Getting started with Planner (2025)

Skillsoft issued completion badges are earned based on viewing the percentage required or receiving a passing score when assessment is required. Microsoft Planner is a task management tool within the Microsoft 365 platform, designed to assist individuals and teams in planning, managing, and completing tasks efficiently. With its user-friendly interface, Planner enables users to create detailed plans, assign tasks, set deadlines, and track progress seamlessly. This course will guide you through the essential features and functionalities of Microsoft Planner, helping you effectively plan, manage, and complete task-based initiatives. You will learn how to sign in to the Microsoft 365 platform, access Microsoft Planner, and securely log out, ensuring a smooth and secure user experience. A key feature of Microsoft Planner is its ability to help you stay organized and focused on your daily priorities. This course will teach you how to navigate the Planner interface, explore and understand tasks in My Day and My Tasks, and use these sections to manage your responsibilities and meet your deadlines effectively. Additionally, you will master the My Plans feature, where you will learn to manage your plans and organize your projects. You will discover different plan options and learn how to create a new plan, assign tasks, and set deadlines. Furthermore, the course covers the basics of navigating both the basic and premium plan interfaces in Planner. You will learn how to add tasks in My Tasks and My Plans sections, manage flagged emails, and share plans with team members. In this course, you will also learn how to configure email notification settings and assign tasks to users, ensuring that you stay informed about task updates and deadlines. By the end of this course, you will have a thorough understanding of Microsoft Planner and be equipped to use it effectively for managing your tasks and projects.