Microsoft Planner is an effective planning tool that can be used to organise team productivity. In this half day course, delegates will learn how to use Planner's features to increase their team's productivity; through creating plans, assigning tasks, and checking progress.

Pricing
- 1 Day of group training is £499 + VAT per half day
- Solo training is available for £349 + VAT per half day
• Create a Plan
• Add/Remove Members
• Create To Do Lists, Buckets and Tasks
• Work with Boards and Cards
• Copy or Export a Plan
• View the status of tasks in a plan
This Planner introduction is suited to those who wish to learn how to use Planner in Microsoft 365. No prior experience is necessary.

Whats covered in this course

All About Planner and its Benefits
- What is Planner?
- Integration with SharePoint
- Benefits of using it
- Launch Planner
The Planner Hub
- Pin a Plan
- View my Tasks
- View a Plan or Group
Create a New Plan
- Create a new Public Plan
- Add a Plan to an existing Group (New feature)
- Create a new Private Plan
- Plans within Groups Explained
- Edit a Plan
- Add Members to the Plan
Adding Tasks
- Show Information within the task
- Add Labels to the Task
- Add a Checklist to the Task
- Adding Comments to the Task
- Copy, Move, Reorder Tasks
- Copy Link to Task
- View Overdue Tasks
- Mark Task Complete
- View Unscheduled Tasks
- Delete a Task
Adding Buckets
- Create a To Do List
- Add a Bucket
- Add Tasks to a Bucket
- Add Task Information
- Move a Bucket
- Rename a Bucket
- Delete a Bucket
Working with Boards and Cards
- View the Information in Boards
- View the Information in Charts
- View the Information in Schedule
- Using the Group Feature
- Using the Filter Feature
- View the Status of Tasks in the Plan
- Export Plan to Excel
- Leave Plan
- Delete the Plan
Copy or Export a Plan
- Copy a Plan
- Export a Plan to Excel
- Export a Plan to Project
- Add Plan to Outlook Calendar
Planner Settings
- Settings in the Hub
- Settings in the Plan

How we train

Live Online Training

A fully interactive, instructor-led training course you can attend from the comfort of your own home or office. Enjoy an interactive learning session online with our most convenient and accessible method yet.
Classroom Training

We regularly host training courses in our city-centre venue. Join our experienced trainers in person for a fully interactive training session, and enjoy access to our comfortable breakout room and on-site café.
Training at Your Workplace

Looking for private training in central Scotland? Our qualified trainers can make the trip to your office, providing professional on-site training in an environment that's comfortable and familiar to you.

Send an enquiry or call us on 0141 730 0025