The NEW Microsoft Planner: Overview + Planner Premium Features
Ғылым және технология
This video is an Overview of Microsoft's NEW Planner experience, where Microsoft To-Do, Planner, and Project for the Web seamlessly merge into a single powerhouse tool with added intelligence of Microsoft Copilot.
The new Microsoft Planner is a simple, collaborative, and flexible work management solution that’s assisted by AI and integrated into the Microsoft 365 products we know and love. From individual projects to team initiatives, the new Planner app in Microsoft Teams grows with your needs.
We will explore Planner Premium features such as Sprint planning, Goals, People view, Timeline view with task dependencies, Custom fields, conditional formatting and a lot more, which are designed to elevate your project management experience to new heights. Plus, we will take the advantage of Copilot in Planner to make work more actionable.
The new Planner in Teams
techcommunity.microsoft.com/t...
#planner #taskmanagement #microsoft365 #microsoftplanner
0:00 Introduction to NEW Microsoft Planner App in Teams
0:32 What is New Planner App in Teams?
1:05 My Tasks in Planner - View all your tasks in one location
2:09 Task Management in Planner
2:29 My Plans in Planner - View plans across Microsoft 365
2:52 How to create a plan in Planner using Planner Templates
5:22 Get Started with Planner Premium Plans
8:10 Create Plans in new planner app
8:29 Planner Premium features overview
Пікірлер: 106
Finally, all tasks in one app. Thanks for the clear explanation Reza!
@RezaDorrani
Ай бұрын
You're most welcome
@davidwithers7181
Ай бұрын
Except for those created during a meeting:(
I've been waiting for the new Planner - encouraged (hopeful) that MS will finally give us one tool to use/manage. Great overview as usual. THANK YOU!
@RezaDorrani
Ай бұрын
Most welcome
Excellent walkthrough of the new Planner App. Good to be aware of what's new and how to take advantage of it. Thanks for sharing again.
@RezaDorrani
Ай бұрын
Glad it was helpful!
Many thanks Reza. Good to see you with such new approach ❤
@RezaDorrani
Ай бұрын
More to come!
Thank you for the clear explanation Reza on the new Planner
@RezaDorrani
Ай бұрын
Most welcome
When will existing Plans be able to be migrated to Planner Premium? I have 10+ Plans, and use Project for the Web. I have been desperate for task dependencies and ability to add colums in Planner. Benefit of Planner is the the 'Assigned to Me' view to see all tasks assigned to me from various Plans. Thanks for the walk through. Cant wait to have Project Online (PWA) features integrated into Planner (e.g resource planning, and Oracle integration)
@RezaDorrani
Ай бұрын
I am not aware of the timeline for that but it would be an awesome addition for sure
Thanks as always!
@RezaDorrani
Ай бұрын
Most welcome
Hi Reza, Thanks for the detailed explanation. Is there any option to upload a custom Project for the Web Template?
@RezaDorrani
Ай бұрын
Welcome! I did not find any option to do that.
Thanks a lot!! How is the new planner (non premium) different from the old planner / task-teams app. Seems to be exactly the same, but with premium integration of project for the web, or am I missing something?
@RezaDorrani
Ай бұрын
Its more or less the same but with a one stop shop app for all tasks in one location. Premium features is where the add-ons are.
Thanks for showing the features of new planner. Do you know, how many custom fields can be manually added? And what is the maximum number of tasks in a project? Thanks again
@RezaDorrani
Ай бұрын
Most welcome! Not aware of any specific limits as I did not see that in documentation.
Great video thanks Reza - can you confirm whether these features are included in the Microsoft Business Premium licenses? Or is there any additional license cost?
@RezaDorrani
Ай бұрын
The planner premium features I believe require Microsoft project license to use (additional cost) The remaining features should be included
Hello, I'm back on your youtube channel. Thanks you, Reza Doranni, the demo is good. I'm going tu try it. Best regards,
@RezaDorrani
Ай бұрын
Welcome back!
Nice simple video. Thanks. Any information on cost per seat for the planner premium?
@RezaDorrani
Ай бұрын
Thanks so much! Planner premium I believe is same as project for the web pricing.
@csv1971
Ай бұрын
@@RezaDorrani OK and how much is the Web planner
@RezaDorrani
Ай бұрын
@@csv1971 www.microsoft.com/en-us/microsoft-365/project/compare-microsoft-project-management-software
I wish the flagged emails actually opened in the outlook app instead of browser. Plus it would be more useful if it also showed 'pinned' emails as well. Just saying :)
@RezaDorrani
Ай бұрын
I agree
I was looking at developing a powerapp for a complicated project and workflow management use case. Would you say that this would be a better approach than a powerapp
@RezaDorrani
Ай бұрын
If the planner app meets your needs, then use it
This seems really handy! Do you happen to know whether it will have the ability to set time reminders (like in the To Do List) or will it be more like Planner and schedule for the day?
@RezaDorrani
Ай бұрын
I believe its same as before
@michaelcollett7284
Ай бұрын
@@RezaDorrani amazing! I've been utilising the reminder in an adaptive card but this could be a game changer if it's all in one place...
Reza, as always, your videos are excellent. Question where does the data live? Dataverse, SharePoint? I have a few ideas in mind that I would like to try however I would need access to the data structure. Thanks.
@RezaDorrani
Ай бұрын
Microsoft uses various Azure Services to store the Planner data and correlated information in the background
How about the OneNote tasks, do they end up in Planner eventually?
@RezaDorrani
Ай бұрын
I don't think they do at the moment. Currently it includes asks from basic plans, premium plans, tasks from Loop, tasks from Teams meeting notes and flagged emails.
Hey Reza, does everyone who wants to use the premium plan needs to be subscribed to the premium subscription? Or is it sufficient if one person creates the plan(as a premium user) and everyone else can collaborate no matter the license?
@RezaDorrani
7 күн бұрын
I believe everyone needs it
Thank you for a detailed and simple walkthrough. I am a bit annoyed though that they threw swimlane view and dependencies both of which are the most basic and legacy project plan capabilities into a premium subscription bucket. This will be another subscription where one person in the group will subscribe for that feature across the team.
@RezaDorrani
Ай бұрын
Welcome! I believe those capabilities come from project for the web and hence the premium license ask.
is it require any premium connection or license. this is what i am expecting few days. maybe it will helpful. but can we use normal Power platform users
@RezaDorrani
Ай бұрын
This video has nothing to do with power platform. It is related to Planner App. Planner premium features requires a Project license.
Hi Sir how do I create Flow to delete task that already "completed" task. e,g task that was completed more than 3 months ago, using flow. I have tried using delete task but cant find the bucket id during the selection.
@RezaDorrani
8 күн бұрын
I do not have a video reference on this scenario and not something I have tried.
Hi @Reza , Can I get some information about building a plugin for an environment.
@RezaDorrani
Ай бұрын
I do not have a video reference on this scenario and would have to try it out to provide guidance. I recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.
Hello Reza, thank you for the video. I think it'll be very interesting a video to manage the new Planner and Roadmaps using PowerApps. Somehow the Roadmap connection is not very helpful, or maybe I don't know how to use it 😅
@RezaDorrani
Ай бұрын
Interesting Yes but a lot of work. I make videos when I receive multiple requests on a topic. Every 6 months I ask subscribers for topic suggestions on Community Tab of my channel. Most voted topic ideas get added to my backlog. Make sure to suggest this idea whenever the next topic suggestion post is out.
@aqoraj
Ай бұрын
@@RezaDorrani thank you for the reply Reza. I will definitely suggest it. :) Have a nice day!
If I create a private plan, a plan just for me, how do I delete the plan? I tried from in Teams and on the web, I did not see delete. Thank you.
@RezaDorrani
Ай бұрын
I believe that delete option is hidden somewhere in that teams app. I don’t remember where.
Can we copy existing plans that are in the web planner app into the teams planner?
@RezaDorrani
Ай бұрын
I believe they automatically show up. No need to copy.
Is this GA now? Heard about it back in November and have been waiting. Also still waiting on that new SharePoint List form experience. Tired of getting excited for features from Microsoft and then sitting on my hands.
@RezaDorrani
Ай бұрын
Public preview - video description has the link. New SP List forms is also in preview.
Thanks for the vídeo Reza! Custom field(Premium) 😢
@RezaDorrani
Ай бұрын
Premium features require project license
@SauloOliveira
Ай бұрын
@@RezaDorrani thanks for this information!
It currently isnt possible to use the new planner in the web version?
@RezaDorrani
Ай бұрын
No, it’s currently only in the teams app.
Does anyone know if this "New Planner" will replace in a near future the current Planner app ?
@RezaDorrani
Ай бұрын
I have not heard any announcements around this
Doesnt support task created in a teams meeting nor dev ops tasks..... i would assume also doesnt include dynamics tasks either (unless synced with outlook)....
@RezaDorrani
Ай бұрын
Currently does not. The blog post linked in description calls out all whats supported.
What needs to be considered, when using the Microsoft Power Platform, to develop a solution in a Health Care setting? Tenical answer will be appriccated
@RezaDorrani
Ай бұрын
I am not well versed with health care setting. Best to check documentation on power platform adoption.
How to create a task from flagged email
@RezaDorrani
14 күн бұрын
1:52 in video It lists out flagged emails
Still didn't have seamless connectivity with powerbi
@RezaDorrani
Ай бұрын
I have not heard any announcements around this
In UK org follow UK GDPR, Personal privacy and HL7, OK. Forget about health and care. Just answer the question.. What should be consider.. Tangent, environment, licensing, resilience, Tell me about integration dwst it requires any kind of licence..
@RezaDorrani
Ай бұрын
Check documentation on power platform adoptions and guidance. It has all the information.
I wish it could be used externally
@RezaDorrani
Ай бұрын
You mean guest users?
Same as before and still won't integrate with Microsoft Project.
@RezaDorrani
Ай бұрын
Ok
@kalasharshad
Ай бұрын
🎉 Or twist the question that what are the constraints and limitations in power platform?
@kalasharshad
Ай бұрын
What I have seen, copilot with office, is ultimate for enterprise.. But.. It could be useless to opt everything in power platform.. .. Using excel with copilot for sequence of events log auditing, is best example..
@emjem99
Ай бұрын
If you're using Project why would you need Planner integration?
@RezaDorrani
Ай бұрын
@@emjem99 You can continue to use project. This is another option via teams app that bring all tasks from m365 in one location.
❓Looks promising but does it solve my main two problems❓ 1. Many users accidentaly click on the DONE button on tasks asigned to three persons, leaving the other two with completed task, which they sometimes didnt even see…. 2. I like to manage daily tasks in mobile app, but there I cannot just push parts of a bigger task into my daily view via checklists - If I do my part of a bigger task with checklist I will still see it on daily view to distract me…
@RezaDorrani
5 күн бұрын
I dont think so
@notorioussamurai1671
5 күн бұрын
@@RezaDorraniThanks Reza
The new planner has new icon. You still have the old planner
@RezaDorrani
Ай бұрын
Yes, it was announced after the video was out. I may update the thumbnail later.
Nam farsi boli desi …e kaaa hui gawa
@RezaDorrani
Ай бұрын
Kya problem hui bhai?
I can't wait to make a project called test and never use it again.
@RezaDorrani
Ай бұрын
:)
Still a poor cheap ass version of trello. And still after these years not close to trello
@RezaDorrani
Ай бұрын
Ok
Its possible call mention "@" like as Trello?
@RezaDorrani
Ай бұрын
Once you create a group plan and assign tasks to users (like @ mention) it will notify the users
in this this new planner we can mention someone (@xx) in the commentary section of the card? and the people receives notification...
@RezaDorrani
Ай бұрын
I did not see an option to do that.
@lucastemponi
Ай бұрын
@@RezaDorrani incredible that microsoft did not include this feature yet.. i think that is a basic feature really important to allow the continuous management of the task...
@RezaDorrani
Ай бұрын
@@lucastemponi I did not see it based on my testing. May be its something coming soon. Please note: the feature is currently in preview.