Is using Planner for tracking OKRs a good idea?
So our team has been trying to use Planner to track OKRs. We set up buckets for each objective and tasks for key results. It kinda works for a small team but now that leadership wants to roll it out company wide, its getting messy. Theres no way to show progress rollups from team-level OKRs to company-level ones, no percentage tracking on key results, and managers cant see a consolidated view across teams. Has anyone found a decent way to make Planner work for OKR tracking at scale?
Planner Agent does not work with Premium Plans
I have been toying around with Microsoft Planner Agent, and I am in love with the potential and the idea as to what it can help us do. It can help take meeting transcripts of weekly catch-up meetings and auto-populate/update different kanban cards and tasks and many other really cool and helpful features that will help DRASTICALLY reduce the time on menial admin work. However, these functionalities only work on basic plans, my team all have premium licenses and use a premium plan, and you would think planner agent would be able to work with premium plans, however, every time I try and leverage planner agent to create a task in our premium plan I keep getting the same response along the lines of: "this feature is not available for premium plans yet". You would think the opposite would be true, but I have chalked it up to the thought that since premium plans have more features, Microsoft haven't completely configured Microsoft Planner Agent to them yet. I would love to see if anyone else is dealing with this same problem, and if so, can share their experience to drive some visibility and SOU to this topic. I would also love to hear and see if anyone has any updates or timelines of when this feature would be available.Can I delete or reorder the un-used labels in Planner?
I noticed that there are a lot more color labels in Planner and picked the brighter colors that are lower in the drop-down list. When I use "Group By Labels" to view my planner according to these color labels, my tasks are listed way to the right end side of the board, with a bunch of empty color label columns I didn't use. I tried re-ordering and deleting those un-used color labels but I can't seem to find the features. This really defeats the purpose of adding all the new labels...Planner Task Due Dates
I've been using planner for a few years at work amongst the team. We are each assigned to tasks with information and due dates. As of recently, if a task is due today (let's say September 18th), it will be in the "Past Due" bucket whereas it used to be in the "Today" bucket - this is when filtering by Due Date. Any thoughts? 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.
Planner Graph Visual - Status Counts No longer Visible
Thank you for the recent Planner update. Unfortunately, the changes to the Status chart in the Charts view have significantly reduced its usefulness for our team. In the previous version, the Status chart displayed the number of tasks for each status directly below the chart (Not Started, In Progress, Late, and Completed). This made it easy to capture a single screenshot that clearly showed both the visual breakdown and the exact task counts of our work for client and team reporting. With the new update, those individual counts are no longer displayed. Instead, the chart only shows the total number of tasks/tasks remaining, and the individual status counts can only be viewed by hovering over each section of the chart. This creates two issues: We regularly use this chart in screenshots for client-facing reporting and team updates. We can no longer capture all status counts in a single screenshot and would need multiple screenshots to communicate the same information. When hovering over a status to see its task count, the pop-up can cover the number displayed in the center of the chart, making the visual even more difficult to capture and present clearly. Would it be possible to restore the previous functionality that displayed each status and its corresponding task count directly beneath the chart, or provide an option to enable those labels? The previous layout was much more useful for reporting because all of the relevant information was visible at a glance without requiring any interaction with the chart. Thank you
Nested Parent/Subtasks in Board View
I recently upgraded to planner and project plan 5 (planner premium), with one of my most anticipated features being subtasks and dependencies. My group usually uses board view to look at our tasks, but if I make a parent/subtask relationship in the grid view, the parent task is not shown in the board view. I know most people use one plan for one specific project, but my tech impaired supervisors need one place to look at all projects, so I need to have everything in one plan to reduce difficulties in navigating planner and finding tasks. I am testing out using portfolios for this reason as well. I am hoping someone else has the same wish and this can become an action item in the future.Planner keeps loggin out?
Hi there, Planner is asking me to login every 5 minutes or so. I'm using it on Firefox (latest update) with my Enterprise subscription. After the message pops-up I cannot add attachments from Sharepoint (need to login again). My Office session is logged on all the time. Does anyone knows how to solve this? Thanks in advance.Planner Grid View Configurations
I would like to have some additional configurable features to better organize Grid view for planner. The ability to sort by various fields. Start by date and due by date, for example. The ability to add and / or group by additional fields such as Label. Additional date range filters to allow for anything due now + X number of days, for example.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-task
