This course on Microsoft Planner is designed to help you master the essential tools for effectively managing your projects and teams. Through detailed modules, you will discover how to leverage Planner to schedule tasks, assign roles, track progress, and collaborate with colleagues.
This course is ideal for managers and team members who want to improve productivity and optimize their resources. Classroom interaction and hands-on exercises will allow you to immediately apply the skills learned.

Course details

Module 1: Introduction to Microsoft Planner

Role of Planner within the Microsoft 365 ecosystem
Access via browser, Teams, and mobile app
Typical use cases: simple task management, team projects, routine tracking

Module 2: Creating a Plan

Create a new plan via Planner or Teams
Choose or create a Microsoft 365 group
Understand the structure: buckets and tasks

Module 3: Task Management

Create and edit a task
Assign a task owner
Add: due date, priority, checklist, attachments, notes
Track progress (Not started, In progress, Completed)

Module 4: Visual Organization

Create buckets to structure project phases
Use color-coded labels
Rearrange tasks via drag-and-drop in Board view

Module 5: Basic Collaboration

Comment on tasks
Understand automatic notifications
Integrate Planner into Microsoft Teams (tab, simplified view)

Module 6: Guided Hands-on Practice

Create a mini project in pairs or groups
Apply the features covered
Open discussion and Q&A

Other course(s) in this category

→ Planner Training: Mastering Project and Task Management

→ Planner Training: Getting Started with Microsoft Planner

Benefits:

A course material for each participant.
Coaching available after the training.
We offer you in public session:
- Tea, coffee
- Dinner at a nearby restaurant
- Wireless internet connection

Prerequisites:

Basic knowledge of Microsoft Office tools.
Access to Microsoft 365.

Objectives:

Understand the basic and advanced features of Microsoft Planner.
Learn how to create, manage, and track projects and tasks effectively.
Develop skills to collaborate with your team using the tool.

- 08/01/2026
- 22/01/2026
- 19/02/2026
- 05/03/2026
- 02/04/2026
- 16/04/2026
- 14/05/2026
- 28/05/2026
- 25/06/2026
- 09/07/2026
- 06/08/2026
- 20/08/2026

- 19/03/2026
- 11/06/2026

- 05/02/2026
- 30/04/2026
- 23/07/2026

Pricing

Preferential rate

552

$ / participant

Public orgs, NPOs

Public price

650 $ / participant

Practical information

Duration: 3 hours
Schedule: Between 9:00 a.m. and 12:30 p.m.
Format: - Online (live virtual classroom)
- Or in person, depending on availability

📄 Download course outline (PDF)

Registration details

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Mark Plouffe, Government of Canada

« Je tiens à vous remercier tous les deux d’avoir offert à mes ressources une excellente formation COBOL au cours des trois derniers jours. Mamadou, merci d’avoir été si accommodant malgré le court préavis et d’avoir envoyé votre formateur à Gatineau pour ce cours personnalisé. Nous avons hâte de poursuivre notre collaboration pour de futurs besoins de formation. »
(Traduit de l’anglais)

“I want to thank you both for providing my resources with excellent COBOL training over the past 3 days. Mamadou, thank you for being so accommodating on such short notice and for sending your facilitator to Gatineau for this customized and personalized training course. We look forward to continuing our partnership for future training needs.”

René-Claude Bouchard | Chargé de projets | STM

« Mamadou est venu nous aider à réorganiser notre panneau d’arrêt via un outil de rapport, Crystal Reports. Mamadou a réussi avec succès le travail de précision, au pixel près, puisque nous voulions un rapport similaire au design graphique original. Il nous a aidés à découper le projet par cycle et à intégrer le rapport à notre logiciel corporatif. La qualité que nous avons appréciée était le souci du détail et la constance. Mamadou a été très professionnel et connaît plusieurs autres technologies. Merci. »

“Mamadou helped us reorganize our stop panel using a reporting tool, Crystal Reports. He successfully delivered precise, pixel-perfect work, as we needed a report that matched the original graphic design. He helped us break the project down into cycles and integrate the report into our corporate software. What we appreciated most was his attention to detail and consistency. Mamadou was very professional and is knowledgeable in many other technologies. Thank you.”
(Translated from French)

Martin Côté – Analyste Assurance Qualité – Travailleur autonome – Montréal

« Ce fut un plaisir de faire affaires avec Doussou Formation. Ce qui fait LA différence est le service personnalisé totalement à l'écoute des participants ainsi que l'adaptation aux besoins de formation. Flexibilité / Adaptabilité / Professionnalisme / Courtoisie. Merci ! »

“It was a pleasure doing business with Doussou Formation. What truly makes THE difference is the personalized service, fully attentive to participants, as well as the ability to adapt the training to their needs. Flexibility / Adaptability / Professionalism / Courtesy. Thank you!”
(Translated from French)

Planner Training: Getting Started with Microsoft Planner