Planner topics

Improve refresh fidelity in Planner Portfolios

davidmck_telstra — Wed, 10 Jun 2026 02:48:58 GMT

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.

Cannot see Task Chat for Planner app on iPhone

CCS2026 — Mon, 01 Jun 2026 07:53:04 GMT

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

Matt

Notifications settings missing

mateuszit11111 — Tue, 26 May 2026 12:37:16 GMT

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 ?

Planner Plan 3 Subscription Cancelation and refund.

Akhan84 — Tue, 26 May 2026 10:33:12 GMT

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 .

Updated 2026 Planner Issues

fincleanairworldit — Thu, 21 May 2026 12:53:23 GMT

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?

Improve readability of Task Chat in new Microsoft Planner (full-width option needed)

Jaio — Tue, 19 May 2026 07:35:23 GMT

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.

Is there any way to connect Planner tasks to OKRs or company goals?

ElisaDelaney — Tue, 12 May 2026 07:57:35 GMT

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.

PLANNER WILL NOT PUBLISH THE SCHEDULES FOR MY PLANS, BY CREATING AN iCALENDAR LINK....HELP

MICHAELJOEHARRIS — Thu, 07 May 2026 20:17:44 GMT

🤙

users with office 365 E5 license can access the planner premium

johnjohn-Peter — Tue, 05 May 2026 21:41:22 GMT

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?

Thanks

Project desktop vs Planner + project Plan 3

ItecMuttenz — Thu, 16 Apr 2026 09:54:34 GMT

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.A

Can't see timeline in Microsoft Planner Plan 1

samuelebrtls — Thu, 16 Apr 2026 07:20:10 GMT

Hi,

I would like to find a solution because I can't see the "timeline" menu when I create a premium plan, even if I have a Planner Plan 1:

It happens both with Web app and Local app

Best regards

Planner - Plan 1 - Welcome message

jakudo — Mon, 13 Apr 2026 06:22:54 GMT

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,

Jakub

Creating groups in Planner

AV3 — Thu, 09 Apr 2026 20:45:14 GMT

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?

Connecting Planner tasks to employee goals/OKRs - anyone figured this out?

MeggyB360 — Fri, 03 Apr 2026 05:49:01 GMT

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?

Timeline zoom

JGobel — Tue, 31 Mar 2026 19:06:06 GMT

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.

[BUG] msdyn_project silently renamed from "Plan/Plans" to "Project/Projects" in new environments

Woody — Thu, 26 Mar 2026 17:56:15 GMT

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.

Planner App is gone.

Sara_McDaniel — Wed, 25 Mar 2026 15:21:57 GMT

Opened Teams today to check on work and the planner app is gone. What is happening?
When I look at the available apps within the teams App list, it now says I need a copilots license to use.

Planner tab missing from Teams channel only shows as separate app

Straw — Wed, 25 Mar 2026 09:19:32 GMT

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.

Premium Planner compatible apps?

mdesmith — Tue, 24 Mar 2026 16:07:17 GMT

Has anyone found any 3rd party solutions to bridge the gap on some of the shortfalls of Planner Premium? I'm really looking for something that my field team can use to access Planner tasks on their mobile devices. Also, for management, I need a solution that allows them to track tasks assigned to their team members across multiple open plans/projects. Thanks for any suggestions!

Also, if Microsoft is working on any of these solutions, please put out some communications to help us explain to our bosses that something is being done.

Filtering on labels with AND logic please

Freke — Mon, 16 Mar 2026 10:22:14 GMT

Hi,
Currently planner is filtering on labels using OR logic, this is a big problem for us.
We want to label tasks with labels Software, Hardware, Product_A, Product_B etc.

So if I filter and selects labels Software and Product_A, I want to see only the Software tasks for Product_A.
But with the built in OR logic I also get the Hardware tasks which is annoying and complicates things.

I'm not looking for a workarounds like exporting it to lists, using power automate or grouping on labels.
Just a simple tickbox somewhere to use AND logic instead would be very much appreciated.