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Microsoft Planner

About SquareOne

SquareOne is among the UK's leading providers of IT training to businesses of all shapes and sizes. Our company pledge is to deliver inspiring, motivational and cost effective training which brings about tangible improvements in productivity. Through our training solutions, individuals are able to gain lifelong skills and realise their full potential whilst clients achieve their corporate goals.

Course Objectives

This Planner training course is beneficial to teams that want to collaborate and create new projects and organise them by assigning tasks and sharing files. Inside Planner you also have the ability to chat with your team, and get updates on the progress. This course is aimed at showing you the core features of Planner to let you work seamlessly with your team.

Course Contents

The subjects listed on the left are an outline. If there are any additional subjects you wish to cover, please feel free to call us prior to the course. All of our courses can be tailored to meet your business needs.

Training Locations

This training is delivered as a closed course at your company's premises or at our training centre in Merseyside. We can provide a mobile IT classroom at any UK or European location, so no matter where you are based, SquareOne can come to you. We frequently deliver training in Liverpool, Wirral, Blackpool, Manchester, London, Chester, Warrington, Leeds, Cardiff, Birmingham, Edinburgh, Bristol, Sheffield, Glasgow, Leatherhead and Aberdeen as well as in European countries such as France, Switzerland, Germany, Sweden, Norway and Ireland.

Software Versions

We offer training solutions for all versions of Skype for Business

Related Courses

Course Duration

Half Day Classroom Training or Online

This course can be organised as two half day sessions or offered as a seminar.

Getting Started with Microsoft Planner

  • Overview of Planner
  • Sign in and log out of Microsoft Planner
  • Navigation views in the Planner App
  • Create and Manage Plans
  • Create a Plan using Planner
  • Assign Members to a Plan
  • Manage Plans
  • Delete Plans


  • Create New Tasks in a Plan
  • Assign Tasks to People
  • Assign Due Dates to Tasks
  • Set Up and Manage Tasks in Buckets
  • Manage, Edit and Delete Tasks
  • View and Update Tasks Status

Team Collaboration and Sharing

  • Start Team Conversations
  • Set Up Notifications
  • Manage Notifications
  • Attach Files to Tasks
  • Integrate Planner with Office 365 Apps
  • View and Monitor Plan Progress
  • Set Up Favourites
  • Create Charts


Looking for in-house training that can be customised to you/your businesses exact needs? Contact us below for one of our team to contact you.

Upcoming Courses

Below are a list of upcoming dates and locations where this course is scheduled to take place.

Location Start Date Duration Cost

Related Courses

For more information about any of our courses

please call +44 (0)151 650 6907, email or complete an enquiry form.