Planner Training

Task management your team will actually use, built into the Microsoft 365 tools they already have. No complex project management software needed.

Planner Fundamentals

Plans, buckets, and tasks
Creating and organising work
Assignments and due dates
Labels and prioritisation
Progress tracking

Task Management

Checklists within tasks
Attachments and notes
Comments and collaboration
Recurring tasks

Views and Tracking

Board, chart, and schedule views
Filtering and grouping
My Tasks across all plans
Progress reporting

Integration

Planner in Teams
To Do integration
Outlook task sync
Power Automate connections

Optional Copilot Integration

Copilot can help create tasks from meeting notes, suggest task breakdowns, and summarise plan progress.

Discovery

We understand your team's workflow and what they need to track. Planner is flexible and can handle projects, recurring processes, or simple to-do lists.

Programme Design

Training sets up real plans for your actual work. Your team leaves with working task management, not just knowledge of features.

Delivery

Hands-on sessions where your team builds and starts using plans for their real projects. We focus on practical setup and sustainable habits.

Delivery Options

Virtual sessions: Work well for Planner training
In-person workshops: Good for teams designing shared workflows together
Combined sessions: Often delivered with Teams training

Right-Sizing

Planner is great for simple-to-medium complexity. If you need more (dependencies, resource management, Gantt charts), we'll tell you and might suggest Project or other tools instead.

This Training Is For

Teams who need task management but don't want complex tools
Departments tracking work informally in spreadsheets or email
Project teams who want visibility without overhead
Anyone who wants to use what's already in M365

Common Scenarios

Tasks tracked in spreadsheets that nobody updates
Project status only known by asking around
Work falling through cracks because nothing is centralised
Resistance to complex project management tools

Good Fit For

Marketing campaigns, content calendars, event planning, team workflows, process tracking, simple projects. Not ideal for complex multi-project portfolios with dependencies.