planner
727 TopicsWhat’s new in Microsoft Planner – May 2025
This month, explore the latest enhancements to Microsoft Planner, including the streamlined Status Reports feature for project updates, expanded functionality of the Project Manager across multiple views, and preparations for transitioning from Project for the web to Planner. Thank you as always for your feedback in shaping our product! Generate status reports in minutes Are you looking to streamline your project updates? The new Status Reports feature in Planner in Teams is here to help! You can quickly and easily auto-synthesize your plan's progress, milestones, risks, and next steps, ensuring everyone on your team has shared visibility. Customize these reports to fit any audience and timeframe, making your updates more relevant and impactful. To get started, navigate to the Planner app in Teams and open a premium plan, or a plan with Project Manager that has at least ten tasks. Select the Reports tab, specify the reporting period, and add any specific details you want to include. The generated report will be displayed in a Loop component for real-time coediting, making collaboration easier than ever. You can also share the newsletter in SharePoint. Please note, this feature is currently rolling out to English-US customers and requires a Microsoft 365 Copilot and Microsoft Loop license. For more information, see our latest blog post, “Generate status reports in minutes with Project Manager agent in Planner.” Utilize Project Manager across multiple views Project Manager agent is no longer limited to Board view. Now users can also access the Project Manager in Grid, Timeline, and People view. This allows users to: Assign tasks to the Project Manager across all four views: Grid, Board, People, and Timeline. Access the Project Manager as a plan member in both People view and the assigned pivot in Board view. Drag and drop tasks to the Project Manager bucket to assign tasks to Project Manager in both Board and People view. Transition to Planner and prepare for the retirement of Project for the web Starting this August, Planner is set to replace Project for the web, bringing all your task management tools under one unified platform. Users will automatically be redirected to Planner, which offers enhanced features like Goals, Sprints, task history, and advanced dependencies, alongside AI powered tools like Copilot and Project Manager agent. No need to worry about migration or licensing changes—everything transitions seamlessly! To prepare for this change, administrators can notify users and update internal resources to reflect the new Planner environment. We’re currently working to close some of the gaps between Project for the web and Planner, such as the ability to view and manage non-default environment plans directly in Planner which was released last month. Learn more in our recent blog post, “Transitioning to Microsoft Planner and retiring Project for the web.” Share your feedback Tell us what you think about Planner using the Feedback button in the top right corner of the app. 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 as you try Planner’s new and existing capabilities! 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 Planner in Teams. Visit the Planner help page to learn more about the new Planner.1KViews2likes3CommentsFilter with subtask
Hi, I'm using Planner premium with multiple taks and subtask. I have custom columns with value that are entered only in the main task. I was wondering if there is a way to include all subtask when the filtered value is true for the main task to show all related subtask? Regards,6Views0likes0CommentsPersonal Planner: Only Bucket View?
I use my Personal Planner to keep track of everything I have to do. I always use it in list/grid view sorted by due date, with only those Not Started or In Progress visible. However, Grid view is gone this morning. Bucket view is my only option, even though there aren't any buckets in this list. Instead of a condensed list that's easy to see with everything I have to get done today, I'm scrolling through an out-of-order list trying to find everything on my own or filtering by due date is "This Week", but it's still out of order. None of the items in this planner are listed in "My Tasks" or "My Day". There's no ability to assign them to myself, since they did that by default. I can't rename the bucket or move any of the items to another bucket or to my "to do" list. How do I get back the condensed view, so this list is manageable without redoing the entire list somewhere else? I keep everything here from the steps to do our annual database clean up to our annual grade promotions. It's a an entire year of tasks. This is the only Plan having this issue, but it's the most important and it's making getting stuff done today so much more complicated.26Views1like1CommentNew planner doesn't show a "schedule" view of tasks assigned to me from different plans
The new version of web-based Planner was enabled for me a few days ago, on November 17th. Apparently, I realized that one of the features I used is missing. At the "My Tasks" view, in the old version of Planner, one could choose to have different views, apart from the grid view. The most useful one for me was the "schedule" view, since I could see in one calendar, all assigned tasks from different plans/teams/projects. This functionality now seems to have been removed, and one can only see one separate schedule per plan.666Views6likes5CommentsPFTW: Make or Promote Subtask Grayed Out Sporadically
I have two separate projects that were created in PFTW. One of them I can still make and promote subtasks (not grayed out) and the other project I was able to make and promote subtasks but now both options are grayed out. I have tried to do this from Project Accelerator, PFTW, and Planner and cannot do it from any of the apps. This is the image from the Planner access for the WBS without the functionality accessible: Here's a screenshot from the WBS where I can access: I am not the only one with this issue and we seem to have the correct licensing as we can access the functionality in some projects but have lost it in others. Any assistance troubleshooting and resolving this is greatly appreci7Views0likes0CommentsMS Planner: Ability to assign sub-tasks?
Hi there, We are using Planner and was hoping to find a way to assign sub-tasks within a task to specific team members. This way, we don't need to track dozens of tasks for one project. We are also not interested in created a Planner for each project, because some projects may only be 1-3 tasks that need to be worked on by multiple team members. We are using the checklist feature and assigning multiple people to a task, manually typing their name in the checklist - but this is not a great tool, as it leaves room for a lot of human error, unable to assign deadlines for checklist items, and we can't @ team members in the comments in a task. Is this possible or at least in the pipeline for Planner? Other project mgmt tools offer this, so I can't find a reason why Planner would skip this entirely. I am hoping I am just missing something.30KViews16likes9CommentsInsert a table into the Planner task description through Power Automate
Hi, I've been trying to understand how you can insert a table in the Planner task description through Power Automate. I can see that you can create a table in Microsoft Word then paste this into the Planner task description as shown below but I'm getting no luck in trying to re-create this through Power Automate (update task details). I've tried to use the get task details for this task and it shows a string of "| Location | |\r\n| --- | --- |\r\n| Name | |\r\n| Contact Number | |\r\n| Email | |\r\n| Reason for request | |\r\n| Actions required | |\r\n| Initially Assignees | |" then when I try to use this as a template for the action Update task details, it produces this as a string rather than a table. I've also used the Graph API to get the task details but it shows exactly the same as the string already mentioned. I'd be really grateful if anyone could help!538Views1like1CommentNew Premium planner plans not showing up in PowerAutomate
Hello all, I'm currently experimenting with the trial version of the new premium planner. When I want to create a flow in PowerAutomate and use the "Create task (preview)" operation, or any other planner operation, my premium plans are not showing up in the list, only the basic plans. Are new premium plans not yet integrated with PowerAutomate, or is there another issue?2.2KViews5likes3CommentsNew Microsoft Planner Premium resource
I've started a new blog on Planner Premium which we're rolling out within our department to about 30 people. I'm using it as a way to share and learn so would love people's feedback and corrections since things seem to be changing quite frequently Here's my first 4 posts: Read this before using labels in Microsoft Planner Buckets, Tasks, and Subtasks Oh My! Microsoft Project Professional vs. Planner Premium: a detailed comparison Microsoft Project Professional vs. Planner Premium Thanks in advance for any feedback! Otto110Views1like2Comments“Add attachment” in Planner no longer allows file uploads
Hello Microsoft Teams Community, We are experiencing a serious issue: the “Add attachment” option in Microsoft Planner tasks no longer offers the ability to upload files. Until recently, we had three options: Upload from computer Attach from Teams/SharePoint files Add a link to a URL Now, only the “Link to a URL” option appears. This affects all users in our organization and happens across all platforms (Teams desktop, Teams web, and Planner web at tasks.office.com). This is not a permissions or setup issue: The plan is connected to a Microsoft 365 Group File uploads via the “Files” tab in Teams still work No settings have been changed on our side This is critical for our business: we and our clients rely on uploading documents directly to tasks for project tracking. Without this function, Planner becomes unusable for us, and we’ll have to consider switching to a different tool. Can someone from Microsoft confirm: Is this a bug or a recent product change? When can we expect the file upload functionality to return? Thank you in advance for any help or clarification.159Views0likes2Comments