Microsoft Planner
The new Microsoft Planner is here!
Streamline the planning, management, and execution of work
The new Microsoft Planner unites tasks, plans, and projects across Microsoft 365 into one familiar place. It integrates with the tools and platforms you already use for work, such as Microsoft 365, Outlook, Teams, OneDrive, SharePoint, and Power BI.
You can access Planner from any device and any browser and sync your data across devices. You can also use Planner to create tasks from emails, chat messages, or calendar events, and view your tasks in different apps and formats.
The new Planner is designed to centralize both the individual tasks and projects of collaborative work management and the large-scale strategies, processes, and initiatives of enterprise work management.
Leaders can share and assign tasks, manage resources and deliverables, and report on results. And as everyone’s needs and projects scale, so does the new Planner, delivering rich capabilities in a secure, trusted, and delightful experience that adapts to changing business requirements and initiatives.
Disconnected apps and tools make it hard to get work done
want more automation capabilities integrated with collaboration tools
say their collaboration tools are not aligned with how their teams prefer to work.
find it harder to understand the status of projects they’re working on.
say current collaboration tools don’t integrate with their organization’s processes.
find it harder to collaborate cross-functionally with colleagues in other teams.
wish their collaboration tools were compatible with one another.
find it harder to keep on top of a growing workload.
That’s why Microsoft is bringing all three — the simplicity of To Do, the collaboration of Planner, and the power of Project for the web — into one simple, familiar experience.
But they aren’t stopping there. They’re also adding the power of next-generation AI to deliver a modern work management solution.
Benefits
The new Planner is Simple
- Access your work faster with simple navigation, including three main views:
My Day, My Tasks, and My Plans - Manage your tasks, to-do lists, plans, and projects across Microsoft 365 apps in one place
- Stay on top of your daily tasks with a view that helps you focus on what needs to get done today
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The new Planner is Flexible
- Use templates to quickly start a new plan and choose from views, including Grid, Board, Charts, Timeline, People, and Goals
- Cocreate and collaborate on plans with your team
- Use the features you already know and love, such as agile sprint planning, custom fields, and task history
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The new Planner is Scalable
- Define plan goals at the project, team, or organizational level to help align work to strategic goals
- Create project plans with powerful scheduling and resourcing tools that evolve as your plans evolve
- Proactively manage and allocate resources as needs change with access to real-time dashboards and visualizations
- Configure, automate, and extend Planner with a flexible, low-code/ no-code platform
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The new Planner is Intelligent
- Copilot can help you plan for work — getting you started with tasks, buckets, and goals
- Copilot can help you set clear, measurable goals to align your team towards success
- Copilot can help you stay up to date on upcoming high priority tasks, overloaded team members, and big risks
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Planner Licensing
Planner in Microsoft 365 E3/E5
Planner in Microsoft 365 capabilities include:- Real-time collaboration, commenting, and sharing using the Planner app in Microsoft Teams or the Planner web app
- Creation and management of content-rich tasks with features including files, checklists, and labels
- Tasks organized by My Day, My Tasks, and Assigned to me
- Grid, Board, Schedule, and Charts view
Subscription Plans
Includes everything in Planner in Microsoft 365, plus:- Timeline (Gantt), People, and Goals view
- Backlogs and sprints
- Premium plan templates
- Create and view Planner Power BI reports¹
- Workflow automation
- Copilot in Planner (Preview)²
- Task dependencies, baselines, and critical path
- Manage portfolios and roadmaps
- Enterprise work management capabilities
Planner Plan 1
Microsoft 365, plus:
- Project goals
- Backlogs and sprints
- Premium plan templates
- Reports¹
- Timeline (Gantt) view
Planner Plan 3
Planner Plan 1, plus:
- Copilot in Planner (Preview)²
- Task history
- Roadmaps
- Baselines and critical path
- Resources request capabilities
Planner Plan 5
Project Plan 3, plus:
- Portfolio management
- Enterprise resource management and allocation
