planner
640 TopicsIs 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?89Views1like2CommentsPlanner Plan 3 Subscription Cancelation and refund.
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 .37Views0likes1CommentIncrease the maximum number of Goals in Microsoft Planner Premium
Hi Microsoft Planner community, In the new Microsoft Planner Premium, it seems that a plan can currently have a maximum of 10 Goals. For our team, this limit is too low. We use Goals to structure our work around multiple sprint objectives, epics, deliverables, and larger initiatives. Since our Planner board supports several workstreams at the same time, 10 Goals is not sufficient for proper planning and reporting. Could Microsoft please explain why the limit is set to 10 Goals? And is there any possibility to increase this limit, for example to 30 Goals per plan? This would make the Goals feature much more useful for teams that manage multiple initiatives, projects, or quarterly deliverables within one Planner Premium plan. Thanks in advance!55Views0likes1CommentPlanner Integration with Loop Tasks
Need some guidance - We are starting to use Planner to keep track of a large number of tasks. Currently planner is setup with: Approx 10 buckets (in kanban view), and a list of tasks below each. We are using this mainly just for tasks, so the Timeline view isn't needed. We want to connect tasks recorded in Teams meetings, and in Loop to our main Planner. Whats the best work around for this? When using Loop, and we create a task and we connect it to Planner, it will create a new Plan and put the tasks under that. To me, this is dysfunctional, because we want all tasks to be under the main Plan in Planner. I like to use the GRID view of the Plan, which enables me to make subtasks under the main tasks, but others prefer to use the kanban view. However you can't see the subtasks that are under the "main task" like in Grid view. There's lots of videos showing how these parts of Teams work together, but in reality, it doesn't really work that well when it scatters tasks created in different parts to different Planners. Any suggestions would be helpful, and thank you in advance for your help. Jim3.3KViews5likes8CommentsLinks in Tasks assignments emails not working (Named environment)
Hello! We have implemented Project for the web accelerator in a named environment (non-default). In a Plan the Project Manager assigns a task to a member of the O365 Group for that Project (Email notifications do not work if there is no O365 Group associated with the Project beforehand). The assignee receives the email with 4 links: Only the "Open in Teams" works, the rest linking to the Plan or the Task does not have the appid in the named environment so it fails with a correlation error that we cannot investigate further. Is the missing appid in the links a BUG in the Project Service Core managed solution provided by Microsoft (1.0.0.87 / 1.0.166.34262)? Is there a way to get the links working correctly with no errors? Thanks121Views2likes2Comments2026.02.20 - Planner UI update is worse
The UI changes to Planner within the latest Teams desktop app update (version 26032.208.4399.5) has regressed in its functionality and is worse than before. Previously, all of the contents of an item in the Planner were visible at the same time. Now I have to tab between Task Details, Attachments and Checklist, and am unable to view these at once, which has become a critical workflow for me. It is extremely irritating, as I've developed a workflow around how Planner was presented (which was that everything within a task was visible at once), and now it has been compartmentalised. Please unwind this - it is a regressive update and provides less information and requires more interaction to work through the detail of a task.3.5KViews30likes22CommentsConnecting Planner tasks to employee goals/OKRs - anyone figured this out?
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?149Views0likes2CommentsNew Planner UI - What problem is actually being resolved?
This new UI is a step backwards. I get that people naturally resist change at first, but Microsoft keeps making interfaces more spaced out and less information-dense, which is frustrating in a business environment where efficiency matters. I can now only see about half of what fit on screen before. Even my Planner board headers are cut off because the font sizes and spacing have been increased unnecessarily. Microsoft has a bad habit of redesigning UIs without solving an actual problem. A lot of these changes feel like they’re being made by people who don’t actively use the tools day to day in real working environments.284Views6likes1CommentFrustrations with the New Planner Update
I was looking forward to the new Planner update, but instead of improvements, I’m seeing several changes that have negatively impacted my team’s workflow. Here are the main issues: "Assigned to Me" View: Previously, this view acted as a personal Planner automatically grouped by buckets, which was really helpful. Now, it’s been replaced with a simple list view, and the "Schedule" view for personal tasks has also been removed. Copying Plans: In the previous version, we could copy a plan and retain all the tags we'd created. Now, when copying a plan, the tasks no longer retain these tags, and when attempting to reassign them, the tags aren’t available in the copied plan. These changes have made it more challenging for us to manage tasks effectively. Is there any way to revert to the previous version of Planner or enable these features again?4.9KViews26likes28Comments