Introduction to Microsoft Teams and Planner

Course Overview

What you will learn

This two-hour course is designed for expert users of Teams, who are looking to incorporate features of MS Planner. There will not be time to recap the basic functions of Teams. If you need to learn these skills, take a look at our New User and Meetings and Interactive Features online courses.

Course timetable

• Add an existing Plan to a Team Channel
• Adding Tasks:
  • Assigning a Task
  • Start and Due Dates
  • Labels
  • Check Lists
  • Buckets

• Views and Filters
• Adding Planner as an app to Teams

If there’s time

• Intro to Planner (365 app)

Related Courses

Happy offers an Introduction to Project Management workshop (held both over one-day and two-days). These workshops are designed for new project managers or people with projects to manage but no clear planning process. 

MS Project Fast Track Essentials is an online course for anyone who would like to manage their project using MS Project. By the end of the course you will be able to use the basic features in MS Project to create a project plan, manage resources and perform basic tracking.

Happy also offers a two-hour Asana course taught via Live Online Learning. By the end of this course you will be able to set up and effectively manage a project using Asana.

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a two-hour Live Online session. Please reserve at least a full two hours in your diary for this session.

All learners will need to either install Zoom on their machines or use the Web App in a browser (either Google Chrome and Microsoft Edge are supported). Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Your active participation is expected: everyone will be heard and seen throughout, just as they would be if we were in a room together. To be heard, hear and seen you will need a microphone, speakers and camera – if you have a modern laptop that’s all you will need. Remember, you’ll need a quiet place to call from and a decent internet connection is a must.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

The course will run for two hours. Please arrive 15 minutes early for registration and refreshments.

The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 15 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Coronavirus Update

While we continue to only run our public courses online, we have reinstated classroom-based training for private group bookings only. We can also host you for room hires – please contact us for further details.

We have made our training centre COVID safe. Please see our full Coronavirus guidance page for details.

For the latest government guidance, please visit the gov.uk website.

We will continue to monitor the situation and will advise all clients if the situation changes.

If you have any questions or concerns, or would like to arrange some online training, our friendly team are available Monday to Friday, 9am to 5pm. You can leave a message on 020 7375 7300 or email us at hello@happy.co.uk.