planner
830 TopicsAny 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.184Views1like2CommentsPlanner 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.201Views3likes1CommentBulk 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.72Views0likes0CommentsPlanner 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.160Views0likes1CommentFrustration with Microsoft’s Task Ecosystem
Why is planner development so slow. Is missing no brainer features that a 12 year old program manager or junior developer would even know what is needed at a very basic level. I’m not going to mention what these features are because this community is full of posts about this. You killed off ToDo which was an incredibly good app and had huge potential now left rotten away. Despite no development for years it’s still a great app and would be up there with the best of them - Todoist, Tick Tick, Apple Reminders, Things. Don’t get me started on Loop. What is the point of it. Planner in Teams is still slow. you have ruined Microsoft Project trying to get it integrated with Planner. Planner licensing is a mess. Planner agent currently doesn’t see premium projects. I know it’s coming. M365 Copilot can only see the default Task list in ToDo but no other list. Who thought that one up? You allow people create multiple lists in Todo but ignore them for Copilot query. I would post a really good convo with Copilot about all of this and even Copilot is scratching its head as to why Microsoft is so crap offering up half baked apps and then drop them for something else thus creating an ecosystem that barely functions and leaves people so frustrated. I could go on but I won’t. Rant over but no wonder people are opting to move to dedicated applications like Asana or Monday.com or Todoist for stuff like this. 🥸🤔😳🤦♂️🤷♂️💋259Views7likes1CommentCustom 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?285Views1like3Commentslicense to access Planner Premium from Power Apps
We want to create a Power Apps that connect to those main sources:- 1) SharePoint 2) Premium Planner now i know that connects Power Apps to Premium Planner will make the Power Apps as premium app, and users will need premium power apps license to access it. and also accessing Premium Planner will need atleast Planner Plan1. so what is the minimum license for those 3 groups of users:- 1) normal users will be accessing SharePoint lists only through the Power Apps 2) Admin users will be accessing SharePoint lists and Premium Planner through the Power Apps + Premium Planner through the Premium Planner UI. 3) Senior user will be accessing SharePoint lists and Premium Planner through the Power Apps only. does Planner Plan1 is enough for Senior user? and does Power Apps Premium is enough for admins? Thanks156Views0likes1CommentUnderstanding Planner plan options
Hello! First time posting because I'm not an M365 admin at my company so apparently cannot contact Microsoft directly. We are a small company with about 25 employees and have started using Planner to capture actions from meetings. The biggest concern with this is how to recover task cards that are accidentally deleted. Looking at the Planner 3 plan, it looks like that covers task history. If we have the board owner on a Planner 3 plan, can regular users create, assign, add checklist items, and comment on task cards? Though if I'm understanding correctly, task history does not provide a recovery option if a task is accidentally deleted. It seems that we need a third party tool to be able to recover deleted tasks. Is that an accurate understanding, or does Microsoft have a native way to recover tasks? Thank you!Solved281Views0likes6CommentsCreate 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.8.1KViews3likes2Comments