Plan every minute, learn to capture it all in Microsoft Planner.

  • Learn to Plan Smart

    No matter how you use Microsoft Planner, we've got you covered. Learn all the latest features in Planner and how to get the most out of it.

  • Learn to Plan for Success

    Learn how to setup a plan in minutes, track how it's going and make adjustments right away.

  • Learn to Optimise Projects

    Improve your project delivery with a Project Plan that's accessible on any device and which automatically keeps you on track.

Meet your Instructor

Founder of Inspire Cloud

Scott Brant

Hey, I'm Scott! Great to meet you, and I head up Inspire Cloud which is a Microsoft Partner Consultancy which has helped some amazing brands around the world, to get more from Microsoft 365, Teams, SharePoint and transformed the way they work. You can be a part of this change too. I want to help you get more from Microsoft products and know that I have saved you a few hours a week, to give you time to focus on the things important to you.

Course Contents

  1. 1

    • Welcome to Plan like a Pro with Microsoft Planner

    • How to use this course

    • Before we begin...
  2. 2

    • Task Management in Planner?

    • Why use Planner over Excel?

    • Accessing Microsoft Planner
  3. 3

    • Create a new Plan and name it appropriately

    • Secure your Plan (Adding & Removing Users)

    • Adding Buckets & Tasks in your Plan

    • Managing Tasks (Attaching Files & Updating Progress)

    • Creating & Managing Labels in your Plan

    • Security for the Tasks in the Plan

  4. 4

    • Accessing Plans through Microsoft Planner

    • Accessing Plans through Tasks in Microsoft Teams

    • Accessing Tasks through Microsoft To Do

    • Creating Plans in Microsoft Teams

  5. 5

    • Review In-Built Charts in Microsoft Planner

    • Filtering Tasks & Reports in Microsoft Planner

    • Reviewing Tasks in a Calendar View in Microsoft Planner
  6. 6

    • Creating Tasks directly from a Microsoft Teams message

    • Enabling & Disabling Microsoft Planner E-mail Notifications

    • Adding External Users to Microsoft Planner

    • Accessing Microsoft Planner on your Mobile Device
  7. 7

    • Congrats! Here's what's next...

    • More resources for you

    • Before you go...