Microsoft Planner Premium Training

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 & 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 & Next Steps

Review learning outcomes

Discuss Planner Premium limitations and alternatives

Q&A and feedback

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