Join us for an in-depth training session designed to help you set up and maximise the value of Microsoft Planner. This session will explore the latest features, functionality, and integrations across the Microsoft ecosystem, giving you the tools to streamline project management and collaboration.

We’ll cover everything from creating plans, assigning resources, and working with Grid and Board views, through to advanced capabilities such as premium templates, the AI Project Manager Agent, and seamless integrations with Teams channels and Outlook calendars. You’ll also learn how to reorder columns, apply improved filters, and convert basic plans into premium plans for enhanced project control.

The session will also highlight premium features including dependencies, custom fields, subtasks, and activity history. We’ll take a closer look at portfolios for multi-plan views, baselines, critical path analysis, and advanced filtering. Practical tips such as exporting to Excel, copying plans, and using app-powered tasks (preview) will also be demonstrated. We’ll wrap up with an update on licensing and an open Q&A.