planner
844 TopicsPlease Add 'Copy' Function to Buckets
Please add the ability to duplicate or copy a bucket with all it's associated tasks. This really is a basic feature on virtually all kanban board services and it's absolutely baffling that Planner does not have this feature - and I've been personally adding it to every 'How Can We Improve' pop up that appears on Planner for almost four years! There are numerous threads suggesting the same feature with plenty of upvotes and comments supporting it - yet no feature. Including this thread which has been ignored (is the feedback portal obsolete?). https://feedbackportal.microsoft.com/feedback/idea/41d9aa6e-6d7d-f011-95f3-7c1e52d941f839Views0likes1CommentMicrosoft Planner, Icon with an image instead of just text
How can I change the icons that appear next to plans in Microsoft Planner? I have created groups and assigned a group image to each one. The issue is that for one Planner plan, the corresponding group image is displayed, but for the other plans, it is not. What settings do I need to adjust so that, instead of text, the team image assigned to the team is displayed as an icon for each plan in Microsoft Planner? I look forward to your assistance. Next to the "Carsten" plan, there is an icon with an image. Next to the "Vision" plan, there is only text. I would like to have an icon with an image for all of the plans. Best regards from Germany Carsten55Views0likes1CommentTimeline view in Microsoft Planner
In our organization (same Microsoft 365 tenant), I can see the "Trial active" (or Free Trial) button in the top-right corner of Microsoft Planner, allowing access to premium features (e.g., Timeline view). However, a colleague in the same organization cannot see the trial button at all in their Planner interface, preventing them from activating or requesting the trial. The trial activation and Timeline button is completely missing for the affected user, even though both accounts belong to the same tenant and share similar roles. Troubleshooting efforts we have tried the following steps, but the issue persists: Cleared Microsoft Teams cache and restarted the application. Signed out and relogged into the account. Verified that "Self-service purchase and request" is enabled (set to "Allow") in the admin portal. Tested accessing Planner via Microsoft Teams Web version (same outcome—button is missing). Here is what it looks like for a user with the trial option vs. one without: How can we enable or show the missing 'Trial Active' and 'Timeline' button in the Planner app in Microsoft Teams for the affected user?143Views0likes1CommentWhat's new in Microsoft Planner | September 2026
Fall is officially here, and with it comes our first quarterly edition of What's New in Microsoft Planner! Each quarter, we'll bring the latest Planner updates together in one place. We're continuing to invest in Planner to help people work alongside AI to plan and get work done, whether you're tracking your own tasks or coordinating a shared plan across your team. This quarter's updates give you a clearer view of your work, new ways to save time keeping plans current, and more places to manage tasks where work already happens. Planner Agent is now built directly into basic plans, so you can ask questions about your plan, create and update tasks, and focus on your top priorities without leaving Planner. We're also making Planner Agent in Copilot more capable, with fuller answers on large, complex plans and faster, more reliable responses. You'll also find updates that bring Planner closer to where your team collaborates, from adding Planner as a tab in private and shared Teams channels to bringing your tasks and plans into Outlook. And the new Task Details Side Pane lets you update assignments, dates, and checklists without losing sight of the bigger picture. Read on to see everything that's new in Planner this quarter and share your feedback through the Planner Feedback Portal. Keep the details and bigger picture in view Task Details Side Pane Planner now offers a new way to view and edit task details without losing sight of the plan or task list. The Task Details Side Pane opens alongside Board, Grid, and My Tasks views. Assignees, dates, notes, and checklists can be updated without leaving that view. Seeing task details alongside the plan makes it easier to review assignments and dates without losing context. Planner now also remembers the preferred task details layout when the app is reopened. On smaller screens, task details automatically open in a dialog for a better fit. Save time planning and getting work done Chat with Planner Agent in Planner Planner Agent chat is available directly in basic plans. It allows teams to ask questions about the plan, create and update tasks, and filter the view to focus on the top priorities. With chat built into the plan, teams can now review tasks and make updates without leaving Planner to start a separate conversation in Copilot. Planner Agent in Microsoft Copilot More context for large plans: Planner Agent can now use more information from large and complex plans when answering questions. It leverages the latest frontier models for more in-depth reasoning and draws more effectively on work content. These improvements help find relevant tasks and include more supporting plan details in responses, giving teams a fuller picture of the work being reviewed. Create larger plans in Copilot: The previous 30-task limit when creating a plan has been removed, allowing Planner Agent to generate larger initial task lists without a limit. Teams can review the proposed tasks in Copilot before saving them to the plan. Improvements also extend beyond plan creation, with faster responses and fewer interruptions across the Planner Agent experience in Copilot. Assign tasks to team members: Users can set task owners by asking Planner Agent or using task cards in the agent's responses, without leaving the conversation in Copilot. Choose how Planner Agent responds: A new model selector offers Quick response, Think deeper, and Auto modes. Users can choose a quicker response, request more in-depth reasoning, or let Planner Agent select the mode automatically. Planner capabilities in Copilot Users can keep tasks current while handling other work in one conversation, without opening Planner or a separate Planner Agent chat. In Copilot Chat, users can now search for tasks and plans, get answers about their work, create or update tasks, and take action on plans. The same chat includes capabilities from Outlook, Excel, PowerPoint, and other apps. Users can access these alongside Planner capabilities without switching between agents. Manage work where it happens Planner in Outlook Planner is now available in Outlook, bringing tasks and plans, along with Planner Agent, into the inbox. This experience supports both personal task tracking and collaborative planning, so individual commitments and shared work can be managed in one place. With Planner in Outlook, people can track progress, coordinate responsibilities, and take action without leaving their inbox. To get started in Outlook on the web or the new Outlook for Windows, select Apps, search for Planner, then add and pin it for quick access. Planner tabs in Teams channels Planner can now be added as a tab in private and shared Team channels. Team members can create a new basic plan or select an existing plan shared with the group associated with the channel. Once added, the plan is easy to find in the channel where the team collaborates. Members can return to that dedicated space to review tasks and manage projects together.12KViews6likes8CommentsPlanner 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!471Views0likes3CommentsPlanner 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 you238Views0likes0CommentsAny word on exposing additional Planner triggers in Power Automate?
Right now, the ONLY triggers I can see are "when a new task is created", "when a task is completed", and "when a task is assigned to me". To make matters worse, even when using those I cannot read/write to custom fields using on Premium Planner boards. Its really frustrating as it feels like we're paying more and getting less when it comes to the "premium" plans.634Views2likes2CommentsPlanner 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.840Views4likes2Comments