25.8.20
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Working with advanced plans in Planner (2025)

Skillsoft issued completion badges are earned based on viewing the percentage required or receiving a passing score when assessment is required. In Microsoft Planner, premium plans offer a robust set of features designed to enhance project management and team collaboration. These plans provide advanced functionalities such as custom views, conditional formatting, and integration with other Microsoft 365 applications, allowing you to organize and track tasks more efficiently. This course will guide you through the process of upgrading a basic plan and downgrading a premium plan, giving you the flexibility to adjust your project management tools as needed. You will dive into creating and managing a premium plan in Planner, exploring advanced functionalities that enhance project management and team collaboration. Additionally, you will discover the enhanced features available with premium plans in Planner, such as inserting dependencies, attaching URL links, and accessing the version history of tasks. These features will help you manage complex projects with ease. You will also learn how to assign tasks, track effort, and view workload for team members, ensuring balanced workloads and optimal resource utilization. Furthermore, you will learn how to create and manage goals, helping your team stay focused and aligned with project objectives. Finally, you will explore using Copilot in Planner, leveraging advanced AI capabilities to enhance productivity and streamline workflows. By the end of this course, you will have a thorough understanding of Microsoft Planner's premium features and be equipped to use them effectively for managing your tasks and projects.