Professional training – Microsoft 365 and Office

Microsoft Planner and To Do

Get confident with Microsoft Planner and To Do in 6 hours: focus on Plans and buckets, Assigning tasks and Checklists and due dates, live with a trainer, online or on-site.

Duration
6 hours, one session
Level
Beginner
Format
Online or on-site
Language
German or English
Certificate
Certificate of attendance

Overview

“Microsoft Planner and To Do” is designed for roles such as Administrative staff and assistants and Controllers, project managers and team leads. In 6 hours you work your way through Plans and buckets, Assigning tasks and Checklists and due dates in a structured way – with plenty of practice and time for your questions.

Microsoft 365 is part of almost every office routine, yet most employees use only a fraction of what it offers. Our Office courses focus on the features that save time: from Excel formulas and pivot analyses to professional documents, collaboration in Teams, SharePoint and Planner, and automation with Power Automate. Microsoft Planner and To Do is a one-day workshop with short explanations and plenty of exercises on practical tasks. You receive exercise files, keyboard shortcuts and templates for immediate use in your daily work.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Focus areas of the course

Plans and bucketsAssigning tasksChecklists and due datesCharts and schedulePlanner in TeamsPremium plans overview

Who is this course for?

  • Administrative staff and assistants
  • Controllers, project managers and team leads
  • Business users in all departments
  • IT owners and Microsoft 365 administrators

What you will be able to do

  • You know the key topics of Microsoft Planner and To Do – Plans and buckets, Assigning tasks, Checklists and due dates, Charts and schedule, Planner in Teams and Premium plans overview – and can apply them in practice.
  • You work noticeably faster and more reliably with Microsoft Planner and To Do.
  • You use features deliberately for recurring tasks.
  • You design results professionally and consistently.
  • You share and collaborate in a data-protection-compliant way.

Course outline

Module 1 Getting started and interface of Microsoft Planner and To Do
  • Where Microsoft Planner and To Do fits in Microsoft 365
  • Interface, ribbon and quick access toolbar
  • Navigating efficiently with keyboard shortcuts
  • Exercise files and practical examples
Module 2 Focus areas: Microsoft Planner and To Do
  • Plans and buckets
  • Assigning tasks
  • Checklists and due dates
  • Charts and schedule
  • Planner in Teams
  • Premium plans overview
Module 3 Core features of Microsoft Planner and To Do
  • The most important functions step by step
  • Working in a structured and low-error way
  • Formatting, templates and standards
  • Avoiding common pitfalls
Module 4 Hands-on exercises with Microsoft Planner and To Do
  • Guided exercises on everyday office tasks
  • Bringing and solving your own work examples
  • Time-saving workflows and automation
  • Questions and solutions in the group
Module 5 Collaboration, security and transfer
  • Sharing, permissions and co-authoring
  • Data protection and safe file handling
  • Integration with other Microsoft 365 services
  • Checklist for your daily work
Module 6 Transfer to your daily work
  • Exercise based on a realistic case
  • Typical mistakes and how to avoid them
  • Checklist and templates to take away
  • Open questions, outlook and resources for further learning

Prerequisites

Depending on the level, basic PC skills are enough. Advanced courses assume confident use of the basic functions. No prior knowledge is required.

Technical requirements

Your own laptop with internet access; Microsoft 365 access or a training environment is provided in advance.

Dates & locations

For every location we suggest a date roughly four weeks ahead. Your preferred date is always possible.

  • Munich Wed, 16 December 2026 6 hrs Request
  • Salzburg Tue, 15 December 2026 6 hrs Request
  • Berlin Tue, 15 December 2026 6 hrs Request
  • Augsburg Fri, 11 December 2026 6 hrs Request
  • Hanover Tue, 15 December 2026 6 hrs Request
  • Bremen Wed, 16 December 2026 6 hrs Request
  • Stuttgart Mon, 14 December 2026 6 hrs Request
  • Kaiserslautern Thu, 10 December 2026 6 hrs Request
  • Online Mon, 14 December 2026 6 hrs Request

Frequently asked questions

Which version of Microsoft 365 is required for Microsoft Planner and To Do?

We follow the version your company uses and point out differences between the desktop and web versions. Features that are only available in certain licenses are marked as such. Tell us about your environment in advance so we can prepare the content accordingly.

Can we work with our own files in Microsoft Planner and To Do?

Yes, gladly. For in-house sessions we include your templates, spreadsheets or processes, provided they contain no confidential content or are anonymized. Alternatively we use practical exercise files that cover all the learning content.

How much does “Microsoft Planner and To Do” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 6 hours of live training with a trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. For every location we suggest a date roughly four weeks ahead. In the request form you can always describe your preferred date or period in free text – we check availability and get back to you within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run the course exclusively for your team.

Can the course be tailored to our team?

Yes. Tailor-made courses cost approx. €4,500 more, depending on the topic and by arrangement. We agree content, examples and exercises with you in advance.

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