How to see all tasks by all staff over all planner boards in one schedule
Our Events staff work in Microsoft Teams in a team called COMMUNITY EVENTS. Each event they organise is represented as a channel. Each channel has its own Planner board to list tasks to complete that event. There are 6 staff as team members and they are all doing different types of tasks inside the same Planner board. There are currently 26 events going on, ergo 26 channels, 26 planner boards. This team needs to see ALL the tasks across all 26 channels / planner boards in one calendar. I cannot figure out how to do this. Does anybody have any ideas please? Also, if we were to create one team per event, rather than one channel per event, would that make achieving this overall calendar any easier? Thanks
Bulk task changes
Does anyone know how am I able to add dates to tasks in bulk if it's the same due date? How do I assign tasks in bulk to a specific person? These used to easily be done by selecting the sections and right clicking to change but many settings updated today and I am no longer able to do this.Ability to send an email to Planner and create a Task
Is this on the roadmap? Our organization is starting to lose the battle of using Planner instead of Trello, pretty much because of the sole feature that Trello allows you to send an email to a specific email address and it will automatically create a Task. It is quite a simple model: Email Subject = Task Title Email Body = Task Description Email Attachments = Task Attachments This would be a massive win for adoption. Looks like this is the entry with the most votes, but there are about 100 of them that individually are asking for the same/similar functionality: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/13076007-ability-to-add-email-as-planner-taskPlanner Dashboards (Cross Planners, AD Direct Reports, Etc.)
What - if any - rollup capabilities do the planner dashboards have? I'm looking specifically to Planner as a solution for a central, simple, unified task management platform. However, my reporting needs would include: Roll-up of multiple planners into one view for a user (Similar to what the old MySite task rollup allowed) Roll-up of multiple planners into one view for a project manager, admin, etc. Ability to view a team's tasks...for instance based on AD manager
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?
Orchestrating human-AI collaboration in Microsoft Planner
How Microsoft Planner is shaping the future of work management Today at Microsoft Ignite, we announced the next step for Microsoft Planner in the era of AI: Project Manager agent. Project Manager agent is an end-to-end work orchestration experience in Planner that leverages generative AI to streamline the journey from idea, to plan, to done. This is the first time the groundbreaking automation capabilities of Microsoft AutoGen will be available to customers at scale. The new Project Manager agent will be rolling out to public preview in the Planner app in Teams in the coming weeks. To explore these capabilities, customers are required to have a Microsoft 365 Copilot license and also need to ensure their current Microsoft 365 licensing allows them access to Microsoft Loop. Introducing Project Manager agent A team of agents working together Project Manager agent in Planner orchestrates multiple agents like a project manager. Working directly with task-specific execution agents, Project Manager agent assures tasks are completed efficiently. This GenAI-powered system uses task decomposition, planning, and a multi-agent orchestration to enhance team productivity. The system brings together specialized agents, each with their own expertise, to work collaboratively on various tasks with humans in the loop to review and guide outcomes. These agents communicate and cross-check each other's work, much like a team of experts refining each other's contributions. At Microsoft Research, pioneering work on AutoGen has demonstrated the benefits of multi-agent systems. Project Manager agent puts these ideas into practice, streamlining completion of complex tasks: Specialized Expertise: Each agent is a specialist, ensuring high-quality outputs tailored to specific tasks. Specialized agents make output more reliable and predictable while preserving the dynamic nature of agentic systems. Team Collaboration: Agents communicate and cross-check each other's work, much like a team of experts refining each other's contributions. Adversarial agents are specifically designed to challenge each other's work to produce more refined and detailed results. Problem Solving: AutoGen research demonstrates that multi-agent systems significantly enhance problem-solving capabilities, enabling them to tackle more complex tasks effectively. For instance, the integration of multiple agents improves performance in math problem-solving (MATH), real-world reasoning (AFLWorld), and sensitive coding tasks (OptiGuide). Contextual Awareness: Certain agents provide context from your team's existing content, integrating historical data and insights into the current plan. Research on AutoGen shows that multi-agent systems facilitate improved contextual awareness and understanding by integrating multiple retrieval mechanisms, enabling a more interactive and dynamic approach to information retrieval. While in preview, Project Manager agent has access to a small set of "built-in agents" that are tuned to complete common information work tasks. Project Manager agent is scalable, and we are excited to expand the set of available agents and capabilities over time. Human-AI collaboration Whether asking Copilot a simple question or automating a complex workflow, teams in every industry are accelerating work with Generative AI. Collaboration is already a pain-point for many teams and the introduction of AI into workflows can further confound the problem. We believe that Planner’s familiar and accessible collaborative work management concepts and tools can effectively streamline human AI collaboration. Project Manager agent leverages Planner to plan, execute, and iterate agentically in an environment where the human team maintains control. Work Breakdown – When presented with a complex goal or task, Project Manager agent identifies a set of steps to achieve it. This structured approach not only breaks tasks into manageable pieces but also distinguishes work suitable for autonomous agents from higher-value or complex tasks requiring human input. Under the hood, Project Manager agent will be collaborating with multiple agents to deliver the desired outcomes. Complex task execution requires creating a plan, intelligently sequencing actions and dependencies, and maintaining a memory system to store the status of individual steps and their outcomes. Assign to Agent – The user is always in control of exactly what and how much work is assigned to Agents. Project Manager agent is flexible and can handle single tasks or orchestrate longer flows. At any time, team members can pause agent work and make manual adjustments as needed. Human in The Loop – During task execution, Project Manager agent can identify situations where more information or context is required from the team. In such situations, Project Manager agent will compile a list of questions that, when answered, will unblock the Agents working on the task. If the system lacks the tools to complete a task altogether, Project Manager agent can provide advice and assistance to the team member working on the task. Integrating Feedback – Project Manager agent won’t always complete tasks perfectly on the first attempt. Once initial agent work is complete, the team can review the task and leave comments on the content. When the review is complete, Project Manager agent will orchestrate iteration on the content, incorporating the feedback. Safety and privacy Generative AI systems have unprecedented capabilities, which introduces novel risks into our products and services. The Planner team is committed to proactive and continuous mitigation of these risks. We employ a handful of key strategies to ensure that we responsibly deploy generative AI: Impact Assessment: We audit new generative AI products in accordance with Microsoft’s responsible AI standard, identifying harms the system could potentially cause. Redteaming: We thoroughly evaluate new products for risks identified in the impact assessment throughout the development process. Ahead of release, our redteaming results are reviewed by a joint Microsoft-OpenAI Deployment Safety Board, as outlined in Microsoft’s AI Safety Policies. Harm Mitigation: Project Manager agent has multiple redundant checks to prevent harmful content, including harm-specific classifiers and a dedicated responsible AI agent. Additionally, your data remains private when using Project Manager agent. Customer data is governed by the commitments we make in the Microsoft’s Data Protection Addendum, Microsoft’s Product Terms, and the Microsoft Privacy Statement. The future of work management As AI technology continues to evolve, we can expect even more advanced features and capabilities to be integrated into Planner. The vision is to create a truly intelligent work management platform that not only supports project managers but also empowers teams to achieve their best work. The orchestration of human-AI collaboration with AutoGen in Planner represents a significant leap forward in the field of work management. Project Manager agent is a testament to the potential of AI to transform the way we work, making it more efficient, productive, and collaborative. As we look to the future, we are excited about the possibilities that AI holds for work management and beyond.
Create reusable plans faster with custom templates in Planner
Turn any basic plan in Microsoft Planner into a reusable, shareable template to speed up planning and ensure consistency across plans. Custom templates capture key plan elements such as tasks, goals, buckets, labels, notes, attachments, and checklists to help teams plan faster and stay consistent. To publish a template, create and customize a basic plan to fit your needs. When you're ready, select Share and choose Publish as Template. Enter a template name and description, pick the Microsoft 365 group to share it with, choose which parts of the plan to include, and select Publish. fields selected. Once published, the template can be reused to create new basic plans. To create a plan from a template, click Create a plan, then go to either Shared or Created by me and select a template to use. How teams use custom templates Standardized onboarding processes An HR team onboarding new hires each month can use a custom template to create plans with the right tasks, buckets, and checklists already in place, helping ensure each onboarding follows the same process. Fast project setup with templates A marketing team launches frequent campaigns and uses a custom template to spin up new plans instantly. With pre-filled tasks, attachments, and checklists built in, they save time and stay aligned on key details. Addressing your feedback Tell us what you think about custom templates by selecting the Feedback icon (person with a chat bubble) in the top right corner of the app, then select Feedback from the dropdown menu. We also encourage you to share any feature requests by adding your ideas to the Planner Feedback Portal. Your feedback helps inform our feature updates, and we look forward to hearing from you. Learn more Learn how to use custom templates in Planner. Learn how to export and manage Planner custom template data. Visit planner.cloud.microsoft to access Planner directly from your browser. Sign up to receive future communication about Planner. Check out the Planner adoption page and Planner help & learning page to learn more about Planner. Visit the Microsoft 365 roadmap for feature descriptions and estimated release dates for Planner.Planner 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.
