Microsoft Planner 365 for Beginners eLearning Course

Course Overview

Microsoft Planner 365 for Beginners shows you how to replace scattered emails, chats, and sticky notes with one clear system for tracking work. The course walks through Planner's three core views, My Day, My Tasks, and Plans, so you always know what to do next and who owns each task. You also see how Planner connects to To Do, Teams, Outlook, and Copilot across Microsoft 365.

By the end, you will know how to build a plan from scratch or a template, set up buckets that mirror your actual workflow, and add tasks with labels, checklists, and due dates that still make sense weeks later. Switching between Grid, Board, Calendar, and Chart views lets you update a team or spot a scheduling clash in seconds. Filtering, grouping, and exporting to Excel turn raw tasks into a clear status report. You also learn how to build habits around recurring tasks and Copilot, so your plan keeps running with less manual upkeep.

Learning Objectives:

In this course you will learn how to:

• Build a project plan from scratch or a template.
• Organize tasks into buckets that mirror real workflows.
• Apply labels, checklists, due dates, and priorities to tasks.
• Switch between Grid, Board, Calendar, and Chart views.
• Filter, group, and sort tasks to track progress.
• Export plan data to Excel for stakeholder reports.
• Configure recurring tasks for repeating work.
• Connect Planner to Teams, Outlook, and Copilot.