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Microsoft 365 courses

Our Microsoft 365 courses cover Office 365 tools like Microsoft Excel, Word, PowerPoint, and collaboration platforms such as Microsoft Teams and SharePoint. These courses help you manage documents, streamline workflows, and drive digital transformation within your organization. Whether you’re focusing on advanced Microsoft Office skills or just the essential Microsoft Office skills, our custom training programs are tailored to your needs. Learn at your own pace with lifetime access, helping you adopt and optimize the full potential of Microsoft Office applications.

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Introduction to Microsoft Planner logo

Introduction to Microsoft Planner

½ Day

Planner is a simple planning and project management app in Microsoft 365.  It enables users and groups to be more productive.  The course covers the key functionality of creating new plans, using boards and buckets to organise tasks,  creating and assigning tasks, adding members, setting due dates to update a project's status and sharing files with others.  It also deals with linking to other applications such as Mail, Calendars, and Notebook.

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What will you learn?

By the end of the Microsoft Planner Introduction course, delegates will be able to use Planner to organize and manage tasks and projects.

Audience?

Users requiring Planner to organize teams in a simple visual format.

Course Contents

What is Planner?

  • Quick recap of Microsoft 365 basics
  • The Use of Planner 365
  • Interlinked Applications

Creating a Plan / Group

  • Creating and Managing a Plan
  • Creating a Group

Using Buckets and Tasks

  • Using Buckets
  • Creating Tasks
  • Adding and Assigning Tasks to others
  • Attaching files to tasks
  • Flagging tasks with labels
  • Updating a task's status
  • Viewing progress on a plan
  • Sorting Tasks into buckets
  • Changing the View

Charts

  • Using charts to view progress
  • Adding Tasks whilst in Chart View
  • Changing the Group
  • Re-assigning Tasks

Notebook

  • Using Notebook

Mail and Calendar

  • Mail
  • Conversations
  • Calendars

Course Materials

Enliten IT will provide each delegate with a workbook and other useful reference materials where applicable.  These may be either paper based or in Adobe pdf format or a combination thereof.

Note: We only offer the Microsoft Planner Introduction course and Microsoft 365 courses on a private in-house basis.

“"Stuart was the most engaging lovely trainer and made what may otherwise be dull , housekeeping content really fun and lots of laughs. Really great guy, he made this a really enjoyable day."”

Laura, NEA, Microsoft 365 End User course

Prerequisites

Delegates should be familiar with Microsoft 365.