First Look at the NEW Microsoft Planner & Planner Premium for 2024
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- Опубликовано: 8 июн 2024
- Discover the future of project management with our exclusive first look at the new Microsoft Planner and the new Premium Capabilities coming in 2024!
We will also cover into the transition of Microsoft To Do, Planner, and Project for the Web, showcasing features like Personal Plans, Custom Fields, Timeline Views, Resource Management, Task Dependencies, and Copilot Integration in the New Planner Premium.
We also will try and understand the potential costs and release timeline for this new update.
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Chapters:
00:00 Introduction
01:45 Personal Planner Tasks
02:40 Custom Fields for Plans
03:09 Goal Tracking in Plans
03:35 Task Timelines, Sub-Tasks & Resource Management
05:21 Task Dependencies
05:55 Copilot for Microsoft Planner
06:54 What's Next for Planner Including Licensing and Pricing 
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Hi Scott, congrats on hitting 4k subscribers. Thanks for the content-in your review of the New Planner, is there going to be a method in the "premium" planner to limit changeability of tasks to tasks that belong to identified staff?
Thanks for your kind words and it feels great to see the channel growing and your support helps this channel grow too.
Sadly, i am not sure on whether we can now limit who change the Task and its allocation but I suspect it may not be possible if it follows the old Planner (Group) security model of Owner / Member, but I think we will find out soon hopefully 😄
Great content and concise- thanks!
Glad it was helpful! 😀
This is a great overview. Thank you. The struggle with my team is consolidating and categorizing a myriad of misc. To-Do lists (to document small, incoming requests), general planning of both small and mid-size (multi-step) projects. I also have a need to maintain a high- level view across all of these (To-Do's, plans, tasks, etc.) I have high hopes we'll be able to finally consolidate that with this tool.
Thanks for your kind feedback and I have high hopes for Planner Premium too, so I am looking forward to seeing more in the Spring when it's put out in Preview 😀
Any idea or the function (for managers) to Viewing everyone else's tasks in Microsoft Planner across different teams and planners
Hi Scott! Do you have any news about limits and boundaries and about backup? I have a client with the current version of Planner who exceeded all limits. 3000 tasks in one plan. Now they want to backup and start a new plan.
Do you know if swim lanes are supported in Kanban view?
Just found your channel- awesome work! Based on these updates, do you think Microsoft is moving toward combining Planner and Lists? I hope so, as I would love that.
No they aren't going to do that - Lists is always going to be separate option. Task lists are pretty powerful on their own (custom fields, automation options etc), so they really are a viable alternative to Planner in my opinion!
Hi Scott, love your videos. Straight to the point and extremely useful. Do you know a specific date of release and will it be released to all regions as I'm based in middle east amd we always seem to be left to last 😢
Thanks for your kind feedback. Sadly I don't know of any specifics for the rollout dates, but i'd hope that the Middle East will get it around the same time, and there is a chance to Preview it too. I'd register your interest to the Planner Premium Product and see if that helps get access quicker 😀
adoption.microsoft.com/en-us/microsoft-planner/
Any idea if they'll have a decent template system? I'd love to be able to move a basic checklist for plan types into each plan of that type.
I'd love to see custom templates that we could create ourselves, but right now, it seems that the😀 Preview videos would allow us to use pre-defined Templates but we shall see when it's released
can't consider this as our main project management tool, at least not before they will add the baseline, cross-projects dependencies and the overall workload view cababilities
I'd love to see the cross-project dependencies in multiple plans, so I do hope we will see that. Also, they will offer a 30-day free trial of Planner Premium, so probably worth a go and see whether it works well 😀
Thanks for the nice video! Do you know, if you now can create Planner boards in private or shared Teams channels?
Thanks for your kind feedback.
Sadly, I’m not sure on that and I’d guess that it would still not be supported with these changes either.
excellent video, thanks for the content. Mine doesn't show a timeline. any tips?
Sadly, the new Timeline feature is coming in Planner Premium released in the Spring, so it won't yet be available in Planner at the moment 😀
Hi Scott, Thanks for the great tutorial. At 6:33 you show an example of some subtasks below a main, bold task. Will it be possible in the new MS Planner version to create subtasks or promote tasks in the grid view like it is currently possible in the MS Project for the Web? Many thanks!
Sadly, I cannot be 100% as it is not available for us to play with, however the Planner Premium capabilities are taking the capabilities from Project on the Web, therefore I have high hopes that the elements you suggest are within Planner Premium, given it's underlying features.
Hi Scott, good video! I wonder if you know if there's going to be a way to see task of other users, cross plans. tipically example of resource management across multiple projects. So far, all the videos I found, show your only your own task across project. Do yo know about this? Thanks!
Thanks for your kind feedback 😄
I also haven’t seen anything about that functionality either at the moment but I do hope that will be coming, as it would be great to manage projects that fit under a programme also 😄
How would you see security working in that scenario? I guess you'd only expect be able to see user tasks in the plans that you already have access to? So you wouldn't necessarily know if you have a complete overview of that users' tasks.
Hi Scott - any idea if Project for the Web's "Roadmap" function (for pulling high level views of multiple projects to create a programme/portfolio roadmap) will be supported?
Sadly, it's not been shown. However, as Planner Premium is built on Project for the Web, I can't see why it wouldn't be supported as it's providing that feature set in Planner, but I guess we will need to wait and see in the Spring 😀
Great video Scott! Are there any indications of whether the new Planner Premium will also support Horizontal Swimlanes, in addition to vertical column Grouping, in the Board view? An example would be viewing Sprints in the vertical columns, while viewing tasks assigned to individual users broken out into different horizontal Swimlanes.
Thanks for your kind feedback. Sadly, i'd love to share more about Planner Premium but without having access to it, until it comes into Preview in Spring, we can't review if those changes are in the product, but let's hope that they are 😀
Thanks a lot, it seem that is has been improved and some of the weakness solved. An important requirement to me is the possibility to open the plan created in MS project desktop, will this be possibile in the new planner? It will be also possible to get access the planner database by using Power Bi or other DB (MS access as well, that is very fast and easy to use)?
Sadly that’s not yet known, although as it’s using Project on the Web capabilities I doubt it will open in Project directly - but you never know, it may well do 😁
Hopefully we can answer more questions when it’s released in the Spring and focus on more of the changes and the benefits
How does it work if you decide to upgrade to premium - willit copy your project tasks across? I haven't seen that mentioned in any of their promo demos.
I’m unsure about that and if I guessed I’d assume you wouldn’t be able to upgrade an existing Simple Plan because it will need to use the Project for Web capabilities- but I could be wrong!
I’d be interested in also understanding who needs to hold the licenses for Planner Premium, as I would guess everyone who uses a Premium Plan would need one but again we will wait and see 😃
@@your365coach with Project for the Web, you get Read Only access without a license, so maybe they'll carry that across. I think it would be a mistake not to. I also think they'll really have to have some sort of migration option to copy your tasks across if you upgrade to Premium or else it'll really discourage people from bothering!
Hi! Quick question, as I have Planner and To Do in my current plan. With the new Planner coming next year, will the current one simply upgrade to the newer one or will it be a standalone thing to purchase separately?
Thanks for your question and my thoughts would be that the new Planner will effectively continue the same experience for To Do and Planner, just under a new branding of Planner, and still at no cost.
The new Planner Premium would be an additional product, to bring in the Project for Web Capabilities - which would integrate into Planner, but still would be separate and enabled when you selected a certain type of Plan to be created in Planner 😀
Thanks for the video. Do you know if it will have the functionality to duplicate a task which has been completed with a new due date? For instance, there is a task that needs to be completed every quarter within 15 days, as soon as the current one is completed, the one for the next quarter would be generated...
Sadly I’m not sure if that would be available, but we do have another video on our channel showing how to do that in Power Automate with Planner, using reoccurring Tasks. Hope that helps 😁
@@your365coach thank you for your help
Hi Scott, I have a few questions:
• Will the new planner have permissions similar to SharePoint such as:
o Share task/projects etc with individuals rather than via a "teams’ group", (the individual(s) may or may not be part of the team's group but are within the organization)
o Access level for individuals to be able to "view only", or "view, edit but not delete.
• Will the new planner also have a recycle bin for the admin/full owner to access because the current planner does not have a recycle bin and if anything is deleted, it is not recoverable?
• Is there a version control to go back to the previous version(s)?
Thanks for your awesome questions and sadly I cannot answer them all, until we get access in 2024 and of course, I will then come bacj and cover these questions in a new video on our channel 😀
Hi Scott, thanks for the great overview! I have two questions:
1. Are any of the functions of the new Planner (e.g. Gantt diagram) also available in the basic plan which is included in Microsoft 360 or just the functions of the current planner?
2. If I have a team of 20 members and just 3 of us need project management functions: Do we need 20 licenses for Project Plan 1 or can we still work in the same planner if 3 of us are using an advanced package and the others the basic one?
Thank you in advance!
Hi Scott. Did you try out @mentions in the comments? That this is not possible is a major issue for me at the current planner
I know what you mean! I think Planner Premium will likely approach this differently, as you can open a Teams Chat on any Task and then @ mention people within the Chat itself, so you can tag others that may be involved and keep it attached to the Task - However we will see more when it's released this year on that 😀
This is great.. hopefully it has really tight integrations with Loop. Not a huge fan of the way loop creates separate task lists.. You should be able to.. when creating a task list in loop, link it to a planner without having to copy an existing planner link into a loop
I have noticed that the task lists Loop creates, will be appear in the Planner for Web (Tasks.office.com) as a stand alone Plan you can access and use in the normal way 😃
@@your365coach yes, true however that can quickly get disjointed if you use Teams meeting notes for tasks and have several meetings for a work stream. Unless there is a workaround?
Can anyone please let me know if the new Planner will be able to be integrated with Power BI? For two years now I have used many different methods of connecting Planner to Power BI and every one has been either very expensive or a soup sandwich. Thanks.
I am not sure on the answer to this one, but if we consider that the new Planner Premium is effectively 'Project for the Web', then there would be seem to be abilities to connect it into Power BI, as shown below:
learn.microsoft.com/en-us/power-bi/connect-data/service-connect-to-project-online
Therefore there may be potential, but we will need to wait and see 😀
Nice. Too bad it’s going to be another upcharge to nickel and dime us to death. Be nice if we got new features we didn’t have to pay extra for all the time.
Yes, I wouldn't disagree with that - it's certainly a shift this year in 2023. to move into a 'Premium' product line, which attracts additional cost. It does seem very Apple-esque with it's movement to the 'Pro' line-up, with increased costs and better product capabilty.
after using the amazing Clickup for project management, Microsoft planner has long way to go. It's missing key feature such as templates , process automation, linkimg of multiple tasks and creation of your own different views for reporting. Complex projects has multiple stakeholders who has different reporting requirements which Clickup provides
What about licensing? If a user has planner as part of an E3 and uses Project for Web do they qualify for a Planner Premium license???
I think that should be OK based on the information Microsoft have provided so far, as the Planned Premium capability is effectively Project for the Web 😁…. But of course things can change before its release
I need a search bar
Is there a way for me to create sub task within a task?
I believe that will be possible in some way with dependent tasks 😄
I am pleased this is coming out but frankly it is a bit late.
I’d agree on the timing, it’s been a while coming but as you say, at least it’s here to push Planner along at last 😉
Is MS project obsolete at this point?
I don't think so, as the new Planner Premium is more around the integration of the Project Web App, which is not the full fledged Project App itself 😀
It's only ruined by the fact that you need a premium subscription.
Indeed, Planner Premium will be requiring an additional subscription, likely at $10 per user, per month - which aligns to the Project Web App Licensing that is currently required for these capabilities in Project on the Web.
@@your365coach do you know what will work without a premium? Will 365 standard licenses will keep Tasks by Planner and To Do?
@@lero7336 my understanding from the announcement is that the standard Planner capability will still remain under the current license, it’s just the Premium capabilities that come with the increased cost 😄