Planner + To Do – overview and effective use of the possibilities and versions of the application

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

A smooth start - You will explore Microsoft Planner features, go through setup, and learn the interface, so you can start organizing tasks and projects on your own with much more confidence.

Clear action plans - You will learn how to build action plans in Planner so tasks stay structured, easy to track, and ready to use both in a small team and in more complex project work.

Stronger team collaboration - You will learn how to manage users, share plans, and assign tasks so everyone knows their responsibilities and can follow team activity and progress more effectively.

Process control - You will practice creating processes in Planner, then monitoring and updating them, which will help you respond faster to change and keep ongoing work well organized.

Better personal task management - You will get to know Microsoft To Do on desktop, in the browser, and on mobile, so you can plan your own tasks, personal lists, and daily work in a more practical way.

One connected task ecosystem - You will understand how Planner and To Do work together, what makes them different, and when to use each one so you can connect team tasks with personal follow-up more effectively.

Automation of routine work - You will see how to connect Planner and To Do with Teams, SharePoint, OneNote, and Power Automate, helping you reduce manual steps and improve information flow across tools.

Secure and informed rollout - You will review real use cases from different industries and learn how Planner and To Do protect data, so you can introduce these tools in a more informed and secure way.

Training programme

1. Discussion of the basic functions of Microsoft Planner as a tool for project and task management

application capabilities,
installation,
interface.

2. Introduction to creating action plans in Planner

3. Teamwork in Planner – discussion of user management, plan sharing, and tracking team members' activity

structure,
assigning tasks.

4. Creating processes in Planner for effective management of tasks and projects

monitoring,
updating processes.

5. Presentation of Microsoft To Do as a tool for managing personal task lists

application versions (desktop, browser, mobile),
basic functions,
integration with MS Outlook.

6. Explanation of how Planner and To Do work together, creating a coherent ecosystem for task management

differences,
advantages and limitations of the tools.

7. Discussion of the possibilities of process automation using Microsoft Power Automate and integration of Planner and To Do with other applications

integration with Microsoft Teams, SharePoint, OneNote,
how to automate processes in Microsoft Planner and To Do using Power Automate

8. Examples of real-life applications of Microsoft Planner and To Do in various industries

9. Explanation of how Microsoft Planner and To Do ensure the security of users' data

10. Highlighting the most important points discussed during the course

What are the prerequisites for participating in the training?

Basic Microsoft 365 skills - You should be comfortable using a Microsoft 365 work account and opening apps from the browser or desktop environment without needing additional technical assistance.

Computer and browser use - You should move confidently around Windows or macOS, use a web browser, and handle basic actions such as signing in, switching views, and navigating menus on your own.

Task-based work experience - You should have basic experience with individual or team task management so you can more easily apply Planner and To Do features to your own day-to-day work routines.

Office environment familiarity - You should know the basics of office and communication tools such as Outlook or Teams, because the training covers how they integrate with Planner and To Do in practice.