsoft Planner include setting clear goals and priorities, regularly updating tasks and progress, involving the entire team, using filters and labels for organization, and integrating with other applications to maximize efficiency.