Training course

Microsoft Planner Premium

During this course delegates will learn how to create, manage, and track personal and team plans, integrate tasks with goals, and visually monitor progress using the enhanced features available in Microsoft Planner Premium. You will also learn how to integrate Planner with other Microsoft 365 apps, such as Outlook, Teams, and To-Do, to enhance your productivity and workflow.

  • 1 Day
  • In person
Download outline (PDF)

Course Objectives

  • Understand when it is appropriate to use planner premium
  • Create a basic plan
  • To work with different Views
  • Utilise advanced planner premium functionality
  • Track progress
  • Understand integration with other packages

Prerequisites

  • Delegates should be familiar with using computers and have used a mouse and keyboard. Delegates should be comfortable in the Windows environment and be able to use Windows to manage information on their computer.

Software

NOTE: This requires an additional licence to the standard Microsoft 365 License.

Course content Back to top

  1. Exploring the planner environment
    The difference between planner and planner premium
    Understanding why we use planner premium
    Understanding the different views
  2. Working with tasks
    How to add a task, set a due date, assign a task to someone and add a label
    How to add additional details to a task
    How to promote items in a checklist
    How to attach files
    Working with tasks, subtasks and milestones
    How to add notes, attachments, URLs and checklists
    Why you need to create groups of people to work with
  3. Board View
    An intro on working with the board view
    Understanding Buckets
    How to colour code buckets
    Working with different groupings for buckets
    How sprints can help progress in a project
    Grid View
    Working with the grid view
    Why conditional formatting is useful in grid view
  4. Timeline View
    Working with the timeline view
    How to create dependencies between tasks
    How to add extra fields and customise them
    How to work with filters
    How to add labels
    How to track progress
  5. Chart and People Views
    What the Chart view is for
    What the people view is for
  6. Working with Plans
    How to rename, delete and change the start date of the plan
    Integration with other M365 Apps
    How roadmaps can combine multiple projects
    How to create a new plan from scratch
  7. Workshop
    If time permits, the opportunity to start creating a plan of your own

Public dates and prices Back to top

Prices are per delegate and exclude VAT.

  • Monday 26 October 2026

    Virtual, live online 9:30–16:30

    £425+ VAT

  • Thursday 10 December 2026

    Virtual, live online 9:30–16:30

    £425+ VAT

Can't make these dates? Ask about a private course on a date that suits you.

Training a team?

Run this course privately, on your dates

From £995 for up to 8 people, excluding VAT.

  • Public Scheduled Fixed course content, fixed date, fixed location, fixed length, multiple organisations - All you need to do is choose which course you would like to attend and contact us to book!

What delegates say Back to top

“The trainer was fantastic throughout the day and made me feel at ease as I was a little nervous”
M.D., Excel Level 1

Following this training what are you going to do differently

“Stop ruining other colleagues spreadsheets! Joking aside, Ill be better placed to present production figures and pinpoint any trends.”
D., James Jones, Excel Level 2

Which part of the course did you find particularly valuable

“Isolating my key tasks and how to field some of the distractions.”
V.W., North East Business Innovation Centre, Time Management

Which part of the course did you find particularly valuable

“How it was very interactive, using the software rather than just watching the trainer is much more useful”
H.S., Durham County Council, Microsoft Power BI Desktop
“This will help in our reporting so firstly I am going to have a practice with our own data sets and have no doubt we will use Power BI regularly as the reporting is much more impressive and I am sure the visuals will be very well received by budget managers.”
Z.B., Nhsbsa, Microsoft Power BI Desktop

Following this training what are you going to do differently

“More confident in Excel”
H.A., Relate, Excel Level 1
“Great facilities and really helpful trainer”
V.P., Mgl, Microsoft Power BI Desktop
“Loved it!”
F.W., Excel Level 2

Please contact us to discuss your Microsoft Planner Premium course, we have many solutions available to ensure you receive the best training possible.

Learn with IT Training Solutions. Small course sizes. Course materials included. Flexible Microsoft Planner Premium course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account. Please contact us to booka place or get a quote for your Microsoft Planner Premium course.

IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/20/2026 10:14:14 PM