Microsoft Planner Essentials (2025)

Topics covered include: 

• Describing the purpose of Planner and exploring its components 

• Creating a new plan from a template and a blank plan 

• Working with cards to create task cards, add information, and assign the tasks 

• Adding attachments to a card and setting progress and priority for tasks 

• Modifying cards by reassigning tasks, adding comments, and customizing labels 

• Copying, moving, modifying, and deleting cards 

• Adding new buckets, renaming, reordering, and deleting them 

• Managing the plan by changing the Group By options, filtering and finding tasks, and changing the views 

• Marking tasks as complete, modifying plan settings, and sharing a plan 

• Leaving and deleting plans  

• Integrating Planner with Microsoft 365 apps 

• Exporting a plan to Excel, adding it to an Outlook calendar, and integrating with SharePoint and Teams 

• Viewing your tasks in the To Do app