Planner Training: Getting Started with Microsoft Planner
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.
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The Planner Training course at a glance
- Length
- 3 hours
- Schedule
- 9 h à 12 h
- Format
- Live virtual class or in person in Montreal and Quebec City
- Audience
- Tous
- Price
- $190 per participant, or $161 for public bodies and non-profits (plus taxes)
- Language
- French or English
Doussou Formation and Planner Training: key facts
- Since 2016Doussou Formation has been delivering professional training in Quebec
- 300+specialized courses in our catalogue
- 97 %satisfaction according to client evaluations
- RAP · CPMTAccredited supplier and recognized training organization
Upcoming Planner Training sessions
Planner Training course outline
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
Creating a Plan
- Create a new plan via Planner or Teams
- Choose or create a Microsoft 365 group
- Understand the structure: buckets and tasks
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)
Visual Organization
- Create buckets to structure project phases
- Use color-coded labels
- Rearrange tasks via drag-and-drop in Board view
Basic Collaboration
- Comment on tasks
- Understand automatic notifications
- Integrate Planner into Microsoft Teams (tab, simplified view)
Guided Hands-on Practice
- Create a mini project in pairs or groups
- Apply the features covered
- Open discussion and Q&A
Prices and practical information
Preferred rate
$161 / participant
Public bodies and non-profits · plus taxes
Standard price
$190 / participant
Businesses and individuals · plus taxes
Practical information
- Length: 3 hours
- Schedule: 9 h à 12 h
- Format: Live virtual class or in person in Montreal and Quebec City
- Payment: online (PayPal or card) when registering, or by invoice for organizations
- Funding: Doussou Formation is a training organization accredited by the CPMT. For Quebec employers subject to the Act to promote workforce skills development (payroll over $2M), this course can count toward their 1% training obligation.
Corporate Planner Training training
Train your whole team as a private group, on your own documents, at your premises or in a virtual class, on the dates that suit you.
Participant reviews
97% satisfaction (end-of-course evaluations, 120 evaluations) · Read all testimonials
Why take this Planner Training course
Objectives: what you will be able to do
- 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.
Prerequisites
Basic knowledge of Microsoft Office tools.
Access to Microsoft 365.
What is included
- Course materials and exercise files for each participant
- Certificate of attendance
- Optional personalized coaching after the course
- In public in-person sessions:
- Tea and coffee
- Lunch at a nearby restaurant
- Parking (in some cities)
- Wi-Fi access