Microsoft Planner Essentials

Our classes are always live and instructor led from our Exton, PA or EPIC Partner locations. Springhouse AnywhereLive options require Internet Access. Select classes are Guaranteed to Run (GTR). View our complete schedule policies.





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64f4b29b-deec-e811-a3ed-00155d0a14062019-10-21T08:00:00Z375.000000000000019:00 AM4:00 PMExton64f4b29b-deec-e811-a3ed-00155d0a1406
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Microsoft Planner helps facilitate teamwork through the organization and tracking of tasks. The Microsoft Planner Essentials class is a thorough introduction to this Office 365 application.  As a result, students will be able to access and navigate Planner, create plans, assign and track task activity, and collaborate with team members.

Intended Audience

  • ​Individuals that wish to manage projects through the creation of plans and tasks
  • Individuals that are delegated tasks as part of a team, group, or project

At Completion

Students will understand how to:

  • Access and navigate the Planner application within the Office 365® environment
  • Create, edit, and manage plans
  • Add team members to established plans
  • Create, edit, assign and reassign tasks of a plan
  • Analyze and report plan progress
  • Attach important documents to the plan for convenient access
  • Collaborate with team members using Planner and other Office 365 applications and features


  • Students should be familiar with using an internet browser
  • Students should be familiar with the Office 365 environment through the use of either Outlook (Mail), SharePoint, OneNote, or other applications

Exams & Certifications

​There is no specific exam or certification for this course.  Students are provided chapter exercises and questions to apply the knowledge learned.


​Student workbook

Course Outline

Chapter 1 – Introduction

Chapter 2 – What is Microsoft Planner?

Chapter 3 – Plans

Chapter 4 – Tasks

Chapter 5 – Charts

Chapter 6 – Managing a Plan

Lesson Lab



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