Recent Discussions
Custom Template Creation from Premium Plan
I have been excitedly waiting for the custom template feature to roll out. My PMO group heavily utilizes Premium Plans only because of the need to have Dependencies tracked. I'm unable to create a template from a premium plan- basic only- which does not have the features that my team needs to use in Planner. Is there an estimated rollout date for custom template creation from Premium Plans?78Views0likes3CommentsWhy can't I delete a plan I created?
I created plan and typically when I want to delete a plan I go into the Plan details and have delete option at the bottom. This plan doesn't have a delete option and all I can do is select designs. Why can't I delete this plan like I normally would and how can I delete a plan like this?6.8KViews2likes2CommentsPlanner tasks from premium projects not updating dates
Hi all, I've been experiencing problems with tasks in premium projects for almost a week now. I'm updating the due dates in the premium project that are assigned to me but the dates don't update in My Tasks. This is the case in both the desktop app and the web app. Any advice? View from premium project: View from My Tasks:71Views0likes4CommentsPlanner Template (.plat) Files
I've been testing the new Planner capability that allows you to publish a Basic Plan as a template. After publishing a plan as a template, I can see that Planner creates a .plat file in the SharePoint site associated with the Team (under the General channel document library). I also found the Microsoft documentation explaining that Planner templates are stored as .plat files in SharePoint. While experimenting with this feature, I started looking at governance and reuse scenarios and found several areas that don't seem to be clearly documented. I'm curious to know if anyone has explored these scenarios in more depth: How can a Planner template stored as a .plat file actually be reused outside of the standard Planner experience? Can a .plat file be moved to another Team / Microsoft 365 Group while remaining usable as a Planner template? Is it possible to build an organization-wide library or catalog of Planner templates using .plat files? Microsoft documentation mentions that .plat files can be edited outside of Planner, but I haven't found any documentation describing the format, supported tools, or editing procedure. Has anyone successfully modified a .plat file manually? I'm interested in both documented guidance and real-world experience from anyone who has tested these scenarios.32Views0likes1CommentDownload All Tasks in All Plans
I'm trying to figure out a way to download all tasks in all plans in one time (preferably automated through Flow or if Microsoft Planner (online) has a quick tool that I'm unaware of). Every week, I go to each of the plans I am in (over 70 of them), download each to excel individually, and then save them over the previous file. I'd like to automate this without having to make 70 different flows. Is there a way I can download all tasks from all plans with one flow? It doesn't matter if it's all in one excel versus the 70 separate excels. As long as the data is relevant (i.e. I don't want the rows to say the Plan ID or the Task ID, I want the actual description of each there - flow is tough to work with on this). Thank you!9KViews0likes5CommentsPlanner Major release Custom Templates
BANNEDUSERNAME 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.162Views2likes1CommentTasks associated with goals don't appear in My Tasks
I created a few simple plans for myself and my team that do not have goals--just tasks and due dates. When I assign a task within one of these plans, the person who has been assigned receives an email notification and the task appears in the My Tasks folder. I also created annual plans for each of the six programs my team operates. These plans have goals. I have assigned tasks to myself and other team members under each goal. We can see the tasks assigned to us if we open each plan, but those tasks don't appear in My Tasks and no notifications are sent. This means everyone has to click into each of those six plans separately to see what their tasks are for that day, week, etc. rather than having all of their tasks in one place. Of course, people don't always do this so it is up to me to keep reminding everyone. Why don't these tasks appear in My Tasks, and is there anything I can do about this?Solved62Views0likes3CommentsFrustration with Microsoft’s Task Ecosystem
Why is planner development so slow. Is missing no brainer features that a 12 year old program manager or junior developer would even know what is needed at a very basic level. I’m not going to mention what these features are because this community is full of posts about this. You killed off ToDo which was an incredibly good app and had huge potential now left rotten away. Despite no development for years it’s still a great app and would be up there with the best of them - Todoist, Tick Tick, Apple Reminders, Things. Don’t get me started on Loop. What is the point of it. Planner in Teams is still slow. you have ruined Microsoft Project trying to get it integrated with Planner. Planner licensing is a mess. Planner agent currently doesn’t see premium projects. I know it’s coming. M365 Copilot can only see the default Task list in ToDo but no other list. Who thought that one up? You allow people create multiple lists in Todo but ignore them for Copilot query. I would post a really good convo with Copilot about all of this and even Copilot is scratching its head as to why Microsoft is so crap offering up half baked apps and then drop them for something else thus creating an ecosystem that barely functions and leaves people so frustrated. I could go on but I won’t. Rant over but no wonder people are opting to move to dedicated applications like Asana or Monday.com or Todoist for stuff like this. 🥸🤔😳🤦♂️🤷♂️💋106Views5likes1CommentUnderstanding Planner plan options
Hello! First time posting because I'm not an M365 admin at my company so apparently cannot contact Microsoft directly. We are a small company with about 25 employees and have started using Planner to capture actions from meetings. The biggest concern with this is how to recover task cards that are accidentally deleted. Looking at the Planner 3 plan, it looks like that covers task history. If we have the board owner on a Planner 3 plan, can regular users create, assign, add checklist items, and comment on task cards? Though if I'm understanding correctly, task history does not provide a recovery option if a task is accidentally deleted. It seems that we need a third party tool to be able to recover deleted tasks. Is that an accurate understanding, or does Microsoft have a native way to recover tasks? Thank you!Solved168Views0likes6Commentslicense to access Planner Premium from Power Apps
We want to create a Power Apps that connect to those main sources:- 1) SharePoint 2) Premium Planner now i know that connects Power Apps to Premium Planner will make the Power Apps as premium app, and users will need premium power apps license to access it. and also accessing Premium Planner will need atleast Planner Plan1. so what is the minimum license for those 3 groups of users:- 1) normal users will be accessing SharePoint lists only through the Power Apps 2) Admin users will be accessing SharePoint lists and Premium Planner through the Power Apps + Premium Planner through the Premium Planner UI. 3) Senior user will be accessing SharePoint lists and Premium Planner through the Power Apps only. does Planner Plan1 is enough for Senior user? and does Power Apps Premium is enough for admins? Thanks62Views0likes1CommentImprove 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.253Views6likes1CommentImprove 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.57Views1like2CommentsCannot 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 Matt333Views3likes4CommentsTimeline 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.113Views0likes1Commentusers 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? Thanks157Views0likes1CommentMicrosoft Planner should stop embarrassing me in front of my colleagues
Hi - I created a new project today, and Planner - without my input, notification, or acknowledgement - emailed EVERYONE I WORK WITH to let them know they had been added. This is one of the worst software design choices I have ever seen, and we're talking about Microsoft Office here. Then I learned that Planner has no way to import tasks from Excel or Asana or any other project management platform. So Planner, without warning or notification or approval, emailed EVERYONE I WORK WITH to show them an empty task list. How is it possible for this software to be this bad on the default setting? How do I get a trillion-dollar company to stop embarrassing me at work?123Views3likes1Comment
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