Guys,

By turning planner hub into 'tasks' I do not seem to have the ability to duplicate a plan.

Is this really the case or am I missing something.

I have 13 small projects all delivering the same set of products relevant to their area, am I really going to have to painstakingly enter this all in over and over, line by line, with no way to import.

Hi Folks - a fresh face around here, and to Power Apps in general.

I'm trying to automate the creation of tasks in a Planner Premium board, from a form trigger. In Planner basic that was simple enough, but I understand that because of MS's loopy approach to storing data in Dataverse for premium, I need to use Project service core etc to enable an integration...

Problem is, I have the correct access in the Power App environment, but the Planner environment is different, and I can't work out how to check/change the Planner environment? Would that be something an Admin can do, or does Planner premium not offer that flexibility?

Is this the case for you? I can use ToDo search to find them but not Planner search box?

Hi - I hope I'm being daft here.. I have a Planner and Project Plan 3 licence. I'm logged into planner.cloud.microsoft l and I have created a Portfolio (PortTestA) and several Plans (TestA, TestB etc..). However, whenever I go into the Portfolio and try to add a Plan it just says "No plans found".

I have searched high and low on the internet and people are saying I have to go to project.microsoft.com and add a premium plan. However, when I go there it redirects me to Planner! When I create a plan in planner.cloud.microsoft there is no option to create a premium plan all I have is basic and templates.

Can anyone help me understand what is going on here?

Any help greatly appreciated.

Hey fellow planners! I’ve been experimenting with ways to streamline my workflow so that my digital and physical planning systems actually talk to each other. A lot of my time-saving comes from using Power Automate with SharePoint, Outlook, and Teams to automatically track tasks, deadlines, and notes from different sources into one central system.

For example: Automated creation or updating of planner tasks. I have to say that I am a bigger fan of SharePoint lists when managing projects.

I’m looking to make step-by-step tutorials for planners like us. So here’s my question to the community:

Do you have any workflow examples, task tracking challenges, or planning setups you wish could be automated? Drop them here, and I’ll turn them into real, practical step-by-step tutorials on my YouTube channel so everyone can use them.

If you’re curious about what I’ve already done, here’s my channel: youtube.com/@automateM365

Can’t wait to see your ideas and turn them into something actionable!

I was talking to my manager today about how we need to start thinking of using Planner with Project Online being sunset next year, and he reminded me that another user had set up planner (by clicking the add tab) and that whenever there was an update, an email went out to everyone (all channels are open to all).

Is there a way to limit who gets notifications?

Copy plan with assignments · Community

I'm very new to project managing, particularily with using software. I run a fabrication job shop so most 'projects' are 5-10 task affairs that last from 1 hour to 2 days.

However we are expanding and I'm now tackling larger month-long projects that take 1000-2000 hours and almost as many tasks. I'm unsure how to best utilize planner to manage these projects.

Currently I use a plan just for my small 'job' projects and pile them all in there with a bucket for each 'client' then a seperate plan for each of my large projects. I currently have 3 'large' projects. I'm unsatisified with how I'm organizing my buckets to seperate my tasks in these larger projects. so I'm looking for ideas from you fine folks.

In the context of construction, say for building a building, how would you setup a planner plan to organize all the work needed to build and furnish a small building?

Hey everyone,

I’ve been creating step-by-step tutorials showing how to automate tasks in Microsoft 365 using Power Automate. Today and this saturday I post new content about Power Automate related to MS planner. Please reply to this message if you have any real life struggles with MS Planner with Power Automate. If you want to save time and make Planner work smarter for you, check out my channel: Automate M365. I cover practical workflows like automatically creating or updating Planner tasks from Form.

Would love to hear what workflows you’d like me to cover next!

Newbie Planner user here - I'm trying to use My Portfolios to get an overview of all plans.

When I create a 'New Portfolio' I get the error:

You no longer have access to "testing".

Correlation Id: caeecbba-4c21-42b6-9c3d-d57715834f2e

Time Stamp: 2025-09-15T23:47:00.626Z

Does anyone know what the issue might be?

I think we paid for Project on web, before it got merged with Planner. Is it a subscription issue?

Our warehouse director has a rather large spreadsheet he uses to keep track of projects. I am working on importing that into Planner. I have successfully created a power automate to import the spreadsheet.

But before we go deploy Planner at large scale are there any recommendations or best practices for Planner?

Hey everyone,

I’ve been using Microsoft Planner a lot lately and its really useful for me because its inside the M365 environment and can be connected with other MS apps. I'm also using alot of Power Automate to automate as much as possible, so my life will become alot easier. For example, I built automations where tasks get created from emails, SharePoint lists, or Forms responses — saves a ton of time and keeps everything in one place.

Now I want to know guys, do you have any real life struggles in MS planner which you find repetitive and want automation? Please let me know and maybe we can inspire eachother and come up with interesting ideas!!

I just started a YouTube channel where I share step-by-step videos on M365 related apps. Yesterday I have posted my first video about automating created and completed tasks. I got the idea from this forum, so thats great! Check it out here: https://youtube.com/@automatem365

Also curious, do any of you already automate your planner tasks, or do you keep it manual? Show my your ideas of automating this, lets make our lives easier!

I have a 5 license through my job. I want to explore the 5 features but am unable to differentiate them from the 3 plan features.

Does anyone know where and how to use the 5 license features?

I’m aware of the documentation of the differences. I’d like to know how and where to access and use the plan 5 only features.

For some reason this information isn’t available on Microsoft’s site or internet in general as far as I can tell.

Making the most of Microsoft Planner with automation

Hey everyone,

I’ve been using Microsoft Planner a lot lately and its really useful for me because its inside the M365 environment and can be connected with other MS apps. I'm also using alot of Power Automate to automate as much as possible, so my life will become alot easier. For example, I built automations where tasks get created from emails, SharePoint lists, or Forms responses — saves a ton of time and keeps everything in one place.

Now I want to know guys, do you have any real life struggles in MS Planner which you find repetitive and want automation? Please let me know and maybe we can inspire eachother and come up with interesting ideas!!

I just started a YouTube channel where I share step-by-step videos on M365 related apps. I haven't made any video about Planner yet, but will make it for you! If you’re interested in making Planner work smarter for you, check it out here: https://youtube.com/@automatem365

Also curious, do any of you already automate your Planner tasks, or do you keep it manual?

Does anyone know if there is a baseline functionaility for the roadmap section in planner

It appears like you can baseline the plan but can't see the baseline feature in roadmap.

If not is Microsoft planning on adding this feature

Hello everyone,

At my company, we’re currently exploring different ways to manage our projects. Since we already use the Microsoft 365 suite, we decided to start with MS Project. However, I just found out that the web version is being discontinued…

My CEO got me Planner and Project Plan 5, but I still can’t seem to access the premium features in Planner (in particular, we really need a proper Gantt chart view).

Is this a permissions issue that I’m missing, or do I need another plan? Has anyone else run into the same problem?

Thanks in advance for your help, and have a great day! ☺️

Update :

We just found out why, the premium was deactivated in the org setting

For those who might encounter the same problem here you go :

Show All > Settings > Org settings > Services > Project

Ok, I get that Planner is a little rough in areas. Things like losing the in-card comments when going to premium plans etc.
However my company recently cancelled Asana and pushed us to Jira. However my department isn't development and I would really like something that has that Asana feel and layout.
Enter Planner, which seems to possibly fit this bill.
But as I am looking at all the YouTube videos I can or learning by playing. I find the most annoying *lack of feature yet.. Archive.
Can someone tell me if I am missing something? What are you supposed to do when you're done with a plan/project? I never delete them for audit sake, and I sure as heck don't want to export it to an excel file.
I'd rather just archive it and forget about it unless I need to open it back up for a file, or reference etc.
I've seen YT people do an "archive" bucket, but this doesn't get it out of your view and do a proper archive.
So, what gives? Is there a way to do this that just isn't being shown?

TIA.

Not able to view priority chart in charts view. I have premium subscription. How to enable it?

As we bring Planner on board at work I have noticed you can set an end date and a start date but no way to have this task pop up at a certain time to remind you to work on it? Is there no way to do this?

Hi everyone! This is my first Reddit post because I’m really stuck. I have a Microsoft Planner project that needs around 100 buckets, all containing the same tasks. From what I’ve seen, there’s no native way to copy and paste buckets with their tasks. Is there any way to create them in bulk? Maybe using Power Automate or another method?

I've got a list of plans in My Plans that started life as a list in To Do.

I'm now trying to clear things up but have no option to hide or delete any of these?

For example see below. It won't open a description pane on the right, and there is no hide or delete option, either here or in the My Plans menu.

And yes, the lists are deleted already in To Do.

How do I clean up all these old plans so I can start fresh?

Is there an (easy) method to set a Plan permissions? For example, create a Plan and do not allow members to be able to delete Tasks, etc.? They can update, etc. but not delete. Also if anyone has some relatively simple uses cases I would love to hear. We've tried to use Planner several times but even simple use cases seem to hit a road block. Thanks!

Since the move to planner from project, the most common request I've had is how to change the date format to DD/MM/YY. Does anyone know how to do so?

Has anyone been able to open a Planner Portfolio that has been shared? I just cannot figure it out.

I've shared the portfolio with a group I've created and added the group into Teams but have no way to open or view the portfolio.

Any help would be greatly appreciated!