Overview
This course follows on from the Planner Essentials course and explores the enhanced capabilities of Microsoft Planner Premium, designed for users who want to take project planning to the next level within Microsoft 365. Attendees will learn how to build comprehensive project plans from scratch or accelerate setup using Copilot to generate a structured starting point. The course covers advanced planning features that support more complex workflows, improved task management, and deeper integration with Microsoft 365 tools.
Prerequisites
Participants should have:
- An understanding of project management concepts
- Attendees must be comfortable navigating around the Microsoft 365 online environment.
- A working knowledge of creating a task list in Planner
Target audience
This course is designed for professionals who are already familiar with the basics of Microsoft Planner and are ready to explore its premium features. It is ideal for users managing more complex projects who want to leverage advanced planning tools, automation, and AI-powered assistance through Copilot.
Delegates will learn how to
By the end of this course, learners will be able to:
- Understand Microsoft Planner Premium
- Create and Configure Premium Plans
- Manage the schedule
- Collaborate and Communicate Effectively
- Track Project Progress
- Visualize and Report on Work
Outline
Module 1: Introduction to Planner Premium
- What is Microsoft Planner Premium
- Key differences from Basic Planner
Module 2: Creating Premium Plans
- Create a Premium Plan
- Convert a Basic Plan to a Premium Plan
- Input summary tasks into a plan
Module 3: Task Management
- Setting task durations
- Task dependencies
- Add milestones to a plan
- Creating custom fields
Module 4: Collaboration & Communication
- Using People and Assignment views
- Viewing task history
- Adding plans to teams channels
- Using Sprints in Board view
- Setting Goals
- Create a portfolio
Module 5: Tracking
- Setting a Baseline
- Mark Completion of a task
- Marking Effort on a task
Module 6: Viewing and Reporting
- Applying Conditional formatting
- Using Planner reports
Appendix
- Create a Plan using Copilot
Exams and assessments
This course does not include any formal assessments.
Hands-on learning
This course includes:
- Instructor led discussions around the use of Microsoft Project in the real world.
- Guided exercises demonstrating the key concepts in project scheduling.
- Independent exercises to reinforce learning and build project planning skills.
Frequently asked questions
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Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.