Discover the New Planner & Planner Premium in Microsoft 365

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The New Planner and Planner Premium has now been launched and is available in your Microsoft 365. Microsoft To-Do, Planner and Project for the Web have been merged into one new app, called Planner. In this video, I'll give you a full demo on the new app.
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📽️ Video Chapters
00:00 Introduction
01:23 Pricing of New Planner
02:27 How to Access New Planner
03:07 My Day
03:52 My Tasks
05:04 Tasks from Flagged Emails
06:05 Features of Tasks
07:13 My Plans
08:17 Personal Plans
08:43 Create New Plan
10:36 Sharing Personal Plans
11:12 Overview of Plans
13:23 Create Shared Plan
14:23 Premium Plans
15:59 Add Plan to Teams Channel
16:35 Add Bespoke Columns
17:22 Project Dependencies
18:25 People Management
19:04 Project Goals
20:17 Copilot in New Planner
22:22 Final Thoughts

Опубликовано:

21 июл 2024

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Комментарии : 66

@philipperostin 3 месяца назад

I am having a very hard time with MS. Its seems like they want all their apps to do everything all the others already do ! I mean, we cant have a do it all office, team, planner, project, outlook, etc.... enough is enough. We pay already, why would we have to pay more for just some minimal improvements of one app ? This is ridiculous.

@AstarB1 2 месяца назад

I just got the new Planner rolled out to me today and I was hoping that tasks could be added to Outlook Calendar and sync when start dates or due dates change. Seems like it's still not a feature. Or even better, I wish I could see all tasks in the side bar of Outlook (the way you can with To-Do tasks) so that I could drag them to my calendar as events. I'm sad that the integration is still lacking, especially since I have been waiting with bated breath for the "new planner experience" for weeks.

@probotnemesis 3 месяца назад

I was like "the hell is a book-it", but it's that northern charm "bucket". Love the videos!!

@stuartcartwright 3 месяца назад

I've just discovered your channel. Excellent content and presentation👍🏻

@cheffe55 2 месяца назад

Thanks for the video. Well done. We are moving project for the web/planner and I'm a little surprised I haven't seen any migration tools to move from one PM tool to this.

@rebeccabrekke2002 2 месяца назад

This is exactly what I was looking for. Thanks!

@mattflanagan1251 3 месяца назад

Good demo. Couple of questions: 1. How do people book time against a task? 2. Can you import an existing plan template into planner plus/premium?

@rafaelsales3069 18 дней назад

I would like to know the same: if there is any way to import a plan into new planner (premium)

@studiotwo 2 месяца назад

Jonathan, would you be able to test if it possible to now backup and restore Planner (Basic) when it is part of a M365 Group? I noticed that your M365 Groups had a "Team" associated with them (which is optional). When you created you shared plan, you chose a "Group" from the drop down list (13 mins 30 secs) and not a Team. I think the Basic Planner Data is stored within a "Group".

@jangeiss8693 2 месяца назад

BIG NEWS: Tasks asigned to me in Planner Premium plans start showing in the new planner in teams under "my tasks", as well as in MS To Do. This morning, nothing, but now they show up :) Finally

@JaM3s_C0L3 3 месяца назад

One more frustrating oversite...the premium plans, in board view, do not provide an option to "Show On Board" the checklists or attachments as a preview on the Task Card.

@Advisicon 2 месяца назад

Thanks for the demo! It's awesome to see To-Do and Planner coming together to make task management easier. And those extra features from Project for the Web? So cool! As a company all about productivity with Microsoft tools, we're pumped to dive into these new updates. Keep 'em coming!

@bearded365guy 2 месяца назад

Hope you enjoy the new product!

@JeffWaters1 2 месяца назад

If I am paying for Planner Premium and create a plan with it, can my coworkers who only have the Free Planner version interact with it?

@JohnLaGuardia 3 месяца назад

Will the assigned to me filter in Planner tasks eventually display tasks assigned to me in P4W? They don’t show up yet. 😮

@davidecimitan3004 2 месяца назад

Thanks for the detailed update, very useful! One question regarding the new license: do I need one for each person who is going to access one of the premium features of the planner? Or only for the main user, for example, the project manager? My doubt is: if a person with the premium licence creates a Gantt view, will the person with the Microsoft 365 Business licence need a Planner Premium licence too or can access the Gantt anyway?

@peterhorak3602 День назад

Great overview Jonathan. One question i have, is how to view tasks from the new planner premium plans in outlook? The old planner plans can be linked to Outlook but the premium planner doesn't seem to.

@kengy123456 3 месяца назад

E5 is no longer the all inclusive license. Microsoft should just introduce E5 premium license.

@josonkoay 3 дня назад

after watching your sharing, i had subscribed the premium plan 1. but how to convert my existing project in basic to premium?

@sriharihari1412 3 месяца назад

It's very informative...❤️❤️❤️

@arezz7 3 месяца назад

Thanks, Jonathan, I always learn a lot from you and keep on top of best practices for managing our tenant and all the tools and options within MS we use. I've been using Microsoft's suite for years; I've always been a huge fan and didn't want to switch. Hoping they will one day outperform the competitors... So I thought the time was finally here, the new Planner for Teams was going to put us back in the game! But once again I was too optimistic it seems... the recent updates still don't fix the fundamental shortcomings... Other softwares are doing a way better job unfortunately, by far... So, I've decided, though it's tough, to start using ClickUp for project management for now. I'll keep using Microsoft for Outlook and storing files in the cloud. We're still using Teams for now, but I might switch to Slack soon. I really hope one day we'll use only Microsoft apps at our digital agency, but for now, that’s just a dream.

@bearded365guy 3 месяца назад

Thanks for your comment. What are your biggest frustrations?

@arezz7 3 месяца назад

@@bearded365guy Wel... I'm by no means a professional so you may know how I should approach these, but these are the things that have been bothering me: - Premium features are not priced correctly; you cannot require a plan for 1/3 of the features that every basic project management tool has (especially not if, like me, you have already purchased the Copilot for a 365-yearly license). - Commenting/threading within a task (they tried to solve this by connecting a channel, but this results in poor user experience). - Notifications are still a mess, and you can't tag someone individually, absurd. - Time tracking-completed + remaining = total. How old-school is that? (Smaller) Businesses need a timer/ticker that you can turn on and off for accurate reporting/insights. - Sharing or reporting plans/status to externals are missing (even internally it lacks). - Adding attachments without drag and drop functionality? Really Microsoft? Often takes me 10 clicks to get it in. - Unable to change the location for attached files; at least let me designate a dedicated folder. - Checklist with a maximum of 20 lines and a character limit that's too short. - Activity feed: the premium version now includes it on task level, but the basic version should have this feature as well. - A convenient way of creating templates that can be reused when making a new plan (when having 100's you need a way to organize this as in a database style). - Permissions issues: I often need a private channel with a planner, which is not possible. I also do not always want every group member to have access to the plan (there are workarounds, but that in itself is already a red flag). I guess for business doing a lot of one-time projects this is fine. But small business owners that do care about having the best possible setup and internal processes, that also do repeatable work like marketing retainers and such, will end up disappointed. Especially after doing some research for other PM tools.

@omairshahid9314 3 месяца назад

Great detailed video

@BabbyRabby-ug4mi 2 месяца назад

Informative 👍

@RobertHutchings-zc3ry 2 месяца назад

Can you integrate premium plans into a loop page ?

@officekundig2018 17 дней назад

I have a question about items added to a todo list are not popping up in the planner assigned tasks to me. Please be so kind and confirm this is the default or there is a powershell script to make this happen. Kind regards, Jan

@michaeledwards2419 2 месяца назад

Brilliant again as usual. Although on the Copilot part I already have the copilot license for M365 so if I pay for Planner Premium as I'm already paying for a dedicated copilot license, i'm guessing that will be available based on that in planner? No extra charge again?

@bearded365guy 2 месяца назад

I am not 100% sure, but I think you should have it included.

@daelra 3 месяца назад

Thank you for the overview. We might have a couple of users that would really love the Premium package but we won't be able to afford it for all the staff. How do the premium features interact with the free ones? For example, if a Team had a premium plan assigned to it (with one premium user and the rest had free), can the free users view (if not edit) a premium plan? How about exporting data to Excel or something?

@bearded365guy 3 месяца назад

People with free accounts can still see and take part in Premium projects. But they won’t get access to the Premium features of that project.

@franks83 3 месяца назад

So they won‘t see custom fields?

@JohnsonStephen-nt2vz 3 месяца назад

Good details

@stephenuk6490 3 месяца назад

Does it still have the fatal flaw of there being no 'read-only' view/permission? Which means anyone that has access can totally screw up your Plans through editing and deleting. When will Microsoft realise there are many occasions when oversight is required, viewing progress, etc. without the need or ability to wipe out things (and remember folks, deleting from Planner is unrecoverable). Great content by the way 👏

@studiotwo 2 месяца назад

Good point. I really like using Planner, but no backup / restore function is really bad. Even completely restoring a M365 Group will not recover a deleted plan. That being said, there are loads of non-microsoft cloud services that are difficult or impossible to back-up.

@AlBergstein 18 дней назад

yes, the issue of somebody coming in and deleting a task or even a project seems a huge issue. That something like that is unrecoverable is really an amateur mistake in my mind. I can't really believe that Microsoft couldn't figure out a way to recover lost tasks. and yes, there should be a read only version of any of this

@TonyjMeredith 3 месяца назад

In new Planner can you sort tasks within a bucket by due date? Manually sorting by due date is a pain as I have been able to sort by due date in Trello for years.

@bearded365guy 3 месяца назад

Yes you can.

@AstarB1 2 месяца назад

It still doesn't seem possible to sort by due date within a bucket unless I'm missing something.

@boooney1 2 месяца назад

I love your videos, Jonathan! We're currently using Asana, but I'd love to switch since it seems so integrated with the O365 suite and now Teams. One thing I want to be able to do is manually drag my tasks around to re-order them. I can't find a way to do that in either the My Day or My Tasks view. Am I missing something?

@bearded365guy 2 месяца назад

Yes, you should be able to do that….

@boooney1 2 месяца назад

@@bearded365guy any idea how?

@BozotheClown-uy7hd Месяц назад

Did you switch away from Asana to MS planner? And if so what was your experience?

@boooney1 Месяц назад

@@BozotheClown-uy7hd We haven't yet, but maybe in the coming months.

@gilbyguerrero8786 12 дней назад

So we have the Planner app that has the green boxes, I don't see the one that your are using on this app. I am wondering if my agency is not using that new one yet. Any idea?

@bearded365guy 11 дней назад

@@gilbyguerrero8786 It’s just in Teams at the moment..

@patrickrcdm 3 месяца назад

Hi Jonathan, I have a question: I missed the possibility of creating recurring tasks in the premium planner. Do you know if this feature really doesn't exist?, or if it's on the roadmap? Thank you very much. Congrats for the review.

@bearded365guy 3 месяца назад

Yes! You can do that

@patrickrcdm 2 месяца назад

@@bearded365guy Only the simple planner has the “repeat” option. In premium planners (which use the project style) the "repeat" option is missing. Have you tested this feature in your environment? (I'm in Brazil, maybe it's not yet available globally). Can you confirm please ?

@kadioglua44 16 дней назад

Does anyone have a clue about how to see "tasks assigned by me" in an easy way, just like "tasks assigned to me"?

@rebeccabankey2411 Месяц назад

I have 3 business accounts, is there a way to sync all planner tasks into one account?

@bearded365guy Месяц назад

I don’t *think* so.

@EMiller500 2 месяца назад

If I create a plan with the premium license using a premium Project plan, will I be able to assign tasks to people who do not have the premium license, and will they see those tasks in their basic version of the new Planner?

@bearded365guy 2 месяца назад

Yes! But they won’t be able to see the premium features

@stephendarier1390 Месяц назад

I noticed that there was no place for comments, or did I miss it?

@consentnotdowe3695 3 месяца назад

123

@Zeus0301 Месяц назад

where is the hub in new planner? Its so frustrating. I have a premium project plan. So all the projects are there, but the view is terrible. You cannot tell which are projects, which are tasks, only by scrolling and checking the colors. I was expecting something simpler, thats the way of merging. As an architect and owner, i need to open a central page and have everything there. Simple as that. The projects, the everyday tasks, the simple stuff, my notes. Everything there at a glance, cause its sth i do it 10 times per day. But now, i need to scroll, confused about where is the project, which one is it etc. The old planner hub was simple and perfect for it. But now since the added project for the web capabilities, they should at least create a hub as a work of art. Trully dissaponted and probably will move towards other platfrom after 2 years of using.

@Chris-cx6wl 3 месяца назад

Why are reviewers so lenient with Microsoft? Microsoft is charging an arm and a leg for mediocre software. The copilot issue at the end was just brushed over as if you weren’t just forced to upgrade to the highest plan to get a useless experience. The “premium” features are basic features everywhere else. It’s madding how Microsoft reviewers are ok with this. Other software are judged more crucially.

@bearded365guy 3 месяца назад

I actually agree with you! The cost of the software is too high!

@FormByFirelight 2 месяца назад

I use Monday APP because MS is too dumb to genuinely know what to do regarding task management.

@parsley4765 3 месяца назад

No thank you, I will stay with my FREE Asana account....

@PC-hj4wg 3 месяца назад

More rubbish from Microsoft

@dannywisborg1115 2 месяца назад

Fantastic video Jonathan! Any idea how I get from "Tasks by Planner and To Do" in Teams and to "Planner" which you are showing ? I already tried uninstalling and it didn't help. It's a real pain because currently I cant see much of all the nice features you are showing.

@bearded365guy 2 месяца назад

Ah ok. The new planner is in the process of getting rolled out. If you haven’t got it yet, you need to enable ‘public preview’ in the Microsoft Teams admin centre. Then wait a few days….