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Microsoft Planner AMA
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Join us for two special events where our Planner product team shares what is coming to the new Microsoft Planner.
In our Meet the Makers virtual event on April 3rd, leaders from the Planner product team will talk about the latest on the future of task and work management for Microsoft 365. They will explain how the new Microsoft Planner brings together the simplicity of Microsoft To Do, the collaboration of Microsoft Planner, the power of Microsoft Project for the web - with the intelligence of Microsoft Copilot - into a simple, familiar experience.
Our experts will showcase some of the key new capabilities and improvements of the new experience, including demonstrations on how to leverage Copilot in Planner to create plans, tasks, and goals and get Copilot to answer questions on progress, priorities, workload and more.
On April 4, we will host a special Ask Microsoft Anything (AMA). During the AMA session members of the Planner product team will answer questions directly from the community. This is a great opportunity to get answers to any questions you may have from the recent Meet the Makers event.
Thursday, April 4
Ask Microsoft Anything
10:00 am Kickoff
10:05 – 11:30 am -- AMA | Planner
Experts:
Session Description: Bring your questions for members of the Planner product team about the new Microsoft Planner.
Please share any questions that you would like our experts to address in the comments below.
619 Comments
- atrain204Iron ContributorI would like to teach my users how to protect their planner boards from staff deleting or modifying tasks they shouldn't be (#DLP)
- lexgee02Brass ContributorOnly option I've found is to not tell people Planner exists so they don't go there and do something they aren't supposed to.
- AndyBaIron ContributorFor Frontline Workers we would love time based tasks. “12:00 Pick up delivery” and a timely notification in mobile. Any plans for that?
- AndrewFriedman
Microsoft
Hi AndyBa, thank you for this input. We are tracking this as a request for orgs with frontline workers. Would you share more details on how you'd like this to work?
Here are a few related questions, which will help us better understand the need:
- How will these tasks be created? Are you expected a frontline manager to create the task for their team, or are you envisioning the organization using task publishing or APIs to create these tasks for the appropriate team?
- Do you want the reminder to be shown at the exact due time? Or a little before the due time?
Here is a similar request in our Planner feedback portal, which you can optionally upvote as well. Reminders and Exact time of task · Community (microsoft.com)
- AndyBaIron Contributor
1. Managers in store creates the tasks. Ideal if they can create a task pool with all the in-store tasks. Then on every task they can set date and time intervall for that particular task. When the manager plans the week the schedule tasks populate the checklist. Today with recurring tasks the new task pops up after you complete the task. Would be a small win if that didnt happen or that you in planner can create your own view (like in sharepoint) and set as standard. Then they can have the "today view" everytime a frontline worker opens planner.
2. Today stores have found other 3rd party apps that displays tasks with color code. Green = Do now, Yellow = upcoming, Red = overdue The best way would be a combination of a notification on a mobile device and to have the ability to display tasks och a bigger screen. Frontline Workers dont look att their mobile devices all the time. AndrewFriedman
- CodyWisemanCopper ContributorA big challenge we have is no availability of subtasks. Is there a better way to do this or are you going to add that as a feature so we can have multiple people completing certain parts of the main task?
- Brian-SmithBronze ContributorThis is available in premium plans Cody, checklists is one way in basic plans, but I appreciate these aren't assignable.
- MarkWonsilCopper Contributor
LARGE task might deserve its own bucket. Tasks can have checklists. When a checklist item is assigned, we promote it to a Task (see the ... menu) and then assign it.
- LaurieHeer_D365TeamsBrass ContributorI love the way that checklist items are displayed for basic plans on the board view. It would be great if there was a switch to enable or disable displaying checklist items on the boar for all plan types, including premium plans.
- souzabaileyCopper ContributorOn project timelines in other Project Management Platforms (like Asana) tasks titles are visible on the task itself when viewed on timeline / gantt view. Will this be a feature on the new Planner for project timelines?
- Jaime ChavezCopper ContributorWill you be able to move a task from a Standard Plan to a Premium Plan?
- PeterLCopper ContributorSimple one: can you please provide a link to the downlaod of the beautifull new icon as svg. Perhaps some need to adapt their training material. Thank you.
- Brian-SmithBronze ContributorHi Peter, I like simple ones 🙂 From the application itself (if you see it yet), right click the icon and open in new tab - https://statics.retailservices.teams.cdn.office.net/ui/static/releases/uno/all/assets/planner2.8e27f89bc2da530d3b02.svg
- mherremaIron ContributorI found it in Teams by going into Planner, right clicking the icon, and copying the link. Then you can paste it into a browser to download.
- mherremaIron ContributorOr rather, here you go 🙂 https://statics.retailservices.teams.cdn.office.net/ui/static/releases/uno/all/assets/planner2.8e27f89bc2da530d3b02.svg
- nicole50Copper ContributorI use Power Bi Dashboard with Project for the Web. Could we use new Planner data in Power BI?
- Laura_Becker
Microsoft
Hi Nicole, Yes, as long as you have a Power BI license. Thanks!- Brian-SmithBronze ContributorTo be clear, the premium plan tasks are the only ones that can be easily seen in Power BI, as they sit in Dataverse. There are ways to sync Planner tasks to a different storage that is also directly available in Power BI, and several 3rd parties use this approach for their Planner Power BI solutions.
- NathanBlackBrass ContributorOne challenge of my team’s API integrations into Project for the web is that the access tokens we generate in Modern Authentication workflows expire really quickly. Is there a way we can configure these tokens to be more stable so our users aren’t constantly logging themselves back in?
- Rita_SeatonBrass Contributor
In monitoring the MS Roadmap, many features show they are being rolled out but are still in development. How can customers get more accurate rollout in order to prepare communications within the company and team up more with MS' actual rollout.