Microsoft’s New Planner: What You Should Know

A walkthrough of Microsoft's New Planner as the combination of Planner, Project for the Web, and To Do!

Check out the Internal Communication Guidebook we mentioned:

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0:00 Welcome
0:30 The Current Mess
0:50 The Current Tools
1:55 The Announcement
2:55 Use Planner
3:00 Demonstration?
4:00 The Gotcha
6:22 Single Unified Task List
7:06 The Rollout
8:55 A Few Questions

#taskmanagement #planner #m365 #newplanner #modernworkplace #modeldrivenapps #powerapp #powerautomate #citizendeveloper

[BulbDigital]

Share your thoughts on the rollout, paywall or other questions you have!

[hughlewis]

This has been the bane of task management with MS. I am surprised how long this has taken, and how close this was to working for so long.

[dirkvoltaar]

I really wanted to use ToDo and Planner, since I use M365 heavily, but the lack of integration between all the tools and not having a timeline view was a non-starter. This looks promising.

[esperanzateman]

ITS GREAT TO HAVE EVERYTHING IN ONE PAGE AND IM EXCITED ABOUT THIS!

[IanCeicys]

Definitley looking forward to one tool and one platform!

[nefarin]

super exited! your words are my words!

[guilpadron]

You got my subscription with that first comment

[jackson]

I’m glad that Microsoft is giving some love to one of their most used tool by working professionals. We run projects and training plans were using Planner and it’s amazing. But they do need to think about making it more accessible to everyone and integrating it into more Microsoft items. The projects for the Web situation does concern me a little bit.

[Debunked]

I love planner it runs my work life. I used to keep a massive excel sheet but planner changed my life. Love it or not im a huge fan of planner. Fan boy even.

[jean-christophemeillan]

I am so looking forward to this new tool, my wish list is quite long! Comments with @, subtasks, a good integration in Outlook, different statuses for the team members, and a clear presentation as a Gantt chart (it is also bad in MS Project today)…

[mnance]

Finally. We have access to all of these apps but like you say we have just not used them well due to confusion and uncertainty.

[terrapinryepaleale]

Thanks for the great video and you are preaching to the choir, brother! As someone who has partially or wholly adopted most of Microsoft's task management tools at some point or another, I can completely relate to the frustration and the excitement. Workflow and task management are going to be big focuses for businesses as they strive to become more and more efficient, and up to this point, Microsoft has fallen short with their tools.

I like them because they are free-ish and somewhat intuitive, but having said that, if they were truly intuitive you and other YouTubers wouldn't have to put out videos explaining the differences between them. A single source of truth on tasks is the gold standard, and I am glad they are finally righting the ship and heading in that direction.

PSA: If any of your patrons are like me and abandoned other platforms (like To Do) along their task management journey, they will likely experience an OH SH!T moment when they see all the legacy stuff (from the abandoned platforms) pulled into the common view. My recommendation to them: Grab an adult beverage or 6, depending on how bad the pile of abandoned tasks is, and embrace the suck (delete old tasks).

[Ken_RB]

Projects for the web aside, if planner and Todo come together with proper notifications and no loss of functionality, I'll be happy. As separate programs, I never know where something is going to end up. Tasks assigned in Word? Email notifications, but neither of the programs. Tasks in planner? Not in Todo. Todo in OneNote? I have no freaking idea. Flagged emails in outlook? Some in Todo, but that's mostly broken due to a decade of using flags for different reasons before it became tied to Todo. Now if I accidently click on that section in Todo, the program crashes. It's whack-a-mole, but with frustrations instead of functionality.

[JackRegan]

I really love todoist and I'm sticking with it even though we are very M365 focused now, because it's just so much better than MS Todo. I hope the new planner will take care of this!!

[laurens]

very curious to see this come together, my ToDo not integrating into my planner nicely has been a headache for a while, and has had me repeatedly consider jumping over to something like Notion/Loop to just have all my stuff in one place. Bring on the demo's Microsoft!

[Oldnose]

Thanks for the thoughts and the “scoop”.
I sometimes wonder if and how MS uses its own software.
Really would love to see their use of O365 especially todo, teams and sharepoint.
Under what kind of discipline can they make ik work?

[MG]

Thanks for the useful video!

One question: my team connected our projects from "Project for the Web" to our MS Teams channels. Will this connection still be available after they integrated "Project for the Web" into planner?

[idgirlsf]

Will you be able to still have a calendar view (schedule) in the new Planner? Can we assign subtasks?

[Cicomameli]

Thank you for this video. Literally saved me for giving a wrongful advice to my client. Transitioning from Project Server, they were unsure about going for Project Online or Project for the Web. This basically puts Project for the Web out of question, due to the incredible uncertainty about when and how will this be rolled out. Also, mixing Project for the Web with some less "enteprise" features would probably be a very difficult change that would "dumb down" every project and program to an unacceptable level. Not to mention all the features that are still missing, such as baselines or risks, that should eventually be released (who knows how, when and where). Too bad, i really wanted to experiment with Dataverse in order to enhance and strenghten up the Project for the Web experience, but since also this is possibly not on the table anymore, it's too much of a risk. After all, you probably saved me a lot of time other than my ass :D at this point there is little comparative analyis to be made between the two worlds, at least for enterprise use.

[lucindabreeding]

I've been using planner and it's got the features I need - uploading documents into buckets, saving emails and integrating SharePoint. I just wish board view had a vertical view instead of horizontal.