Microsoft Planner: unified collaborative task management on Microsoft 365
Microsoft Planner is the collaborative task and project management solution integrated into Microsoft 365. The new Planner experience (formerly Planner, Tasks in Teams, To Do and Project for the Web) consolidates these tools into a unified platform, with several usage levels: team management for shared task lists (classic Planner), personal management (To Do), structured project management with Gantt, dependencies and resources (Project for the Web, now Planner Premium Plan 3), and multi-team project portfolio management (Planner Premium Plan 5). The entire platform integrates natively with Teams, SharePoint and Microsoft 365 Groups.
In French-speaking Switzerland, project teams, PMOs, marketing departments, HR departments, IT teams, scale-ups and large cantonal administrations adopt Microsoft Planner to structure team tasks and progress towards Project for the Web for more structured projects. ITTA offers the official Microsoft Planner catalogue, covering get started, Premium Plan 1 (extended team), Plan 3 (advanced project) and Plan 5 (portfolio) uses. Our training is delivered by certified Microsoft 365 consultants active with Swiss and international clients.
Following a recognised Microsoft Planner training opens access to highly demanded roles: junior to intermediate project manager, team coordinator, PMO, M365 adoption consultant, Teams collaboration champion, team manager, agile facilitator (complementing Scrum tools). Planner figures among the skills expected on the project management side in French-speaking Switzerland in Microsoft 365 teams, complementing or progressively replacing Microsoft Project desktop.
Whether you are starting on Planner to structure tasks of your Teams team, adopting Planner Premium to manage a project with dependencies and planning, or structuring a multi-team project portfolio via Plan 5, our Microsoft Planner training in Geneva and Lausanne covers the full path.
The ITTA Microsoft Planner catalogue
Microsoft Planner Get Started
Microsoft Planner Get Started is the natural entry to start with Planner. The programme covers plan creation and organisation (buckets, labels, views), task management (assignment, dates, checklist, attachments), Teams integration (Planner tab, notifications), My Tasks view (integrated To Do), graphical views (chart, calendar, schedule, Kanban) and good collaborative management practices daily. It is the foundation to leverage Planner in a team.
Microsoft Planner Premium Plan 1 (Extended Collaborative Management)
Microsoft Planner Premium Plan 1 deepens Premium functions on the collaboration side: multiple plans, aggregated view, fine bucket and label management, advanced filter functions, deeper Teams and Microsoft 365 Groups integration, notification and delegation management. Targets intermediate teams wishing to industrialise their collaborative task management.
Microsoft Planner Premium Plan 3 (Advanced Project Management)
Microsoft Planner Premium Plan 3 is the Project for the Web integrated into Planner training. The programme covers structured planning (Gantt planning, dependencies, milestones, durations), resource and assignment management, progress tracking, board, Gantt, calendar and whiteboard views, Power BI integration for reporting and good professional project management practices. Targets project managers and coordinators structuring projects with planning.
Microsoft Planner Premium Plan 5 (Project Portfolio Management)
Microsoft Planner Premium Plan 5 is the project portfolio management training for PMOs. The programme covers multi-project portfolio management, resource arbitration between projects, consolidated Power BI reporting, prioritisation, portfolio milestones, Power Automate integration for approval flows, and PMO best practices. Targets PMOs and portfolio managers.
Planner and the publisher ecosystem at ITTA
Microsoft Planner fits into a broader Microsoft 365 ecosystem. The Microsoft 365 publisher regroups MS-102 administrator certifications and global skills on Teams, SharePoint, OneDrive, Planner and Project for the Web. The Microsoft Project publisher remains used for complex projects requiring Microsoft Project desktop or Project Online. The workflows and automation sub-domain covers Power Automate, complementary to automate Planner flows. The project management (collaborative tools) sub-domain regroups Teams, Planner, Project for the Web and the Teams + SharePoint project space. Microsoft Teams is inseparable from Planner for team management.
Microsoft Planner trends in 2026
Microsoft Planner continues its expansion in 2026 with strong consolidation. The new Planner experience (deployed under the Planner application and the Tasks application in Teams) unifies classic Planner, To Do and Project for the Web into a coherent platform. Planner Premium licences (Plan 1, Plan 3, Plan 5) replace the former Project for the Web and structure usage levels. Microsoft Copilot in Planner helps plan projects in natural language, automatically assign tasks and generate summaries. Native integration with Teams, Loop and SharePoint reinforces collaborative project uses. Our pedagogical content regularly integrates these evolutions to remain aligned with current practices.
Microsoft Planner training in Geneva, Lausanne and online
All our Microsoft Planner courses are available on-site in our Geneva and Lausanne centres, as well as in interactive virtual classroom with a certified Microsoft 365 consultant live. Our sessions are organised in 5-week cycles. Each session includes practical exercises on dedicated Microsoft 365 tenant, plans to create and structure, Plan 3 projects to plan (Gantt, dependencies, resources), Plan 5 portfolios to analyse, and concrete cases inspired by real projects (project launch, communication plan, IT project, marketing plan). Customised corporate training is also possible at your premises, in Geneva, Lausanne, Vaud and across French-speaking Switzerland, with a programme adapted to your tenant (Planner Premium licences, Teams integration, Power Automate, Power BI reporting).
Why train on Planner at ITTA
ITTA offers a training catalogue. Our Planner trainers are certified Microsoft 365 consultants (Microsoft Certified: Teams Administrator Associate, M365 Enterprise Administrator) active with Swiss and international clients, covering Planner adoption, migration from Project desktop, structuring Premium Plans, Teams and Power Platform integration, Copilot in Planner. The Microsoft Planner catalogue regroups our Collaborative Management, Premium Plan 1, Premium Plan 3 (advanced project) and Premium Plan 5 (portfolio) training. Our pedagogical team supports you in choosing the right path, identifying complementary modules (Teams, Power Platform, Power BI) and identifying funding solutions adapted to your professional situation.
Our pedagogical approach favours learning by doing, with Planner plans to create and structure from the first hours, Plan 3 projects to plan (Gantt, dependencies), Plan 5 portfolios to analyse, and concrete cases inspired by real projects. Each session combines training time, applied exercises and exchanges with the trainer, allowing each participant to progress at their own pace and leave with skills directly usable in their professional context.
Our training is aimed at varied audiences: junior and intermediate project managers, team coordinators, PMOs, Agile and Scrum facilitators (in complement), managers, IT teams, marketing teams, HR teams, Microsoft 365 administrators in charge of Planner adoption. Our pedagogical team adapts the content to the participants’ context.
Featured courses in this catalogue
Here is a selection of reference training courses in this catalogue, accessible directly:
FAQ
Which Planner course to choose to start?
For teams starting on Planner in collaborative mode, Microsoft Planner Get Started is the natural entry. To structure a project with planning (Gantt, dependencies, resources), Premium Plan 3 (Project for the Web integrated) is the target. For multi-project portfolio management, Premium Plan 5 targets PMOs. Our pedagogical team guides you according to your profile and needs.
Planner or Microsoft Project: which to choose?
It depends on project complexity. Planner and Planner Premium Plan 3 (Project for the Web integrated) cover the majority of structured internal projects. Microsoft Project (desktop or Online) remains used for complex projects requiring advanced functions (multi-project planning, multi-organisational shared resources, advanced critical methods). Our catalogue covers both ecosystems.
Does Planner replace To Do and Project for the Web?
Microsoft has progressively unified Planner, To Do and Project for the Web into the new Planner experience. To Do remains accessible for personal management and is integrated into My Tasks. Project for the Web becomes Plan 3 Premium. Existing users can continue their uses and progress towards the new experience. Our training integrates these evolutions.
Are your Planner courses available for companies?
Yes, the entire Microsoft Planner catalogue is available in-house, in Geneva, Lausanne and in virtual classroom, with a programme adapted to your tenant (Planner Premium licences, Teams integration, Power Automate, Power BI reporting). Our team builds the specifications with you and organises sessions according to your calendar.