Microsoft Planner

4.3 (243)
Write a Review!
Work management and organization for teams

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.

  • Images

    Microsoft Planner Software - Microsoft Planner allows users to attach files to tasks for collaboration
    Microsoft Planner Software - Users can view charts of plan progress in Microsoft Planner, with color-coded task statuses
    Microsoft Planner Software - Individual team members' task progress can also be viewed in Microsoft Planner
    Microsoft Planner Software - Microsoft Planner allows users to comment on tasks and have discussions with their teammates
    Microsoft Planner Software - The progress across multiple plans can be compared in Microsoft Planner
    Microsoft Planner Software - Microsoft Planner's drag-and-drop interface allows users to assign team members to tasks and categorize tasks in buckets
    Microsoft Planner Software - 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 Software - Tasks can be given preview images in Microsoft Planner
    Microsoft Planner Software - New Plan
    Microsoft Planner Software - Status
    Microsoft Planner Software - Advertising event
    Microsoft Planner Software - Comments
    View 12 more
    Microsoft Planner Software - Microsoft Planner allows users to attach files to tasks for collaboration
    Microsoft Planner Software - Users can view charts of plan progress in Microsoft Planner, with color-coded task statuses
    Microsoft Planner Software - Individual team members' task progress can also be viewed in Microsoft Planner
    Microsoft Planner Software - Microsoft Planner allows users to comment on tasks and have discussions with their teammates
    Microsoft Planner Software - The progress across multiple plans can be compared in Microsoft Planner
    Microsoft Planner Software - Microsoft Planner's drag-and-drop interface allows users to assign team members to tasks and categorize tasks in buckets
    Microsoft Planner Software - 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 Software - Tasks can be given preview images in Microsoft Planner
    Microsoft Planner Software - New Plan
    Microsoft Planner Software - Status
    Microsoft Planner Software - Advertising event
    Microsoft Planner Software - Comments

    Not sure about Microsoft Planner? Compare with a popular alternative

    Microsoft Planner

    4.3 (243)
    VS.
    Highly reviewed

    Starting Price

    US$5.00
    US$55.00
    month

    Pricing Options

    Free version
    Free trial
    Free version
    Free trial

    Features

    37
    99

    Integrations

    6
    13

    Ease of Use

    4.5 (243)
    4.2 (3,403)

    Value for Money

    4.5 (243)
    4.3 (3,403)

    Customer Service

    4.3 (243)
    4.3 (3,403)
    Green rating bars show the winning product based on the average rating and number of reviews.

    Alternatives

    Confluence

    4.5
    #1 Alternative to Microsoft Planner
    Confluence seamlessly integrates with Jira Software, provides one place for all your documentation, and eases communicat...

    monday.com

    4.6
    #2 Alternative to Microsoft Planner
    Join more than 152,000 customers who plan, manage, and track projects smarter with monday. com - the customizable...

    Zoho CRM

    4.3
    #3 Alternative to Microsoft Planner
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    Zoho Sprints

    4.5
    #4 Alternative to Microsoft Planner
    Zoho Sprints is a collaborative, agile project planning & tracking solution for agile teams, with scrum, agile reports,...

    Reviews

    Overall rating

    4.3 /5
    (243)
    Value for Money
    4.5/5
    Features
    4.2/5
    Ease of Use
    4.5/5
    Customer Support
    4.3/5

    Already have Microsoft Planner?

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

    Showing 5 reviews of 243
    Siokas
    Siokas
    Overall rating
    • Industry: Research
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    A practical management tool

    Reviewed on 2022/06/29

    It is a practical tool for teams that base their work on Microsoft tools. It is an easy-to-use tool...

    It is a practical tool for teams that base their work on Microsoft tools. It is an easy-to-use tool and practical. Without wasting time, a team member can start using it.

    Pros

    This tool helps you breakdown the tasks easily and organize them in a practical way. Additionally, team members can comment and interact within each tasks. This way all the necessery information for one task is kept organized in one place.

    Cons

    The tasks can not be automatically re-arranged according to the labels. Additionally, It is not friendly to the integration of different programs and tools apart from the products of Microsoft.

    Alternatives Considered

    Trello, ClickUp and Asana

    Reasons for Choosing Microsoft Planner

    It is simple and practical for all team members from different age groups.

    Switched From

    ClickUp

    Reasons for Switching to Microsoft Planner

    It is simple and practical for all team members from different age groups.
    Riaan
    Overall rating
    • Industry: Insurance
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Microsoft Planner

    Reviewed on 2023/10/06

    Pros

    It is easy to use and create tasks. the tracking is simple, and the tagging makes it easy identifiable. A lot of interaction with the team members and tole players makes it easy to track and understand certain processes.

    Cons

    It takes time to setup but it is not a bad thing all the time. Although is takes time in the beginning the ease of mind after is great.

    Verified Reviewer
    Overall rating
    • Industry: Internet
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Basic task management tool

    Reviewed on 2022/07/25

    Pros

    The service is easily available as it's part of Office 365 subscriptions. It integrates fairly well with other Microsoft services and does fulfill the basic task management needs.

    Cons

    Frequent issues with lost updates and such, especially on other browsers than Microsoft Edge. No support for tagging certain users (in comments or such). Poor support for workflows (tasks can be assigned to multiple people at a time, with no other means of ensuring that other people get updates, so it's hard to determine who should act on a certain task at a certain time).

    KIRA
    Overall rating
    • Industry: Real Estate
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Great Tool to Keep Track

    Reviewed on 2024/03/29

    Overall as we have planner included with our microsoft 365 plan, it is an inexpensive tool to keep...

    Overall as we have planner included with our microsoft 365 plan, it is an inexpensive tool to keep track of to-dos.

    Pros

    I love utilizing Microsoft Planner to keep on track of my employees. I can see what they are currently working on and add tasks without having to go in person or email them.

    Cons

    A con is that if I add a task to planner for my employee, they do need to refresh the page to see it. I also think re-occurring tasks are difficult in planner.

    Verified Reviewer
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 1,001–5,000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    By Far the Simplest and Most Effective Task Management Tool

    Reviewed on 2023/10/14

    Overall, I highly recommend Microsoft Planner to anyone looking for a simple and effective task...

    Overall, I highly recommend Microsoft Planner to anyone looking for a simple and effective task management tool. It is a great option for teams of all sizes, and it is especially well-suited for teams that are already using other Microsoft 365 products

    Pros

    It is easy to use and has almost no distractions which helps me focus betterIt is well-integrated with other Microsoft 365 productsIt has a variety of features that make it easy to collaborate with others like assigning people tasks and tracks progressIt is affordable, I even bought it for personal use

    Cons

    It is not marketed enough which makes a struggle to get other collaborators in

    Showing 5 reviews of 243 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

    Microsoft Planner has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    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.