Look at Planner as your team’s simple, effective task management hub – manage team tasks, track progress and keep shared work visible
CTO delivers customised Microsoft Planner training across Australia, covering board creation, task management, assignments, labels, buckets, progress tracking and integration with Microsoft Teams and Outlook. Sessions are tailored to your team’s actual task management and workflow needs. Available onsite anywhere in Australia or live online via Microsoft Teams.
Most teams manage shared work in ways that create more problems than they solve. Email chains that lose track of who is doing what. Shared spreadsheets that nobody keeps updated. Verbal commitments that disappear by Friday.
Microsoft Planner solves this. It gives teams a shared, visual board where tasks are assigned, progress is tracked and nothing falls through the gap. It is the right tool for managing the day-to-day work of a team – straightforward enough that everyone uses it, structured enough that it actually reflects reality.
CTO’s Planner training covers everything from setting up your first board to integrating Planner into your Microsoft Teams channels so task management sits inside the collaboration environment your team already uses. Sessions run as a half day or full day depending on how deeply your team wants to go.
The course covers Planner from initial setup through to day-to-day team use and Microsoft 365 integration.
Ready to give your team a shared view of who is doing what?
Designed for team members and managers at any experience level. No prior Planner experience required and no formal project management background needed. Half-day sessions cover the core Planner features. Full-day sessions include Teams integration, Planner administration and more complex multi-team workflow scenarios.
This course is particularly useful when delivered to a whole team together rather than individuals, building shared habits and a consistent approach from day one.
Ready to give your team a shared view of who is doing what?
By the end of this program, participants will be able to:
Ready to give your team a shared view of who is doing what?
CTO works with the organising contact to understand how your team currently manages shared tasks and what a successful outcome looks like. A sample Planner structure relevant to your team’s work is designed before the session as a practical starting point.
Participants set up a working Planner board during the session using a real workflow from their team. Teams integration is configured in the session where possible, so participants leave with a working setup rather than just knowledge of how it works.
Participants receive a Planner setup guide and best-practice reference covering board structure, labelling and Teams integration. Microsoft Project training is available for teams whose work involves structured project management beyond what Planner handles.
Ready to give your team a shared view of who is doing what?
Microsoft Project
Microsoft Teams Training
Microsoft 365: Modern Workplace
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