Office 365 - Getting Started with Planner

1 Hour


Delivery Method
Virtual Instructor Led

UT Pro from New Horizons

This class is part of a 12‑month UT Pro Subscription

Course Overview

In this course, Office 365 users will learn how Planner can help teams work together more efficiently by making it easy to create plans, organize and assign tasks, share files, and receive updates on progress.

Course Objectives

Upon completion of this course, students will be able to work with plans and tasks, use boards and buckets, work with team members, use notifications, use the Charts View, and use the Notebook.

Who Should Attend?

This course is for Office 365 users who work with multiple projects or tasks, and would like a better way of orchestrating and organizing all the details.

UT Pro is a 12-month subscription that provides unlimited access to full-day or short-duration live classes, on-demand video courses, class recordings, and quick reference cards. New Horizons offers more learning solutions for Microsoft Office than any other training provider and they are all included in your UT Pro subscription.

  • Unlimited enrollments into over 90 full-day and short-duration live training classes
  • Over 750 hours of on-demand video based content
  • A full library of digital quick reference cards for your favorite Office applications
  • Access to class recordings so you never have to worry about missing a scheduled class

Our UT Pro subscription is built to fit in and around your schedule. It will change the way you think about training.

  • Ask questions and get immediate answers during our full-day and short-duration live classes
  • Learn how to perform specific tasks instead of wasting time learning things you already know
  • Collaborate with fellow students and gain insight into new ways to solve problems
  • View on-demand courses with instructors that never leave your screen
  • Utilize course assessments to validate new skills
  • Take full day training classes on your schedule by accessing our class recordings
  • Revisit a prior class to further enhance your skills

Need more information? Click here to learn more about UT Pro.

Course Prerequisites

There are no prerequisites for this course.


1 - Lessons

  • Getting Started with Microsoft Planner - Learn how to access, navigate, and utilize Planner.
  • Working with Plans - Learn how to create and view plans
  • Using Boards and Buckets - Learn how to view a plan's board and create buckets for organization.
  • Working with Tasks - Learn how to add tasks, add task details, mark tasks complete, and change the status, assignment, or bucket of a task.
  • Working with Team Members - Learn how to add members and assign tasks to them.
  • Using Notifications - Learn how to edit notifications and subscriptions for plans.
  • Using the Charts View - Learn how to view and read the automatic charts for plans.
  • Using the Notebook - Learn how to find and use the automatic OneNote Notebooks for plans.

This class is not currently scheduled.
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