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microsoft planner

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Several several weeks ago, I authored a blogpost known as “4 Guidelines to help you Plan Better in Microsoft Planner” by which I briefly described the way the Planner service works and gave you my top 4 strategies for better planning.

I believed it was smart to write a follow-up covering what’s happened in Planner since my last publish. Once more I’m here to provide you with four tips you can test today (except from Tasks that will unveil soon after time of the writing)!

Let’s join in!

A genuine “Copy Plan” feature has showed up.

Within my previous publish, I authored concerning the “copy a plan” feature. An excellent one, but there is an enormous caveat: the recently-copied plan produced a brand new Microsoft 365 Group. This avoided you against copying an agenda for an existing Group/Team, that is that which you most likely desired to do most occasions.

That limitation has become history! Now, you may make a duplicate of the Planner plan and add some copy to the existing group. Which means that if you are using Planner in Microsoft Teams, you may choose to repeat an agenda to all of your Teams.

How do you do that?

Open Planner Hub on the internet.

Pick a plan you need to copy and click on the ellipsis at the very top, then select “Copy plan.”

You’ll certainly be motivated using the new copy plan experience:

microsoft planner

Just name your copy the way you like, choose what group to accociate it with, and can include the facts you need to include in the original plan.

Like before, comments and also the “assigned to” information can’t be copied over. Also, attachments are only able to be selected when the plan’s copied towards the same Group/Team the initial plan is associated with.

How All Of This from the Microsoft Teams Perspective?

Let’s if you have a group having a built-out and well-designed Planner plan. You would now like to make use of this plan like a template in another Team. In the Planner Hub, click “Copy plan” and choose they you need to copy it to.

Next, visit the Team you copied it to in Microsoft Teams. Inside a preferred funnel click on the + icon after which “Planner” to include a Planner tab. In the prompt turning up, select “Use a current plan out of this Team.” Your copied plan can have in their list available.

microsoft planner

Tasks in Microsoft Teams is Moving Out

This month (August 2020), something known as Tasks is moving to Teams. It’ll switch the personal Planner application around the left-hands rail inside your desktop/web client and demonstrate all of your Planner tasks along with your Microsoft To-Do tasks. Mobile customers are also supported.

It’s been possible to obtain your Planner tasks into To-Do for some time now, with Tasks in Teams, Microsoft tries to unify the somewhat disjointed tasks story much more by getting everything into Microsoft Teams. Getting an individual application within the left-hands rail showing all tasks can make it simpler, faster, and much more efficient to have a tendency to your projects, making departing Teams unnecessary. Read much more about Microsoft To-Do here.

With tasks, a brand new list view for your tasks can be used. Within the below image, in the left side pane I decided to exhibit my tasks marked as vital. As proven under “source,” they are tasks from both my To-Do lists and Planner plans.

Their email list view causes it to be simpler to obtain an summary of all of your personal and team tasks. Another advantage is to be able to now edit multiple tasks at the same time.

microsoft planner

Their Email List view may also be selected from the individual planner plan itself from the inside Teams, plus the current views. The above mentioned image shows a Planner plan within Teams, getting selected the highlighted list view near the board, charts, and schedule view.

I’ve been testing Tasks for some time and I like it to date. Microsoft will, of course, still enhance the experience. An approaching example is one thing known as Task Publishing that will allow you to create tasks in a corporate level and push individuals tasks lower to targeted teams. Read much more about Tasks in Microsoft Teams here.

Uploading Attachments in the Teams Client

In May, Microsoft made it feasible to upload attachments with the Planner interface in Teams. Formerly you’d to change to Planner on the internet to get this done. Just enter an activity card and click on “add attachment.”

microsoft planner

You’ve got the same three options that Planner on the internet offers – File, Link, and SharePoint.

  • Selecting “File” will open a prompt to pick any file in your local computer and upload it towards the cause of your connected group’s SharePoint library.
  • The “Link” option provides you with the chance to include and name a hyperlink to the source (i.e. a SharePoint document or website)
  • The final option “SharePoint” enables you to pick any existing document in the group your plan’s associated with.

This can be a small update which makes an impact for individuals by using this feature frequently as you don’t need to change between Teams and Planner to do add attachments for their tasks. This selection can also be obtainable in the Android Planner application!

Take a look at a few of the additional features in Microsoft Planner: Click To Tweet

The Microsoft Planner Mobile Experience

There’ve been lots of enhancements around the mobile platforms recently. A couple of my top picks would be the Offline read-only mode and also the Share to Planner features obtainable in the iOS version. The very first pointed out is excellent when you’re offline, being able to view all of your tasks in read-only mode.

With Share to Planner you may create an activity from various sources in your phone (i.e. a website, image, or other things supporting while using action button highlighted below:

microsoft planner

Click on the action button and choose Planner. If Planner isn’t visible here, you can include it by clicking “more” and scrolling right.

You can now name your career and choose which plan and bucket you need to create it in. Click “Add task.”

microsoft planner

An activity has become produced in Planner, within this situation your blog publish I discovered while browsing in Safari from my iPhone.

Task filtering has become available too on iOS clients to simply discover the best tasks at any time. The “urgent” priority choice for tasks are now able to be also focused on both android and ios clients. To learn more about updates for mobile clients, click the link.


The brand new Copy Plan feature that assists you to copy intends to existing groups is handy along with a highly requested feature from users. It’s great to determine that enhancements are now being made which Microsoft is hearing their clients.

With Tasks not far off, it will likely be great to determine the way it all fits in place with task management in Microsoft 365. It won’t do all of it, but piece by piece Microsoft is which makes it simpler and much more intuitive to handle all of your tasks and operate in Microsoft Teams.

That’s a wrap!

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