Event details
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
- John_HooverIron ContributorWhen Loop integration is added to OneNote, will that integration allow for embedding specific Planner plans right into OneNote? Currently facing a challenge of capturing meeting minutes in OneNote but then not having an easy way to move meeting minute action items from OneNote into Planner.
- David_HopkinsFormer EmployeeGreat question, thanks John. Yes, being able to show Planner plans in OneNote using the Planner Loop component is on our backlog to support (in addition to the rest of the surfaces that Loop components can be used in).
- AfolakeCopper ContributorAre there any plans for personal plans to be shared please?
- AnavSilverman
Microsoft
Thanks for the question and it would be great to learn more details about your use case. With the new Planner in Teams, you can create personal plans that are just available to you. When you want to share those plans with others, you can do so easily by adding other members to share the plan with or add existing Microsoft 365 groups and share. - Brian-SmithFormer EmployeeYou can share Afolake, but then they are no longer personal plans. What is the scenario you are looking for?
- John_HooverIron ContributorPlans for better supporting the needs of engineering and construction consultant organizations that want to use new Planner (P4W)? - Better way of exporting Gantt charts to share with customers? Current .pdf export is fairly terrible - Being able to baseline project schedules to show schedule changes over project lifecycle - Adding in financial planning / budgeting features left out from legacy MS Project - Easily export Planner schedule as MS Project or P6 compatible file for Customers using those products
- RobertOrnelasIron ContributorThis is crucial. We need more export options. Hopefully one day we can print a filtered view to a PDF, not the entire plan.
- AmberBainesCopper ContributorIs there any information or instructions to help organizations "get started" using/implementing the new Planner?
- Brian-SmithFormer EmployeeNew documentation went live yesterday Amber - https://support.microsoft.com/en-us/office/getting-started-with-planner-in-teams-7a5e58f1-2cee-41b0-a41d-55d512c4a59c
- AmberBainesCopper Contributor
Thanks! This is great for outlining how to use the apps themselves, is there anything that would outline items to be considered when implementing at an organizational level? IE: Setting organizational goals that can be tied to projects, infrastructure considerations like how to create/backup project space in the dataverse, etc?
- ELB_LNBrass ContributorIt is possible for guests/externals to collaborate in a Planner without being members of a Teams team
- chtranMSFT
Microsoft
A user must be part of the Teams team associated with the plan in order to access the plan - so yes any guests or external users would need to be a member of the Teams team.- dpettitt1Copper ContributorMy additional question, based on what Sruthi just said on the call, is what if the guest has a Project license in their own tenant? Do they get to see Gant charts, etc. from this host tenant? Or do they need to be "premium" licensed in the host tenant as well?
- Emily_HelmOccasional ReaderI've read through several items so far and haven't seen this yet, but apologies if I missed it. Will this be something that is compatible with both MAC and PC users?
- chtranMSFT
Microsoft
You can use the Planner in Teams app with any Teams Web or Desktop app. So if you use Teams for Web, Teams for Windows or Teams for Mac you can access Planner in Teams when it is rolled out to your organization. The new Planner in Teams is not yet available in Teams for Android or Teams for iOS apps. - stephenlroseBrass ContributorYes. This will work in both Teams on Mac and Teams on PC
- amannallIron ContributorWhat are the plans for Education licensing. There is NO Project Plan 1 - which means we'd have to buy Planner Premium - but will this actually be available? Given the storage changes for EDU tenants - can you guarantee that Planner won't change where it stores things in the future to use OneDrive for Business / SharePoint which is now on a massively restricted use case in EDU? For EU based users the forcing of Teams to use New Planner is anti competitive. The EU has forced the unbundling of Teams from M365 and O365 plans - so now we have to buy Teams to get the New Planner - seems pretty anti-competitive now!
- PeterLCopper ContributorAre there plans for a backup feature for Planner plans and Project for the web? What is your recommendation for IT operation.
- -_RH_-Iron ContributorI know of only one backup solution for Planner (AvePoint; not sure if compatible with New Planner), but have no experience with it, particularly with restore. Much better would be versioning, but currently there is zero realistic recovery story provided, though this has been requested I think since at least 2018 in UserVoice. This is critical to the Integrity and Availability of the CIA triad, and therefore critical for serious business use.
- esaldana300Copper ContributorIs there a chance to incorporate Approval Processes as template? Or similar. In our mind is the potential or visualize the progress of drawing approvals sent to the customer using Kanban Boards.
- Brian-SmithFormer EmployeeIs it a Power Automate template you are thinking of here? With a certain set of triggers and actions to accommodate the approval process? I know there are some template already out there - are you missing any key actions or just wanting these grouped as a template?
- Madson_ferrariCopper ContributorHello Guys, I'd like to know about the project integration with the planner. How can we use the project to see my task's interdependence and critical path, etc...
- Brian-SmithFormer EmployeeFor plans that are in the Project for the web default environment you will see these plans under My Plans, and can open in Teams. Assigned tasks will show in My Tasks. Does this help or are you talking about different types of projects.