Microsoft Planner Premium

Course subjects

Introduction to Planner Premium

• Understand the benefits of Planner Premium over standard Planner

• Explore advanced features and user interface enhancements

• Access and customise prebuilt Premium Plan Templates

Configure Your Project

• Create and link project Goals

• Set up Waterfall-aligned Buckets for structured task flow

• Create Labels to track departmental ownership or other dimensions

• Build Custom Fields including text, choice, date, number, and yes/no types

Apply Agile Methodology

• Set up Sprints and understand the Sprint Board

• Configure Backlog, Sprint Ready, Blocked, and Done flows

• Explore the hybrid use of Agile statuses within a Waterfall framework

Create and Modify Tasks

• Add high-level Parent Tasks with strategic alignment

• Enter Action Tasks and define subtask structures

• Apply Buckets, Labels, and Assignments

• Understand and apply task Dependencies and lead/lag logic

• Add Checklists, Effort Hours, and connect to Custom Fields

Use Board View for Execution

• Use keyword search and filtering to isolate key tasks

• Apply Group By options (e.g. Buckets, Sprint, Assigned To)

• Drag and drop tasks to manage progress intuitively

Work in Grid View

• Show or hide columns and re-order them for clarity

• Apply and manage Labels directly in the Grid

• Use Conditional Colouring for visual prioritisation

Manage the Timeline

• Set task Dependencies and define project sequencing

• Use Timeline (Gantt) View to visualise and modify schedules

• Analyse Baselines and track project variance

• Identify the Critical Path and its implications

Analyse with Other Views

• Use the Charts View for progress and status visualisation

• Use the People View to assess workload distribution

• Navigate Assignments View for individual accountability

Wrap-Up and Next Steps

• Planner Premium limitations and alternatives

• Q&A

• Optional integration: Power BI, Teams, Project for the Web