Recent Discussions
Is using Planner for tracking OKRs a good idea?
So our team has been trying to use Planner to track OKRs. We set up buckets for each objective and tasks for key results. It kinda works for a small team but now that leadership wants to roll it out company wide, its getting messy. Theres no way to show progress rollups from team-level OKRs to company-level ones, no percentage tracking on key results, and managers cant see a consolidated view across teams. Has anyone found a decent way to make Planner work for OKR tracking at scale?7Views0likes0CommentsImprove refresh fidelity in Planner Portfolios
Planner Portfolio currently appears to refresh new items from connected premium plans, but changes to existing items like renamed summary tasks / roadmap items do not reliably propagate into the portfolio after refresh. This makes Portfolio difficult to use as a trusted roll-up view because the source plan and portfolio view can diverge. The issue is especially problematic during early planning, when workstreams and summary tasks are frequently renamed as the plan matures. Requested improvement: Refresh should update task, summary task and milestone names from the source plan. Portfolio should offer a “full resync” option for a connected plan. Portfolio should show last refresh time and any sync exceptions. Users should be able to rebuild roadmap items from the source plan without removing and re-adding the plan. Current behaviour makes Planner Portfolio feel more like a partial snapshot than a reliable portfolio view.18Views0likes0CommentsCannot see Task Chat for Planner app on iPhone
Hi, I am testing using the Planner app and have added a message in the Task Chat area via the web browser on a PC. I cannot see the message on the Planner app on the iPhone. I cannot see Task Chat anywhere on the iPhone. I can create a new message in the Comments section on the iPhone (in the Planner app), but cannot add comments using the web browser on a PC. The web browser wants me to use Task Chat, but cannot see that on the iPhone. Am I missing something simple here? Thanks Matt78Views1like1CommentNotifications settings missing
Hello, M365 Business Standard, global admin I've created a couple of plans in Planner for a couple of users, however we don't receive any notification when a new task is created or completed. Let's say I create a task - I assign this task to another user - the users completes the task - I don't get any notification. How come? It's like basic functionality, so I assume there must be something wrong with the set up. In the web I found a couple of screenshots of the setttings but they are not available in my view: My view: What am I missing ? Is it possible to check/change the setting via powershell ?59Views1like0CommentsPlanner Plan 3 Subscription Cancelation and refund.
Hello. I have Microsoft planner plan 3 subscription which expired and has been automatically renewed which is against my intention , I tried to communicate with Microsoft support through email , live chat , phone call but without any positive progress , on phone they have an AI agent which is wasting of time , in live chat they just pass you to another departments and share wrong email address . I have been trying to fix this issue since the first day of subscription renewal but so far nothing . The subscription is under a twin alias email which I don't have access to and there is no admin , the email is under onmicrosoft domain. I need a urgent quick help for this issue so that I can get refund .23Views0likes0CommentsUpdated 2026 Planner Issues
The new Planner initially seemed really great and useful, but over the past month a series of problems have occurred that make it difficult to use. I have already reported everything to Microsoft, but so far no support agent has been able to help me. The issues are as follows: When I tag a colleague in the chat, they do not receive the email with the message content — this is a feature that is supposed to work by design and was working fine until last month. Often when I try to type in the chat, it either doesn't type at all, or it types in a different task. When I click in a chat, it automatically tags all the people previously mentioned, or if I want to tag just one person, it ends up tagging all the others as well. Are you experiencing these issues too?162Views0likes0CommentsImprove readability of Task Chat in new Microsoft Planner (full-width option needed)
Hello, First of all, thank you for the new Planner experience and the introduction of Task Chat. I think it’s a very welcome improvement over the legacy comments system, because it allows to edit already posted comments. However, there is a significant usability issue that is affecting our daily work: 👉 The Task Chat is displayed in a narrow side panel, which makes reading longer conversations difficult and inefficient. In many real scenarios, task discussions are not just short comments. They often include detailed explanations, decisions, or back-and-forth exchanges between team members. The current layout forces users to read long messages in a very constrained width, which reduces readability and slows down collaboration. Suggested improvement: (preferred) Provide an option to expand Task Chat to full width -maybe another button like the one that already exists for 'Comments'- (or open it in a larger, dedicated view) Alternatively, allow resizing of the chat panel Even a “pop-out” experience (similar to Teams chat) would be helpful This would significantly improve usability, especially for teams, like mine, that rely heavily on Planner for collaborative work and decision tracking. Thanks for considering this feedback. I believe this change would greatly enhance the new Planner experience.136Views4likes0CommentsNew Planner UI - What problem is actually being resolved?
This new UI is a step backwards. I get that people naturally resist change at first, but Microsoft keeps making interfaces more spaced out and less information-dense, which is frustrating in a business environment where efficiency matters. I can now only see about half of what fit on screen before. Even my Planner board headers are cut off because the font sizes and spacing have been increased unnecessarily. Microsoft has a bad habit of redesigning UIs without solving an actual problem. A lot of these changes feel like they’re being made by people who don’t actively use the tools day to day in real working environments.253Views6likes1CommentIs there any way to connect Planner tasks to OKRs or company goals?
We use Planner for task management, and there's no native way to tie a Planner task to a higher-level goal. I looked into Power Automate but the Planner connector doesnt have a field for "parent objective" or anything like that. Are other orgs just using spreadsheets for this? Feels like there should be a better way.90Views0likes1Comment- 50Views0likes0Comments
users with office 365 E5 license can access the planner premium
I have a question if users with office 365 E5 license can access the planner premium but not all of its features? or they can not have any access at all? i read this documentation https://learn.microsoft.com/en-us/planner/understand-planner-trial-and-license-assignments but i felt a bit confused? if Office 365 E5 users can access some features of the Planner Premium? or they can only access the standard planner, can anyone explain this in more details? the license requirements for planner premium? Thanks92Views0likes0CommentsProject desktop vs Planner + project Plan 3
We are trying to plan our projects using ms Planner Premium (Plan 3). However, I get very confused because of the so many product names, subscription name, soon ending products, etc. my questions are: Which desktop tool of microsoft for project planning is running currently. If it's "Microsoft Project Online Desktop Client MSO" can this be synced with the planner premium (Plan 3)?, if yes how? I have an excel list of a Project plan with the columns below: can i manage my project in planner premium? if yes, are all this custom fields deployed in dataverse, so that I can access them from power bi? i have a project plan in an excel file with this columns. now i want to create this project plan in project plan 3, how to do it? Company Cost Center Name Company Number Account Number Cost Center Number Accounting Project Number Project Number Sub- Project number Project Leader Concept Vendor (provider) Total Cost (in contract currency) Contract Currency Project Initiated/Not Initiated Committed/Not committed Priority January, 2026 February, 2026 March, 2026 April, 2026 May, 2026 June, 2026 July, 2026 August, 2026 September, 2026 October, 2026 November, 2026 December, 2026 Q1/27 Q2/27 Q3/27 Q4/27 2028 2029 2030 What is the best practice project planning approach when i have complex projects that I have to manage, with resources, costs, projects, sub projects, sub sub projects. How do this on desktop and online? And also colaborative? when project managers have to input thier budgets, how can I create a mapping where they can input thier budgets and project related facts. Thank you in advance for you inputs and help F.A211Views1like0CommentsPlanner - Plan 1 - Welcome message
Hi, we're using Teams for managing our projects. We have Team "Projects" and there are many channels inside this Team. Each channel represent our project (we are HVAC company). With the basic Planner, I used to create channel "Mr. Newman" - inside that channel we have all files related to that project, we have discussions about that project and we also have Planner assigned to that project. Which works well. Since we are growing, I wanted to test the Planner Plan 1 (I like the Goals, timelines etc), however, there is a huge problem that when I create the Planner now (the premium one), it sends an E-mail to everyone. I don't want that. All of the employees are getting emails that they have been added to the planner "Mr. Newman" etc. and they are asking what should they do with that? How do I turn that off? Thanks, Jakub69Views0likes0CommentsCreating groups in Planner
I lead a team of 20 who each partner with 5 other people on external teams (to us but still internal to the company). I have been using the planner to give each 1:5 ratio group a single place to track status on tasks. However, every time I want to make a new group to add to the planner, I have to request it via microsoft. Our IT can't get around that. It takes weeks for my group requests to be approved and really ties up onboarding. Is there a way around this? Or any other way that I could get the same result minus the hectic waiting for groups to be granted access?86Views0likes1CommentConnecting Planner tasks to employee goals/OKRs - anyone figured this out?
My manager wants us to tie our daily Planner tasks back to our quarterly OKRs but theres no native way to do this. I spent a couple hours trying to set up a Power Automate flow that updates an Excel tracker whenever a Planner task gets completed but it feels hacky. Is there a cleaner way to connect what people are actually doing in Planner to higher level goals?127Views0likes2CommentsTimeline zoom
Hello, Is there a way to lower the zoom level in the Timeline view to less than 1 week? I have a couple projects with multiple dependent task per day but if I use the maximum zoom level in the Timeline view I don’t get a good overview of the different task in for example a 4 day period. I was expecting a Gantt chart like view, like what you have in Microsoft Project, in where you can zoom to a minute level granularity even.82Views0likes0Comments[BUG] msdyn_project silently renamed from "Plan/Plans" to "Project/Projects" in new environments
We need clarification from Microsoft on whether this is a bug or an intentional breaking change. Overnight and without any announcement, the msdyn_project table now ships with display name Project / Projects in newly provisioned environments. Dev and UAT environments provisioned a few months ago have Plan / Plans out of the box. All environments are running the exact same PSCore version: 1.0.163.730. The entity is as expected, marked non-renameable — read-only in the maker portal — so there is no way to align environments manually. Solution import from an existing environment (where msdyn_project = "Plan") into a newly provisioned Production environment fails with: 0x8004023B: Entity 44286cce-2389-4532-ac04-7a18a2818e9a is not a renamable entity. Hence Entity Display Name cannot be modified The only workaround — and why it is not acceptable It is technically possible to manually edit customizations.xml inside the solution ZIP before importing, removing the <DisplayName> node for msdyn_project. The import will then succeed, but Production will permanently show "Project" while Dev and UAT show "Plan" — a broken inconsistency across environments. More importantly, this is not how ALM is supposed to work. Developers should never have to manually patch solution artifacts to work around a platform-level inconsistency introduced silently by Microsoft. This is incompatible with automated CI/CD pipelines and unsustainable for any team managing multiple environments. The question for Microsoft Is this a bug or a planned change? If it is a bug: when will it be fixed, and is there a supported workaround in the meantime? If it is a planned change: why was it not communicated, and what is the supported migration path for teams with existing environments and solutions? [UPDATE]: After 3 attempts of resetting and reprovisioning the Production environment, msdyn_project finally came up with Plan / Plans — same process, same PSCore version each time. The behavior is non-deterministic. The only workaround currently available is to keep resetting your environment until you get lucky, which is not an acceptable answer for any type of deployment.142Views1like0CommentsPlanner tab missing from Teams channel only shows as separate app
Our users can no longer open the Planner in the Teams channel; they can only access it via the app. This has been the case for a short while now. Does anyone know of a fix for this, or is this how it’s supposed to work? It cannot be selected via apps.255Views0likes0Comments
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