Microsoft Planner 365 for Beginners

Organize Tasks, Manage Projects, and Track Team Progress with Microsoft Planner.

Microsoft Planner 365 for Beginners

Microsoft Planner 365 for Beginners is for anyone who wants to learn how to manage tasks within the Microsoft 365 suite. It takes you from your first login in Planner through to reporting, automation, and Copilot features used in real workplaces.

Designed for learners in teams juggling deadlines across email, Teams chat, and sticky notes, with no shared view of who owns what. Hands-on lessons cover building plans from templates, structuring buckets around real workflow stages, and adding labels, checklists, due dates, and priority levels to each task. You also practise working across Grid, Board, Calendar, and Chart views, plus filtering, grouping, and exporting task data to Excel for stakeholder reports.

Exercises use workplace scenarios, such as organizing a training event, assigning single task owners for accountability, and automating recurring tasks such as weekly status updates. You also learn to write prompts for the Planner Copilot assistant, so routine planning work takes less time.

By the end of this beginner course, you will know how to build, run, and report on a Planner project and connect it to Teams and Outlook for daily use. It suits project coordinators, team leads, office administrators, and anyone moving from spreadsheets or sticky notes to proper task management software.

In this course, you will learn how to:

  • Create a new Planner plan using a ready-made template.
  • Design Planner buckets that reflect your team's workflow stages.
  • Name Planner tasks clearly for quick status updates.
  • Assign one task owner in Planner for clear accountability.
  • Add Planner checklists for small steps inside one task.
  • Attach files and links in Planner for self-contained tasks.
  • Set start, finish, and due dates to avoid overdue errors.
  • Apply Planner priority levels sparingly for meaningful signals.
  • Analyse Planner Status, Bucket, and Member charts for workload.
  • Identify scheduling conflicts using the Planner Calendar view.
  • Troubleshoot Planner notification settings to avoid missed deadlines.
  • Write Copilot prompts in Planner to automate task creation.

Course Format

  • This is a video-led course. You can preview some videos below.
  • This course includes practice exercises.
  • This course is aimed at Microsoft Planner users.

Course Certificate Included

This course includes an optional online quiz that will generate a course certificate upon completion.

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We offer an unconditional, 14-day, full money-back guarantee, no questions asked. This is our way of ensuring you have complete confidence in your Stream Skill purchase. If you don’t learn, you don’t pay.

Why Trust Us?

Stream Skill is part of the Simon Sez IT family and has been in business 14+ years and taught over 1 million students in that time. We’ve created over 130 software training courses, 8,000+ video tutorials, and we’ve helped thousands of people across the world learn how to use Microsoft Office. We’ve now created Microsoft Excel courses for the last five versions and continue to help people get to grips with this essential tool.


Your Instructor


Simon Sez IT
Simon Sez IT
Simon Sez IT makes business and technical software simple to learn.

Our most important goal is to help learners build and strengthen your software skills. We focus on simplicity but explain things in the detail they deserve. Simon Sez IT subject matter experts bring passion, knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply your new knowledge and master your learning goals.

This is why more than a million learners have relied on Simon Sez IT since 2008.

Course Curriculum


  Section 1: Introduction
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  Section 2: Get Familiar with Planner
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  Section 3: Creating and Structuring Plans
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
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How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
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We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 14 days and we will give you a full refund.
Can I try a course I'm interested in before I purchase a course or membership?
Absolutely. The first set of videos for each course is free. Our thinking is that this allows you to hear the teacher's voice and see the visuals. To watch a free video, just click onto the course of interest. Then click the video lesson that has the “Preview" button.
What if I have questions or problems while I'm watching my tutorial?
Should you have any problems using the system, we offer free technical support to customers. Just send an email to support@streamskill.com and we will respond promptly.
Can I get my money back if I'm not satisfied?
We offer an unconditional 14-day full money back guarantee – with no questions asked. As a result, you can rest assured that you can make your purchase in complete confidence. Our motto is “If you don't learn, you don't pay." Thanks to our 14 days risk-free offer, you can test-drive a course and make sure it's what you had in mind. We are committed to your total satisfaction!
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All of our courses are compatible with both Windows (PC) and Mac computers.
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Do you offer any online quizzes or testing tools?
Yes. The course tests can be used as testing tools or to earn a Certificate of Completion for a given course. The Certificate of Completion can be earned with a passing grade of 70%.
Do you offer Certificates of Completion?
Certificates of Completion are automatically generated when you complete a course, and the Test Certificates are offered as part of the online test/quiz, which accompanies the course. You will need a passing grade of 70% in order to receive a Certificate. The quizzes are based solely on course content.
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We started our company in 2008 with our first course for Excel 2007. Since that time, our company has published over 180 courses. Our training is used in over 180 countries worldwide.
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