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Microsoft Planner Essentials (2023)

Learn how to use Microsoft Planner to organize your team’s tasks with a simple visual format


Suggested price per user, ask about bundle discounts

Learn how to use Microsoft Planner to organize your team’s tasks with a simple visual format 



The Planner tool in Microsoft 365 is a powerful task management app. This app offers features similar to standalone project management apps without the high price tag, since Planner is free with most Microsoft 365 Business plans.  


What does Planner do and how can teams use it effectively to delegate and manage tasks? Microsoft trainer Vicki Drewa will show you not only how to create a new plan and attach it to a team or group, but also how to use your plan effectively. You’ll learn how to set up buckets for process management, add tasks, assign team members, and track the tasks effectively. You’ll also learn how to filter your plan to see just what you need and view dynamic charts to track everything.  Engage in this course to learn the ins and outs of Planner and impress all your colleagues with your advanced task management skillset.  



Topics covered include: 

  • Creating and managing plans 
  • Using features such as Plans, Cards, Buckets, and Labels 
  • Learning how Planner works with SharePoint and Teams 
  • Creating tasks and assigning them to others 
  • Reviewing deadlines and progress with Charts and the Dashboard 
  • Managing tasks 
  • Applying filters to search for tasks 
  • Applying different views 


Enjoy over thirty minutes of high-quality HD content in the “Uniquely Engaging”TM Bigger Brains Teacher-Learner style!  

Course Contents:

#  Lesson  Length 
1  Introduction  1.52 
2  Intro to Planner  5:37 
3  Working with Cards Part 1  5:02 
4  Working with Cards Part 2   7:58 
5  Organizing with Buckets  3:46 
6  Managing My Plans  8:32 
7  Integration with Microsoft 365 Apps  5:52 


Suggested price per user, ask about bundle discounts

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