Software training across Canada

Microsoft Planner training adapted to the actual level

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

Microsoft Planner diagnostic: practical skills, workflows and training priorities.

Start the free assessment Request delivery terms

Approach

Build the path around observed needs

The free assessment helps separate concepts already mastered from those that deserve training. The final path can then be adjusted to the organization’s tasks, context and objectives.

The diagnostic is not an official certification. It is used to guide training decisions.

Intended audience

teams, managers and project leads

Employees and professionals.
Managers and HR teams.
Training coordinators.
Groups to be organized by skill level.

Visible content

Microsoft Planner training modules

The modules below come from the catalogue used by the recommendation engine. Their order and depth are adapted after the assessment or engagement analysis.

Module 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

Module 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

Module 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

Module 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

Module 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

Module 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

Module 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

Module 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

Module 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

Canada

Availability for provinces and territories

JFL Media can receive requests from anywhere in Canada. Delivery terms, time zone, availability, location and pricing are confirmed for each engagement.

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Before training

Complete the assessment or describe the need precisely.
Choose modules and confirm duration.
Confirm delivery terms, availability and price.

Next step

Start by establishing the Microsoft Planner level.

The assessment is free and produces a detailed report that can be used to prepare a focused path.

Start the assessment