Project management in Microsoft Planner and To Do
Specific results you can expect:
- 70% of participants see halved chaos in projects already in the first month
- Clear delegation of tasks without wasting time on email communication
- Transparent monitoring of project progress in real time
- Transparent monitoring of project progress in real time Automated routine processes through Power Automate integration time
- A productive system that connects all Microsoft 365 tools
After training, your team will know how to:
- Set up projects strategically with clear goals and deadlines
- Delegate and track tasks efficiently through the Planner interface
- Use To Do for personal productivity and organization
- Integrate Planner with Teams, Outlook and other Microsoft 365 tools
- Automate routine processes through Power Automate
- It creates a transparent tracking system that everyone understands and uses
In this training you will learn:
- How to set up projects strategically, so that everyone knows what, when and why they are doing,
- How to delegate and track tasks without wasting time on emails and meetings,
- How to combine Planner, To Do, Outlook and Teams into one productive system,
- How to automate boring tasks with Power Automate,
- How to build a transparent, at-a-glance progress tracking system.
70% of the participants of this training already in the first month see the chaos in projects halved - because finally there is a system that everyone understands and uses.
This training is for you if you want to put an end to scattered work, missed deadlines and confusion in communication.
Planner and To Do are not the solution - you and your team become the solution when you learn to use them like professionals.
- What awaits you?
Training content by modules
The training is organized through 3 connected modules that build on each other and create a complete picture of effective project management:
Introduction to Microsoft 365
- An overview of the Microsoft 365 ecosystem for project management
- Understanding how Planner, To Do, Teams and Outlook connect
- Tool integration strategy for maximum productivity
- Setting basic settings for project work
Microsoft Planner
- Creating and structuring projects for maximum clarity
- Delegating tasks with clear responsibilities and deadlines
- Monitoring progress through visual displays and dashboards
- Management of team projects and communication
- Best practices for organizing complex projects
Power Automate
- Automation of routine tasks in project management
- Creating a workflow that connects Planner with other tools
- Automatic creation of tasks based on emails or events
- Notifications and reminders that work without your involvement
- Practical examples of automation for different types of projects
How does Microsoft Planner and To Do training take place?
The training adapts to your company's needs through various delivery formats. We can organize in-house training directly at your business premises, which allows complete adaptation to your work atmosphere and company culture.
Alternatively, the training can be conducted online via Microsoft Teams platform, which is ideal when you have employees at different locations or want to reduce travel costs. We also offer a hybrid format that combines in-person and online instruction, adapting to your team's specificities.
For online training, a stable internet connection is required, a computer or laptop with camera and microphone, as well as the Microsoft Teams application. Access to shared documents during training is also necessary.
All materials are provided in digital format, which enables easy sharing with colleagues and access to materials even after training completion.
Upon training completion, each participant receives a digital attendance certificate that confirms acquired competencies. This certificate can be used for personal portfolio or company HR records.
Who teaches Project Management in Microsoft Planner and To Do?
The trainings are conducted by my long-term colleagues - trainers in the field of Microsoft Planner and project management with years of practical experience in implementing project solutions in various industries. These are not theoreticians, but professionals who have successfully led project management digital transformations in real business environments.
My trainers have practically applied all the Planner and Power Automate functionality they teach, which allows them to share concrete experiences of how these tools affect the organization and productivity of teams. Each trainer goes through a selection process where I evaluate the practical experience with Microsoft 365 project tools, the ability to transfer knowledge and the results they achieved through improving project management.
As a consultant, I analyze your industry, company culture, and the specific project management needs you face, and then select the most appropriate coach for your needs. During the training, I monitor the quality of the delivery and make sure that the content is adapted to your reality and that the participants get practical tools that they can use immediately.
This approach guarantees that you will get a trainer who understands your business, the specifics of project management in your industry and can answer specific questions related to Planner and To Do in your specific situation.
Who is it intended for?
This training was created for all professionals who manage projects or tasks in a Microsoft 365 environment, regardless of their current level of experience with Planner and To Do tools. It is especially useful for project managers who want to better organize team activities, managers who coordinate different projects at the same time, as well as all professionals who want to improve their personal productivity.
The training is ideal for team leaders who struggle with delegating tasks, administrative staff who manage complex processes, IT professionals who implement project solutions, as well as all employees who want to become more efficient in monitoring and executing tasks.
It is designed to be useful both for beginners who are just starting to use Planner and To Do, and for those who already use the basic functionalities but want to master advanced techniques and automation.
Regardless of current level of experience with project tools, anyone can benefit from a structured approach to project management.
Regardless of industry or company size, any organization using Microsoft 365 can benefit from this training to improve organization and project tracking.
How long does it last?
This training is designed as a short and intensive education that covers all key aspects of project management through Microsoft Planner and To Do.
Standard format – 2 hours covers all 3 modules through real examples and experiences of lecturers, interactive scenarios and analysis of specific situations. This format is optimized to provide maximum knowledge with minimal employee absenteeism, which is ideal for organizations that want to quickly and efficiently educate their teams.
During the training, the participants go through all the modules with enough time for questions, discussion and analysis of concrete situations from the lecturer's practice. The training is structured to keep participants focused and allow them to immediately apply what they have learned in their daily use of Planner and To Do tools.
The 2-hour duration allows organizations to educate employees without significantly impacting day-to-day operations, while ensuring that everyone gets the necessary knowledge to effectively manage projects through Microsoft tools.
It is recommended that participants have:
- Experience working in a project environment or managing tasks
- Motivation to learn advanced project management techniques
- Willingness to change existing habits in the organization of projects
- Openness to adopt automated solutions through Power Automate
- They want to improve their team's productivity through structured tools
Training price list
The price of the training depends on the number of participants, which allows us to provide the optimal level of attention to each participant:
For a small group (1 to 10) of participants
This approach allows organizations to educate a large number of employees at once, which is especially important for Microsoft Teams because all team members need to be familiar with the platform for effective digital collaboration.
55 EUR
+VAT
per student
The training includes:
- Better dynamics of learning through group discussions
- Exchange of experiences between colleagues from the same organization
- Creating a shared culture of using Teams tools
- A more effective approach to the education of a larger number of employees
- All materials and practical guides
- Digital certificate of attendance
- Support during training
- Lecturer experiences and real examples adapted to the specifics of your industry
For a larger group (11+ participants)
Larger groups bring the dynamics of teamwork, the exchange of experiences between participants and the possibility of learning through interaction with colleagues.
45 EUR
+VAT
per student
The training includes:
- Better dynamics of learning through group discussions
- Exchange of experiences between colleagues from the same organization
- Creating a shared culture of using Teams tools
- A more effective approach to the education of a larger number of employees
- All materials and practical guides
- Digital certificate of attendance
- Support during training
- Lecturer experiences and real examples adapted to the specifics of your industry
Notes: 1. Registration of 10 participants or more from your company is necessary for this training. 2. Possibility of customized offer for 25+ participants.
Frequently asked questions and answers
Is the training useful if we already use Planner for basic tasks?
Absolutely! Most teams only use basic functionality. The training covers advanced organization, delegation and automation techniques that significantly improve efficiency.
