Share your thoughts on the rollout, paywall or other questions you have!

This has been the bane of task management with MS. I am surprised how long this has taken, and how close this was to working for so long.

@kielhawkins9529

6 ай бұрын

Different teams with different directions trying not to canibalize each others features is the most likely answer. Zero leadership direction until enough people complained and customers left for other products.

I really wanted to use ToDo and Planner, since I use M365 heavily, but the lack of integration between all the tools and not having a timeline view was a non-starter. This looks promising.

@BulbDigital

7 ай бұрын

Same here, it was always a pain point. Keeping fingers crossed!

I like your transparency in reviewing the products. That's really valuable and helps build trust for me.

I’m glad that Microsoft is giving some love to one of their most used tool by working professionals. We run projects and training plans were using Planner and it’s amazing. But they do need to think about making it more accessible to everyone and integrating it into more Microsoft items. The projects for the Web situation does concern me a little bit.

@BulbDigital

7 ай бұрын

Thanks for sharing! We'll see how it goes!

@lucindabreeding

Ай бұрын

I JUST discovered planner. I have multiple projects running constantly. But my company doesn't do ANY training on it.

ITS GREAT TO HAVE EVERYTHING IN ONE PAGE AND IM EXCITED ABOUT THIS!

Definitley looking forward to one tool and one platform!

You got my subscription with that first comment

Projects for the web aside, if planner and Todo come together with proper notifications and no loss of functionality, I'll be happy. As separate programs, I never know where something is going to end up. Tasks assigned in Word? Email notifications, but neither of the programs. Tasks in planner? Not in Todo. Todo in OneNote? I have no freaking idea. Flagged emails in outlook? Some in Todo, but that's mostly broken due to a decade of using flags for different reasons before it became tied to Todo. Now if I accidently click on that section in Todo, the program crashes. It's whack-a-mole, but with frustrations instead of functionality.

@BulbDigital

8 ай бұрын

This fragmented feeling is what happens when MS buys out someone else's tool like Wunderlist instead of just adding features to their existing tools. I'm hopeful they have learned from that. Keeping fingers crossed!

@ponchoelgran1

7 ай бұрын

This ^ really sums up my thoughts too. I feel like MS is very scattered in their thinking and execution. MS Loop for example seems useful, but not a replacement for their other programs. I have to think very hard about which app to use when - and it's perhaps the freedom that causes friction in my case. I hope they do something about it.

@BulbDigital

7 ай бұрын

Hoping it gets resolved, it's definitely a symptom of a being a big company with separate product teams who are throwing their tools in the same toolbox. Seems to be going in the right direction.

I love planner it runs my work life. I used to keep a massive excel sheet but planner changed my life. Love it or not im a huge fan of planner. Fan boy even.

@BulbDigital

7 ай бұрын

We use it quite a bit around here as well!

@chaskinsnc

6 ай бұрын

Will planner be an easy solution for personal work daily/weekly/quarterly planning for 365 users?

Absolutely wild, how within a few hours I had a full calendar, with a timeline, and a board built within notion. With Microsoft I'm on a month of creating something that can hold all my tasks and calendar events in one place.

@BulbDigital

5 ай бұрын

Quite a big difference in product maturity and infrastructure here. In your case it sounds like you should definitely lean towards Notion! I use it for a few things myself.

I am so looking forward to this new tool, my wish list is quite long! Comments with @, subtasks, a good integration in Outlook, different statuses for the team members, and a clear presentation as a Gantt chart (it is also bad in MS Project today)…

I've been using planner and it's got the features I need - uploading documents into buckets, saving emails and integrating SharePoint. I just wish board view had a vertical view instead of horizontal.

@BulbDigital

15 күн бұрын

Oh yeah good thought! I'd like to see that view as well.

Finally. We have access to all of these apps but like you say we have just not used them well due to confusion and uncertainty.

@BulbDigital

6 ай бұрын

Hoping for the best!

I really love todoist and I'm sticking with it even though we are very M365 focused now, because it's just so much better than MS Todo. I hope the new planner will take care of this!!

@BulbDigital

5 ай бұрын

🤞🏼

Agree 100% on the notifications weakness. So annoying that any updates have to ping everyone. I hope they’ll keep the To-Do experience. It’s one of their best tools IMHO.

@BulbDigital

8 ай бұрын

From everything we see, they'll keep the Todo experience within the context of it just being part of "Planner". You'll still get your list of tasks from all Planners, personal task lists etc all in one place like Todo does today.

@jeremydasneves6037

7 ай бұрын

I think tasks in Outlook is better than To Do.

@BulbDigital

7 ай бұрын

We don't use tasks in Outlook much, what do you like most about it?

@ChasHoff

7 ай бұрын

⁠@@jeremydasneves6037 you get the best of both worlds as tasks sync between To-Do and Outlook if you’ve configured them correctly.

@jeremydasneves6037

7 ай бұрын

@@BulbDigital you can display the different fields in Tasks in a database format so they're easier to sort. Also, you can sign tasks to people without having to create shared lists.

Thanks for the great video and you are preaching to the choir, brother! As someone who has partially or wholly adopted most of Microsoft's task management tools at some point or another, I can completely relate to the frustration and the excitement. Workflow and task management are going to be big focuses for businesses as they strive to become more and more efficient, and up to this point, Microsoft has fallen short with their tools. I like them because they are free-ish and somewhat intuitive, but having said that, if they were truly intuitive you and other KZreadrs wouldn't have to put out videos explaining the differences between them. A single source of truth on tasks is the gold standard, and I am glad they are finally righting the ship and heading in that direction. PSA: If any of your patrons are like me and abandoned other platforms (like To Do) along their task management journey, they will likely experience an OH SH!T moment when they see all the legacy stuff (from the abandoned platforms) pulled into the common view. My recommendation to them: Grab an adult beverage or 6, depending on how bad the pile of abandoned tasks is, and embrace the suck (delete old tasks).

@BulbDigital

7 ай бұрын

Thanks for this comment! We agree it's headed in the right direction. We need something intuitive for sure. And we're right there with you on cleaning up tasks. Just gotta push through it!

super exited! your words are my words!

I like your honesty. Many things are odd in the MS universe. Just do something about that data-hell with Loop Components that are stored in the individual users OneDrive. BTW: I think Planner Pro (for the web) is stored in Dataverse as it does now. The question is if the ordinary Planner will do in the future.

@BulbDigital

6 ай бұрын

Thanks! Looking forward to something more streamlined. Just FYI, Loop Components that are created in the context of a Channel Post are stored in the SharePoint site behind the team not in peoples OneDrive (like they are in the chat messages). Our hope is that is the start of more features that address this serious storage problem.

I hope they also think about linking planner to outlook calender and things like shifts and bookings app. or at least create good triggers and actions for power automate to help integrating this

@BulbDigital

4 ай бұрын

Yes - would love to see tasks show up in the calendar at a minimum!

I've searched and experienced much of the typical path as many in investigating the disparate platforms. I'm cautiously hopeful on this rollout.

@BulbDigital

5 ай бұрын

Same here!

Has anyone heard if MS Planner license will work if I have a shared channel with a guest? I assume the guest won't be able to view the premium features (e.g. project) without a license.

@BulbDigital

5 ай бұрын

Hard to know for sure until it's released unfortunately. It's hard to say with Microsoft 😊

Agree that multiple Tasks and To Dos are confusing and frustrating. I think Microsoft has each handled by different teams and it seems like they are disjointed and competing with each other. The head of Office 365 is disconnected from internal chaos and customer reality. Also I agree that charging extras is a turnoff. Instead of charging $15, go ahead and charge $17 (for example) everybody. It’s much easier to signup once and not go through the subscription anxiety over and over. Just getting a senior position at a bug company doesn’t automatically mean you are the best and brightest. There are plenty of unqualified people in charge.

@BulbDigital

7 ай бұрын

Totally agree with this!

Suddenly very worried if they are going to put labels behind paywall, my company is slowly getting with the whole going digital thing and an automated planner app is a big part of something I put together for the team I’m in, but that whole setup probably goes away if the labels stop being available. :( They definitely need to do *something* about notifications because, as you say, the whole thing is kinda awkward, if you comment on a planner task it will send you emails for any follow up comments, I set up a power automate flow to email users assigned to tasks on any comments and now it’s double emails if you’re assigned and have commented, it’s a mess.

@BulbDigital

8 ай бұрын

The comment about labels going behind the paywall has been made a few times, is there somewhere you're seeing that? I think it's extremely unlikely that happens, there's no indication anywhere to me that existing features are getting put behind the premium paywall. Amen to the notifications comment 😊

I've just recently been coerced to switch to Microsoft from Jira, and decied to go with Planner. Missing @ mentions, yep that's missing,. Any type of hierarchy, yep that's missing too. Custom fields...nope. Custom workflow YES awesome. Better user interface, yes. Import/export, no. API interface, haven't found it yet. Filtering on "Assigned to" across multiple plans, "Negative ghostrider the pattern is full." ... WT# are you kidding me? How am I supposed to use this on a team when I can't see assignments across plans? What is the definition of Spring release? Option A. - MST (Microsoft standard time - alpha in June and public release 2026) Option B. - March 19th- June 20th Option C - Western NY Spring (Doesn't happen...only 2 seasons: Winter and Pothole)

@BulbDigital

6 ай бұрын

Let it all out shawnkelly :) We feel your pain.

I'm trying to get my hands on the timeline view but I can't get it. It's in all of the demo! :(

We had to go onto office 365 a while back at the places where I work. Honestly I found this whole situation baffling and went back to me own thing for Todo tracking. Eventually I realised that they were slowly integrating it all. I suppose I would have liked to have known that, I thought I was just going crazy. But hey at least they're en-route now.

@BulbDigital

5 ай бұрын

I felt crazy too and resorted to my own solutions as well. Hoping this will make me switch back

The paywall is quite high indeed, for my workplace at least, but then I haven't been able to convince my colleagues to use even todo and planner. I feel like we could be a lot more effective in our communications and projects. But... yeah... Most of them dislike even thinking about computers and mobile devices. I'm one of the youngest people there and I'm in my early to mid 40s... Maybe in 10 years it will be different... Sadly I believe convincing my anti IT colleagues to use tools on computers will be more difficult next year, since our 500+ systems went down in a ransomware attack(all except ms365) and people have been using pen and papper a lot for the last month... A bit of critique, you didn't say much, a 2 min clip could have been enough, there is not much to say I know, maybe waiting until there was more to say to make the video I'd say. I generally like the videos you make though :) Thank you. And A happy [insert your word of choice]

@BulbDigital

7 ай бұрын

This comment is a bit long-winded itself ;) Thanks for the comment and feedback, happy holidays to you!

@Cindanela

7 ай бұрын

@@BulbDigital I know I'm long-winded, so I get it. :)

Patiently waiting! Side note- I really wish they would make the Teams Calendar viewable by MONTH. Also, I wish there was a way to migrate a 2nd email instead of switching back and forth.

@BulbDigital

5 ай бұрын

The new Planner is now available in Teams as a public preview 😎

It is sounding like each app will have their own independent paywall version. How do you feel about this? Shouldn’t it be Office and then Office Premium which gives you the extra features of all apps??

@BulbDigital

8 ай бұрын

Totally agree, I'm not a fan of the a la carte model, wish it was a single subscription, especially when I'm sure the extra cost on the MS side would be trivial.

@GregCo72

8 ай бұрын

Getting sick of getting nickeled and dimed to death with all these add ons and subscriptions. Even basic software that won't change or require very little change requires a subscription now. It's getting out of hand.

@BulbDigital

8 ай бұрын

Yep, we're in a subscription-heavy world now. While some of it is great, it's way too easy to start feeling taken advantage of.

@chrisco9782

8 ай бұрын

I hope they at least update the naming of the Business packages soon because you are right, every app is getting a paid "Premium" version. Teams Premium, Planner Premium, SharePoint Premium. Do I get those as part of my "Business Premium" subscription? The answer is sadly no.

@BulbDigital

8 ай бұрын

Agreed, it's getting a bit tiring!

Nice, I really need those management views, to allocate resources and prioritize projects and tasks. Ps. Why don't they just call it copilot for tasks or something like that, to increase confusion.

Thanks for the thoughts and the “scoop”. I sometimes wonder if and how MS uses its own software. Really would love to see their use of O365 especially todo, teams and sharepoint. Under what kind of discipline can they make ik work?

@BulbDigital

5 ай бұрын

I'd like to see too!

Some of the features of PLANNER today seem to be going behind the paywall : task labels (which are missing from tasks in MS demo video) and "Group by People" which the video suggests is going behind paywall - i.e. we've gone backwards. I use TODO for personal tasks that I add and work tasks that I add - rather than just work tasks assigned to me. Your video suggests I will still be able to do that. i hope so. I hope Planner today wont die until at least they have the Web version of the New Planner - i dont want to have to do everything from within Teams as its such a small window given all the navigation around it.

@BulbDigital

8 ай бұрын

Good call out -- I'm not sure that's the case. The lines between premium and not can get a little blurry, but I can't imagine features will get removed from the existing Planner. And yes, one of the big features of the new planner is you can have your own task list as well as generate your own plan for your personal use (not tied to a group).

very curious to see this come together, my ToDo not integrating into my planner nicely has been a headache for a while, and has had me repeatedly consider jumping over to something like Notion/Loop to just have all my stuff in one place. Bring on the demo's Microsoft!

@BulbDigital

7 ай бұрын

Same here! We're hoping the new Planner is actually good, and hope the integration with Loop makes it that much better.

Its about time! didn't they strip a lot of features out of planner a few years ago? I remember planner being so good but then came back to it after moving to a new job... but it sucked

@BulbDigital

7 ай бұрын

Not that I know of, I haven't seen anything disappear! Planner has been slow to improve so maybe that's why it feels a bit old :)

Thanks for the useful video! One question: my team connected our projects from "Project for the Web" to our MS Teams channels. Will this connection still be available after they integrated "Project for the Web" into planner?

@BulbDigital

4 ай бұрын

If you're just talking about adding a tab to a channel in Teams, it's hard to say. I feel like sometimes they have nice options to add integrations into those tabs, and sometimes you have to fall back to the link to a website. And it gets even more difficult with the fact that the web version of Planner will come later in the year. We'll see!

I think the Outlook OG Tasks (not To Do) remains the best tool, along with Planner for Teams.

@BulbDigital

7 ай бұрын

We have had some other fans of Outlook Tasks comment here too! Keeping fingers crossed for Planner :)

The Timeline Tab in Project for the Web will not be available in Planner that comes with M365. They are making the Timeline only available if you also have at least the Project Plan 1 -3 license.

@BulbDigital

6 ай бұрын

Right, that's the "gotcha" that I mentioned, you will need a premium license to get the extra bells and whistles unfortunately

When they don't incorporate things into the 365 subscription - it makes people look at other options outside of microsoft because is you have to spend the money you want to make sure you are spending it on the best product.

@BulbDigital

5 ай бұрын

100% - it creates that small window of doubt that gets people looking elsewhere when saving money is no longer the primary factor

I really want to be able to add some documentation to a planner for project management. Like, goals, stakeholders, risk analysis, etc. I thought Loop was going to solve that issue, but it isnt quite the right fit. Id like all my project management information in one place. In one tool. A year from now Id like to be able to search for Project XYZ and find everything about that project.

@BulbDigital

7 ай бұрын

I do think Loop will be your winner here, at least that's what we've been using it for with some success. We have some content scheduled around project management with Loop as well as task management in Loop scheduled for this quarter, so hopefully those things will help you!

@lucaswagner5062

6 ай бұрын

@@BulbDigital oh yes, please give us some content around Loop! 🙏

@BulbDigital

6 ай бұрын

@@lucaswagner5062 We just recorded some more yesterday!

@annedreikandt7361

5 ай бұрын

If you haven't tried it yet, I'd also recommend giving Jira a try. You can have a business project in there plus project documentation right within it (it hosts the pages in Confluence).

Finally... but do you know how they are going to integrate loop into this... it seems they are now sprinkling loop everywhere and some basic task management in loop as well. I have ended up using 3rd party tools but would love to see a better tool from Microsoft.

@BulbDigital

7 ай бұрын

We have some content lined up to release soon about Loop and Project/Task Management :) So keep your eye out! Loop can definitely play a core role in all of this, but the organization can be a little tricky to get right.

So I got the new Planner today... but how do you copy plans now? I want to create my own "template" plan and reuse it. I can't see a way to copy or save a plan as a template. Is this a premium feature?

@BulbDigital

4 ай бұрын

It's like they removed an entire menu in the new Planner 🙃 . Looks like you can still do it in the web version of planner, seems like either a miss by Microsoft or something still coming.

Thank you for this video. Literally saved me for giving a wrongful advice to my client. Transitioning from Project Server, they were unsure about going for Project Online or Project for the Web. This basically puts Project for the Web out of question, due to the incredible uncertainty about when and how will this be rolled out. Also, mixing Project for the Web with some less "enteprise" features would probably be a very difficult change that would "dumb down" every project and program to an unacceptable level. Not to mention all the features that are still missing, such as baselines or risks, that should eventually be released (who knows how, when and where). Too bad, i really wanted to experiment with Dataverse in order to enhance and strenghten up the Project for the Web experience, but since also this is possibly not on the table anymore, it's too much of a risk. After all, you probably saved me a lot of time other than my ass :D at this point there is little comparative analyis to be made between the two worlds, at least for enterprise use.

We could really use this in GCC high....desperately!

In addition to To do, Planner, and Projects, there's also MS Loops. It is reaaallyy confusing. I'm looking forward to this tool. I'm hoping that the free tier is generous.

@BulbDigital

7 ай бұрын

Yes! Loop is another one that sort of does the same thing. We have a few videos on our channel about Loop, they might help clear things up! We're hopeful the free tier of Planner is generous as well.

As someone who's forced to use microsoft software (government), it's nothing short of frustrating to have half assed tools. Im betting we won't get the premium license either

@BulbDigital

4 ай бұрын

It's a bummer for sure

Need to see one note tasks and power automate approvals tasks in there too.. and sub tasks / grouping / check list allocation of “sub tasks”

@BulbDigital

7 ай бұрын

Yes, so many places tasks can live!

Will you be able to still have a calendar view (schedule) in the new Planner? Can we assign subtasks?

@BulbDigital

6 ай бұрын

Yes to the calendar, and yes to subtasks with the Premium license (which is effectively project for the web, which supports sub tasks)

In old teams tasks, in list view, when changing due date it disappeared (jumped ahead to check again later). We need this function - am I missing something, as it now doesn't work! It's causing real problems for my team

@BulbDigital

4 ай бұрын

I'm not sure! They're hosting an AMA tomorrow, maybe they'll answer that question

What about To Do for the family plans? Think that'll get some form of planner?

@BulbDigital

6 ай бұрын

Sorry, not sure about how this affects personal accounts, but as far as I know these changes will get translated everywhere. As in, "To Do" won't exist anymore. It will all be Planner.

is this going to be available for personal accounts?

@BulbDigital

4 ай бұрын

Not sure, sorry!

Wish it was available for personal subscriptions.

I'd love to know when it becomes a connector for PBI

@BulbDigital

4 ай бұрын

I'm hopeful more of it starts getting stored in Dataverse so Power BI can get to the data, but I'm thinking I might be out of luck

I really hope they do a good job on this app. I really need this as I'm chaotic my self and having different tools and sources makes my professional life really hard to keep an eye on all the things..

@BulbDigital

7 ай бұрын

Yes, we're keeping fingers crossed!

are they going to integrate OneNote too? Loop?

@BulbDigital

4 ай бұрын

Not sure about OneNote, but Loop definitely integrates already today and will the same way with this change. I have another video on our channel about the integration if you're interested!

My work just purchased a paid Asana plan because of the limitations from the Microsoft PM apps.

@BulbDigital

5 ай бұрын

We've been in the same spot, strongly considered switching. This announcement gave us a little hope, so we're holding out to see

Do we know if one has project for the web license then will we get the premium access automatically

@BulbDigital

4 ай бұрын

Yes, the licenses are effectively the same and should automatically give access they way you're describing

Hi, what is your opinion on how the new Planner can be used for Program and Portfolio management and reporting?

@rafaeltorres249

5 ай бұрын

Planner is good for Agile but not great for Waterfall. I use Planner extensively for Agile software projects.

@BulbDigital

5 ай бұрын

I can't say I have a ton of experience with those, but in general we lean towards using Loop for some of our complex progress tracking. Reporting is a bit lacking, but if you go the premium route, all the data gets stored in Dataverse so you can get at it with Power BI and build whatever reports you need.

@seanfreimond

4 ай бұрын

PFTW works well for small to medium projects (500 line limit). You can extend it with Power Apps to do Portfolio Management for sure. Currently implementing something nice and integrated for a client using both. Project Online is still the go to for bug waterfall projects

Will all users need access to the Planner bundle? How much will it cost?

@BulbDigital

5 ай бұрын

The basic Planner comes with an M365 license, only the premium features cost extra $10/user/month

What does it mean for large gov't agencies that are currently paying for specific O365 licenses?

@BulbDigital

6 ай бұрын

Any project for the web licenses will be treated the same/unlock the same functionality as "Planner Premium" licenses. I imagine they will get formally converted, but I'm not sure if that will happen at launch or not.

when is this coming to fruition for the UK as its been highlighted at the top of project for the web for months now

@BulbDigital

7 ай бұрын

All the timelines I've seen are loose, calling out things like "early 2024" and "later in 2024". Hopefully we get a clearer picture soon!

I dont mind the paywall but as with other PM tools there needs to be contributors and managers. If Project for the Web is becoming Planner 'Pro' then i would like see see more visability for unlicensed users. Being abel to view a timeline, resource graphs and add notes to tasks. The creation of tasks or dates is 'fair' to be restricted to licensed project managers. More functionality needs to come to bring it in line with project professional such as Resource Management, slip (they mentioned slip is coming) and please PLEASE add Risk and Issue management.

@BulbDigital

8 ай бұрын

There's always going to be further they could go, hoping this is a small step to eventually fold Project in with all those features.

I've had it with the Microsoft Mess. I really tried with this system, but all I ever got was rabbit holes that made me have to do a whole extra full-time job just trying to figure out the idiosynchroses of Teams, Planner,ToDo, Project, Lists, on & on. Why didn't Microsoft just have one way to Organize, Plan, Track, Email, Project Mgt/Organization, Calendar, etc. Heck, they wouldn't have to make these features all 'whiz-bang' & require me to become a programmer/Coder/or whatever - I don't need to learn a whole new profession just to do my actual profession. Again. I've had it & am gonna ditch all of this krap. It is not worth my time. It gets into my way & prevents me from serving my clientele & sanity. All of this new Planner stuff that the host was describing sounds like it's still all over the place & didn't give me any confidence that their system has any value for me & my tiny company. No matter...I won't be a sucker for MSFT anymore. BTW, I'm not one of thoise Apple combatants, either. I'm gonna be on something new & better beginning this year.

@BulbDigital

8 ай бұрын

We see M365 as a big toolbox. You have to become adept with the tools in order to produce something. At times, we wish it was simpler too! Out of curiosity, what system are you leaning towards?

What about tasks created in Loop? Will I be able to move a task assigned to be in a loop meeting note to a relevant planner board?

@BulbDigital

8 ай бұрын

As far as I know, this change doesn't change anything related to Loop. It will still create its own planner board when you create a task list on a page. We've been giving MS some feedback related to this in our Loop preview program. Meeting notes is a whole other situation, we have some content scheduled related to best practices for this for early next year!

My To Do application is gone and now I’m left with Tasks by Planner and To Do (seriously). As far as I can tell this only functions inside of Teams. Please tell me this is temporary while they transition.

@BulbDigital

7 ай бұрын

As far as I know To Do is still available (at least on my machine/app store). But yes "Tasks by Planner and To Do" (horribly named) in Teams will become planner soon. I don't particularly like needing to use Teams for it, so we're looking forward to when the web version gets released later this year.

We use office 365 for e-mails and teams, with 250 paying users. Would I need to pay for all 250 users for the premium, or could I pay only for managers?

@BulbDigital

7 ай бұрын

Assuming they keep the same strategy they have with Project for the web, you could pay only for the managers, and the rest of the users would have view permissions along with ability to update tasks that are assigned to them.

Will planner be an easy solution for personal work daily/weekly/quarterly planning for 365 users?

@BulbDigital

6 ай бұрын

If you want all of those things to be in a hierarchy, it definitely can with the Premium plan. The basic Planner is a bit more "flat" if that makes sense.

is it out yet?!

@BulbDigital

2 ай бұрын

Here's our update - kzread.info/dash/bejne/qJZk2cx7hpPadM4.html

Do you know if Planner will include Milestones?

@BulbDigital

5 ай бұрын

In planner premium, it looks like it yes. Because that is a feature of Project for the web I see here support.microsoft.com/en-us/office/add-a-milestone-583be27b-1659-4a7a-a047-e9b9cb6a4834#ID0EBD=Web

Will it be possible to see all tasks, assigned to someone instead of only assigned to me?

@BulbDigital

7 ай бұрын

Within the context of a planner board, yes, but I don't believe so across multiple. I could be wrong though!

I have hopes for Planner but staying in Asana for a while after they implemented cause we all know how MS works. Also the user interface and integration with teams doesn’t seem great either

@BulbDigital

7 ай бұрын

Keeping fingers crossed, we'll be evaluating it for a while too.

Will this be available to basic MS365 users?

@BulbDigital

5 ай бұрын

Yes the basic Planner functionality will be

Do you know if the MS Project will still be a separate application?

@BulbDigital

8 ай бұрын

Yep, it will still be a separate app! This change does not affect MS Project at the moment.

Can planner finally allow to filter and sort tasks by completed date? That was the real show stopper is using it for project team work. The completed date is there in MS Graph API but not in Planner. THat along with the impossibility of tracking hours on task level sucked. But I guess that is why MS exclude stuff like this. So they can use it as a advertising platform to try to get you to buy MS Project.

@BulbDigital

8 ай бұрын

Tracking hours/effort and such will come into Planner now from the "project for the web" ecosystem that's being merged in. As far as filtering and such goes, I completely agree. Just one extra layer of being able to create views into my tasks would be amazing. Fingers crossed it happens since they're apparently investing in this tool.

I wonder how it works if IT members have Premium and business has non-Premium. What would business not see?

@BulbDigital

7 ай бұрын

The business users will see everything, but their ability to edit some fields will be limited, and reserved for those with the premium license. Here's some text from a recent M365 admin center message about this: Currently, users with Microsoft 365 licenses can view projects shared with them by users of Microsoft Project for the web. This update will enable Microsoft 365 users to collaborate with Project users by editing shared projects. The added capabilities will enable them to access any functionality where Microsoft Planner and Microsoft Project for the web overlap. For any non-overlapping fields, a Project license will still be required. For example, a Microsoft 365 user can edit the task name, its priority, and its start date. To edit or create a dependency, they will need a Project license. More information on the additional capabilities offered to Microsoft 365 users will be available in our service description following the feature rollout.

Any word on MS Planner Premium allowing for import from DevOps?

@BulbDigital

7 ай бұрын

I haven't heard, we sure would love that though too!

So you know Dave's garage, he claimed to be the one that created task manager, there is a bug I picked up a long time ago tried to explain it to him and he just brushed it off. I don't know how I could get onto Microsoft to report this bug It seems difficult. Maybe you guys can be a proxy.

Curious how this will work. Always a struggle with the gaps in connection between To Do and Tasks and Planner. Hard to build effective solutions not techies understand

@BulbDigital

6 ай бұрын

Yes making it all one tool will go a long way

Phenomenal hair!

@BulbDigital

5 ай бұрын

🥰

Do you know if they have sync with Salesforce tasks?

@BulbDigital

7 ай бұрын

Not sure! I imagine there's some integration that could get created pretty easily.

@rafaelroma1657

5 ай бұрын

Look for Power Automate flows, however the Salesforce triggers and actions are paid/premium if I can recall correctly.

This is a really good video-excellent production quality, personable presenter, really useful information. I’m glad I saw it. I would add, though, that it could have been five minutes shorter without losing any of the content with a more concise script/editing. Most of the sections were fairly repetitive, the presenter repeating the info and his reactions over and over. Saying it once and moving to the next point would help. That said, I learned stuff, so thank you very much!

@BulbDigital

6 ай бұрын

Thanks for the feedback Leia, may the force be with you.

When will this come out?

@BulbDigital

8 ай бұрын

Rollout timeline for the new Planner: Early 2024: The new Planner app in Teams will be generally available (the current Tasks by Planner and To Do app in Teams will be renamed to Planner). Later in 2024: The web experience of the new Planner will be generally available. The features you know and love in Microsoft Project for the web will be available in the new Planner app in Teams and the Planner web app.

I’m concerned about how existing P4W projects will transition over, how easy it is to move licences over, and how it will integrate with the power BI dashboard template

@BulbDigital

7 ай бұрын

All good questions! We'll let you know what we find.

@PsYc87

7 ай бұрын

Yes, I'm also wondering about this. @BulbDigital can you shed some light on this. We currently have P4W licensing. Would this than be transferred to be 'Premium' licenses or are we having to pay another 'subscription' fee for the NEW Planner?

@BulbDigital

7 ай бұрын

The P4W license is equivalent to Planner Premium, they will transfer over and you'll get all the new features as-is.

There an ETA on this? Ballpark?

@BulbDigital

5 ай бұрын

Should be seeing the Teams app in the next month or so I believe last I checked.

I'm happy with this merger. It can't happen fast enough.

@BulbDigital

6 ай бұрын

Same! We're patiently waiting.

any news on timelines on this?

@BulbDigital

5 ай бұрын

Should be seeing things in Teams in the next month or so I believe last I checked

I'm hopeful about this. My org still uses Project files. I'm hoping that we can move to this solution and get away from the old janky stuff that is barely supported.

I would really hope that they will integrated this with Microsoft Lists. If that's not happening then that is a huge missed opportunity.

@BulbDigital

7 ай бұрын

Lists is a little bit of a weird step child in this family, hard to say if there will ever be integration between the two because of their slightly different purposes.

I don't see 'My Plans' on the left hand side at all, all I see is My Day, My Tasks, Important, Planned, Assigned to me, Flagged emails.....theres no four little squares with My Plans. I tried to creat a Plan but it only lets me create lists....this thing is sucking up all my time in not doing my tasks trying to work out how to manage my plans.

@BulbDigital

6 ай бұрын

Right, this has yet to be released, should be coming early this year!

After signing up for a New Planner trial I'm facing another big disappointment from Microsoft - the only "improvement" is literally a shortcut to ms project, no integration, no connection to planner tasks, just a small diamond icon occupying space on your screen...

@BulbDigital

2 ай бұрын

Yeah I don't love that it's an either/or situation where you have to choose between Planner or PftW.

Outlook Tasks, OneNote, Loop, Planner, Teams, To Do...

@BulbDigital

5 ай бұрын

Too many tools for sure, glad they're consolidating

Microsoft seems to make these "Teams" apps to fit there own massive, unruly, bloated organization. I don't need these overly complex applications. The small office or organizartion is left behind.

@BulbDigital

7 ай бұрын

We're a small business, and have been longing for a change like this. While MS is often "enterprise-first", we're excited to see how we use this tool.

Red Tape 2.0

How does the milestones app play into this change? Lol

@BulbDigital

5 ай бұрын

I'm not sure I understand the question, or I'm not familiar with the milestones app

Please make planner available to non business users.

@BulbDigital

7 ай бұрын

Not sure we can do anything about that, but we'll comment here in the case Microsoft sees :)

Get it all as mature as Project Online and we can say "well done" otherwise still 2nd rate.

@BulbDigital

5 ай бұрын

We never need that complexity, so we're probably different judging in that way

Fan-task-tic

Finally... only taken them how many years? But wait... they then add KanBan boards to the Microsoft loop app, and guess what, the assigned person, nor date feeds through to planner/to do - unbelievable 🤦‍♂

@BulbDigital

6 ай бұрын

Yep, it seems they're categorizing the kanban board under the "progress tracking" guise instead of task management. Would love to see that get integrated too.

So they will kill To Do which is a great app/service and they will converge all inside Team which is already a mess. This is what I call shooting your own foot. I already hate Teams at work (my company used to work with Slack which is light years ahead of Teams) now I'll be forced to use in my personal life? Gee, we really can't have nice things. 😢 I tried to add my personal account to the Teams app on my Android tablet today. I haven't seeing something so buggy as this since a long time.

@BulbDigital

5 ай бұрын

To Do will still live in spirit, just in the context of all the planner boards, which I'm excited to try. I found myself always wanting a little more from To Do when I used it.

2:13 “A little bit of a branding situation they’ve got going on there” A tale as old as time. Microsoft is THE WORST at naming/branding their tools. (I say this as a Security admin who has to explain the difference between all of the different “Defender” products to my leaders 😭)