Are your team’s tasks scattered across emails, spreadsheets and WhatsApp messages, with nobody sure who is doing what? College Africa Group’s Microsoft Planner training in South Africa teaches teams to plan, assign and track work in one place. Courses run onsite, offsite or virtually.
What will my team learn in Microsoft Planner training?
Delegates learn to build plans, organise work into buckets, assign tasks with dates and priorities, and follow progress in Board, Grid, Calendar and Charts views. The course runs over two days: Core Essentials (Day 1) covers basic plans for everyday team work, and Advanced (Day 2) covers premium plans, including dependencies, the Timeline, people and workload, custom fields, goals, sprints and reporting. Each course comes with a manual and an exercise workbook, and every delegate receives an attendance certificate.
Microsoft Planner Core Essentials (Day 1)
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- Module 1: Getting Started with Planner – what Planner is, basic and premium plans, opening and signing in, the Planner Home screen
- Module 2: Creating a Plan – creating a basic plan, using a template, adding members, pinning a plan, viewing plan details, setting notifications
- Module 3: Organising Work with Buckets – creating, renaming, moving and deleting buckets
- Module 4: Creating and Managing Tasks – adding tasks in Board and Grid view, task details, assigning tasks, dates, status and priority, moving, copying and deleting tasks
- Module 5: Adding Detail to Tasks – notes, checklists, files and links, labels, recurring tasks, task chat
- Module 6: Viewing Your Plan – plan views, Calendar and Charts views, grouping, filtering, sorting and hiding columns, goals and reports
- Module 7: My day and My tasks – My day, My tasks, private tasks, flagged emails
- Module 8: Collaborating with Your Team – adding a plan to a Teams channel, notifications, working with guests, Planner on your mobile phone
- Module 9: Sharing and Managing Plans – exporting a plan to Excel, duplicating a plan, publishing a plan as a template, deleting a plan
Microsoft Planner Advanced: Premium Plans (Day 2)
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- Module 1: Introduction to Premium Plans – from Project for the web to Planner, basic and premium features compared, Planner licences, starting a premium trial
- Module 2: Creating a Premium Plan – creating a premium plan, using a template, start date and working days, adding members, converting a basic plan to premium
- Module 3: Building the Task List – entering tasks in Grid view, duration, effort and dates, summary tasks and subtasks, milestones, columns
- Module 4: Linking Tasks with Dependencies – what dependencies are, finish-to-start links, removing a dependency
- Module 5: Working with the Timeline – Timeline view, changing dates, zooming
- Module 6: Managing People and Workload – assigning people to tasks, People view
- Module 7: Customising Your Plan – custom fields, conditional colouring, grouping, sorting and filtering
- Module 8: Goals, Sprints and Agile Planning – setting goals, planning in sprints
- Module 9: Tracking and Controlling the Project – updating progress, task history, monitoring with charts
- Module 10: Planner and Project Plan 3 Features – other dependency types, lag and lead time, the critical path, baselines, the Assignments view, portfolios and the Roadmap
- Module 11: Reporting and Copilot – exporting a premium plan to Excel, reporting with Power BI, using Copilot and the Planner agent
Who should attend Microsoft Planner training?
Team leaders, managers, project coordinators, administrators and anyone who coordinates tasks or projects for a team. Core Essentials suits teams starting with Planner. Advanced suits project coordinators and managers who need scheduling, dependencies and reporting.
Microsoft Planner FAQs
What is Microsoft Planner and what will my team use it for?
Microsoft Planner is the Microsoft 365 tool for planning, assigning and tracking work. In College Africa Group’s Planner training, teams learn to build plans, organise work into buckets, assign tasks, set dates and priorities, and follow progress in Board, Grid, Calendar and Charts views.
What is the difference between basic and premium plans in Planner?
Basic plans cover everyday team task management. Premium plans add project scheduling features such as dependencies, the Timeline, custom fields, goals, sprints and, in the advanced topics, the critical path and baselines. Day 1 of the course covers basic plans and Day 2 covers premium plans, including licensing and how to start a premium trial.
Does Planner work with Microsoft Teams?
Yes. The course shows delegates how to add a plan to a Teams channel, manage notifications and work with guests. It also covers using Planner on a mobile phone.
Does Planner replace Microsoft Project?
Planner’s premium plans bring scheduling features such as dependencies, the Timeline, the critical path and baselines into Planner. Complex or large projects may still suit Microsoft Project. College Africa Group trains both, so talk to us about which fits your team.
Does the Planner course cover Copilot?
Yes. The Advanced course includes using Copilot and the Planner agent, as well as reporting with Excel and Power BI.
Can the Planner course be customised for our organisation?
Yes. College Africa Group can customise corporate training around your own projects and processes. Contact us to discuss your team and where you would like the course delivered.
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Delivery and dates
We almost run on demand as we try to accommodate the client’s work schedule when possible.
Contact Arnold at +27 083 778 4903 or send an email to sales@collegeafricagroup.com for dates in your area.
We provide training throughout Southern Africa and have offices in all the major cities.
Johannesburg, Pretoria, Sandton, Midrand, Centurion, Roodepoort, Edenvale, Durban, Umhlanga, Cape Town. "Other Areas on Request"
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