Introduction to NEW Microsoft Planner App in Teams

What is New Planner App in Teams?

My Tasks in Planner - View all your tasks in one location

Task Management in Planner

My Plans in Planner - View plans across Microsoft 365

How to create a plan in Planner using Planner Templates

Get Started with Planner Premium Plans

Create Plans in new planner app

Planner Premium features overview

Intro

Add team members

How to access the planner

Assign a due date

Assign labels

Add attachments and comments

Load balancing charts

Filter by priority

Labels

Conclusion

What can people expect from Microsoft Planner?

Demo

Assign a task in Microsoft Planner

Add comments

In progress tasks

Working with Tasks

Assign To view

Charts in Microsoft Planner

Commenting on a task

Where to get started

Introduction

Introduction of Howard Crow and Roberto Bojorquez

Sneak peek of the new Planner

Why it's time for a unified task management experience

Sense of responsibility when making product decisions

Performance of the new Planner

Preparing for the future

Advice for product managers and leaders

What people are going to notice is different with the new Planner

The future of AI in Planner

Licensing features and growth capabilities

Microsoft 365 governance capabilities

What IT professionals need to know about this new rollout

Licensing continued

Ask Microsoft Anything (AMA) on April 4, 2024

Visual changes of the new Planner

New logo reveal

Meet the Planner team at the Microsoft 365 Conference on April 30, May 1 & 2, 2024

The Current Mess

The Current Tools

The Announcement

Use Planner

Demonstration?

The Gotcha

Single Unified Task List

The Rollout

A Few Questions

Will the new planner have the ability to share plans without adding an O365 group to the plans?

Will any of the API integration functionality change as a result of the merging of Project for the web and Planner later this year?

Will users who have a Microsoft 365 Copilot license have access to Copilot in Planner, or will they still need a Project Plan 3 license?

Will there be support for task due dates along with push notification reminders?

When can I get this great new planner? When will it be widely rolled out?

Is it possible for guest and external users to collaborate in Planner without being members of a Teams team?

What are the plans for a backup feature for basic plans and premium plans?

What is happening to all these other classic technologies, like Project Desktop and Project Online, as we bring Project for the Web, To Do, and Planner together?

Will this be available for both PC and Mac?

What is our vision for Copilot and Planner?

What will users see in terms of change specifically? And how will we be communicating those changes?

What will happen to the classic Project Online and desktop clients with the introduction of the new Planner?

Are there any plans to allow Planner to integrate directly with Microsoft Lists or to have similar list functionalities?

Will Planner have a native app for iOS and Android, or will it continue to be accessed via the Teams app on mobile devices?

How will Planner handle large projects with hundreds of tasks without becoming overwhelming or cluttered?

Is there a roadmap for introducing resource management features into Planner, such as tracking hours or allocations per task?

How does Planner integrate with the broader Microsoft 365 suite, specifically for automations with Power Automate?

Are there any plans to improve the notification system in Planner, for example, custom alerts for task deadlines or changes?

How will Planner support file attachments and document management within tasks, especially integrating with SharePoint or OneDrive?

Can Planner tasks be linked or related to each other to represent dependencies, and will there be support for critical path methodology?

Will there be options for templating projects or tasks in Planner to quickly replicate project structures for recurring projects?

Are there improvements planned for the Planner mobile experience, particularly around ease of use and feature parity with the desktop version?

Is integration with Microsoft Teams going to be enhanced, allowing for deeper connections between Planner tasks and Teams channels or meetings?

Will there be expanded options for filtering, searching, and organizing tasks within Planner to manage large numbers of tasks more effectively?

How does the new planner integrate with the rest of the Microsoft Power Platform, especially in terms of data connectivity and flow automation?

Introduction

Accessing the New Planner & Planner Premium

Using the new Planner App in Microsoft Teams

Creating New Personal Plans in Microsoft Planner

Creating a new Planner Premium Plan

Using your New Planner Premium Plan

Adding and Creating Custom Fields in Planner Premium

Using Timelines and GANNT Charts in Planner Premium

Using Resource Management in Planner Premium

How to Set Goals in Planner Premium

Your Planner Questions, Answered

Welcome

Introduction to Microsoft training

Agenda - Tasks in Microsoft 365, Individual tasks with To Do, Teams Tasks

Key Task Management Endpoints in Microsoft 365: To Do and Planner

To Do: All your tasks in one place

Planner: Simple work management for everyone

Hubs with task management functionality: Microsoft Teams, Microsoft Outlook

Other task experiences and integrations: Microsoft Word, Microsoft Excel, and Microsoft PowerPoint

Demonstration of Tasks in Microsoft 365

Microsoft To Do

Microsoft Outlook

Microsoft Word

Microsoft Planner

Microsoft Teams

Dated or Undated

Size

Format

Prioritize your tasks

Create a schedule template

Don’t overplan

Schedule breaks

Use visual cues

Intro

What is a planner?

Daily Planner

Weekly Planner

Monthly Planner

What is a journal?

Creative Journal

Bullet Journal

Page Per Day Journal

Years Journal

What should you use?

Outro

Outtakes

End Screen Links

Aligning to strategic objectives

Begins rolling out in early 2024

Show you a preview of the new planner

Starting from a built-in template for various types of projects

Creating a basic work plan for an upcoming product

Track and set specific types of dependencies

Customize the calendar for the whole project

Stay on top of my workload with helpful reminders

Bring existing planner plans into a loop workspace

Create plans and reports

Intro

What is Microsoft Project

Demo

Timeline visualization

Importing your plan

Timeline view

Administrator experience

Customize the request flow

End-user trials

Project Trials