Planner

Microsoft Planner Courses

Microsoft Planner makes team collaboration effortless—organizing tasks, deadlines, and priorities into one clean, visual hub that keeps everyone aligned and productive.

Live Planner Training for Smarter Collaboration

Our live Planner courses are delivered via Zoom and open to everyone, with real-time interaction through voice or chat.

Non-members can register for $350 per person / per course.  Members pay $0 per person – your organization can become a member starting at just $499/month (billed annually) and receive unlimited, company-wide access to all of our 50+ live public courses — no per-person fees, no limits, no hidden costs. One flat fee covers all the training your entire team needs for a full year.  Secure your membership today and enjoy unlimited learning for your workforce!

Prefer private training? We offer live sessions online or in person at your office. Choose our standard Planner courses, or tailor the content to focus on what matters most to your team. Get in touch for pricing or to book a time that works best for you.

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Planner Course 1: Basic Plans

Course Fee:  Members: $ 0  /  Non-members: $ 350
Course Length:  6 hours

Learn how to stay organized and collaborate more effectively with Microsoft Planner—a simple, visual task management tool included with Microsoft 365. This course shows you how to create and share plans, build dynamic task boards, and track progress using built-in views like grids, charts, and schedules. You’ll also discover how Planner works with Teams, SharePoint, and Loop for an even smoother workflow.

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Dates & Times

Wed Oct 28, 2026 (9am to 4pm)
Fri Apr 9, 2027 (9am to 4pm)

Course hours are EST (Eastern Standard Time).  Our Instructors are located in Toronto, Canada.

Course Prerequisites

Basic use of Windows

Course Topics

Overview
-What is Planner
-What are Microsoft 365 Groups
-The To Do App vs Planner
-Create a Plan
-Share a Plan
-Add a Plan to Teams or SharePoint
-Use the Planner app in Teams
-Using Loop Task Lists with Planner
 
Tasks
-Creating Buckets
-Creating & Assigning Tasks
-Using the Task Fields
-Move, Copy, Complete, Delete Tasks
 
Views
-Tasks Assigned to Me
-My Tasks and My Day
-Using Group By & Filter
-Using Grid, Chart & Schedule Views
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Planner Course 2: Premium Plans

Course Fee:  Members: $ 0  /  Non-members: $ 350
Course Length:  6 hours

This course is intended for users with a Microsoft Planner Premium license, which is not included with standard Microsoft 365 licensing. Participants will learn how to create and manage Premium Plans using advanced features such as task dependencies, custom fields, milestones, and Timeline (Gantt) view. Your license might include Project Desktop, but that is covered in a separate courses (click to show Project courses).

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Dates & Times

Thu Nov 26, 2026 (9am to 4pm)
Wed May 5, 2027 (9am to 4pm)

Course hours are EST (Eastern Standard Time).  Our Instructors are located in Toronto, Canada.

Course Prerequisites

You must understand the topics covered in Planner Course 1 (how to navigate and work inside of basic plans). In addition to your regular Microsoft 365 license, you must have a “Planner Plan 1” or “Planner and Project Plan 3” (or Plan 5) license to use Planner Premium features.

Course Topics

Overview
-Basic Plans vs Premium Plans
-Plan 1 vs Plan 3 and Plan 5
-Basic User Access to Premium Plans
 
Tasks
-Automatic Scheduling
-Constraints / Milestones
-Percent Complete
-Assignments and Effort Hours
-Sprints
-Create Task Dependencies
-Summary and Subtasks
-Move Tasks / Add Custom Fields
-Critical Path / Baselines (Plan 3/5)
-Delay Types – Lead/Lag  (Plan 3/5)
-Task History (Plan 3/5)
-Custom Work Weeks (Plan 3/5)
-About Resource Calendars (Plan 3/5)
 
Features
-Working in Timeline View (Gantt Chart)
-Conditional Formatting
-Adding Goals / Using Charts View
-Working in People View
-Viewing / Editing Reports
-Use Assignments View (Plan 3/5)
-Creating Portfolios (Plan 3/5)
 
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Private Training for Your Team

Private training is a course dedicated to your team only, on the date that works best for you. Choose our standard courses or build your own custom course.

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Pick a Standard Planner Course

Our Planner courses can be delivered to your team in a live online format, or in-person at your office.

Get in touch for pricing or to book the most convenient time for your team!

Build Your Own Course

Our team is happy to customize your sessions based on your unique needs. Simply select the topics you would like included in your course. 

Get in touch for pricing or to book the most convenient time for your team!

Our Clients Love Us

I'm so glad we hired the Gump team for our training needs... they've saved us from countless hours of tedious and unnecessary work by optimizing our efficiency in every aspect of Excel. We have taken 7 private in-person Excel courses with Gump, and our team is now far more confident using Excel ... thank you so much.
Jill Spriet
Fernlea Flowers
All our employees were always very happy with the training we received from Gump. Excel can be a dry topic, but they made it fun and easy to follow and were very accommodating in allowing us to choose topics for many custom courses this past year. They also provide very professional textbooks for all of their courses.
Lena Sun
Lafarge Canada Inc.
Gump provided excellent training for a variety of skill levels. Michele was willing to travel to our Mississauga and Sudbury facilities and everyone enjoyed her thoroughness and flexibility with learning styles. I'm often asked when the next session will be and I was quickly able to see people apply their knowledge.
Eamonn Doorly
Epiroc
Michele is an excellent instructor and pleasant to deal with. She's very well spoken and explained the steps in a way we were all able to understand and took the extra time if someone needed more help. She also kept it light, entertaining and funny. I highly recommend GUMP for any Microsoft Office training!
Ian Stewart
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