Microsoft Planner essentials – task management, team visibility and project coordination

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Microsoft 365

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Overview

Planner is one of the most underused tools in Microsoft 365. When it's set up well it gives teams a shared view of what's happening, what's due and who's responsible, without the overhead of complex project management software. This workshop is hands-on and practical. We'll build out a working Planner board together, connect it to Teams and establish the habits that keep it useful beyond week one. If your team is still tracking tasks in email threads or spreadsheets, this is the workshop that changes that.

Workshop Outcomes

Set up Planner in a way that gives your team genuine visibility and clarity
Assign, track and manage tasks without relying on email or memory
Connect Planner to Teams for a streamlined day-to-day workflow
Build board structures that reflect how your team actually works
Establish team habits around Planner that stick beyond the initial setup

Topics Covered

What Planner is and where it fits alongside email, Teams and spreadsheets
Setting up plans, buckets and tasks that make sense for your team
Assigning tasks, setting due dates and tracking progress
Integrating Planner with Microsoft Teams for daily coordination
Using labels, checklists and attachments to add context without clutter
Team conventions for keeping Planner current and useful

Who this workshop is for

Team leaders, project coordinators, executive assistants and anyone responsible for keeping track of what their team is working on. No prior Planner experience required. Suitable for anyone already using Microsoft Teams and Microsoft 365.

Materials provided

Planner setup guide; team task convention template; Planner and Teams integration checklist

What to bring

Laptop with Microsoft 365 access; a current project or workstream to use as a live example during the session