Recent Discussions
Planner release Custom Templates
From the ignite series pack, about Publishing a plan as a Custom Templates, the screen shot shows “Goals”, which I understand is only available in Premium Plans. Can you create Custom Templates from a Simple Plan? Or is it only available in Premium? Or is this screen shot showing post the feature where Simple and Premium Plans are combined into one? Is the combining of Simple and Premium Plans also being deployed as part of this major release?22Views0likes0CommentsPlanner Major release Custom Templates
microsoft are there any support materials or steps on how users will create Custom Templates? What are the sequence of steps users need to follow to be abel to "Publish as Template" This slide is from the ignite pack. I'm building end user support materials to educate users about the upcoming release. I can't see these changes ahead of my users.10Views1like0CommentsPlanner major release @ mention feature
1.Can you mention someone who is not assigned to Task, but a member of the MS 365 Group? Or can you only mention someone assigned to the Task. E.g. Mary Jane is assigned the Task and wants to mention on of her direct reports (Todd Jones) that is helping gather info for the task. however Todd is not assigned to the Task. Can Mary Todd?5Views0likes0CommentsPlanner major release new Task feature and E5 licenses
microsoft Is the new Task Chat feature available for E5 licenses? It’s not listed in the notes in the message centre https://admin.cloud.microsoft/?https://admin.cloud.microsoft/? - “Microsoft Planner will add a new service plan enabling task-based chat for improved collaboration, rolling out worldwide in early January 2026. This feature will be ON by default for eligible licenses, including Planner Plan 1, Project Plan 3 and 5, and Dynamics 365 Project Operations. No immediate admin action needed.”16Views0likes0CommentsPlanner major release
microsoft what does this statement in the Message centre MC1193421 mean about Comments and Tasks on Planner. I thought the change was regarding Comments going away? “There are no changes to email notifications for the existing task comments experience, meaning that an email notification will be sent to all group members associated with the plan when a task comment is added.”17Views0likes0CommentsProject Manager agent in Planner
microsoft In the latest Ignite series pack about the changes coming with Planner I notice in the screen shots about the Task Chat that the Comments heading is still showing. In the Message Centre for the Major release coming mid Jan-mid Feb 2026 that the Comments is going away. Can you clarify if the screen shot is showing a Task that previously had a Comment on it, and is now showing the Task Chat pane? I'm preparing communications and end user support materials for this change. The Comments feature has been heavily used by one of my Executive stakeholders and I'm keen to explain what he can expect with this release come mid Jan. This is the slide image from Ignite.12Views0likes0CommentsPlanner personal plan bucket deletion inconsistent across tenants
Hello, we are seeing inconsistent behavior when deleting buckets in Microsoft Planner personal plans and would like to confirm whether this is an expected limitation or a known issue. In a Planner personal plan that is not connected to Microsoft Teams or a Microsoft 365 Group, tasks can be deleted successfully but buckets cannot be deleted and return a 403 Forbidden error even when the DELETE request includes a valid If-Match header with the latest odata etag value. The same scenario works correctly in other tenants where bucket deletion in personal plans succeeds using the same API calls and permissions. We have confirmed that this issue is not related to retention policies such as Microsoft Purview because bucket deletion works in group based plans when performed by a Global Administrator. It is also not related to GPO or Intune policies, and the request format and permissions have been validated by testing both as the plan creator and as a Global Administrator. Based on this behavior, bucket deletion in Planner personal plans appears to behave differently depending on the tenant even when the scenario and permissions are the same. Could you please confirm whether bucket deletion in Planner personal plans is officially supported, whether this tenant specific behavior is an expected design limitation, whether this is a known issue that can be escalated as a bug, and whether there are any recommended approaches for managing or cleaning up personal plans in enterprise environments. Thank you. (403 Forbidden)21Views0likes0CommentsEasily assign person(s) to subtasks
Hi all, I'm wondering if there's an option to easily assign person(s) to all subtasks of a summary task at one go. In our situation, we would like to assign all these subtasks of a summary task to the same person(s). However, at the moment is seems you have to assign the subtasks individually, which is quite labour intensive. Does anyone of you know a good workaround? Thanks in advance for your response, Jasper19Views0likes0CommentsMicrosoft where is the love for my Custom/non-default environment?
Like a lot of customers I have a custom environment for planner. I feel like a second class citizen when so many updates are for the default environment. Has anyone heard any news about advancements in a non-default environment. Specifically a way to get all tasks in one place for all resources?51Views4likes0CommentsFeature Request: Enhanced Text Field Support in Custom Fields for Premium Plans
Hello Microsoft Planner Team, As an Engineering Manager at LinkedIn, I've recently started using Microsoft Planner Premium for my engineering team's sprint management. While the custom fields feature has been incredibly useful, I've encountered significant limitations with the "Text" field type that are impacting our workflow. Current Issue: I created a custom field called "Scrum Notes" to capture detailed sprint-related information. However, when I enter multi-line text, it automatically converts to a single line, making it difficult to read and organize structured notes. Feature Requests: I would like to request three enhancements for custom fields with "Text" type: Multi-line Text Support: Enable newline characters (\n) to be preserved when entering text in custom fields. Currently, all text is collapsed into a single line, which severely limits readability for longer notes. Expandable Text Preview: Display up to 300 characters in the Grid view with an "expand" or "show more" option when clicked. This would allow teams to see a preview without cluttering the view, while still being able to access the full content when needed. Rich Text Formatting: Add support for basic text formatting (bold, italics, bullet points) within text-type custom fields, similar to the formatting available in the Comments section. This would significantly improve the organization and readability of notes, especially for technical documentation like scrum notes, technical decisions, or implementation details. Use Case: Our team uses the "Scrum Notes" field to document: Sprint planning decisions Technical implementation notes Blockers and dependencies Action items from standups Without multi-line and formatting support, these notes become difficult to parse, forcing us to use external documentation tools, which defeats the purpose of having centralized task information in Planner. Impact: These enhancements would make Microsoft Planner significantly more powerful for engineering teams and other technical users who need to capture detailed, structured information directly within their project management tool. I'd appreciate any feedback from the community on whether others are experiencing similar limitations, and if there are any workarounds currently available. I've also submitted this feedback through the in-app feedback mechanism. Thank you for considering this enhancement!47Views0likes0CommentsNested Parent/Subtasks in Board View
I recently upgraded to planner and project plan 5 (planner premium), with one of my most anticipated features being subtasks and dependencies. My group usually uses board view to look at our tasks, but if I make a parent/subtask relationship in the grid view, the parent task is not shown in the board view. I know most people use one plan for one specific project, but my tech impaired supervisors need one place to look at all projects, so I need to have everything in one plan to reduce difficulties in navigating planner and finding tasks. I am testing out using portfolios for this reason as well. I am hoping someone else has the same wish and this can become an action item in the future.82Views0likes0CommentsAuto mark done for planner task when flagged email has been marked complete
Current Behavior: When an email in Outlook is flagged for follow-up, a corresponding task is created in Planner under the “Flagged Email” section. However, if the user marks the email as Complete in Outlook, the related Planner task remains in the Not Started status. Impact: This creates inefficiency and confusion in task management. Users must manually mark the Planner task as completed even though the email was already marked complete, resulting in duplicate effort. Proposed Solution: Automatically update the Planner task status to Completed when the associated flagged email in Outlook is marked as complete.40Views0likes0CommentsPlanner Notifications Showing as Sent by Me
Our employees are receiving Planner notifications that appear to come directly from me, the CIO, even though I did not initiate or assign those tasks. This creates confusion, as staff believe I am personally assigning work or flagging overdue items. Questions: Is there a way to revert to the previous “email address removed for privacy reasons” sender behavior? If not, can this be logged as a design limitation for consideration (e.g., toggle or admin control)? What best practices are recommended to prevent confusion in the meantime? This behavior feels misleading and disruptive, so I want to ensure it’s documented as a design concern rather than treated as a support closure. The workaround I was given by Microsoft support was to pay for another E3 license for each of our supervisors/managers so that they can monitor that the emails are initiated by them. Our company cannot afford these licenses--we support intellectually challenged and disabled children and adults and we know that our federal funds have ended and the federal government does not believe in supporting our clients. Thank you for any advice.27Views0likes0Comments- 39Views1like0Comments
Bucket Templates or Duplicate Buckets
Adding bucket templates or duplicate bucket functionality would save so much time for all of us. We're using Planner to project manage repetitive workflows - but each time we create a new project we need to manually copy and paste all tasks. It would save so much time to add the ability to create a new bucket from a template or duplicate a bucket. Planner feels so under baked because it lacks this functionality, and there are hundreds of threads requesting this exact functionality.37Views0likes0CommentsTasks deleted automatically
Hello, I'm using the planner (plan3) since March. I've realized that I haven't the same tasks in the history in every month. Apart from the new ones, there are some old tasks which are deleted automatically. They are not the oldest ones. Is there any rule for this deletion? Is it a bug? Thanks for your help. Ana.35Views0likes0Comments
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- The Microsoft Planner team recently celebrated two pivotal milestones: International Project Management Day and Microsoft Ignite. To round out the year, here’s a quick look at some of the new and exi...Dec 18, 20251.3KViews0likes2Comments
- Today at Microsoft Ignite, we’re excited to share the next major evolution in work management—one that builds on the journey we began in April 2024, when we unified Microsoft To Do, Planner, and Proj...Nov 20, 20255KViews3likes12Comments