Free online assessment

Assess your Microsoft Planner skills for free

45-question technical assessment drawn from a 72-question bank to place a learner in Microsoft Planner and recommend the most useful training modules.

This assessment measures knowledge and produces a practical diagnostic. Modules are recommended after the test; they are not an offer of paid courses.

Start for free How does the test work?

What is assessed

Questions about practical workplace skills

The test covers different areas of the software, including beginner, intermediate and advanced questions. The score and skill-area breakdown help reveal strengths and topics to revisit.

This is not an official certification and should not be the sole factor in an employment decision.

Who can use it

teams, managers and project leads

Employees and applicants.
HR professionals.
Employers, managers and team leads.

Assessment learning framework

Modules that may appear in your recommended plan

The topics below form the recommendation framework associated with this assessment. The system selects priorities using individual answers and proposes a plan to use independently with a provider of your choice. We do not deliver these courses through this website.

Topic M01

Plans, tasks and assignments

Practical 3-hour module covering Plan, Task, Assignment, and Basic plan.

group a set of tasks around a common goal
represent a unit of work with owner, dates, and details
indicate who is responsible for completing a task
manage everyday collaborative work with standard Planner capabilities

3 h

Topic M02

Organization with buckets, labels and checklists

Practical 3-hour module covering Bucket, Label, Checklist, and Priority.

visually group tasks by phase, team, or category
add an additional visual classification to a task
break a task into smaller verification steps
indicate a task s urgency or importance

3 h

Topic M03

Views and plan reading

Practical 3-hour module covering Grid view, Board view, Timeline view, and Filter and group.

review and quickly edit task fields in a table
visually organize tasks into columns
visualize tasks over time and dependencies in supported plans
show only the task subset useful for analysis

3 h

Topic M04

Tracking, attachments and collaboration

Practical 3-hour module covering Progress, Attachment, Task comments, and Due date.

indicate whether a task is not started, in progress, or completed
associate a useful file or reference with the task
keep a discussion in the context of the task
set the target completion date for a task

3 h

Topic M05

My Tasks, My Day and prioritization

Practical 3-hour module covering My Tasks, My Day, Sort, and Grouping.

bring together tasks assigned to the user across plans
select the tasks to focus on today
order tasks according to a relevant field
analyze tasks by assignee, bucket, progress, or another available dimension

3 h

Topic M06

Premium plans and project management

Practical 3-hour module covering Dependency, Custom field, Goal, and Advanced timeline.

link tasks whose completion order is constrained
add structured project-specific information in a Premium plan
track an outcome or target associated with a Premium plan
schedule tasks and dependencies on a detailed time scale

3 h

Topic M07

Workload, agility and execution

Practical 3-hour module covering People view, Sprint, Milestone, and Rebalancing.

review task distribution among plan members when available
organize a short period of planned work in an agile context
represent an important checkpoint or outcome in the schedule
redistribute work when workload or deadlines become unrealistic

3 h

Topic M08

Portfolios and multi-plan oversight

Practical 3-hour module covering Portfolio, Plan status, Portfolio milestone, and Roadmap view.

track multiple plans and their key deliverables in a consolidated view
communicate a plan s overall health or progress in a portfolio
highlight a critical date or delivery across multiple plans
visualize key items from multiple plans on a timeline

3 h

Topic M09

Copilot, automation and work governance

Practical 3-hour module covering Copilot in Planner, Planner agent, Plan convention, and Portfolio review.

help create, manage, or track a plan with AI assistance when available
assist selected planning and tracking tasks in supported experiences
standardize names, buckets, statuses, and fields to improve reporting
regularly review progress, risks, dependencies, and priorities across plans

3 h

Assessment output

Actionable insight, not a sales pitch

The report provides an overall score, category breakdown and recommended modules. Use it to inform development discussions, document progress or complement candidate assessment.

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45 questions and a suggested development plan. No course enrollment.

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