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- I see there is about 5 out of the box templates, however none of them truly fit our business process that we are hoping to use Planner to track and monitor. Is there a way to create custom templates?
The features users want the most are the same Planner improvements that have been requested for the past several years: At-mentioning in comments, Task dependencies, Reminder date/times (like ToDo offered), Notifications in the tool vs. email only, Checklist item assignments/due dates, Manager oversight to tasks for individuals, Roles in Planner that diversify what various users can do in the Plan, recycle bin, etc. We see these questions in the posts below, but it feels like these core functionality items are being ignored in lieu of Copilot and Premium licenses.
Totally agree with this! You honestly listed out the important BASIC functionalities needed for tech owners to suggest Planner OVER other tools. I'd also add the feature of sharing a plan with individuals without having to create an O365 group or simply adding "guests" to plans. The ability to work cross-functionally is critical to business use and we don't want to have to manage unnecessary O365 groups.
- You can use the feedback link to submit this request. https://aka.ms/plannerfeedback
- These should have been added years ago. Basic things like this would make it easier for my teams to sustain plans instead of abandoning them out of frustration.
- Agreed. I've started a new job that only uses Microsoft products and we need a task/small projects manager. I was going to start using the Lists app because its functions are more what my team needs, even if it means I need to spend more time building it out on the front end. I was excited to see that Planner was getting an update and so I've been holding off on Lists and waiting to see if they'd be incorporating the Lists functions, but so far, I'm not seeing the draw to Planner. Seems like Lists is still the better option... (and it's still not exactly what I need, but given the Microsoft options)
- Hello. Is it possible to have a global view of tasks by resource? Example, I have 8 active projects. In the morning, I want to be able to see which tasks resource A and resource B are working on and in which of my projects. I'm looking for a cross-sectional view of all tasks by resource or priority.
- Yes, please make this happen, without having to create a Power BI dashboard. Should be native within the system.
- Are there plans to support importing tasks from Excel to planner? Copy and paste cells from Excel or Project into individual tasks would be a great feature.
There is a power automate for this but it would be so great if it was native within the system!
- This has already been asked but is a CRITICAL question we need answered. Will there be a recycle bin/way to restore deleted items in the new planner
- Or much better, versioning. A Recycle Bin would be a bare minimum for serious use.
- AndrewFriedman
Microsoft
Appreciate this input. There are two Feedback Portal items you may want to upvote if you have a moment. This helps us track the number of organizations asking for the ability to recover deleted items.
Recover deleted tasks and deleted buckets · Community (microsoft.com)
- AnavSilvermanThank you for the question and appreciate the feedback. Recycle bin is on our backlog. Would be great to learn more about your specific use cases. For example, do you need the ability to restore deleted plans? restore deleted tasks? both?
- Both of these. There was another question asked about permissioning (which is also critical) because if someone goes in and deletes something they shouldn't, there is also no way to restore it. As mentioned below, versioning and a recyle bin are both important to adoption and general business use.
- Will non-premium Planner tasks end up living in Dataverse like their premium counterparts? Would make them more accessible/easier to automate with. When will we get "@user" tagging support/notifications in comments?
- Brian-SmithNo change in storage for basic plans right now. We hear the user request and it is on the backlog.
Will the new Planner also include a baseline function that allows users to compare the original planned dates with the updated ones?
- We assume that a resource has 40 hours of work per week. If that person works on 2 projects, MS Project currently does not allow you to link both together, and it can not limit to 40 the resources's hours assigned per week. Will the new Planner allow that feature? Or is it already possible with a dashboard in Power BI?
- Will you be adding a proper "Activity Feed' that informs team members exactly what has changed, when it happened and who did it? The current solution (the pop-up banner) is as useless as a screen door on a submarine.
- Brian-SmithPremium plans do have task history, that shows the kind of information you are looking for. No plans to have this available for basic plans. (Love your screen door analogy Alex!)
- As new Outlook is on the radar, many people are asking about how to shift from Outlook tasks to ToDo/Planner. Is there going to be a way to port/transition Tasks in Outlook to New Planner? Please!!??!?!?
Luke-PlannerPMHi Jennfier - this is definitely something we're thinking about. Curious about your current usage of tasks in Outlook - are you using To Do or the older native Outlook "Tasks"? Have you started using the new Planner for new task tracking and you just want to port/permanently move your Outlook tasks, or do you have scenarios where you'd continue to use both? Thanks for the feeedback/question.
