Microsoft Planner - The Complete Course from Udemy

Microsoft Planner for total beginners - This is my bestselling course with step by step lessons on each Microsoft Planner feature. It is the only course that you need in order to get started with Microsoft Planner.

I will walk you through every step of using Microsoft Planner to efficiently organize your teamwork and projects using a real life examples. You learn by doing.

This course will provide you a deep understanding of Microsoft Planner's functionality by using hands-on, contextual examples designed to showcase why Microsoft Planner is awesome and how to use it for personal and teamwork planning of tasks and projects.

By the end of the course you'll be able to:

1. Easily navigate the Microsoft Planner interface

2. Create plans in Microsoft Planner

3. Manage tasks in Microsoft Planner

4. Work with Chart and Schedule views

5. Manage plan members access

6. Use Microsoft Planner mobile app

7. Microsoft Planner and Outlook

and much, much more.

Enroll today and enjoy:

Lifetime access to the course
High quality, up to date step by step video lectures
Practical Microsoft Planner course covering latest features

Thanks again for checking out my course and I look forward to seeing you in the classroom :)

What's inside

Learning objectives

Create plans in microsoft planner
Manage tasks in microsoft planner
Work with chart and schedule views
Manage plan members access

Use microsoft planner app
Use the integrated outlook, teams, notebook and site features
Learn microsoft planner best practices

Create plans in microsoft planner
Manage tasks in microsoft planner
Work with chart and schedule views
Manage plan members access
Use microsoft planner app
Use the integrated outlook, teams, notebook and site features
Learn microsoft planner best practices

Syllabus

Export plan to Excel

The Planner Mobile App

Planner and Microsoft Teams

Introduction

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides hands-on experience with real-life examples, which is useful for professionals looking to implement Microsoft Planner in their workflows

Covers integration with Outlook and Teams, which are essential tools for team communication and project management in many organizations

Begins with the basics of the Microsoft Planner interface and gradually progresses to more advanced features, making it accessible to newcomers

Explores best practices for using Microsoft Planner, which can help teams optimize their workflow and improve project outcomes

Teaches how to manage team member access, which is crucial for maintaining security and control over project information

Features the Planner mobile app, which allows users to manage tasks and projects on the go, increasing flexibility and accessibility

Reviews summary

Practical microsoft planner guide for beginners

According to learners, this course is an excellent resource for total beginners looking to master Microsoft Planner. Students appreciate the clear and concise instruction and the step-by-step approach, which makes learning easy to follow and understand. The course effectively covers all the essential core features, including tasks, buckets, views, and managing members. Many find the practical examples and hands-on demos particularly helpful for understanding how to use Planner in real-world teamwork and project scenarios. While it provides a solid foundation and covers integrations like Teams and Outlook, some students noted that the course can be too basic and lacks depth for more advanced users or those seeking complex strategies.

Real examples aid practical learning

"Fantastic practical guide. The real-life examples were key."

"I learned by doing alongside the instructor."

"Practical examples help a lot to see how to apply features."

"This course made Planner easy to understand and use immediately for my projects and teamwork."

Concepts are explained well by instructor

"The instructor is clear and covers all the basics you need to know."

"Instructor explained everything clearly and the video quality is excellent."

"The pace is good, and the demos are easy to follow."

"...videos are well-produced and the audio is clear."

Comprehensive overview of main functions

"It covers the core features well, creating plans, tasks, buckets, views."

"Covers most features including the mobile app and settings."

"Solid introductory course. Covers all the syllabus points effectively."

"Integration sections were helpful, especially Teams and Outlook..."

Perfect starting point for new users

"Excellent course for getting started with Planner. Highly recommended for beginners."

"Solid overview of Planner. Good for absolute beginners."

"Exactly what I needed to understand Planner quickly."

"Perfect for learning Planner quickly for work and team task management."

"Would recommend for anyone new to Planner in a business context."

Too basic for experienced users

"Some sections feel a little basic if you've already poked around Planner a bit."

"Too basic. Didn't provide the depth I was hoping for in advanced features or best practices..."

"Expected more on integration strategies or using it for complex projects."

"More of a tool walkthrough than a 'complete' course as titled."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft Planner - The Complete Course with these activities:

Review Microsoft Office 365 Fundamentals

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Reviewing the fundamentals of Microsoft Office 365 will provide a solid foundation for understanding how Planner integrates with other Microsoft services.

Browse courses on Microsoft Office 365

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Review the core applications within the Microsoft Office 365 suite.
Familiarize yourself with the cloud-based nature of Office 365.
Understand the basic concepts of user management and permissions.

Microsoft 365 All-in-One For Dummies

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Reviewing this book will provide a broader understanding of the Microsoft 365 suite and how Planner integrates with other applications.

View Office 365 All-in-One For Dummies (For Dummies... on Amazon

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Obtain a copy of 'Microsoft 365 All-in-One For Dummies'.
Read the sections related to Microsoft Planner and project management.
Take notes on key concepts and features.

Explore Microsoft's Planner Tutorials

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Following Microsoft's official tutorials will provide practical guidance on using Planner's features and functionalities.

Show steps

Visit the Microsoft Planner support page.
Work through the tutorials on creating plans and tasks.
Explore tutorials on using charts and schedule views.

Four other activities

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Show all seven activities

Collaborate with Peers on a Planner Project

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Collaborating with peers will provide valuable experience in using Planner for teamwork and project management.

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Find a group of peers interested in using Microsoft Planner.
Choose a collaborative project to plan and manage using Planner.
Assign roles, create tasks, and track progress together.

Plan a Personal Project Using Microsoft Planner

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Planning a personal project will allow you to apply the concepts learned in the course and gain hands-on experience with Planner.

Show steps

Define a personal project with clear goals and deliverables.
Create a plan in Microsoft Planner and add tasks.
Assign tasks, set deadlines, and track progress.
Use charts and schedule views to monitor the project's status.

Create a Microsoft Planner Tutorial

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Creating a tutorial will reinforce your understanding of Planner and allow you to share your knowledge with others.

Show steps

Choose a specific aspect of Microsoft Planner to focus on.
Create a step-by-step guide with screenshots and explanations.
Share your tutorial on a blog, forum, or social media platform.

Project Management with Microsoft Project Step by Step

Show steps

Reading this book will provide a deeper understanding of project management principles and how they can be applied using Microsoft Planner.

View Microsoft Project 2019 Step by Step on Amazon

Show steps

Obtain a copy of 'Project Management with Microsoft Project Step by Step'.
Read the sections related to project planning, task management, and resource allocation.
Compare and contrast the features of Microsoft Project with Microsoft Planner.

Career center

Learners who complete Microsoft Planner - The Complete Course will develop knowledge and skills that may be useful to these careers:

Project Coordinator

A Project Coordinator plays a vital role in ensuring projects stay on track, and this course helps build a foundation to achieve that goal. This role often involves using project management software to organize tasks, timelines, and team communication. This course provides a deep understanding of Microsoft Planner, a tool frequently used for these purposes. Through practical exercises within the course, a prospective Project Coordinator can learn how to manage tasks, create plans, and leverage various features like chart and schedule views. The course also teaches important skills such as managing team member access, and understanding best practices for successful project management, directly relevant to the organizational demands of this role.

See salaries and explore the career path for Project Coordinator

Project Assistant

A Project Assistant provides essential support to project teams, and this course helps build a foundation to succeed in this role. This role requires strong organizational skills, and the ability to manage tasks and schedules. Through the use of Microsoft Planner, covered in detail in this course, a project assistant can help teams stay on track by creating detailed plans, assigning tasks, and monitoring progress. The practical training in chart and schedule views will be important for visualizing project timelines, and managing team member access helps ensure that all team members are working together efficiently. Learning to effectively use this software is directly applicable to the day-to-day requirements of a project assistant.

See salaries and explore the career path for Project Assistant

Team Lead

Team Leads are responsible for guiding teams to achieve organizational goals, and that often requires adept project management skills, which this course may benefit. This role requires the ability to organize tasks, track progress, and maintain clear communication among team members. This course focuses on Microsoft Planner, a tool that is essential for collaborative project management. A Team Lead can leverage skills such as using chart and schedule views to monitor project timelines, creating tasks and assigning them to team members, and managing group access from this course's lessons. Gaining a practical understanding of these features helps ensure that a team lead can effectively manage projects and foster collaboration.

See salaries and explore the career path for Team Lead

Administrative Assistant

Administrative Assistants often are tasked with managing projects and schedules, which is something this course can benefit. This role requires organizational skills and the ability to manage tasks efficiently. The course provides hands-on training in using Microsoft Planner, a tool designed to facilitate project management. An Administrative Assistant can use the skills from this course, like creating and managing tasks, using chart views to track progress, and managing team members' access to resources. The course’s best practices for effective task management help ensure that all administrative projects are completed effectively and on time. Understanding the integrated features with Outlook, Teams, and other tools is also advantageous to the role.

See salaries and explore the career path for Administrative Assistant

Operations Coordinator

Operations Coordinators are responsible for organizing and tracking operational activities, and this course may be useful to succeed in this role. These roles involve managing tasks, timelines, and team collaboration. This course provides training in using Microsoft Planner for task and project management. By using this knowledge of the software, a prospective Operations Coordinator can learn to organize tasks, track timelines, and manage team member access effectively. The ability to create plans, use Gantt-like chart and schedule views, and incorporate Outlook and other integrations is particularly advantageous for coordinating operations across different teams.

See salaries and explore the career path for Operations Coordinator

Scheduling Coordinator

A Scheduling Coordinator is responsible for organizing and maintaining schedules, which is something this course can benefit. This role requires a strong knowledge of task management and team communication. This course on Microsoft Planner provides a way to master the skills to organize, plan, and track various tasks and projects. A Scheduling Coordinator can utilize the skills from this course, such as managing tasks, using chart and schedule views, and managing access for team members. The course also emphasizes using planner with the suite of Microsoft products, such as Outlook and teams, which are all important for effectively managing schedules.

See salaries and explore the career path for Scheduling Coordinator

Office Administrator

An Office Administrator often manages office projects and tasks, and this course may be useful to those who want to be effective in that role. This position involves planning, organizing, and executing a variety of administrative projects, and this course provides a practical introduction to these skills. The course focuses on the use of Microsoft Planner to organize tasks, monitor progress, and manage team communication. By learning to navigate the interface, create effective plans, and manage tasks, a prospective Office administrator can use the skills from this course to streamline administrative processes. The training on managing plan members' access is particularly useful for ensuring appropriate delegation and tracking of work.

See salaries and explore the career path for Office Administrator

Program Assistant

A Program Assistant manages many tasks to ensure the smooth operation of a program, and this course may be helpful to those in this role. This position requires efficient planning and the execution of various program related tasks. This course centers on the use of Microsoft Planner, a tool that is essential for managing projects and tasks. By using Microsoft Planner, a Program Assistant can maintain detailed task lists, monitor progress using charts and schedules, and manage access for program team members. The practical approach of this training helps to ensure efficient task management and seamless operation of program activities, especially when using the integrated features within Microsoft’s ecosystem.

See salaries and explore the career path for Program Assistant

Event Planner

An Event Planner manages every aspect of events, and this course may be helpful in staying on top of those details. This role often involves meticulous planning, task management, and communication with various stakeholders. This course concentrates on Microsoft Planner as a tool for organizing events and tasks. Through learning how to create plans, manage tasks, and work with schedule views, an Event Planner can manage event timelines and team efforts effectively. This training provides a structured approach to event planning and helps to ensure that all elements of the event are coordinated and on schedule.

See salaries and explore the career path for Event Planner

Resource Coordinator

Resource Coordinators manage the allocation of resources for projects, and this course may be useful to perform those duties. This role requires the ability to manage tasks, timelines, and team access to resources. This course provides practical training in using Microsoft Planner to organize and track project tasks. Through the use of Microsoft Planner, as taught by this course, a Resource Coordinator can learn to create detailed plans, assign tasks, track progress using chart and schedule views, and manage team member access to specific resources. The hands-on training ensures that a resource coordinator can effectively manage project resources.

See salaries and explore the career path for Resource Coordinator

Logistics Coordinator

Logistics Coordinators are responsible for managing the movement of goods and services, and this course helps build a foundation to succeed in this role. This role requires excellent planning and coordination. Learning how to use Microsoft Planner, one of the main topics of this course, will help a Logistics Coordinator organize and manage these crucial logistical tasks. The ability to use charts and schedules to manage deadlines will assist greatly with managing logistics operations. The practical focus of the course allows for immediate application of these skills.

See salaries and explore the career path for Logistics Coordinator

Marketing Coordinator

A Marketing Coordinator manages the tasks and timelines of marketing campaigns, and this course may prove useful in that role. This role requires the ability to keep projects on track, and manage the timelines of different tasks. This course centers around using Microsoft Planner, which is helpful for organizing marketing projects. A Marketing Coordinator can utilize the skills from this course to manage tasks, prioritize activities, track progress, and manage marketing team member access. The ability to integrate this workflow with Outlook, Teams, and other apps can also help efficiency.

See salaries and explore the career path for Marketing Coordinator

Business Operations Analyst

Business Operations Analysts work on projects to optimize operational processes, and this course can benefit those in this role. This role needs skills in project management and process tracking. This course focuses on Microsoft Planner as a tool for project and task management. This helps a Business Operations Analyst manage projects by creating project plans, tracking tasks, and managing teams. The course's focus on using charts, schedules, and integrations with other Microsoft products, such as Outlook, can help improve business operations.

See salaries and explore the career path for Business Operations Analyst

Business Analyst

A Business Analyst often works on projects and utilizes analysis tools for data collection and analysis, and this course may be useful to be effective in this role. This role requires the ability to map out project requirements, track task completion, and ensure good communication amongst team members. The ability to learn Microsoft Planner from this course will help a Business Analyst to manage a business analysis project, including creating plans, and understanding how to manage tasks associated with data collection. The use of chart views, and working with Outlook, Teams, and other integrations are also particularly advantageous.

See salaries and explore the career path for Business Analyst

Customer Success Specialist

A Customer Success Specialist manages client projects and ensures customer satisfaction, and this course may help in this role. This role requires strong organization, task management, and communication. The skills taught in this course, specifically using Microsoft Planner, directly address these needs. A Customer Success Specialist can utilize the skills from this course to manage client tasks, track timelines, and maintain clear communication with clients. The course also emphasizes best practices in planning and task management, skills that are vital for a Customer Success Specialist.

See salaries and explore the career path for Customer Success Specialist

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Microsoft Planner - The Complete Course.

Office 365 All-in-One For Dummies

Save

Provides a comprehensive overview of the entire Microsoft 365 suite, including Planner. It is helpful for understanding how Planner fits into the broader Microsoft ecosystem. It is particularly useful for beginners who are new to Microsoft 365. This book can be used as a reference tool for understanding the various features and functionalities of Microsoft 365.

Office 365 All-in-One For Dummies (For Dummies...

Paperback

Office 365 All-in-One For Dummies

Kindle Edition

Microsoft Project 2019 Step by Step

Save

While this book focuses on Microsoft Project, it provides valuable insights into project management principles that are applicable to Microsoft Planner. It is more valuable as additional reading to deepen your understanding of project management methodologies. is commonly used by project managers and students learning project management. It adds more depth to the course by providing a more structured approach to project management.

Microsoft Project 2019 Step by Step

Kindle Edition

Microsoft Planner - The Complete Course

What's inside

Learning objectives

Syllabus

Traffic lights

Save this course

Reviews summary

Practical microsoft planner guide for beginners

Activities

Career center

Reading list

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