About Microsoft Planner

Microsoft Planner offers a collaboration, project management, and task planning solution for teams. Users can create plans, add tasks to each plan, assign team members to tasks, and track individual and team progress for every plan. The drag-and-drop interface allows users to smoothly categorize tasks, update statuses, and assign tasks.

Tasks can be organized into buckets, and flagged with multiple color-coded labels to identify shared features between tasks, such as requirements, dependencies, time constraints, or locations. Users can attach files to tasks through integration with OneDrive, and work collaboratively on Office files (Word, PowerPoint, Excel, and OneNote) with co-authoring. Comments can also be added to tasks, with a comment symbol appearing on tasks to alert team members to new comments.

Each created plan has its own board, on which tasks appear as individual cards, with user-selected preview images. Task buckets, labels, dates, progress symbols, attachments, assigned team members, and comments are all shown on the board. Users are automatically emailed when they create plans, are added to plans or assigned tasks, if one of their tasks is marked ‘Completed’, or if another user comments on one of their assigned tasks.

All plans also have a charts view, which gives users an overview of the progress across the plans as a whole, as well as breaking down individual team members’ task progress. The four task statuses - Completed, In Progress, Late, and Not Started - are color-coded across the charts, and users can select chart sections to see the number of tasks represented. Tasks can be reassigned from this view, for example if a team member is overloaded or has a number of late tasks.

Key benefits of Microsoft Planner

  • Drag-and-drop interface allows users to assign tasks to team members, categorize tasks into buckets, update task statuses, and more.

  • Automated emails are sent to a user when they create a plan, are added to a plan, are assigned a task, any of their assigned tasks are marked ‘Completed’, or another user comments on one of their tasks.

  • All plans have their own charts view, which shows the statuses of all tasks (completed, in progress, not started, and late), as well as a breakdown by each team member.

  • Multiple user-defined color-coded labels can be added to each task, allowing users to flag common requirements, features, dependencies, locations, or time constraints shared by tasks.

  • Comments can be made on tasks to start a discussion between team members, with comment symbols added to tasks to notify users.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

    Supported Languages

    Arabic, Chinese, Czech, Danish, Dutch and 16 others, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, Ukrainian

    Images

    Each task in Microsoft Planner has its own board, with individual tasks presented as cards
    Microsoft Planner allows users to attach files to tasks for collaboration
    Users can view charts of plan progress in Microsoft Planner, with color-coded task statuses
    Individual team members' task progress can also be viewed in Microsoft Planner
    The progress across multiple plans can be compared in Microsoft Planner
    Microsoft Planner's drag-and-drop interface allows users to assign team members to tasks and categorize tasks in buckets
    Multiple color-coded labels can be applied to tasks, allowing the grouping of tasks with common features, including locations, requirements, dependencies, and more
    Tasks can be given preview images in Microsoft Planner
    Microsoft Planner allows users to comment on tasks and have discussions with their teammates
    View 10 more
    Microsoft Planner video
    Microsoft Planner screenshot: Each task in Microsoft Planner has its own board, with individual tasks presented as cards Microsoft Planner screenshot: Microsoft Planner allows users to attach files to tasks for collaboration Microsoft Planner screenshot: Users can view charts of plan progress in Microsoft Planner, with color-coded task statuses Microsoft Planner screenshot: Individual team members' task progress can also be viewed in Microsoft Planner Microsoft Planner screenshot: The progress across multiple plans can be compared in Microsoft Planner Microsoft Planner screenshot: Microsoft Planner's drag-and-drop interface allows users to assign team members to tasks and categorize tasks in buckets Microsoft Planner screenshot: Multiple color-coded labels can be applied to tasks, allowing the grouping of tasks with common features, including locations, requirements, dependencies, and more Microsoft Planner screenshot: Tasks can be given preview images in Microsoft Planner Microsoft Planner screenshot: Microsoft Planner allows users to comment on tasks and have discussions with their teammates

    Features

    Total features of Microsoft Planner: 40

    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Assignment Management
    • Categorisation/Grouping
    • Charting
    • Collaboration Tools
    • Commenting / Notes
    • Configurable Workflow
    • Customizable Categories
    • Customizable Fields
    • Data Import/Export
    • Data Synchronization
    • Deadline Management
    • Desktop Notifications
    • Document Storage
    • Drag & Drop
    • Email Management
    • Event Scheduling
    • File Management
    • Labeling
    • Performance Metrics
    • Planning Tools
    • Productivity Analysis
    • Progress Reports
    • Progress Tracking
    • Project Management
    • Project Planning
    • Project Tracking
    • Project Workflow
    • Real Time Notifications
    • Real-time Updates
    • Status Tracking
    • Tagging
    • Task Management
    • Task Planning
    • Task Progress Tracking
    • Task Scheduling
    • To-Do List

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    Reviews

    Overall rating

    3,8 /5
    (75)
    Value for Money
    3,4/5
    Features
    3/5
    Ease of Use
    3,6/5
    Customer Support
    4/5

    Already have Microsoft Planner?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

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    Showing 5 reviews of 75
    Freddie I.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 5 001-10 000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 7.0 /10

    Transformed how I manage my team

    Reviewed on 2018/11/13

    Pros

    For some time before finding Planner I had wished for a tool that allowed me to remotely monitor how my team members were progressing against their to do lists without having to nag and ask them directly.

    Not only does Planner allow you to do this but it can create goals and objectives for people and allow managers to monitor their productivity.

    Asides from this you can also create project mapping tools and upload all the relevant files for a project, assigning smaller tasks to different team members.

    Cons

    It took some time to convince my team of its benefits. It's probably more useful for managers than team members.

    It can also make an additional layer of activity for team members to regularly check which some may find overbearing and not helpful.

    Verified Reviewer
    Overall rating
    • Industry: Computer Software
    • Company size: 1 001-5 000 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 6.0 /10

    Another solid Microsoft tool

    Reviewed on 2020/10/15

    Overall, this is another solid Microsoft tool and helps teams stay more organized.

    Overall, this is another solid Microsoft tool and helps teams stay more organized.

    Pros

    Microsoft Planner is a good tool for planning among teams, keeping track of ongoing projects that are multilayered. It's easy to use and is integrated with other Microsoft apps.

    Cons

    One big feature I think is lacking for Microsoft Planner is the notifications. I had a hard time tagging coworkers and getting email notifications.

    Verified Reviewer
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 5 001-10 000 Employees
    • Used Monthly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 5.0 /10

    Fills a hole (just)

    Reviewed on 2020/07/15

    Basic - to the point of not using it after a few initial attempts. The limitations made its use...

    Basic - to the point of not using it after a few initial attempts. The limitations made its use pointless. I recommend Trello over Planner to colleagues.

    Pros

    MS Planner is a bare bones planner tool. It does the basics of creating tasks and allocating them with, or without schedules. It triggers reminder emails and has basic dashboard views for users to see where their efforts need to be directed.

    Cons

    When using this product with an O365 licence it requires the plan to be associated with a Team (group). I don't understand why it simply can't be associated to my account. Linking it to a group enables the group members to see and edit what is in the plan. There's no security that will allow me to enable plan access to specific team members - so it can't serve a subgroup of the Team.
    You also cannot have a plan for Private Teams Channels - who are, again, a subgroup of the Team.
    So you can't build the plan privately or share it privately. This is a major shortcoming.

    Mark G.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 1 001-5 000 Employees
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Useful, but needs more features

    Reviewed on 2020/05/05

    Pros

    I like that the system is accessible on any device. The design is straightforward to use and is moderately feature rich.

    Cons

    There are some core missing features. You can't see all tasks by person assigned, and you can't see all tasks assigned to a team across multiple plans. The team aspect of Planner is minimal and needs to grow. Management features need to be added.

    Verified Reviewer
    Overall rating
    • Industry: Information Technology & Services
    • Company size: Self Employed
    • Used Other for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 7.0 /10

    Planner

    Reviewed on 2020/11/15

    It helps identify if a team member is overloaded since the user can see across the board of all...

    It helps identify if a team member is overloaded since the user can see across the board of all team members.

    Pros

    Microsoft Planner is easy to use and easy to deploy as well. the planner is linked with office 365 which means the user does not have to log into office again.

    Cons

    the application does not allow for non team members to participate, it is team members only application. the user has to copy/paste for them to be able to send content between tasks which can be tedious.

    Showing 5 reviews of 75 Read all reviews

    Microsoft Planner FAQs

    Below are some frequently asked questions for Microsoft Planner.

    Microsoft Planner offers the following pricing plans:

    • Starting from: US$5,00
    • Free Trial: Not Available

    Microsoft Planner is included in the Office 365 package with the following pricing options for businesses: Office 365 Business: $8.30/user/month Office 365 Business Premium: $12.50/user/month Office 365 Business Essentials: $5.00/user/month

    We do not have any information about Microsoft Planner features

    Microsoft Planner has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Microsoft Planner supports the following languages:

    Arabic, Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, Ukrainian

    Microsoft Planner supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Microsoft Planner integrates with the following applications:

    Microsoft 365, Microsoft Excel, Microsoft OneNote, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word

    Microsoft Planner offers the following support options:

    Email/Help Desk, FAQs/Forum

    Related categories

    See all software categories found for Microsoft Planner.