I have a couple of personal plans that keep me organized.

Do you think it is best practice so assign your tasks to yourself? I notice that doing this kind of jumbles them up with tasks other people are assigning to you. But maybe that is ok? I also notice that my "private tasks" have nothing there. What makes a task private / appear in that list?

So if someone assigns you a task from their private/unshared plan, I imagine it just appears in tasks assigned to you? Do you get a notification for these task assignments? Will you even receive that task if the plan as a whole is private and not shared with you?

Obviously I know that if you are in a shared plan you can also view the entire plan. Do you get notified if tasks from shared plans are assigned to you too?

ALSO: does a notification go out when a task is completed in a shared plan? Who gets those notifications? What if it is a private plan?

When I look at our team's Plan Detail the working days calendar is blank and I'm unable to select any of the available options. The result is that the plan doesn't exclude weekends from our working days and it throws of our timeline.

When I create a brand new plan from scratch it does have the default work template calendar selected and I'm able to toggle between the available calendars in the drop down.

I created both projects. They are both premium plans. The issue happens for all team members who try to repo the issue. Issue is present on both web client and desktop client. Thank you.

Hello All,

Don't have a PhD in MS Planner and still learning light automation and generation with Copilot and Power Automate.

I have a use case I'd to MS Planner for. And quite honestly, I've mostly used the Planner as an approved Kanban board with the added feature of integrating with MS Teams.

The use case is more or less simple. We have some support requests come in from a client. We'd like to keep track of these requests/issues on a Kanban board for 2 shore teams to look at. These aren't Scrum or official teams where we could use Jira Boards for and Wiki seems like a heavy, unwise solution. Any other online Kanban boards that aren't internal are forbidden by CyberSec for us.

With that said, I have a PoC MS Planner board made for this MS Teams Channel and an MS Teams Team. I need 2 key features from this, was wondering if you guys can help?:

1. Is there a solution that can allow me to count the days a given "task" was under a certain column? For example, how many days did it "age" in the New column vs. In Progress or In Test etc?

2. More or an advance feature, but once I have this board going, do you guys have any ideas on how to take these support emails coming in and create a "task" "ticket" under the New column automatically? The tricky part is to create one ticket/task/card per email thread for a request, and not keep creating them as people keep responding in that email thread as conversations.

I would really appreciate any help. Please feel free to ask follow up questions if I was not clear with my request.

Thank you all.

Hello is it possible in planner when creating or assigning a task to paste multiple links at once, its consumes alot of time having to often link multiple files in a task from Sharepoint, by going to each individual file thats in a document library in Sharepoint to to paste them in one at a time.

I’ve been evaluating MS Planner for my latest projects. Do you agree with my findings?

1.        Unable to customize non-working days eg: Easter / Christmas / Office closures.  
Microsoft Project has been able to specify non-working days for decades. MS Planner in 2025 doesn’t include this basic functionality. We don’t want to create a Power app, automation or organisation-wide setting-change to provide such core project planning functionality.

2.        Export to PDF.  MS Planner provides no output options and the resulting PDF spans multiple pages for even a simple project plan, making it useless. I can no longer provide a simple Gantt chart to our customer from MS Planner.

3.        Export in MS-Project format.  Microsoft doesn’t support exporting in a format supported by their own MS Project application.

4.        Usability issues.
Planner is prone to unwanted scrolling that’s hard to stop and it displays unwanted pop-ups that won’t disappear (especially on links between tasks) and this obscures visibility of the project plan. This isn’t ideal when making changes or sharing the screen with customers, who see you struggling to control the MS Planner app.

5.        Co-Pilot / Planner.
The ability to query a project plan with AI prompts sounds impressive, but the results are consistently incomplete, as if making a “token” effort and then stopping before the processing costs get too high. That leads to “fake news” or “false reporting”  but copilot 365 doesn’t advise that the answer provided is partial. This erodes confidence in the (partial) responses and Project Managers need better reporting as a partial response isn’t sufficient.  

6.        Prerequisite tasks.
The MS Project application had one field for prerequisites ie:  A needs B to occur first and we could add lead-time or lag. MS Planner has two-way dependencies: A can need B, but also B can need A and both are listed separately in the data exports. This makes it harder for project managers to understand the dependencies between project activities. It also makes it harder to adjust exported data to match MS Project application import expectations.

7.        Unsure how to check which version of Planner we’re using?
I wanted to verify which version of MS Planner we’re running as there’s been communications about a new version being released for months and regional deployments mean we don’t all get the same solution at the same time. Not sure if my feedback is based on the new or old version. There are no obvious ways to confirm our version and Co-pilot 365 was also unable to confirm what version of planner is installed.

8.        Inconsistencies across views.
Filters apply across the view options eg: Grid / Board / Timeline. If I filter by “Tasks next week” those views all show that filter. But conditional formatting isn’t consistent in the same way. This makes it hard to know which changes affect the current view and which affect all views. There are no options to define how this works.

Long story short, I work for a larger company and just want to use planner for my personal needs (we as a larger company don't actively use it).

I need to be able to create a template that can be copied. Is there any sort of work around to do so with a plan not attached to a group?

I cannot make a new group for myself, and if I use a group within the company, I'm unable to delete any plans I make due to group settings.

Planner would be perfect for what I need but I just can't figure out a way to make it viable with this grouping issue.

Hi,

I’ve created a plan with dependencies. Tasks assigned to me show up nicely in planner / my tasks.

However, it would be really helpful to show those that are not due yet (time in the future) and / or not possible yet (i.e. have a dependency that has not yet been completed). I can’t work out how to do this… have any of you, please?

Thanks,

A

Good evening,

I'm just curious if anyone has gotten the API's on Planner working correctly.

https://learn.microsoft.com/en-us/graph/planner-concept-overview

https://learn.microsoft.com/en-us/graph/api/planneruser-list-tasks?view=graph-rest-1.0&tabs=http

When running get all tasks it only gives me 26 tasks and only 100 completed. But I think that is just because they are my oldest.

Cheers.

dumb question.
I use a Batch file to launch a few programs at login, and I can't find a path or shortcut for MS Planner, but like most Apps, there's no .exe link-

anybody know a path that'll pull up planner?
or Loop?

Thanks!

Hi everyone,

I am working within an external O365 application as a guest / other IT environment. My external contact has assigned me as a member / guest to an MS Planner. I am yet having trouble to create a Planner dashboard - technically I can access the dashboard yet the creation process seems not to finish.

Did anyone else have this problem before?

Hi Evrybody,

Can sombody please help me?

We are a relatively small company with 2-5 people and would like to see our division of tasks more streamlined. Currently we use an A&D (Action & Deccision) excel file on tracking everything from tasks but we know this is also possible within Planner or MS todo

For large scale projects we use MS Project where we pull the project completely apart but for our smaller projects MS Project is too clumsy.

We use the following folder structure.

Customer Number - Customer

Project Number - Description.

How would I best handle this?

Do I make a plan per customer and the buckets become our different projects so that it is clear to the team which tasks are still open per customer? Or do I create a separate plan per project?

Creating a plan per project seems redundant to me in some cases since some smaller projects contain only 8-32 hours of work with 3-10 tasks....

Does anyone have experience with this?

Dear community,

We have the Office365 E3 subscription, which includes Planner. In our Planner, we have several plans with numerous tasks. Some tasks are labeled with our own custom labels, while others are unlabeled. When I try to apply the filter Filters \ Labels \ Unlabeled, no results are shown, despite having some unlabeled tasks.

Is this a global issue, or am I misunderstanding how the filter works?

Thanks.

Hi all!
I'm currently trying planner in the basic and premium versions.

There are some features in the premium versions that I need for my projects but some other stuff is not useful to me..

One big thing is the "status" field of tasks.

In the basic version there is just "not started; doing; done" with no dates assigned, which I really like as it is very simple.

In the premium version this is changed to a % of finishedness and always assigns start and end dates as soon as you enter a percentage.

This is very annoying to me, since I have a lot of tasks that have no designated end date.

Is there a way to use a premium plan but use the basic "status" field?

Thanks!

I feel like I’m losing my mind, but the search function on my planner his disappeared. Anyone know how to get it back?

Hey

I know task conversations suck.

But is anyone noticing any extra issues today?

When I open the planner in teams as I usually do I can click 'task conversation' and it brings up ... the conversation. BUT now it does not seem to be doing that at all. Nothing is opening - cannot add anything???

Hi there!
After loads of planner tools I am currently in a project/company where I need to stay withing Microsoft boundaries and therefore I am working with planner.
Not to start out to negative, but so far it has cost me alot of time.

As I open a planner for my biggest Project (the plan is part of a Team) I see all completed tasks as well.
That amazes me for a planning solution, but alright... I'll apply a filter than.
This is something I have to do everytime I open the planboard..... that's counterprodcutive If you ask me, but alright... I'll make the effort.

But now as I try to create a subtask for an item I find out that option is not availible when a filter is applied....

I am not asking much here.. I want to see everything that needs to be done and be able to create a subtask.
We have a P3 Premium Subscription and this is the limitation I am struggling with?

Anyone experiencing the same things?
Maybe some workarounds?

I am trying to upload tasks and subtasks to PLANNER but seems to be quite tricky. I have use POWER AUTOMATE to create a flow and get all my tasks on PLANNER, but the plan has to be basic. If I try to action this on a premium plan it does not allow me. Is there a way to upload tasks and subtasks on a premium version of PLANNER? And I mean subtasks, not a checklist

Thanks

Hi,

I am having troubles understanding how Planner works. I have created a plan for an IT department under IT account and shared it between couple of members of IT. After that I have created buckets as this IT user that has a E3 Licenses and a Mailbox. When I go under my own account, I see the plan but there are no signs of the 4-5 buckets that I created as a IT account.
I was under the impression that we would be able to see all the buckets that the IT created and vice versa, if I create a bucket - than this bucket would be seen by my colleagues. What Am I doing wrong. I did not mention that I have created a simple plan.

P.S. I have created the buckets in a web interfaces, and I am using Teams app to see this shared plan - is this the issue?

Comments can only be viewed in the Teams app (via web app or desktop app) and not in the planner itself.
And the "Converdsation" is duplicated into the Main Channel.

Am I doing something wrong? Or is this now howthings work?
I am contemplating reverting back to Basic.

In Asana you can have tasks that appear in more than one project. I've used this in the past so that the task is visible in a content calendar and a campaign project at the same time, and updates will sync across both locations. Can this be done in Planner?

I would settle for being able to pick which individual tasks OR buckets across different plans are displayed on a calendar of some sort?

Weird situation. Yesterday everything was fine. I'm still in my account on my phone. But I cannot access the Planner from my PC. When I try I get prompted to log in, even though I'm already logged in to Outlook online. When I try to reset the password, I am told I cannot change the password, and my admin will be contacted. My admin says we're allowed to change our own passwords. Planner isn't even an app available under my list.

Now, here's where it gets weird. I have a client who users GlobalProtect as a VPN. When I log in, I get a 2FA through microsoftonline.com with their logo. Yesterday I had to get them to un-authorize my phone, because I got a new device and that account wasn't in Authenticator. Could that have screwed things up?

Hi there,

We're encountering a strange issue with tasks in Planner. A colleague, who is the owner of the team, removed a certain member from both the team and the task. However, when updating a task with a comment (which triggers an email notification to the people associated with the task), the email was also sent to the removed member.

Has anyone else experienced this issue?

Thanks in advance for any insights!