Your 365 Coach | Live Training for Task Management in Microsoft 365

Expert-Led Training:

Mastering Task Management in Microsoft 365

A live, half-day workshop to help you take back control of your tasks, deadlines, and priorities — using in-built Microsoft 365 task management tools, such as Microsoft Planner and Planner Premium and more!

Delivered Live by Experts

For 1 - 10 Attendees

Half-Day Duration

Priced at £950 + Taxes

What You Will Learn

This hands-on session will show you how to get full visibility on your tasks, deadlines, and priorities — using tools like Microsoft To Do, Planner, and Planner Premium, all connected inside Microsoft 365 and Microsoft Teams.

Learn the Right Tools

Discover when to use To Do, Planner, Planner Premium, or even Loop and Lists — and how they work together to support personal and team planning.

Bring All Tasks into Place

Learn how to use the Planner app inside Microsoft Teams to view and manage tasks from across Microsoft 365, in a single unified way

Build Repeatable Planning

See how to structure task lists, buckets, priorities, and deadlines so nothing slips through the cracks — whether you're working alone or in a team.

Level Up Your Skills

This hands-on session will help you take control of your tasks, deadlines, and priorities using Microsoft 365 — bringing clarity to your day and confidence to your planning

Training Session Agenda

Explore how Microsoft 365 can give you full visibility over tasks, deadlines, and team priorities — and help you build a planning system that actually works.

Choosing the Right Planning Tool

Discover the differences between To Do, Planner, Planner Premium, Loop, and Lists — and when to use each.

Using the Planner App in Teams

Learn how to view all your tasks in one place — from personal to shared plans — inside the Teams-integrated Planner app.

Managing Your Private Tasks

Improve personal productivity with Microsoft To Do — set up task lists, use My Day, flag emails, and stay on track with reminders.

Shared Planning with Planner

Learn to create shared plans for your team. Assign tasks, use buckets, apply labels, and track progress with Boards and Charts.

Introducing Planner Premium

Unlock advanced project tools like Gantt charts, dependencies, milestones, conditional formatting, and Goals.

Reporting & Reviewing Work

Create clear, powerful reports that track task progress, identify bottlenecks, and keep everyone aligned on deadlines and outcomes.

Live Q&A

Ask your questions and get tailored answers from our Microsoft 365 experts.

Key Takeaways

This hands-on workshop will help you and your team build a clear, trusted system for managing tasks, deadlines, and priorities using Microsoft 365.

Clarity and Control

Gain full visibility on your tasks — across personal, shared, and project-based planning — so nothing slips through the cracks.

Right Tools, the Right Way

Understand when to use Private Tasks, Shared Plans, Planner Premium, Loop, or Lists — and why each one matters.

Real-Life Scenarios

Learn repeatable planning methods you can apply immediately across your day-to-day work and team collaboration

Turn Planning Into Progress

Leave with knowledge that supports better decisions, greater accountability, and meaningful results for you and your team

Who Is Course This For?

This training sessionWork smarter as a team—learn how to use Microsoft Copilot to automate routine tasks in a secure, compliant way. is designed for professionals and teams who need greater clarity, control, and consistency in managing tasks and priorities using Microsoft 365. Whether you're overwhelmed by to-do lists or juggling multiple projects, this session gives you the tools to take back control — no technical experience required.

Directors & Team Leads

Learn how to get full visibility across personal and team tasks — helping you delegate clearly, track progress, and reduce last-minute surprises.

Project Managers

See how to bring structure to your planning with shared task lists, Planner Premium timelines, and smarter meeting follow-ups.

Busy Professionals

Discover how to stay on top of your own workload, manage deadlines with confidence, and reduce the stress of forgotten tasks.

Operational Teams

Create consistent planning methods across the team — with clarity on priorities, better collaboration, and fewer dropped tasks.

What's It Like to Learn with Us?

"Scott is an excellent instructor. He is able to demonstrate his deep expertise in accessible language to the public. His training is very well structured and his interaction with the audience is done in a light and didactic way"

David Pereira, IT Director, WSAudiology

Book Your Task Management Session Today

Want to bring this training into your business? Just fill in our enquiry form and one of our team will get back to you within five working days, with a formal quote and availability.

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Frequently Asked Questions

Here are some commonly asked questions to us at Your 365 Coach, to help you get the answers you need.

Can you run the training sessions in-person?

We can run sessions in-person at your preferred location in the UK, and this will incur additional travel costs to allow for one of our experts to travel to your preferred location, which you will host.

Can we adjust the topics covered in the session?

Yes, we can adjust the topics to meet your requirements, although tailoring can adjust the pricing, due to the additional effort required and therefore please let us know if you would like to tailor the topics, and what you would like covered, when you get in touch with us.

Can you run sessions for more than ten attendees?

Yes, we can run training for more than ten attendees and we can host multiple training sessions to cover this, at additional cost. Please get in touch with us, to find out more.

Can we record the training session?

Yes, optionally, the sessions can be recorded upon request. Please let us know prior to the training being scheduled, if you would like the session to be recorded.

Who will host our training session?

One of our Microsoft Certified Consultants at Your 365 Coach, will host the training session for you and your team, to ensure you get the most from it.