Timeline zoom
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.Unleashing the power of agents in Microsoft Planner
In today's fast-paced world, AI has become an essential tool for enhancing productivity and efficiency. We are committed to empowering our users with innovative solutions that simplify their work processes, and we’re thrilled to introduce the latest updates to Microsoft Planner, designed to leverage the power of Copilot and agents to streamline project management and task organization. With the recent announcement of Project Manager agent, rolling out in public preview in the Planner app in Microsoft Teams, and the rollout of the new Planner for the web, we are bringing you a comprehensive suite of tools to help you and your team achieve more with less effort. We invite you to explore these exciting new features and discover how they can transform the way you work. Introducing Project Manager agent Project Manager agent is a new AI-powered agent designed to enhance your planning experience by acting as a virtual project manager within your plans. Project Manager agent is built to streamline your planning process, empowering you to focus on the strategic aspects of your work while it handles some of the tasks on your behalf. It is the latest development in enhancing and transforming team collaboration with AI in Planner. Earlier this year, we introduced Copilot in Planner (preview) as a personal companion experience designed to work alongside your planner workflow. With Project Manager agent, we’re now bringing AI capabilities directly into your plans, allowing you to interact with the agent as an integral part of your plan. Project Manager agent takes your goals and automatically breaks them down into actionable tasks. But it doesn’t stop there, it can also execute these tasks on your behalf. By managing the plan and executing tasks, the agent enables you to focus on impactful decisions while it contributes directly to the success of your project. When you start a plan with Project Manager agent, it guides you to define a goal you want to achieve (for example, conducting research on a specific topic). The agent will then generate all the necessary tasks for the research topic. Assign these tasks to the agent, and it will execute on them, providing detailed output that is automatically captured in a Loop page embedded within each task. All members of the plan can collaborate directly within the Loop page, exchanging comments and feedback with the Project Manager agent. Upon selecting Regenerate, the agent incorporates the feedback and generates a refined response, improving the task outcomes. At any point, if Project Manager agent does not have adequate information to generate necessary output, it will even ask clarifying questions that will allow it to provide better responses. You will notice that Project Manager agent is capable of contributing at every step of your plan, delivering value throughout the process. This comes with a new Project Manager View in Planner—your hub for setting goals, generating tasks, and showcasing the execution status. This intuitive interface lets you set your project goals and generate tasks, assign tasks to team members or the agent for execution and track progress and statuses in real time. Additionally, in the board view, you can also group tasks by Project Manager, which shows all the Project manager tasks and status in the appropriate buckets. At its core, the Project Manager agent runs on the Multi-Agent Runtime Service (MARS), a platform built on Microsoft Autogen. MARS leverages specialized agents with unique expertise, enabling the Project Manager agent to perform effectively across diverse scenarios. See the blog post to learn more about how Project Manager agent and MARS function. To help you get started, we’ve provided predefined, customizable templates on various topics, allowing you to quickly kickstart a Project Manager plan and easily tailor it to meet your specific goals. Once you’ve selected a template, you can modify the plan to align with your specific needs and goals, ensuring it meets your unique requirements while leveraging the agent’s capabilities for streamlined execution. From idea, to plan, to done, the Project Manager agent is your trusted partner, ensuring every aspect of your plan is managed seamlessly. We’re also introducing the Microsoft Whiteboard canvas in Planner! This new feature allows you and your team to brainstorm directly within the context of your plan. Upon creating a new plan with the Project Manager agent, you will now see a Whiteboard tab in the plan. Whiteboard offers a dynamic and collaborative canvas within Planner, allowing users to easily convert ideas into tasks and streamline workflow from ideation to action. In the canvas, you and your team can engage in real-time collaboration using inking, sticky notes, and templates. With the Planner integration, you can quickly convert your notes to tasks in one click, directly adding them to your plan. We’re excited to bring these powerful tools to your planning experience, and we can’t wait to see the impact of the Project Manager agent in your daily workflows! 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. As this is a preview release, please note that the features may evolve based on user feedback and ongoing improvements. Initially, Project Manager agent will support English language as the interaction medium, and other languages in the future. We’d love for you to try it out and share your thoughts to help shape its future development! Please select the thumbs up or thumbs down button in the Project Manager view or in the Task details to share what you think about the experience. In addition, we are announcing two more capabilities that will be coming soon to Microsoft Planner: 1. Copilot in My Tasks view: This feature brings AI-powered organization and prioritization to your tasks, helping users effectively manage their backlog and enabling them to stay on top of what matters most. 2. Automated status report emails: Provides the capability to automatically generate a status email from your plans, streamlining the process of sharing weekly updates so you can spend less time on emails and more time moving projects forward. We expect these features to be available for our customers to try early 2025. Join us at Microsoft Ignite to learn more about Project Manager agent in our breakout session, "Boost productivity with Copilot in Microsoft 365 apps." Try Planner for the web today! The new Planner for the web is now available! This marks another major milestone in the Planner journey that we announced last November at Ignite. In April, we launched the new Planner app in Microsoft Teams, and now we've completed the rollout with Planner for the web. Planner for the web now brings together the simplicity of Microsoft To Do, the collaboration of Planner, the power of Project for the web, and the intelligence of Microsoft 365 Copilot into a simple, familiar experience. Discover a new way to manage tasks for individual plans, team initiatives, and larger scale project management aligned to goals and key strategic objectives. We’re excited for you to try it out and share your thoughts. Thanks to your ongoing feedback, we’re continuing to roll out bug fixes and new enhancements regularly to both Planner in Teams and Planner for the Web. We have more exciting updates coming soon including the availability of Planner for the web in GCC, a new board view in the My Tasks view, an updated experience for the Planner app in Teams channels, and more. Check in regularly on the roadmap to learn about what’s coming. Explore the new Portfolios feature The frequently requested Portfolios feature is also rolling out in the Planner app in Teams and will start rolling out in the new Planner for the web app in the coming weeks! This powerful addition is designed to help you effortlessly manage and track progress across multiple plans. With Portfolios, you can now get a consolidated view of all your premium plans and tasks, ensuring nothing slips through the cracks. Whether you're coordinating between teams or looking for a top-down perspective, Portfolios in Planner makes it all possible in one location, streamlining workflows and enhancing collaboration. Join our session at Microsoft Ignite We are eager to share more details about these exciting updates during our session at Microsoft Ignite! Join us as we dive deeper into the new features and capabilities of Planner, and learn how they can elevate your teamwork. Don't miss this opportunity to connect with our team and get a firsthand look at what's new. Share your feedback Your feedback helps inform our feature updates and we look forward to hearing from you as you try out the new Planner! Provide feedback by using the Feedback button in the top right corner of the Planner app. We also encourage you to share any features you want to see in the app by adding it to our Planner Feedback Portal. Learn more Check out the recently refreshed Planner adoption page. Sign up to receive future communication about Planner. Check out the Microsoft 365 roadmap for feature descriptions and estimated release dates for Planner. Watch Planner demos for inspiration on how to get the most out of the new Planner app in Microsoft Teams. Watch the recording from September's What’s New and What’s Coming Next + AMA about the new Planner. Visit the Planner help page to learn more about the capabilities in the new Planner.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.Transitioning to Microsoft Planner and retiring Microsoft Project for the web
Today, we are announcing the transition to Planner, which aims to provide a unified work management experience through a modern work stack integrating Project for the web, To Do, and Planner. In August 2025, we will retire Project for the web, as well as the Project and Roadmap apps in Microsoft Teams. Users will be redirected to Planner for the web and Planner in Teams as Project for the web becomes Planner. Streamlined tools with a focus on innovation and user experience Previously, Project for the web, Project in Teams, and Roadmap in Teams operated as separate endpoints from Planner. Since Planner for the web and Planner in Teams include the same premium plans as Project for the web, we are consolidating our endpoints to ease confusion. Additionally, Planner integrates basic plans—those created with a Microsoft 365 E3 or E5 license—into a single solution. By unifying our platforms and capabilities, we’ve created an integrated experience within one app, allowing users to seamlessly access both premium and basic plans with a premium plan license for an improved work management experience. This transition is the next step in delivering the experience announced at Microsoft Ignite 2023. No migration or change in licensing is required—all plans previously created in Project for the web are accessible in both Planner for the web and Planner in Teams. With a premium license, Planner provides access to familiar capabilities such as basic plans, along with premium features like Goals, Sprints, Task History, Advanced Dependencies with lead and lag, Baselines, and more. Additionally, it includes our next-generation AI-powered work management tools, including Copilot and the Project Manager agent. Transitioning to Planner (redirect from Project for the web and Project and Roadmap apps in August 2025) Starting in early August, for users who have not already transitioned, when launching Project for the web or Roadmap for the web, users will see a page redirecting them to open Planner for the web https://planner.cloud.microsoft/; you may also use Planner in Teams. Existing Project and Roadmap tabs in Teams will no longer open the associated projects but will inform users to re-pin their tab using the Planner tab for Teams. The Project tab and Roadmap tab apps are no longer available in the Teams app store. Users can manage and create premium plans in Planner, like their current usage in Project for the web. The Project Power App will retain its user experience and be renamed “Planner Power App.” Benefits of using Planner, plus new capabilities Customers find that having too many work management apps can reduce collaboration, miss opportunities, and lower productivity. Planner addresses this by offering one work management solution: A consolidated view of all tasks in “My Tasks” and “My Day.” Access to premium and basic plans and features, from task management to enterprise-level capabilities with low code/no code extensibility. Planner supports your company's work management journey with familiar features, enhanced experiences, and a focus on innovation with a foundation of AI and security including: AI capabilities to automate and boost productivity. Enterprise-grade security at every level. Collaboration between humans and AI for efficient team project management. Copilot in Planner (public preview) and Microsoft 365 Copilot with the new Project Manager agent (public preview) help users work smarter. Project Manager agent automates project management tasks, from plan creation to task execution for you and your team. Easily create new plans, generate tasks by adding goals, assign tasks to the agent, and tracks the agent’s progress. Between late April and early September 2025, we will introduce the following functionalities to Planner: Planner rollout to Government Cloud Community (GCC) High. Users will be able view and manage non-default environment (named organization) plans directly in Planner. The Project Power App will be renamed “Planner Power App” (buttons will be updated accordingly). Project Microsoft 365 admin center settings will migrate to the Planner page. Tenants with premium licenses with no Microsoft 365 license will gain access to basic plan functionality in Planner. Project for the web features that will not be available in Planner to simplify the solution include: Roadmaps: Planner will not support opening Roadmaps. Instead, users can use the Planner Portfolio feature to re-create their existing Roadmaps as Portfolios. Note that Portfolios in Planner will not support adding rows for Azure DevOps or Project Online. Roadmap data will remain available in Dataverse. Import .mpp files: The ability to import a plan created in Project desktop is not available in Planner but can be done through Planner (formerly Project) Power Apps/Accelerator. Learn how to move your project from Project desktop to Planner Power Apps. Roadmap tab in Teams: Users are not able to pin Portfolios as a tab in Teams. How can you prepare for the transition? To ensure a smooth transition to Planner, we recommend that administrators notify users and update any internal documentation to reflect the changes. This retirement will happen automatically in August with no admin action required before or after the rollout. We recommend that you re-create existing Roadmaps as Portfolios in Planner before the redirect begins; and to proactively re-pin your Project in Teams tabs using the Planner in Teams tabs. Supporting resources are available, including detailed guidelines on how to re-create existing Roadmaps as Portfolios in Planner, how to create a new plan with Copilot in Planner (public preview), and how to access and use the Project Manager agent to generate tasks for a plan and assign Project Manager to tasks for execution. We also recommend visiting the Microsoft Planner adoption page for additional helpful resources and information. Resources Check out the “Transitioning to Planner and retiring Project for the web” section in our Frequently asked questions about Microsoft Planner article. Visit the Planner Adoption page. Visit the Microsoft 365 Roadmap for feature descriptions and estimated release dates. Stay up to date on the latest announcements from the Planner and Project team by visiting the Planner Blog and Project Blog. Visit the Planner help & learning page to learn more about existing capabilities in Planner. Watch Planner demos for inspiration on how to get the most out of Planner in Microsoft Teams.What's new in Microsoft Planner - January 2025
Are you ready to take your planning game to the next level? This month, we’re excited to share some impactful features designed to help you organize, track, and manage your tasks more efficiently. Your input helps shape our updates, and we appreciate your feedback in driving this latest set of features. Thank you for being a part of our journey! Start plans more quickly Additional out-of-box premium templates Get started quickly with new out-of-box templates. We’ve added new premium templates—Goals & Objectives, Project Retrospective, Event Planning, Training Plan, and Sprint Retrospective—that can help you set goals, organize sprints, plan events, and more! A cropped screenshot of the Templates window where users can select from one of more than a dozen templates to create a new plan. Project Manager agent reaches public preview The Project Manager agent, announced at Ignite, is now available in public preview to Planner users with eligible licenses in North America and Asia-Pacific regions. We will be rolling it out to our European customers in the upcoming weeks. The Project Manager agent is an AI-powered virtual project manager designed to enhance your planning experience by streamlining workflows and handling tasks on your behalf. The Project Manager agent integrates AI directly into your plans, empowering you to focus on strategy, while enabling smarter team collaboration. Collaborate on tasks where you work Updated Planner experience in standard Microsoft Teams channels You can now seamlessly create and add both basic and premium plans directly to your standard Teams channels. This includes the ability to start a plan in a standard channel from any of our out-of-the-box templates. This unified experience means everything you need is now in one place, making it simpler to collaborate on shared projects right within your conversations. Get started by searching for Planner in the Open Apps icon of a standard Teams channel. A video demonstrating how to pin a tab for Planner and create a shared space for using the app in a Teams channel. Focus on the most meaningful tasks Add tasks from My Tasks and plans to your calendar You can now sync your Planner tasks with your calendar, making it easier to view your deadlines, meetings, and appointments together. To try it out, select Add plan to Outlook calendar in the drop-down menu in My Tasks or basic plans. A cropped screenshot of the My Plans drop-down highlighting where users can select the option to “Add plan to Outlook calendar.” Reorder columns in Grid view Personalize your Planner experience with the ability to reorder columns in My Day and My Tasks. Whether you prefer to see tasks by priority, due date, or any other criteria, reordering columns gives you the flexibility to set up Planner just the way you like it. Removal of default completed tasks filter Planner now gives you more control of your tasks – the default filter to hide completed tasks is no longer being applied in My Tasks and basic plans. Instead, you can choose which tasks to show by using the filter settings. We understand that changes can be challenging, especially when they affect your preferred way of working. When we released the new Planner, a default filter to hide completed tasks was introduced as a temporary measure to help manage clutter in existing plans. However, this made it difficult for many users to find their completed tasks. With the recent update that saves your filter settings, you now have more control over your task visibility - you no longer need to change the filter to match your preference each time you visit a plan. The default filter has now been removed. To hide completed tasks in My Tasks or a basic plan: Open the Filters menu. Apply the Not started and In progress filters under Progress. Manage more complex projects Convert your basic plans to premium You can now convert your basic plan to premium by selecting Timeline or any of the premium views in the plan header. With in-place plan conversion, you can now easily modify your plan to meet the needs of your team. This includes capabilities such as: Task dependencies: View and manage the relationship between interconnected tasks. Task history: Review all progress and changes made to tasks. Custom fields: Keep track of important information specific to your plans and workflows. Subtasks: Break down complex deliverables into smaller, more actionable tasks Check out the full list of advanced capabilities with premium plans in Planner. If you don’t have a premium license, you can still try the feature by acquiring a free 30-day trial. A cropped screenshot of a basic plan highlighting the Timeline drop-down where users can select one of three premium views to upgrade their basic plan: People, Goals, or Assignments. The Portfolios feature is generally available in Planner Portfolios can help simplify complex plan oversight by giving you a consolidated view of all your premium plans and tasks, ensuring nothing slips through the cracks. Now, users with a Planner and Project Plan 3 or Planner and Project Plan 5 license can create, view, and edit portfolios; users with a Planner Plan 1 or Microsoft 365 commercial license can view portfolios shared with them in read-only mode. For more information, check out our blog on how to manage multiple plans effortlessly with the new Portfolios feature in Planner. New enhancements to Baselines Baselines capture your original project plan so you can compare it against actual progress, helping you monitor deviations and make informed decisions. Our most recent updates feature two new capabilities: Plan-level variance tracking: Track start, effort, and duration variances at the plan level. Spotlight tab: Focus on critical insights like critical path variance, upcoming tasks, and overdue tasks. For more information, check out our blog on how to use baselines. This functionality is available to all users with a Planner and Project Plan 3 or Planner and Project Plan 5 license. Features coming soon We’re looking forward to shipping more features to facilitate your task management processes! The following list represents features shipping soon. For a full list, check out the Microsoft 365 roadmap. Board View in My Day and My Tasks: One of the most requested features from our customers is now rolling out in Planner! The Board view offers a more visual and organized way to manage your tasks, helping you stay on top of your priorities and improve your productivity. Custom backgrounds: Get ready to customize your plans like never before! With smart backgrounds, you’ll be able to quickly spot the right plans. This feature was part of our legacy Planner experience, and we’re now enabling it for basic plans in the new Planner. Customize columns across Planner: Users will soon have the ability to reorder and toggle the visibility of columns in all Grid views in Planner. This feature follows the recent introduction of reordering columns in My Day and My Tasks. Share your feedback Your feedback helps inform our feature updates and we look forward to hearing from you as you try Planner’s new and existing capabilities! Provide feedback about Planner for the web by using the Feedback button in the top right corner of the app. We also encourage you to share your feature ideas by adding them to our Planner Feedback Portal. Resources Check out the Planner adoption page. Sign up to receive future communication about Planner. Check out the Microsoft 365 roadmap for feature descriptions and estimated release dates for Planner. Watch Planner demos for inspiration on how to get the most out of the new Planner app in Microsoft Teams. Watch the recording from September's What’s New and What’s Coming Next + AMA about the new Planner. Visit the Planner help page to learn more about the capabilities in the new Planner.Planner - Plan 1 - Welcome message
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
Improve Resource Capacity and Baseline Governance in Planner Premium
Microsoft Planner Premium works well for assigning individual users to tasks within a single plan. However, significant limitations appear when organizations move from managing isolated plans to managing programs and portfolios. For Planner Premium to become a truly enterprise-ready project and portfolio management solution, Microsoft should urgently address the following three areas. 1. Cross-plan resource capacity management When a person is assigned to several tasks or multiple plans, Planner Premium can accumulate more work than the person’s actual daily, weekly, or monthly capacity. Although effort can be adjusted manually in the Assignments view, this becomes extremely difficult when managing many tasks, resources, projects, and concurrent assignments. Organizations need a consolidated capacity management capability across all plans, programs, and portfolios. Planner Premium should allow organizations to: Define each person’s available capacity. Allocate people using percentages, such as 20%, 50%, or 75%. Consolidate assignments across multiple plans. Detect overallocations before they affect delivery. Compare demand versus capacity by day, week, and month. Consider vacations, absences, calendars, and reduced availability. Generate warnings or optionally prevent assignments that exceed capacity. Support resource-leveling and workload redistribution. The People view is useful within an individual plan, but portfolio managers need visibility across the entire portfolio. Without cross-plan capacity management, portfolio planning remains incomplete because organizations cannot reliably determine whether they have enough available resources to deliver their commitments. 2. Generic resources and role-based planning Project plans are often created before the final team members are known. At the planning stage, organizations may know that they need a SAP consultant, solution architect, developer, business analyst, or infrastructure specialist, but they may not yet know the specific person who will perform the work. Planner Premium should support generic resources or role-based placeholders that can be assigned to tasks before a named person is confirmed. These resources should include information such as: Required role or profile. Skills and experience level. Required capacity. Planned participation period. Estimated cost or rate. Business unit or location. Staffing status. Once the appropriate person is identified, the generic resource should be replaceable without losing the planned tasks, dates, effort distribution, cost information, or dependencies. This is essential for resource forecasting, staffing requests, project approval, and early-stage portfolio planning. 3. Baseline security and separation of duties The project baseline is the approved reference used to measure schedule and effort deviations. For this reason, baseline creation, replacement, and deletion should not remain freely available to every user who can edit the plan. In many organizations, the project manager maintains the schedule, while the PMO, portfolio administrator, sponsor, or governance committee controls baseline approval. Allowing the same person to modify both the current schedule and the baseline against which performance is measured creates a clear conflict of interest. Planner Premium should introduce optional baseline governance capabilities, including: A dedicated Portfolio Administrator or PMO role. Separate permissions to create, replace, or delete baselines. A baseline change request and approval workflow. Mandatory justification for baseline changes. Complete audit history. Protection or locking of approved baselines. Comparison between the original baseline, current approved baseline, and current schedule. Integration with formal project change-management processes. This should be configurable. Smaller organizations may prefer a simple model, while organizations with mature governance processes need stronger controls and separation of duties. Why this is urgent Microsoft Planner Premium is increasingly being positioned as a solution for project and portfolio management. However, portfolio management requires more than consolidating project status, dates, and progress. It also requires: Visibility of resource demand and availability across multiple plans. The ability to plan resources before individual people are confirmed. Governance controls that protect approved project baselines. These are not minor enhancements. They are foundational capabilities for enterprise project, program, and portfolio management. Microsoft has a major opportunity to make Planner Premium considerably more valuable for PMOs and organizations managing multiple concurrent projects. I strongly encourage the Microsoft Planner product team to prioritize: Enterprise resource capacity management. Percentage-based allocation. Generic resources. Cross-plan workload consolidation. Portfolio-level resource forecasting. Controlled baseline permissions and approvals. These improvements would significantly reduce manual work, prevent resource overcommitment, strengthen governance, and make Planner Premium a much more credible enterprise PPM platform.
