Mastering Microsoft Planner with AI & Copilot
Published 6/2026
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz, 2 Ch
Language: English | Duration: 3h 16m | Size: 932.25 MB
Automate tasks, predict delays, and generate reports in Microsoft Planner using Copilot and AI - hands-on
What you'll learn
Use Copilot inside Microsoft Planner to draft plans, generate tasks, and answer questions about your project
Apply predictive analytics to Planner data to flag delays and bottlenecks before they hit
Optimise resource allocation and capacity across plans with AI assistance
Navigate the new unified Planner - To Do, Planner, and Project - and its Premium capabilities
Understand Planner and Copilot licensing, where your project data goes, and the governance it needs
Automate task creation, assignment, status updates, and reminders in Planner with Power Automate - no code
Generate executive-ready status reports and dashboards from Planner with GenAI and Power BI
Build five real automations: work triage, weekly AI reports, delay alerts, and Copilot project kickoff
Judge where Copilot genuinely helps and where it produces confident nonsense you must catch
Lead AI adoption in your project-management practice and prove its value with real numbers
Requirements
Access to Microsoft Planner (via Microsoft 365) - a free or trial account is enough to follow along
Basic familiarity with running projects or tasks; no coding or data-science background needed
Microsoft 365 Copilot is helpful for the Copilot lessons, but the course explains what you can do without it
A real project of your own in mind - you'll automate part of it in the capstone
Description
This course contains the use of artificial intelligence.
AI is used to reframe the words, fixing spelling mistakes and grammatical mistakes and audio conversion.
Microsoft Planner just changed more than it has in years - it now folds in To Do and Project, and Copilot sits right inside it. For the millions of project managers and team leads who run their work in Planner, that is either a genuine productivity shift or a pile of new buttons nobody explains. This course is the explanation, and the hands-on practice to go with it.
It is built for project managers, team leads, and coordinators who already use Planner or are about to adopt it, and who want to stop doing the repetitive parts by hand. You will use Copilot to draft whole plans, break epics into tasks, and answer questions about your own project. You will automate task creation, assignment, status updates, and reminders with Power Automate - no code. You will bring real predictive analytics to your timelines so you can flag a slip in week one instead of explaining it in week ten. And you will turn raw task data into executive-ready reports and dashboards with GenAI and Power BI.
Then you will build along: five practical automations you can take straight to your own team, from auto-triaging incoming work into Planner to a weekly AI status report that writes itself. The course is honest about the limits too - where Copilot is genuinely useful and where it produces confident nonsense, what the licensing really costs, and where your project data actually goes.
Every technique comes with one global, dollar-based example and one India, rupee-based example, so the trade-offs feel real wherever your team sits. I have spent more than twenty years getting tools adopted in real operations - not demoed, adopted. Enrol now and make Planner do the busywork, so you can do the project management.
Who this course is for
Project managers who run their projects in Microsoft Planner and want to automate the busywork
Team leads and coordinators tracking work in Planner across a team
PMs adopting the new unified Planner and wanting to use its AI and Copilot well
Microsoft 365 users curious whether Copilot in Planner is worth the licence
Anyone moving from manual project tracking to AI-supported project management
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