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Microsoft Planner Fundamentals Course Outline

 (1 day)
Version 365

This course is designed to teach Office 365 users the fundamentals of working with Microsoft Office 365 Planner. Planner is all about work management and getting things done. You can think of Planner as the environment between simple Outlook tasks and a fully implemented Project and Portfolio Mangement solution like Project Online. In this course we cover working with buckets, tasks and checklists. We learn about updating and managing tasks. The Planner Hub will also be covered. Dashboards, charts and views will be part of the training as well. We’ll also look at Integration with other tools such as Flow and Teams. We’ll also look at roadmaps to Project Online.

This course is intended for Office 365 users who need a work management solution as part of their other existing tools and services.

At Course Completion
After completing this course, students will be learn about and be able to:
•      Navigate the Office 365 Planner environment
•      Work with Buckets, Tasks and Checklists
•      Manage task updates
•      Work with the Planner Hub
•      Work with Dashboards, Charts and Views
•      Learn about Integration with Flow and Teams
•      Understand the roadmap to Project Online 

Module 1: Office 365 Planner Overview
1.1-What is O365 Planner
1.2-Understanding Work Management
1.3-Working with Buckets, Tasks and Checklists

Module 2: Managing Tasks
2.1-Creating and updating tasks
2.2-Task Management

Module 3: Planner Hub
3.1-Managing and Organizing Work
3.2-Using Favorites and reporting

Module 4: Planner Dashboards
4.1-Creating and Managing Dashboards
4.2-Sharing Dashboards

Module 5: Charts and Views
5.1-Working with Notebooks
5.2-Working with Calendars
5.3-Working with Files

Module 6: Integration with Flow
6.1-Planner and Flow Integartion Overview
6.2-Using Flow with Planner

Module 7: Integration with Teams
7.1-Teams and Planner Overview
7.2-Using Planner web part in Team’s hub

Module 8: Road map to Project Online
8.1-Planner and Project Online Overview
8.2-Connection points and roadmap to Project Online
View outline in Word


Attend hands-on, instructor-led Microsoft Planner Fundamentals training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Courses and select the one that's right for you.

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