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Take your planning to the next level with Planner Premium and learn how to organise, track and automate team work using advanced features built for Microsoft 365.
Premium Planner
Microsoft Planner Premium is the upgraded version of Planner designed for teams that need more structure, visibility and automation in their work. With advanced views, dependencies, reporting and integrations, Planner Premium provides a powerful middle ground between simple task boards and enterprise project management platforms. This program introduces the new features and gives you practical experience building, managing and tracking work in Planner Premium.
Note: Additional licence required.
What will I learn?
Participants will gain the skills and insights to:
• Understand how Planner Premium expands on the core Planner tool
• Create and manage structured plans using advanced views, templates and task controls
• Use dependencies, custom fields and buckets to organise work more effectively
• Track progress using timeline, board, list and calendar views
• Integrate Planner Premium with Teams, Outlook and Project for the web to improve visibility and collaboration
What to expect?
In this course, you will explore how Planner Premium helps teams manage complex work with greater structure and clarity. You will work hands-on with plans, tasks and advanced features such as dependencies, custom fields and automated workflows. You will also learn how to switch between views to track progress, generate reports and integrate plans into Microsoft Teams and Outlook. By the end of the session, you will be confident using Planner Premium to coordinate work, visualise timelines and manage team responsibilities.
Who is this course for?
Designed for team leaders, coordinators, project managers, operations staff and anyone who manages shared work or projects in Microsoft 365.
How will it help me?
By attending this course, you will:
• Stay in control of team workloads with advanced tracking and timeline views
• Improve task clarity through dependencies, custom fields and structured assignments
• Strengthen collaboration by connecting plans directly to Teams and Outlook
• Reduce manual follow up with automated reminders and notifications
• Save time and improve accountability with consistent methods for planning and tracking work
Learn more about Premium Planner
Understanding Planner Premium
– What’s new, how it differs from Basic Planner and where it fits in the Microsoft 365 ecosystem.
Creating Plans Plus
– Creating plans across web, Teams and mobile. Using templates, copying plans and managing privacy and permissions.
Adding and Managing Members
– Adding team members, editing permissions, managing guest access and supporting external collaboration.
Advanced Buckets and Tasks
– Creating buckets, adding custom fields, setting task dependencies, using attachments, labels, checklists, milestones and recurring tasks.
Managing Plans Like a Pro
– Using timeline (Gantt) view, board, list and calendar views. Bulk editing, grouping, filters and time saving updates.
Automation and Reporting
– Using Power Automate for notifications, reminders and workflows. Exporting to Excel and generating reports to track progress.
Integration and Collaboration
– Using Planner Premium inside Microsoft Teams, linking plans to Outlook and Project for the web, and collaborating with Microsoft 365 Groups and Copilot (where licensed).
Format
- This is a 3-hour program that can be delivered face-to-face or virtually.
What’s Included
– Comprehensive Training Materials
– Interactive Sessions
– Expert Guidance
– Practical Exercises
– Certificate of Completion