Align Task Management in 3 Weeks

Microsoft Planner &
Planner Premium Course

This course will help business professionals:

✅ Know exactly which tool to open — no more second-guessing or app-hopping

✅ Manage all your tasks in one central dashboard with Planner

✅ Walk into team meetings knowing exactly what's done, what's stuck, and who owns what

đŸ”” Enroll Now

"This course really helped me have more confidence in the plans I am building. I really appreciate how Amy builds the learning on each previous module."

Crystal

Are You Facing These Task Management Challenges?

Too Many Tools

Microsoft 365 offers To Do, Planner, Planner Premium, Loop, Lists, and more — it's hard to know where to begin.

Once you see how they connect, you can manage everything from one dashboard instead of guessing.

Tasks Are Everywhere

Your tasks are spread across emails, chats, meetings, sticky notes, and documents — hard to stay organized.

This leaves you constantly playing catch-up instead of running your day on your own terms.

No Shared System

Assigning tasks is easy, but keeping everyone accountable is a challenge — updates get lost in chats and emails.

You're left chasing updates instead of knowing exactly where things stand.

"A great way to learn and apply Microsoft Planner. The course videos were organized into logical sections, easy to understand, and short enough to be able to refer back to and review specific content. The exercises helped to reinforce the concepts that were learned."

 Len

Your Microsoft 365 Task System

Turn unorganized tasks into a clear, connected workflow—so you stay organized and your team stays aligned.

Choose the Right Tool

Know exactly which tool to open, and when.

Align Your Team

Give your team one shared system everyone actually follows.

Centralize with Planner

Manage everything from one central dashboard with Planner.

"Very helpful course to reinforce my learning and exploration."

Seth

 📍Start Here

 

Need a task management system that actually works?

Learn how to use Microsoft Planner as your centralized task management solution—and connect it with other 365 task tools.

This self-paced course gives you a clear, practical path to organize tasks, align your team, and simplify planning inside Microsoft 365.

Watch the video to see how this course helps you build a reliable system—so you can stop reacting to urgent requests and start planning ahead.

đŸ”” Enroll Now
"Amy you are amazing. I'm an instructor myself and I love and appreciate your instructional style."

Michel W.

What You'll Learn

Here’s the full breakdown — 10 modules and 67 lessons covering everything from task fundamentals to Planner Premium and Copilot.

Course Outline

  1. 📍 START HERE: Welcome & Orientation

    4 lessons
    1. Welcome: I'm Excited to Have You!
    2. Self-Assessment: Your Knowledge of Task Tools in Microsoft 365
    3. Resources: Download Your Course Resources
    4. Course Roadmap: What You’ll Learn Over the Next 3 Weeks

  2. 🟡 Introduction to Task Management

    4 lessons
    1. Building Your Foundation: Welcome to Chichén Itzå
    2. Types of Tasks: Where do our tasks come from?
    3. Types of Plans: Bigger Picture of Task Management
    4. Task Tools: Key Players in Microsoft 365

  3. 🟡 TO DO: Task Management Essentials

    10 lessons
    1. Microsoft to To Do: Welcome to Christ the Redeemer
    2. Access: How to Access To Do
    3. My Day: Your Starting Point
    4. Planned vs. Assigned to Me vs. Tasks: Managing Personal Tasks
    5. Create A Task: Exploring Task Components
    6. Organize Tasks: Categories and Hashtags
    7. Outlook: Flagged Emails & Other Email Tasks
    8. To Do Lists: Build and Share for Collaboration
    9. Settings: Personalize To Do
    10. Quiz: Test Your Knowledge of Task Concepts

  4. 🟡 MEET PLANNER: Planner for Personal Use

    9 lessons
    1. Meet Planner: Welcome to Machu Picchu
    2. New Look: Same App
    3. Access: Where to Access Planner
    4. Planner & To Do: Stay in Sync
    5. Create a Task: Explore Task Cards
    6. Grid View: Customize Columns
    7. Filter & Sort: Find What You Need
    8. Board View: Group and Visualize Tasks
    9. Notifications: Stay on Track

  5. đŸ”” PLANNER PLANS: Project Management Essentials

    7 lessons
    1. Planner Plans: Welcome to the Pyramids of Giza
    2. My Plans: Find and Manage Your Workspaces
    3. Create a Plan: Build Your First Plan
    4. Buckets: Organize Tasks into Categories or Phases
    5. Tasks: Add, Assign, and Track Your Work
    6. Labels: Add an Extra Layer of Organization
    7. Quiz: Recap of Planner Plans

  6. đŸ”” MANAGING PLANS: Planner Views & Settings

    8 lessons
    1. Managing Plans: Welcome to Petra
    2. Board View: Organize Tasks Visually
    3. Grid View: Customize and Filter Your Tasks
    4. Schedule View: Plan with a Calendar
    5. Chart View: Track Progress
    6. Other Tools: Update, Share, and Export
    7. Copy a Plan: Create Templates for Projects
    8. Teams Notifications: Stay Updated

  7. đŸ”” SHARING PLANS: Collaborate on Projects with Your Team

    6 lessons
    1. Sharing Plans: Welcome to the Colosseum
    2. Sharing a Plan: Unlock Team Collaboration
    3. Teams Integration: Add Your Plan to a Teams Channel
    4. Assign Tasks: Add Team Members to Your Plan
    5. Attach Files: File Management in Shared Plans
    6. Chat Message: Keep Conversations & Tasks Connected

  8. 🟣 PLANNER PREMIUM: Elevated Project Management

    9 lessons
    1. Planner Premium: Welcome to the Taj Mahal
    2. Premium Licencing: Which is Best for You?
    3. Create a Plan: Create Your First Premium Plan
    4. Creating Tasks and Subtasks: Break Down Your Project
    5. Edit Tasks: Explore All Task Details
    6. Custom Fields: Personalize Your Tasks
    7. Collaboration: Conversations in Premium Plans
    8. Task History: Track Changes with Confidence
    9. Custom Calendars: Tailor Work Weeks to Your Team’s Schedule

  9. 🟣 MANAGING PREMIUM PLANS: Advanced Project Management Tools

    8 lessons
    1. Managing Premium Plans: Welcome to the Great Wall of China
    2. Grid View: Set Your Baseline and Apply Conditional Formatting
    3. Board View: Visualize Plans and Organize Sprints
    4. Timeline View: Adjust Dates and Manage Dependencies
    5. People View: Balance Your Team’s Workload
    6. Assignments View: Refine Resource Effort
    7. Goals View: Define Objectives and Track Progress
    8. Portfolios: Organize Multiple Plans in One View

  10. 🟠 BONUS COPILOT: Planner Agent in Planner

    8 lessons
    1. Welcome to Angkor Wat
    2. Accessing Planner Agent
    3. Creating a Plan with Planner Agent
    4. Adding Resources to Ground Agent
    5. Generating Tasks from Goals
    6. Assigning Tasks to Planner Agent
    7. Generating a Status Report
    8. Using Copilot Chat

  11. Wrapping Up

    2 lessons
    1. Reflecting on My Planner Journey
    2. Getting My Course Certificate

  12. Archive

    9 lesson
    1. Add Comments: Keep Conversations & Tasks Connected

    1. Project Manager Agent

      1. Project Manager Agent: Welcome to Angkor Wat
      2. Access: Understand Licencing Requirements
      3. Create a Plan: Getting Started with Project Manager Agent
      4. Add Resources: Manage Grounding Documents
      5. Generate Tasks: Turn Goals into Action
      6. Assign Project Manager Agent: Let Project Manager Agent Kickstart Your Plan
      7. Generate Status Reports: Keep Everyone Informed
      8. Copilot Chat: Chat with Project Manager Agent to Get Insights

Align Task & Project Management in 3 Weeks.

đŸ”” Enroll Now

How We Can Work Together

1:1 Strategy Session

$199 CAD

A single 60-minute session to tackle a specific challenge, streamline a workflow, or get clarity on your Microsoft 365 setup.

🟡 Book Now

3-Session Package

$699 CAD

Three 1:1 sessions designed to help you build momentum, implement changes, and improve how your team uses Microsoft 365.

Custom Package

Starting at $999 CAD

Need something more tailored? We can design a custom package for your business — whether it’s team training or a longer-term engagement.

What's Included

✅ 8 Core Modules
Learn Planner and Planner Premium step‑by‑step.

✅ 60+ Self‑Paced Lessons
Short, actionable lessons you can apply immediately.

✅ 35+ Hands‑On Activities
Practice directly in your Microsoft 365 environment.

✅ Downloadable Resource
A quick-reference guide with tips, summaries, and helpful links.

✅ Future Updates
Stay current with Planner & Planner Premium — you’ll receive access to any updates added to the course.

✅ One Year of Access
Revisit lessons anytime for 12 months.

✅ Bonus Modules
Explore extra tools and workflows anytime.

✅ Certificate of Completion
Get a downloadable certificate sent to your inbox.

"Short and easy to follow instruction videos. Videos are easy to navigate and for refreshers."

Jenna, Small Business Owner

Who This Course Is For

đŸ”” You're juggling To Do, Outlook, Teams, and sticky notes — and none of them talk to each other.
You're ready for one system that actually connects.

đŸ”” You know Planner exists, but you've never been sure if it's the right tool for you.
You're ready to see exactly how it fits into your Microsoft 365 workflow.

đŸ”” You manage a team, and tracking who's doing what feels like a constant guessing game.
You're ready for a system everyone can actually follow.

Whether you're new to Planner or ready to refine your workflow, this self-paced course gives you a clear, practical path to build a task management system inside Microsoft 365.

đŸ”” Enroll Now

Certificate of Completion

Celebrate your achievement and share it wherever it matters — with your team, your manager, or on professional platforms. This certificate proves you’ve mastered one of the most in-demand skills of the decade.

👋 Meet Your Instructor

Hi, I’m Amy — founder of Office Skills with Amy, where I empower businesses to streamline their Microsoft 365 workflows through practical tutorials, online courses and personalized coaching.

👇Read my full story and meet Roo, my trusty office sidekick đŸŸ

Proud Microsoft MVP, recognized for elevating how teams work with Microsoft 365 and Copilot.

đŸ””Read Full Bio

🔮 Over 3.7 Million Views On YouTube

Still Not Sure?

💰 Money Back Guarantee

If you don’t feel the course is a good fit for you, you’re covered by our 14-day money-back guarantee.
You’ll receive a full refund — no exceptions — after completing a short feedback form to help us understand what didn’t work.

We value your input and use it to keep improving the experience for others.

đŸ”” Join Risk Free Today

Turn scattered tasks into a shared workflow.

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Frequently Asked Questions

"You are unique in the way you explain difficult technical topics in very simple, easy to understand, language."

Zul J. 

💬 Got Questions?

Fill out the form below and we’ll get back to you as soon as we can — usually within a business day.