Discover the New Planner & Planner Premium in Microsoft 365

The New Planner and Planner Premium has now been launched and is available in your Microsoft 365. Microsoft To-Do, Planner and Project for the Web have been merged into one new app, called Planner. In this video, I'll give you a full demo on the new app.

#microsoft365 #newplanner #plannerpremium

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📽️ Video Chapters
00:00 Introduction
01:23 Pricing of New Planner
02:27 How to Access New Planner
03:07 My Day
03:52 My Tasks
05:04 Tasks from Flagged Emails
06:05 Features of Tasks
07:13 My Plans
08:17 Personal Plans
08:43 Create New Plan
10:36 Sharing Personal Plans
11:12 Overview of Plans
13:23 Create Shared Plan
14:23 Premium Plans
15:59 Add Plan to Teams Channel
16:35 Add Bespoke Columns
17:22 Project Dependencies
18:25 People Management
19:04 Project Goals
20:17 Copilot in New Planner
22:22 Final Thoughts

[philipperostin]

I am having a very hard time with MS. Its seems like they want all their apps to do everything all the others already do ! I mean, we cant have a do it all office, team, planner, project, outlook, etc.... enough is enough. We pay already, why would we have to pay more for just some minimal improvements of one app ? This is ridiculous.

[probotnemesis]

I was like "the hell is a book-it", but it's that northern charm "bucket". Love the videos!!

[AstarB]

I just got the new Planner rolled out to me today and I was hoping that tasks could be added to Outlook Calendar and sync when start dates or due dates change. Seems like it's still not a feature. Or even better, I wish I could see all tasks in the side bar of Outlook (the way you can with To-Do tasks) so that I could drag them to my calendar as events. I'm sad that the integration is still lacking, especially since I have been waiting with bated breath for the "new planner experience" for weeks.

[mattflanagan]

Good demo. Couple of questions:

1. How do people book time against a task?
2. Can you import an existing plan template into planner plus/premium?

[cheffe]

Thanks for the video. Well done. We are moving project for the web/planner and I'm a little surprised I haven't seen any migration tools to move from one PM tool to this.

[Advisicon]

Thanks for the demo! It's awesome to see To-Do and Planner coming together to make task management easier. And those extra features from Project for the Web? So cool! As a company all about productivity with Microsoft tools, we're pumped to dive into these new updates. Keep 'em coming!

[SomSk]

Hello Jonathan, thank you very much for the information that you provided; it is tremendously helpful and appreciated. There is 1 thing that I just cannot find the answer to auto notifications of tasks that I assign to others. Currently I email out assignments, bcc myself, save that email in an “assigned” folder, and then review that folder each day to confirm that those tasks have been completed. There must be a more efficient approach in the M365 suite, and I’m sure that you are the man with the answers. I greatly appreciate your help.

[AndrewBrown]

Woudl be great to have a video on how you can manage all tasks that you have assigned to others in one place, as a manager of a dispursed team its seems almost impossible to track what has been assigned and the progress.

[sethdrake]

Great video Jonathan! I was wondering could do do a video for admins on how planner integrates with Sharepoint and other MS apps and how to administrate it?

[jangeiss]

BIG NEWS: Tasks asigned to me in Planner Premium plans start showing in the new planner in teams under "my tasks", as well as in MS To Do. This morning, nothing, but now they show up :) Finally

[stuartcartwright]

I've just discovered your channel. Excellent content and presentation👍🏻

[peterhorak]

Great overview Jonathan. One question i have, is how to view tasks from the new planner premium plans in outlook? The old planner plans can be linked to Outlook but the premium planner doesn't seem to.

[stephenuk]

Does it still have the fatal flaw of there being no 'read-only' view/permission? Which means anyone that has access can totally screw up your Plans through editing and deleting. When will Microsoft realise there are many occasions when oversight is required, viewing progress, etc. without the need or ability to wipe out things (and remember folks, deleting from Planner is unrecoverable).

Great content by the way 👏

[rebeccabrekke]

This is exactly what I was looking for. Thanks!

[davidecimitan]

Thanks for the detailed update, very useful!
One question regarding the new license: do I need one for each person who is going to access one of the premium features of the planner? Or only for the main user, for example, the project manager? My doubt is: if a person with the premium licence creates a Gantt view, will the person with the Microsoft 365 Business licence need a Planner Premium licence too or can access the Gantt anyway?

[arezz]

Thanks, Jonathan, I always learn a lot from you and keep on top of best practices for managing our tenant and all the tools and options within MS we use.

I've been using Microsoft's suite for years; I've always been a huge fan and didn't want to switch. Hoping they will one day outperform the competitors... So I thought the time was finally here, the new Planner for Teams was going to put us back in the game! But once again I was too optimistic it seems... the recent updates still don't fix the fundamental shortcomings... Other softwares are doing a way better job unfortunately, by far... So, I've decided, though it's tough, to start using ClickUp for project management for now.

I'll keep using Microsoft for Outlook and storing files in the cloud. We're still using Teams for now, but I might switch to Slack soon.

I really hope one day we'll use only Microsoft apps at our digital agency, but for now, that’s just a dream.

[JeffWaters]

If I am paying for Planner Premium and create a plan with it, can my coworkers who only have the Free Planner version interact with it?

[JaMs_CL]

One more frustrating oversite...the premium plans, in board view, do not provide an option to "Show On Board" the checklists or attachments as a preview on the Task Card.

[kengy]

E5 is no longer the all inclusive license. Microsoft should just introduce E5 premium license.

[daelra]

Thank you for the overview. We might have a couple of users that would really love the Premium package but we won't be able to afford it for all the staff. How do the premium features interact with the free ones? For example, if a Team had a premium plan assigned to it (with one premium user and the rest had free), can the free users view (if not edit) a premium plan? How about exporting data to Excel or something?