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Microsoft Planner - A Complete course from scratch with AI

Name: Microsoft Planner - A Complete course from scratch with AI
Rating: 4.7 (60 reviews)

Master Microsoft Planner, Planner tools & Microsoft Project basics with AI for smart project management

Role Play

Highest Rated

Created byVishan Pratap

Last updated 5/2026

English

English [Auto],

What you'll learn

Master Microsoft Planner from scratch and build structured Planner workflows for real projects
Understand Microsoft Planner interface, navigation, and task management in MS Planner
Create and manage boards, buckets, and tasks using Microsoft Planner step by step
Learn task assignment, checklists, and tracking using Microsoft Planner for teams
Use Microsoft Planner with Microsoft Project for better project planning and control
Integrate Microsoft Planner with MS Project and export data for deeper analysis
Organize workflows using Planner tools and improve efficiency in MS Planner
Manage team collaboration using Microsoft Planner and Microsoft Teams integration
Track progress with charts, schedules, and reporting in Microsoft Planner projects
Apply advanced features in Microsoft Planner for real-world project planner use
Explore the new Microsoft Planner experience and productivity improvements
Automate tasks using AI and enhance workflows in Microsoft Planner and Microsoft Project

Course content

5 sections • 32 lectures • 3h 20m total length

Microsoft Planner Course Introduction2:19
Microsoft Planner Basics Explained4:09
Explore Microsoft Planner as a cloud-based task management and collaboration tool in the Microsoft 365 suite, using boards and buckets to organize tasks and track progress with due dates.
Microsoft Planner in Microsoft 365 and Microsoft Project5:14
Explore how the Microsoft 365 ecosystem unifies Planner with Teams, Outlook, SharePoint, and OneDrive to organize tasks with boards, buckets, and charts for productive collaboration.
Microsoft Planner Terms and Project Planner Concepts5:05
Microsoft Planner Benefits for Project Management6:20
Starting your first Project with Microsoft Planner

Microsoft Planner Setup for Beginners3:01
Access Microsoft Planner through office.com with a Microsoft 365 account, then create a planner from templates in browser or on mobile and sign in to manage boards.
Microsoft Planner Interface Overview2:31
Create a Microsoft Planner Board Step by Step3:18
Use Buckets in Microsoft Planner for Tasks3:34
Create and manage a planner plan using buckets to organize tasks, choose private or public visibility, and explore views, filters, and membership for solo or team collaboration.
Create and Manage Tasks in Microsoft Planner4:03
Create tasks in Microsoft Planner, set due dates, assign tasks, move items between buckets, complete tasks, and bring them back to the active list from the completed area on mobile.
Use Checklists in Microsoft Planner Tasks4:15
Assign Tasks in Microsoft Planner to Team Members6:32
Microsoft Planner Task Card Explained4:53
Discover how the Microsoft Planner task card uses labels, checklists, attachments, due dates, and comments to manage tasks solo or in a team across mobile and desktop.
Filter and Group Tasks in Microsoft Planner4:58
Use Buckets as Stages in Microsoft Planner3:12
Explore using buckets as stages in Microsoft Planner, moving content from idea to drafts, writing, proof, and published, via drag-and-drop across a workflow.
Setting Up Your First Microsoft Planner Board

Manage Members in Microsoft Planner with Microsoft Teams7:07
Buckets vs Labels in Microsoft Planner5:27
Charts View in Microsoft Planner for Insights4:01
Schedule View in Microsoft Planner for Planning1:03
Explore the schedule view in Microsoft Planner, drag and drop tasks with due dates on the calendar, and switch between board and schedule views to manage timelines.
Copy Tasks Easily in Microsoft Planner2:51
Collaboration Tips for Microsoft Planner Projects4:00
Enhance collaboration in Microsoft Planner by using task comments, attachments, and links, plus workload charts and tailored notifications to keep your team aligned.
Microsoft Planner Settings and Notifications2:20
Export Microsoft Planner Data to Excel for MS Project2:19
Export planner data to Excel for MS Project, capturing plan IDs, task IDs, names, buckets, status, priority, assigned to, dates, checklist items, and labels for each plan.
Use Microsoft Planner Inside Microsoft Teams3:08
Connect Microsoft Planner with Outlook1:47
Use Microsoft Planner with SharePoint3:51
Connect your planner project to a SharePoint site to create a central home with a document store, news, and blogs, while syncing documents via OneDrive for offline access.
Link Microsoft Planner with OneNote2:00
Collaborating with Teams Using Microsoft Planner

New Microsoft Planner in Microsoft Teams Overview9:18
Discover the new Microsoft Planner in Microsoft Teams, an AI-powered all-in-one tool that blends Planner and Project for the web to manage tasks and projects.
Updated Microsoft Planner Interface Guide21:59
Track Deadlines in Microsoft Planner Easily18:18
Track deadlines across tasks and plans in the new Microsoft Planner for Teams. Explore My Tasks and My Day, board and grid views, timelines, dependencies, and Copilot enhancements.
Exploring the New Microsoft Planner Experience

Requirements

No prior experience with Microsoft Planner required
Basic computer and internet knowledge
Microsoft account (Microsoft 365 preferred)
Laptop/desktop with internet access
Interest in project and task management
No Microsoft Project or MS Project knowledge needed

Description

Master Microsoft Planner from the ground up and take control of your project workflows with confidence. This complete course is designed to help beginners and professionals fully understand Microsoft Planner, Planner tools, and how they connect with Microsoft Project and MS Project for real-world productivity.

Whether you're new to MS Planner or want to enhance your Microsoft Project Planner skills, this course gives you everything you need—including the latest AI-powered automation using Copilot.

What You’ll Learn

Build and manage projects using Microsoft Planner from scratch
Understand Planner boards, buckets, tasks, and workflows
Learn how Microsoft Planner fits within Microsoft 365 and Microsoft Project
Master task tracking, scheduling, and collaboration in MS Planner
Use Microsoft Teams with Microsoft Planner for team productivity
Export and analyze data using Excel and MS Project tools
Explore the new Microsoft Planner experience and interface updates
Automate workflows using AI and Copilot in Microsoft Planner

Course Breakdown

Microsoft Planner Basics

Learn core concepts, terminology, and project planner fundamentals
Understand how Microsoft Planner compares with Microsoft Project

Hands-On Planner Setup

Create your first Microsoft Planner board step by step
Organize tasks using buckets, checklists, and labels
Manage daily project workflows efficiently

Advanced Planner & Collaboration

Collaborate using Microsoft Teams and Microsoft Planner
Track performance with charts and scheduling tools
Integrate with Outlook, SharePoint, and OneNote
Export data for deeper insights in MS Project

New Microsoft Planner Experience

Explore the latest updates in Microsoft Planner
Improve deadline tracking and task visibility

AI + Copilot Automation

Use AI agents to manage tasks in Microsoft Planner
Automate workflows with Copilot for smarter project execution

Why This Course?

Beginner to advanced coverage of Microsoft Planner
Real-world project management use cases
Covers both Planner and Microsoft Project fundamentals
Learn modern AI workflows using Copilot
Step-by-step, practical, and easy to follow

Who This Course is For

Beginners who want to learn Microsoft Planner from scratch
Professionals managing tasks, teams, or any project planner workflow
Students looking to understand MS Project and Microsoft Planner together
Teams using Microsoft Teams for collaboration
Anyone interested in AI-powered productivity tools

Who this course is for:

Beginners who want to learn Microsoft Planner from scratch
Professionals managing tasks, teams, or projects and Students looking to build project management skills
Teams using Microsoft Planner or Microsoft Teams for collaboration
Anyone interested in improving productivity with Planner tools
Users who want to connect Microsoft Planner with Microsoft Project or MS Project
Individuals exploring AI tools like Copilot for task automation

Microsoft Planner - A Complete course from scratch with AI

What you'll learn

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Course content

Microsoft Planner Basics and Project Fundamentals6 lectures • 23min

Microsoft Planner Setup and First Project Planner Board11 lectures • 40min

Microsoft Planner Collaboration and Advanced Features13 lectures • 40min

Microsoft Planner New Experience and Updates4 lectures • 50min

Microsoft Planner AI and Copilot Automation3 lectures • 48min

Requirements

Description

Who this course is for: