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Training: Microsoft Planner Premium – Collaborative Task Management

Ref. MSPM-20
Duration:
1
 jour
Exam:
Non certifiant
Level:
Fondamental

Microsoft Planner Premium Training – Collaborative Task Management

This course helps you get started with Microsoft Planner Premium to organise a work plan, structure tasks, coordinate the team and track progress using the built-in views, dependencies and management tools.

Microsoft Planner Premium lets you organise teamwork in a visual and structured way. You will learn to build a coherent plan, define goals, assign responsibilities and use the different management views, along with backlog, sprint, timeline and reporting features to set up clear, operational tracking.

Participant Profiles

  • Coordinators
  • Junior project managers
  • Managers
  • Assistants
  • Team leaders
  • Business users who need to organise and track a collaborative work plan

Objectives

  • Understand the scope and use cases of Microsoft Planner Premium
  • Organise a work plan with tasks, steps, milestones and goals
  • Use the management views to track progress
  • Manage assignments, backlogs and sprints
  • Adapt the tool to the business context
  • Use the available reports to steer activity

Prerequisites

  • Be familiar with the Microsoft 365 environment
  • Know how to use the basic functions of Microsoft collaborative tools

Course Content

Module 1: Introduction, vocabulary and positioning

  • Clarify the notions of task, milestone, deadline, priority and owner
  • Position the logic of a collaborative work plan
  • Understand the scope of Planner Premium
  • Distinguish standard Planner from Planner Premium
  • Identify use cases suited to teams and simple projects
  • Spot the key features of Planner Premium
  • Distinguish classic, agile, Kanban and lightweight collaborative approaches
  • Position the use of backlogs and sprints in work organisation
  • Prepare a coherent hands-on adoption of the tool

Module 2: Structuring the plan, tasks and goals

  • Structure the plan into tasks and key steps
  • Use milestones to mark important points
  • Give the plan a clear organisation
  • Use project goals to frame the plan
  • Create complete tasks with description, deadline and assignment
  • Add checklists to track sub-tasks
  • Organise tasks with labels and categories
  • Make the plan readable for the whole team

Module 3: Management views, timeline and dependencies

  • Use the grid view to structure information
  • Use the board view for operational tracking
  • Read charts to analyse progress
  • Use the Gantt-style timeline to visualise the schedule
  • Identify the key project stages over time
  • Create dependencies between tasks
  • Understand the impact of a delay on other tasks
  • Adjust the plan logic according to constraints

Module 4: Assignment, backlogs and sprints

  • Assign tasks to team members
  • Clarify everyone’s responsibilities
  • Track the progress of ongoing tasks
  • Create and organise a work backlog
  • Prioritise tasks by importance
  • Plan work in sprints
  • Structure work in short cycles
  • Improve visibility on project execution

Module 5: Customisation, reporting and tracking

  • Adapt Planner Premium to the business context
  • Configure customisation elements
  • Use dashboards to steer activity
  • Analyse progress indicators
  • Identify overdue tasks
  • Use the built-in reports
  • Use plan templates to standardise projects
  • Improve plan consistency across teams

Documentation

  • Digital courseware included.

 

Lab / Exercises

  • Practical case study: building a complete plan with organization, tracking and management.

 

Exam

 

 

Complementary Courses

Eligible Funding

ITTA is a partner of a continuing education fund dedicated to temporary workers. This fund can subsidize your training, provided that you are subject to the “Service Provision” collective labor agreement (CCT) and meet certain conditions, including having worked at least 88 hours in the past 12 months.

Additional Information

Microsoft Planner Premium: collaborative management to the next level

Microsoft Planner Premium represents the advanced tier of collaborative planning in Microsoft 365. Compared with standard Planner, it introduces essential structuring capabilities: Gantt-style timeline, task dependencies, backlogs, sprints and project goals.

Moving up to Planner Premium is often triggered by the realisation that standard Planner is no longer enough to manage multi-phase projects or structured reporting needs. This course addresses that gap in a progressive, hands-on way.

Management views and dependencies: mastering the timeline

One of the major benefits of Planner Premium is the timeline view, which lets you visualise the Gantt-style schedule directly within the Planner interface. The course covers creating and managing dependencies between tasks, understanding the impact of a delay on other activities and using milestones.

Participants learn to combine the grid, board and chart views to adapt their tracking approach to the context: day-to-day operational visibility or workload analysis for resource assignment.

Managing backlogs, sprints and goals

Planner Premium introduces a cycle-based way of working that suits both agile and functional teams. The course teaches you to create and prioritise a backlog, plan work in structured sprints and measure progress against defined goals.

Plan templates are also covered to standardise practices and speed up the launch of new projects using a proven framework within your organisation.

Who is this course designed for?

The course is aimed at coordinators, junior project managers, managers and team leaders who already use standard Planner and want to leverage the advanced features of Planner Premium. Basic knowledge of Microsoft 365 is recommended.

This one-day course alternates conceptual input and hands-on practice on a concrete case of building a complete plan, from backlog to management dashboard.

Frequently asked questions about Planner Premium training

Which licence is required to access Planner Premium?

Planner Premium is available through the Microsoft 365 licences that give access to the premium features of Planner. Your IT team can confirm whether this licence is included in your current subscription.

What is the difference between the collaborative tier and the advanced tier of Planner Premium?

The collaborative tier covers advanced collaborative planning with a Gantt timeline, dependencies, backlogs, sprints and goals. The advanced tier adds in-depth project management: baseline, variance tracking, cost management, critical path and multi-project consolidation.

Can Planner Premium be used in agile mode?

Yes, the backlog and sprint features are designed to support both lightweight agile management and structured planning. The course covers both approaches with concrete examples.

Does the course include hands-on exercises?

Yes, the course is built around a complete practical case of building a plan with dependencies, tracking and steering. Each participant works directly in the Planner Premium interface.

Does ITTA offer a progressive learning path on Planner Premium?

Yes, ITTA offers a complete path in three levels: collaborative task management, advanced project management and project portfolio management, to support teams from collaborative coordination to portfolio governance.

Prix de l'inscription
CHF 950.-
Inclus dans ce cours
  • Training delivered by a domain expert
  • Customized practical activities for your challenges
  • Digital documentation and resources
  • Certificate of completion

 

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Tel. 058 307 73 00

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Route des jeunes 35
1227 Carouge, Suisse

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Route des jeunes 35
1227 Carouge, Suisse

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Monday to Friday, from 8:30 am to 06:00 pm.

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