About this Course

Tech Type Specialist
Code QAPLAN365
Duration 3 Hours
Special Notices

Please note: These Office 365 modular sessions can be combined with others to create bespoke events, e.g. Teams and OneDrive for Business. Please contact us for further details.

Welcome to Microsoft Office 365 and the Planner application. This course describes all the key features and benefits of using this planning tool.

Target Audience
End users who need to create plans, tasks, manage their workload and connect to other applications such as email, groups and notes.

What's Included

QA offers more benefits. Here is what's included with this course:

Tutor Support


  • Before attending this course, delegates should have basic knowledge of how to use a computer and how to use the internet.
  • Basic Keyboard and mouse skills are required.
  • Some knowledge of Office 365 is useful, but not essential as an overview will be covered.

Delegates will learn how to

  • Explore the general environment of Microsoft Planner Office 365.
  • Use the key functionality of Planner, alongside linking with other applications such as Mail, Calendars and Notebook.


Module 1: Introducing Office 365

  • Introducing Office 365 and the Concept of Working in the ‘Cloud’
  • Navigating around Office 365

Module 2: What is Planner Office 365?

  • The Use of Planner 365
  • Interlinked Applications

Module 3: Creating a Plan / Group

  • Creating a Plan
  • Creating a Group

Module 4: Using Buckets and Tasks

  • Using Buckets
  • Creating Tasks
  • Creating More Detailed Tasks
  • Assigning Tasks
  • Re-organise Tasks
  • Changing the View

Module 5: Charts

  • Viewing your Work Graphically
  • Adding Tasks whilst in Chart View
  • Changing the Group
  • Re-assigning Tasks

Module 6: Notebook

  • Using Notebook

Module 7: Mail and Calendar

  • Mail
  • Conversations
  • Calendars

Specialist Course

3 Hours

Microsoft Office
Delivery Method

Delivery method

Classroom / Attend from Anywhere

Receive classroom training at one of our nationwide training centres, or attend remotely via web access from anywhere.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0113 220 7150 or email us at info@qa.com to discuss how we can help.

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