Microsoft Planner

Microsoft Planner

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Microsoft Planner allows you to manage tasks, visualize projects, and collaborate seamlessly. Although it lacks advanced project features, its simplicity is a strength for basic projects. Nevertheless, Microsoft Planner integrates perfectly with Microsoft 365, boosting team communication. Streamline your workflow and keep everyone on the same page.

Microsoft Planner Specifications

Time Tracking

Task Management

Reporting

Budget Management

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What Is Microsoft Planner?

Overview

Microsoft Planner is a cloud-based task management application that is seamlessly integrated with other Microsoft 365 services, such as Microsoft Teams. It empowers teams of all sizes and industries to organize tasks, collaborate effectively, and manage projects from conception to completion. MS Planner simplifies teamwork by providing a visual interface with the Kanban board, fostering a shared understanding of progress and ensuring everyone stays on the same page.

What Is Microsoft Planner Best For?

The software is best known for its seamless integration with other Microsoft applications such as OneNote, Outlook, SharePoint, and more. Teams using Office 365 as their main setup benefit greatly from using this software as all relevant information is easily interchangeable. Furthermore, it has a straightforward interface and is known for its ease of use.

Microsoft Planner Pricing

The software is included in various pricing plans for users signed up to Microsoft, offering flexible pricing options, such as:

  • Microsoft 365 Business Basic - $6 /user/month
  • Microsoft 365 Business Standard - $12.50 /user/month
  • Microsoft 365 Business Premium - $22 /user/month

Other plans include Microsoft 365 Family or Microsoft 365 Personal, starting at $9.99/month and $6.99/month, respectively. Both modules offer a free 30-day trial. 

Request a custom Microsoft Planner cost for a pricing plan tailored to your needs.

Disclaimer: The pricing is subject to change.

Microsoft Planner Integrations

While the software does not offer public APIs for third-party applications, it integrates with the many Microsoft tools, including but not limited to:

How Does Microsoft Planner Work?

This is how you can get started on Microsoft Planner software:

  • Login to the software using your credentials
  • Create a new plan by clicking on its icon on the left side of the dashboard
  • Name the new plan, share it with relevant team members, and set its privacy (public or private)
  • Create 'Buckets' or to-do lists of tasks
  • Organize tasks into manageable steps, assigning due dates and labels for easy categorization
  • Assign tasks to specific team members and monitor their task status in real-time
  • Discuss and share updates directly within team tasks, fostering clear communication and collaboration on the same tasks
For a detailed breakdown of the functionalities of the software, schedule a Microsoft Planner demo.

Who Is Microsoft Planner For?

Microsoft Planner is primarily marketed towards project management and benefits the following:

  • Project teams
  • Customer service teams
  • Remote teams
  • Marketing teams

Is Microsoft Planner Right For You?

If you are looking for a simple yet powerful project management tool that integrates with your existing Microsoft 365 workflow, this software is your go-to solution. Its intuitive task management features bring clarity and focus to your projects, streamlining collaboration and ensuring everyone stays on the same page.

Microsoft Planner time tracking ensures smooth transitions between finishing tasks and managing projects. The software also leverages Microsoft 365's robust security infrastructure, giving you peace of mind that your data is protected. Additionally, the cloud-based nature of Microsoft Planner ensures scalability in accommodating growing teams and evolving project needs.

Still not sure if Microsoft Planner is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision for your project management needs.

Microsoft Planner Features

Organize tasks within your plan using Buckets and Labels. Buckets act as broad categories, such as marketing and development tasks. Labels function as more granular tags, such as urgent, high, and priority. This flexible system allows for a structured yet adaptable approach to task organization, making it easy to find specific tasks and keep projects on track.

Using Microsoft Planner for project management, you can ensure clear task delegation and accountability. The Planner app allows you to assign tasks to specific team members, setting due dates and priorities. You can also track task status in real time, monitor progress, and identify potential roadblocks before they arise. Thus fostering a collaborative environment where everyone is on the same page.

Organize teamwork by fostering seamless communication within teams. The Planner integrates discussions directly into tasks, allowing team members to share updates, ask questions, and provide feedback. Additionally, the ability to drop tasks and attach files centralizes all project-related information, ensuring everyone has access to the latest resources.

Organize work visually with the Kanban board. These digital boards provide a clear overview of project progress, with customizable columns representing various task stages, including to-do, in-progress, and done. This visual approach allows teams to easily categorize tasks based on their status, promoting transparency and focus.

New Microsoft Planner makes it easy to set up plans for any project or goal. Simply define a plan name, invite relevant team members, and start outlining the tasks at hand. With a user-friendly interface and intuitive navigation, creating new plans takes just minutes, allowing teams to quickly jump into project planning and task management.

Pros and Cons of Microsoft Planner

Pros

  • Easy to learn and use even for beginners based on some Microsoft Planner Ratings
  • Works seamlessly with all Microsoft 365 tools
  • Efficient for small, straightforward projects
  • Included with some Microsoft 365 plans

Cons

  • According to Microsoft Planner reviews, the software has limited functionality
  • Weak reporting capabilities for data analysis
  • Only available for Microsoft 365 users

Microsoft Planner Pricing

Microsoft 365 Business Basic

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What's Included

  • Chat, call, meet up to 300 attendees

  • Manage customer appointments

  • Standard security

  • Anytime phone and web support

  • 1 TB of cloud storage per user

  • Business-class email

  • Web and mobile versions of:

  • Word

  • Excel

  • PowerPoint

Microsoft 365 Business Premium

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What's Included

  • All the features of Microsoft 365 Business Basic, and:

  • Tools to create personalized documents

  • Professional layouts

  • Easily host webinars

  • Attendee registration and reporting tools

  • Desktop versions of:

  • Word

  • Excel

  • PowerPoint

  • Outlook

Microsoft 365 Business Premium

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What's Included

  • Everything in Microsoft 365 Business Standard, and:

  • Access and data control

  • Cyberthreat protection

  • Advanced security

Microsoft 365 Apps for Business

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What's Included

  • Desktop versions of Word, Excel, PowerPoint, and Outlook

  • 1 TB of cloud storage per user

  • Standard security

  • Anytime phone and web support

Microsoft Planner Reviews

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Frequently Asked Questions

No, the software does not support or offer an API.

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