January 16, 2025

What is Microsoft Planner? – TechTarget Definition

6 min read

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What is Microsoft Planner?

Microsoft Planner is a net-centered visible process administration software that enables enterprise groups to produce, assign and organize get the job done in get to execute tasks. The application enables venture team members to superior handle their responsibilities, facilitates teamwork and coordination, and provides visibility into activity development. Microsoft Planner is often in comparison to other staff-centric organizational answers, like Trello, Slack and Asana.

Microsoft Planner presents an intuitive, collaborative, visual interface to manage teamwork and empower all crew users to very easily deal with their particular person responsibilities. It is light-weight and is effective on equally cell equipment and desktop pcs in conjunction with Office environment 365. It can also be opened from duties.business.com and from inside Microsoft Teams. It just isn’t intended for use on a strictly particular or particular person basis.

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The program is not a venture management device, like Microsoft Project. Rather, it is a process management tool that can be used with Job or other equipment to enhance get the job done administration and group collaboration for projects.

Just about every strategy in Planner comprises written content-loaded tasks that can be personalized with each expected information and further elements to assistance employees to manage and focus on their do the job. The software package visualizes task status into pie and bar charts that permit teams to recognize the following:

  • which responsibilities are driving schedule
  • which jobs are urgent
  • how several responsibilities are in each bucket and
  • which group member may possibly be overloaded.

What are functions of Microsoft Planner?

Microsoft Planner is aspect of a suite of Microsoft equipment for venture professionals and their teams. This activity management software gives a collaborative, visual way to regulate the a variety of jobs of a undertaking. It also incorporates visual activity tracking charts that show progress.

Planner enables teams to produce written content-wealthy responsibilities with all essential particulars to present visibility and simplify administration. Venture professionals can increase essential details, this sort of as job due dates, as perfectly as added factors, like coloration-coded labels and information, to assistance members system and execute their function.

12 important project management skills
Microsoft Planner is element of a suite of instruments for undertaking professionals and their teams.

Some of the key options of Planner are the subsequent:

  • visualized standing insights with pie and bar charts on Kanban-design and style boards
  • preview shots to rapidly identify jobs
  • co-authoring with Office environment On the web and Microsoft SharePoint doc library
  • aid to include feedback in responsibilities with Microsoft Outlook and Outlook Groups applications
  • a calendar to plan events for group customers
  • meeting notes to make improvements to collaboration and be certain that anyone is on the similar web page and
  • guest access to initiatives for end users not assigned to a team or outside the house an group.
example of a Kanban board
Microsoft Planner offers visualized standing insights with pie and bar charts on Kanban-design and style boards, which visualizes do the job in several stages to assistance deal with and preserve track of operate as it moves by means of a procedure.

Makes use of and purposes of Microsoft Planner

Microsoft Planner is supposed to simplify undertaking administration, which can reward a vary of undertaking management demands, these kinds of as addressing time administration issues, ensuring work is equally dispersed, brainstorming new ideas, managing a advertising campaign and planning for customer conferences.

Microsoft Planner and Microsoft 365

Microsoft 365 connects Planner with Microsoft To Do, SharePoint, Ability Automate and other applications for successful job management, entry and updates. People can see all their duties across just about every listing as they go between apps and units. They can also accessibility and update jobs at any time.

With activity management in Microsoft 365, buyers can also complete the following:

  • convert e-mails to tasks
  • produce and manage duties directly in Outlook by flagging e-mails or dragging them into the Microsoft To Do pane
  • observe and observe unique tasks in Microsoft To Do
  • deal with team duties
  • collaborate on shared Business documents
  • acquire e-mail notifications when a process is assigned and reply instantly from Outlook and
  • see document previews.

Also, since Planner is portion of Microsoft 365, it comes with the similar stability capabilities of all other Microsoft 365 applications.

what's included in Microsoft 365 licenses
Microsoft Planner is aspect of Microsoft 365 and has the exact protection capabilities of all other Microsoft 365 apps.

Microsoft Planner and Microsoft Groups

Microsoft Planner and Microsoft Teams operate properly collectively. Challenge supervisors can effortlessly make jobs from Microsoft Teams messages and then publish them to their employees. They can also do the subsequent:

  • look at all the tasks and details linked with them
  • adjust numerous duties at after and
  • filter duties.

Groups incorporates a Jobs app, which provides jointly individual responsibilities from To Do and Outlook (“My Jobs”) with staff jobs from Planner to enhance visibility, improve collaboration and simplify job administration. The application includes shared ideas, such as all the Planner plans that have been extra to Groups. It can also be made use of for the subsequent:

  • incorporate a plan to a Groups channel
  • edit a number of tasks and
  • ship notifications to people about Planner tasks.

The shared designs — options that have been included to channels in Groups — can be tracked. Also, people can function with these designs in Board, Chart or Plan watch or in the Listing look at, which is unique to the Jobs application.

Microsoft Planner for iOS and Android

The Planner application performs with both equally iOS and Android devices. The cell application contains practically all the options and abilities of Planner for net, with some variances in seem and experience. The only functionality not readily available in the iOS and Android applications is the ability to delete a prepare, which can only be finished by means of the browser. The application incorporates a capability that is not out there in the browser: increase pics applying the cellular device’s camera.

To make use of Planner for Android, people require an qualified Microsoft 365 perform or faculty account. Planner for Android and Planner for iOS can not be made use of with Microsoft 365 Private accounts. Planner for iOS also are not able to be applied with a authorities membership.

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See how Microsoft 365 vs. Google Workspace examine.

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Supply url Microsoft Planner is an online collaboration software developed by Microsoft to help teams of all sizes achieve their goals. The software provides a simple and organized way to manage and track tasks, files and collaborations within teams.

Microsoft Planner offers an intuitive and visual way of how tasks and projects can be arranged. It enables teams to collaborate online by assigning and organizing tasks and checklists. Microsoft Planner also comes with many features, such as timelines, task assignments, and sharing capabilities.

One of the main features of Microsoft Planner is its user-friendly interface. It has a simple and intuitive layout with clear task cards and a drag-and-drop editor for customizing the task list. Chat and email options are also available if users want to collaborate in real-time.

Microsoft Planner is well-suited for small to large teams as it allows users to customize their workspace. It includes a range of productivity tools, such as task cards and progress reports, which can help teams stay focused on their tasks.

The dashboard of Microsoft Planner includes a visual overview of tasks, progress, and individual member progress. The four main tabs are the Inbox, Charts, Photos, and Tasks. Each tab provides detailed information about tasks, resources, and notes.

Overall, Microsoft Planner is an effective tool for organizing and tracking tasks, files, and collaboration in teams. It provides an intuitive, user-friendly interface and offers a variety of features to help teams stay organized and informed.

This article is provided by TechTarget and is for informational purposes only. It should not be construed as advice for any specific problem.