Microsoft Planner Training
The right tool for work that does not need a full schedule — and the judgment to know when it does. Planner inside Microsoft 365, connected to Teams, To Do and Project.
- Microsoft 365 native
- Lightweight task tracking
- PDU-eligible
- Level
- Beginner friendly
- Format
- Live & on-demand
- Credits
- PDU-eligible
Empowering Project Teams at Leading Companies
Trusted by top organizations worldwide for project management excellence
Why Microsoft Planner
Not every project needs a Gantt chart
Reaching for MS Project on a six-week piece of work is how tracking becomes a second job. Planner is the proportionate answer.
Running in an afternoon
Buckets, tasks and assignments with no scheduling engine to fight. The team is using it the same day you set it up.
Where the team already is
Native to Microsoft 365, so it shows up in Teams and To Do instead of being one more tab nobody opens.
Knowing when to graduate
The clearest signals that a plan has outgrown Planner and needs a real schedule — before the deadline teaches you.
Visibility without overhead
Charts and schedule views that answer 'where are we' without asking anyone to update a status report.
The curriculum
What you'll learn in Microsoft Planner training
Set it up properly, run it day to day, and know its limits.
Setting up a plan
- Create plans, buckets and tasks
- Labels, checklists and attachments
- Assigning work and due dates
- Plan structure that scales past ten tasks
Running the work
- Tracking progress and follow-through
- Simple Kanban workflows
- Managing recurring team work
- Keeping the board honest
Inside Microsoft 365
- Planner inside Microsoft Teams
- To Do and Outlook integration
- Files and SharePoint alongside tasks
- Notifications people do not mute
Reporting & limits
- Planner charts and schedule views
- Rolling up across multiple plans
- Choosing between Planner and Project
- Migrating when you outgrow it
Why MPUG
Twenty-five years of teaching Microsoft Planner
Not a course library someone bought. Instructors who do this work on live projects, and a member base that has been arguing about how it should be done since 1999.
Practitioners, not presenters
Instructors are working project professionals — authors, MVPs and specialists who still do this for a living and teach from what broke last quarter.
Learn live or at 11pm
Interactive sessions when you want to ask questions, and a 500+ class on-demand library for the weeks that get away from you.
PDUs handled for you
As a PMI Authorized Training Partner, credits report straight to your PMI account and every claim leaves an audit-ready certificate behind.
Somewhere to take the hard one
Bring the problem that is actually blocking you to a member community that has been arguing about project work since 1999.
Student stories
What it changed for them
“MPUG's MICROSOFT-PLANNER training was comprehensive and easy to follow. I passed on my first attempt!”
“The Microsoft Planner certification helped our team boost productivity by 30%. Highly recommended!”
“The MICROSOFT-PLANNER certification from MPUG opened doors I never thought possible. The training quality is exceptional and the community support is outstanding.”
Questions
Before you start
How is Planner different from Microsoft Project?
Planner is lightweight task tracking with no scheduling engine — no dependencies, critical path or baselines. Project is for work where dates depend on each other. Training covers choosing between them.
Do I need a Microsoft 365 licence?
Planner ships with most Microsoft 365 business plans. If your organization uses Teams, you almost certainly already have it.
Is this suitable for beginners?
Yes. Planner is the most approachable tool in the catalog and needs no prior project management background.
Does Planner training earn PDUs?
Yes — the classes are PDU-eligible and report to your PMI account like the rest of the tool catalog.
Other paths
Not just Microsoft Planner — every MPUG training path
- Microsoft ProjectPDU-eligible · All levels
- Microsoft TeamsPDU-eligible · All levels
- JiraPDU-eligible · All levels
- ConfluencePDU-eligible · All levels
- PMP35 contact hours · Experienced PMs
- CAPM23 contact hours · Entry level
- PgMPPanel review + exam · Senior / program
- PMI-ACP21 contact hours · Agile practitioners
- Project ManagementPDU-eligible · Beginner friendly
Set up a plan that sticks
Start with plan structure, then connect it to Teams so the work shows up where your team already looks.
