Microsoft Planner Introduction
Level: Foundation
Learn with Wales leading Microsoft Office training provider
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Classroom, Onsite and Virtual courses available
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Course Overview
Duration:
1/2 Day (9:30am-1:00pm)
Accredited:
Available upon request
Exams:
N/A
Funding:
ReAct
Type:
Classroom, Onsite, Virtual
Company group booking discount available
Course Overview
Duration:
1/2 Day (9:30am-1:00pm)
Accredited:
Available upon request
Exams:
N/A
Funding:
ReAct
Type:
Classroom, Onsite, Virtual
Company group booking discount available
In this Microsoft Planner Introduction level training course delegates will learn how to create new plans, use Boards and Buckets to organise tasks, create and assign tasks, add members, set due dates to update a project’s status and share files with team members.
After completing this course delegates will be able to:
- Use Planner to organise and manage tasks and projects.
In this Microsoft Planner Introduction level training course delegates will learn how to create new plans, use Boards and Buckets to organise tasks, create and assign tasks, add members, set due dates to update a project’s status and share files with team members.
After completing this course delegates will be able to:
- Use Planner to organise and manage tasks and projects.
Microsoft Planner Introduction
MS Planner Overview
- 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
- Conversations
- Calendars
Microsoft Planner Introduction
MS Planner Overview
- 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
- Conversations
- Calendars
Microsoft Planner Introduction
There is no formal assessment for this course and learners knowledge will be tested with informal activities throughout the session. For accredited Microsoft Office training options please view our ICDL courses or contact us for further options.
Microsoft Planner Introduction
There is no formal assessment for this course and learners knowledge will be tested with informal activities throughout the session. For accredited Microsoft Office training options please view our ICDL courses or contact us for further options.
- ½-day training from NILC’s Microsoft certified trainers
- Microsoft Office 365 training account for learners to use throughout the course
- Course notes
- Recording from each training day (virtual-live courses only)
- Course completion certificate
- ½-day training from NILC’s Microsoft certified trainers
- Microsoft Office 365 training account for learners to use throughout the course
- Course notes
- Recording from each training day (virtual-live courses only)
- Course completion certificate
Are your Microsoft Office 365 courses accredited?
Our Microsoft Office 365 courses are focused around the key skills individuals and businesses require on a daily basis, so are not accredited. If you wanted an accredited course please contact us to discuss the options we have available.
Are your virtual Microsoft Office 365 courses recorded?
Yes all of our Microsoft Office 365 courses are recorded. Learners will receive a copy of the recording which was taken during their session at the end of the course.
What is the Microsoft Office 365 training account?
The Microsoft Office 365 training account is a 365 account which learners will have access to throughout the course duration to practice the skills being taught. This is completely separate to any Office 365 accounts learners currently use, so will not have any impact on your data or documents used in your personal or business 365 account.
Are your Microsoft Office 365 courses accredited?
Our Microsoft Office 365 courses are focused around the key skills individuals and businesses require on a daily basis, so are not accredited. If you wanted an accredited course please contact us to discuss the options we have available.
Are your virtual Microsoft Office 365 courses recorded?
Yes all of our Microsoft Office 365 courses are recorded. Learners will receive a copy of the recording which was taken during their session at the end of the course.
What is the Microsoft Office 365 training account?
The Microsoft Office 365 training account is a 365 account which learners will have access to throughout the course duration to practice the skills being taught. This is completely separate to any Office 365 accounts learners currently use, so will not have any impact on your data or documents used in your personal or business 365 account.
Dates & Prices
Live Instructor-Led Virtual
Spaces: Available
Start Date: Fri 18 September 2026
Live Instructor-Led Virtual
Spaces: Available
Start Date: Fri 16 October 2026
Live Instructor-Led Virtual
Spaces: Available
Start Date: Fri 20 November 2026
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How we deliver our courses
Virtual
Our virtual courses allow you to access live instructor-led training from the same expert instructors that deliver our classroom courses, without leaving the comfort of your home or office. All virtual courses are fully interactive, and learners can communicate with their trainer and peers at any time.
Many of our virtual courses are also recorded, so you can recap over the content you learnt as many time as you wish.
Classroom
Our classroom courses allow you to learn and interact face-to-face with our expert instructors in a comfortable and modern training environment. All of our classroom based courses take place at NILC centers, or high quality training facilities, and include all required IT and physical equipment.
We also limit our class sizes to help promote better discussions and to ensure your learning experience is comfortable as possible.
Onsite
Save time and hassle by arranging for one of our expert instructors to come to you. Our onsite courses allow you to learn in a location of your choosing, and you can train as many or as few people as you want – from a single person or team to whole departments. We can also fully customize the course content to the specific requirements of your business or project.
We offer onsite courses throughout the UK and it can be a great team building opportunity for colleagues to come together, bond and discuss.
Online
Our Online Self Paced courses allow you to learn new skills from our expert instructors, in your own time and at your own pace. Our flexible online learning platform allows you to access content on your computer, tablet or mobile device, whether you’re on the move or at home. All our online courses come with immediate access and you can start learning straight away, from any internet enabled compatible device.
We also offer online email support from our expert instructors, so they’re always on hand and happy to help you with any questions which may arise.
Why choose NILC for your training?
Award-Winning Training with Industry-Leading Customer Satisfaction
Trusted Training Partner by Colleges, Government Organisations and Businesses
UK-Based Trainers with Real-World Industry Experience
Family-Run Business with Customer Service at Its Core
Rated Excellent on Trustpilot with 950+ Customer Reviews
Our learners rate us 'Excellent' on Trustpilot
Microsoft Office 365 FAQ's
Our Microsoft Office 365 courses are focused around the key skills individuals and businesses require on a daily basis, so are not accredited. If you wanted an accredited course please contact us to discuss the options we have available.
Yes all of our Microsoft Office 365 courses are recorded. Learners will receive a copy of the recording which was taken during their session at the end of the course.
The Microsoft Office 365 training account is a 365 account which learners will have access to throughout the course duration to practice the skills being taught. This is completely separate to any Office 365 accounts learners currently use, so will not have any impact on your data or documents used in your personal or business 365 account.
Yes we can arrange for our trainers to deliver courses onsite at your business premises. Please contact us for onsite course pricing.
Yes all our Microsoft Office courses come with a course completion certificate. This will be emailed to you upon course completion.
Microsoft Office 365 FAQ's
Our Microsoft Office 365 courses are focused around the key skills individuals and businesses require on a daily basis, so are not accredited. If you wanted an accredited course please contact us to discuss the options we have available.
Yes all of our Microsoft Office 365 courses are recorded. Learners will receive a copy of the recording which was taken during their session at the end of the course.
The Microsoft Office 365 training account is a 365 account which learners will have access to throughout the course duration to practice the skills being taught. This is completely separate to any Office 365 accounts learners currently use, so will not have any impact on your data or documents used in your personal or business 365 account.
Yes we can arrange for our trainers to deliver courses onsite at your business premises. Please contact us for onsite course pricing.
Yes all our Microsoft Office courses come with a course completion certificate. This will be emailed to you upon course completion.
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