Introduction to Planner for Expert Teams Users

This two-hour course is designed for expert users of Teams, who are looking to incorporate features of MS Planner.

Have you been using Microsoft Teams for a while? Have you tapped into the range of apps that are available to you in order to make collaboration easier? Microsoft Planner is just one of the apps that can be integrated into Microsoft Teams to help with task management. This is much more advantageous than using the Planner app on its own.

This course is only available for private bookings, either for groups or as a one-to-one, held online via Zoom or in the classroom. Please get in touch for availability.

Course Overview

What you will learn

This two-hour course is designed for expert users of Teams, who are looking to incorporate features of MS Planner. There will not be time to recap the basic functions of Teams. If you need to learn these skills, take a look at our New User and Meetings and Interactive Features online courses.

Course timetable

  • Add an existing Plan to a Team Channel
  • Adding Tasks:
    • Assigning a Task
    • Start and Due Dates
    • Labels
    • Check Lists
    • Buckets
  • Views and Filters
  • Adding Planner as an app to Teams

If there’s time

  • Intro to Planner (365 app)

Information for Mac users

If you are a Mac user please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

Related Courses

Happy offers an Introduction to Project Management workshop (held both over one-day and two-days). These workshops are designed for new project managers or people with projects to manage but no clear planning process. 

MS Project Fast Track Essentials is an online course for anyone who would like to manage their project using MS Project. By the end of the course you will be able to use the basic features in MS Project to create a project plan, manage resources and perform basic tracking.

Happy also offers a two-hour Asana course taught via Live Online Learning. By the end of this course you will be able to set up and effectively manage a project using Asana.

Group Learning Events

If you have three or more learners, a private group course could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy's HQ in Aldgate, Central London.

Find out more

What's it like to learn online with Happy?

In this short video, Rachael explains how Happy makes our Live Online Learning IT programmes just as interactive and engaging as our classroom sessions.

Get in touch

This course is only available as a one-to-one or private group booking.

For pricing and availability, send us a message using the form below, leave us a message on 020 7375 7300, or speak to an Account Manager straight away using our Live Chat service in the bottom right of your screen!

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a two-hour Live Online session. Please reserve at least a full two hours in your diary for this session.

All learners will need to either install Zoom on their machines or use the Web App in a browser (either Google Chrome and Microsoft Edge are supported). Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Your active participation is expected: everyone will be heard and seen throughout, just as they would be if we were in a room together. To be heard, hear and seen you will need a microphone, speakers and camera – if you have a modern laptop that’s all you will need. Remember, you’ll need a quiet place to call from and a decent internet connection is a must.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

The course will run for two hours. Please arrive 15 minutes early for registration and refreshments.

The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 15 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For Mac Users

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund. 

Your post-course support package

  • Included in the price of both online and classroom programmes
  • 2 years of free access to our IT Helpline
  • Unlimited access - call or email our team as often as you need
  • Ask about any content covered on your course