Microsoft Planner and Project for the Web

Learn how to plan, track, and manage your projects with confidence using Microsoft 365’s powerful, cloud-based tools, Microsoft Planner and Project for the Web. This hands-on course takes you through the essentials of task management, scheduling, collaboration, and reporting, helping you master two of Microsoft’s most practical project management applications.

Whether you’re leading small teams or coordinating large-scale projects, you’ll gain the tools and knowledge to plan effectively, stay organised, and deliver results.

Learning outcomes

By the end of this Microsoft Planner and Project for the Web course, you should be able to:

• Manage projects and tasks efficiently using Microsoft Planner and Project for the Web.
• Create and track progress across teams with shared plans, labels, and milestones.
• Build structured project schedules with dependencies, subtasks, and summary tasks.
• Integrate Power BI for advanced reporting and project dashboards.
• Utilise Microsoft 365 tools to streamline project collaboration and productivity.

Course content

What will be covered in this Microsoft Planner and Project for the Web course?

Introduction

• Overview of Project for the Web and its comparison with other project tools
• Understanding the differences between Planner, Project Online, and Project for the Web
• Exploring project plan subscriptions and their features

Manage Tasks and Projects with Microsoft Planner

• Introduction to Microsoft Planner and its benefits
• Creating new plans and adding members
• Managing tasks, assigning labels, and tracking progress
• Organising tasks into buckets and priorities
• Accessing plans through Microsoft Teams
• Exporting plans to Excel for deeper analysis

Project for the Web: The Basics

• Accessing Project for the Web from the Microsoft 365 hub
• Exploring the user interface, notifications, and settings

Project for the Web: Create a New Project

• Importing existing project plans and templates
• Creating projects from scratch
• Viewing and managing project plans efficiently

Project for the Web: Add and Manage Tasks

• Adding group members and customising columns
• Creating, editing, and structuring tasks with subtasks and dependencies
• Managing attachments, notes, and checklists
• Visualising progress in grid and timeline views
• Sharing projects and creating project roadmaps
• Integrating projects within Microsoft Teams

Project for the Web: Overview of the Power Platform

• Understanding Microsoft Power Platform and its role in project reporting
• Connecting Project for the Web to Power BI
• Creating reports and dashboards to visualise performance
• Automating workflows using Power BI templates

Course Close

• Recap of key lessons
• Course summary and next steps for further learning

Intended audience

Who is this Microsoft Planner and Project for the Web course for?

This course is ideal for anyone looking to improve their project management and collaboration skills using Microsoft 365 tools. It’s suitable for beginners and intermediate users — from office professionals and administrators to team leaders and managers.

No prior project management experience is required, but a basic understanding of Microsoft 365 applications is recommended.

Additional information

Please note the following:

This course provides a mix of theory, discussion, and practical exercises. Real-world examples will be used to demonstrate how projects are initiated, planned, and controlled across different industries.

Upon completion, you’ll have a clear understanding of how to manage projects from start to finish with practical tools and templates you can immediately apply to your own work or studies.