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Microsoft Planner with Co-Pilot

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4.7

Microsoft Planner with Co-Pilot

Microsoft Planner

updated on icon Updated on Jun, 2025

language icon Language - English

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category icon Business,Project management,PMI Project Management Professional(PMP)

Lectures -31

Duration -1 hours

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4.7

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Course Description

Course Description:

This course will unlock the comprehensive capabilities of Microsoft Planner enabling one to become an expert in its use of it. Be it from being a novice or just trying to build your skills, in this course, we shall traverse across all its vital features which include the revolutionary Microsoft planner co-pilot as well as a versatile mobile app for planners.


What is Microsoft Planner?

A task management and project collaboration tool that forms part of the Microsoft 365 suite is known as Microsoft Planner. Teams can utilize it for creating, directing and tracking tasks within a shared workspace making work more effective and easy.


What are the Main Features of Microsoft Planner?

Taking into account the numerous features provided by Microsoft Planner to enable effective task management include; creation; assignment; personalizable Buckets that help arrange activities; progressive tracking via charts and dashboards; and adding other tools from Microsoft Office 365. One of the benefits with which it comes is the Microsoft Planner Co-pilot which gives insights based on artificial intelligence systems as well as automating processes hence boosting productivity ranking. Also, when traveling you can still be productive because of the use of the Microsoft Planner mobile application.


Why Learn Microsoft Planner?

Learning Microsoft Planner equips you with essential skills for effective project and task management. By mastering Microsoft Planner, you can streamline workflows, improve team collaboration, and enhance productivity. Understanding the Microsoft Planner Co-Pilot and mobile app further expands your ability to manage tasks efficiently and adapt to various working environments.


Why Take This Course?

You might be wondering, with so many Microsoft Planner courses out there, why should you choose this one? Let me give you a few compelling reasons.

First, this course is comprehensive. We cover every aspect of Microsoft Planner, from the basics to advanced features. Whether you're just starting or looking to enhance your skills, we've got you covered

  • Our step-by-step tutorials are designed to be easy to follow. We break down complex features into simple, actionable steps, ensuring that you can apply what you learn immediately.

  • Unlike many other Microsoft Planner courses, we delve into the Premium features of Planner and the Co-Pilot AI assistant. These advanced tools can significantly boost your productivity and planning efficiency.

  • We also cover the mobile Planner app in detail, so you can manage your projects on the go. This is perfect for professionals who need to stay productive while away from their desks.

  • Our course is not just about teaching features; it's about practical application. We provide real-world scenarios and examples, helping you understand how to use Microsoft Planner effectively in your daily work.

  • Additionally, the course is well-structured with a clear learning path. Each chapter builds on the previous one, ensuring a smooth learning experience. Plus, you'll have access to quizzes and assignments to test your knowledge.

  • Don't just take our word for it. Our instructor has received numerous positive reviews and testimonials from satisfied students who have transformed their productivity.

  • And finally, as your instructor, bring 15+ years of experience in project management and using Microsoft tools. He is here to support you every step of the way, answering your questions and providing guidance whenever you need it. So, if you're ready to master Microsoft Planner and take your productivity to the next level, enroll in our course today. We can't wait to see you on the course.


Course and Module Overview:

  • Introduction to Microsoft Planner: Get acquainted with Microsoft Planner’s interface and basic functionalities.

     Learn how to set up and manage Plans, Buckets, and Tasks. Export Planner data to Excel. Integrate Microsoft Planner with Microsoft Teams and Outlook. Understand Charts and labels. Use Group by Feature.

  • Advanced Microsoft Planner Features: Discover how to use Microsoft Planner’s filters, charts, and dashboards to analyze and optimize task management. Use timeline view & custom columns. 

  • Mastering Microsoft Planner Co-Pilot: Explore the Co-Pilot’s AI-driven features for improved efficiency and workflow automation.

  • Using the Microsoft Planner Mobile App: Understand how to navigate and utilize the Microsoft Planner app on mobile devices for on-the-go task management.

Enroll now to become a Microsoft Planner pro and enhance your project management skills with the latest tools and techniques!


Goals

  • Efficient Task Management: Master creating, organizing, and managing tasks in Microsoft Planner. Set up plans, create buckets, and assign tasks effectively.
  • Advanced Features: Utilize advanced Microsoft Planner Premium features: Create timeline view and custom columns, Connect Microsoft Planner with Teams & outlook.
  • Co-Pilot Integration: Learn to use Microsoft Planner's Co-Pilot for enhanced productivity. Get smart task suggestions and manage schedules efficiently.
  • Mobile Productivity: Become proficient with the Microsoft Planner mobile app. Manage tasks on the go, update task properties  & analyze progress seamlessly.

Prerequisites

  • Learners should have basic computer skills and should be familiar with navigating web browsers.
  • Microsoft 365 Account: A Microsoft 365 account is required to access and use Microsoft Planner.
  • Internet Access: Stable internet access is necessary to follow the course and use Microsoft Planner online.
Microsoft Planner with Co-Pilot

Curriculum

Check out the detailed breakdown of what’s inside the course

Microsoft Planner with Basic License

25 Lectures
  • play icon Microsoft Planner Overview 03:31 03:31
  • play icon What Is Microsoft Planner? 00:51 00:51
  • play icon Sign in to Microsoft Planner 01:36 01:36
  • play icon Understanding Microsoft Planner Interface 03:37 03:37
  • play icon Microsoft Planner Interface Part II 02:22 02:22
  • play icon Create your first Microsoft Plan 04:24 04:24
  • play icon Create And Manage Buckets in Planner 03:29 03:29
  • play icon Add Tasks To Microsoft Planner Buckets 01:33 01:33
  • play icon Assign Task to Team Members and Setting Due Date 04:35 04:35
  • play icon Adding New Team Members Directly From Planner Tasks 01:44 01:44
  • play icon Sorting And Moving Tasks Across Buckets 01:39 01:39
  • play icon Repeat Your Planner Task 02:49 02:49
  • play icon Task Labels in Microsoft Planner 02:01 02:01
  • play icon Adding Notes And Checklist 04:32 04:32
  • play icon Adding Attachments Files In Microsoft Planner 03:48 03:48
  • play icon Communication Within Microsoft Planner 02:56 02:56
  • play icon Understanding Planner Labels And GroupBy Feature 04:39 04:39
  • play icon Pin Your Plan 01:54 01:54
  • play icon Integration With Microsoft Team 02:30 02:30
  • play icon Add External Guest To Your Plan 02:05 02:05
  • play icon Monitor Microsoft Planner with Chart View 03:09 03:09
  • play icon Planner Notification 01:26 01:26
  • play icon Export your Plan To Excel 01:13 01:13
  • play icon Delete Your Plan 02:17 02:17
  • play icon Microsoft Planner License 01:50 01:50

Microsoft Planner Mobile App

1 Lectures
Tutorialspoint

Microsoft Planner using premium license with Copilot

5 Lectures
Tutorialspoint

Instructor Details

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