IT Managing Projects with Microsoft Planner and Project

Who is this course for

• Project Managers – seeking practical ways to plan and track work using Microsoft tools.


• Team Leaders – looking to improve collaboration and task visibility across teams.


• Users of Microsoft Project – interested in exploring Planner as a complementary or alternative solution.

Purpose of the course

To introduce participants to Microsoft Planner and related tools, providing best practices for managing tasks and projects effectively within teams.

You will learn how to

• Navigate Microsoft Planner and related tools to manage tasks and projects effectively.


• Create and organise project plans using buckets, labels, priorities, and timelines.


• Collaborate with team members by assigning tasks and integrating Planner with Teams and Outlook.


• Track project progress using visual dashboards, charts, and filters.


• Utilise advanced features such as dependencies, milestones, and resource tracking with Project Plan 3.


• Apply premium tools like Roadmap and Power BI for cross-project visibility and reporting.


• Understand and apply best practices for using Microsoft Planner in real-world project environments.

Benefits for you as an individual

With Microsoft tools widely adopted across industries, gaining proficiency in Planner and related applications enhances professional versatility. This course provides practical skills for managing project work efficiently, making it ideal for those seeking to strengthen their technical project management capabilities.

Benefits for your organisation

Effective task and project management is essential for productivity, transparency, and successful delivery. This course empowers teams with the technical skills to leverage Microsoft tools for streamlined planning, execution, and collaboration.

Prerequisites