Office 365 Planner Essentials

$29.99 $10.00

Get Started With The Easy Way To Manage Your Team, Right Inside Office 365!

Learn how to use Office 365 Planner to organize your team in a powerfully simple visual format with this Office 365 Planner Essentials online training course.

Length: 37 min

This title is available in the
Total Training All-Access library.

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The new (as of May 2016) Planner tool in Office 365 is a powerful team management tool, providing features comparable to standalone project management apps but without the high price tag – in fact it’s included free with most Office 365 Business plans.

Office 365 Planner Essentials Objectives. You will be able to:

  • Discuss the relationship between Plans, Cards, Buckets, and Labels
  • Describe how Planner works with the Office 365 Groups app
  • Create Tasks and Assign them to others
  • Review deadlines and progress with Charts and the Dashboard

Sample clip


What does Planner do and how can teams use it to effectively delegate and manage tasks?  In this engaging course, we’ll look at the key features of Planner, including:

  • An overview of how Planner can manage your workload
  • Demonstrations of Plans, Cards, Buckets, and Labels
  • How Planner works with the Office 365 Groups app
  • Creating Tasks and Assigning them to others
  • Reviewing deadlines and progress with Charts and the Dashboard
  • Creating and managing Plans
  • The strengths and risks of this very new Planner tool, and what Microsoft is working to improve.

Office 365 Planner Essentials is the first eLearning course available which covers Microsoft’s new Planner app, and is also a part of the Mastering Office 365 course.

For additional features related to Groups also check out Office 365 Groups Essentials.

Intro to Planner 0:08:43
Working with Cards 0:12:45
Working with Buckets 0:04:45
Managing My Plans 0:10:42

Chip Reaves InstructorChip Reaves is a serial entrepreneur who has started five successful IT companies. An Atlanta native, Chip began fixing computers for small businesses in the 1980’s while studying Computer Science at Georgia Tech. After 10 years building a successful IT Service Practice in Atlanta, Chip founded the Computer Troubleshooters USA franchise system alongside Wilson & Suzanne McOrist, which became the world’s largest computer service franchise and received multiple awards from Entrepreneur Magazine, Franchise Business Review, and

Chip has been interviewed on TV and other major media on topics related to small business technology and entrepreneurship, including ABC News, BusinessWeek TV, the Wall Street Journal, and the New York Times, and is a member of Jim Blasingame’s “Brain Trust” on In 2010 Chip was listed among the Top 150 most influential people in small business IT by SMB PC magazine.

Chip lives with his wife Maren and step-daughter Meg in Anderson, South Carolina where they also co-own a local Managed Service Provider. In his spare time Chip is very active with his church and local charities, and consults with aid organizations serving Rwanda and the Democratic Republic of Congo in Africa.

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