Meet the new Microsoft Planner
Summary
TLDRThe upcoming Microsoft Teams Planner app, set to release in early 2024, offers a centralized platform to manage all work across Microsoft 365. It incorporates AI capabilities with new co-pilot features to streamline the planning and execution of tasks. Users can create various types of plans, from basic to premium, tailored to project complexity, with premium plans offering advanced features like task dependencies, goal setting, and customizations. The app provides multiple views for task organization, and allows easy sharing and assignment of tasks to team members. As teams grow, the app can be upgraded to premium for more functionalities. It also includes AI-powered co-pilot to quickly generate relevant tasks, advanced project management tools, and agile work management through sprints. The Planner app is designed to be a comprehensive tool for both simple task management and complex project collaboration.
Takeaways
- 📅 The new planner app in Microsoft Teams, set to launch in early 2024, consolidates all work across Microsoft 365 into a single view.
- 🤖 It incorporates AI with new copilot features to assist users in starting and managing their work efficiently.
- 📈 Users can create various types of plans, from basic to premium, depending on the complexity of their projects.
- 📝 Basic plans are suitable for simple projects and come with the Planner Experience included in Microsoft 365.
- 🚀 Premium plans offer advanced project management features like task dependencies, goal setting, and customizations.
- 📚 Templates for project budget, sprint retrospective, and goals and objectives are available to start with.
- 🔍 Different views are provided for task visibility: Grid, Board, Schedule, and Charts for various perspectives on the plan.
- 👥 Plans can be shared with team members or existing groups, making collaboration and task assignment straightforward.
- 🛠️ The Planner app is scalable, allowing users to upgrade to premium features and templates when more functionality is needed.
- 🧭 With premium plans, users gain access to AI copilot for quick task creation and advanced capabilities like goal setting and Gantt charts.
- 🔄 Agile work management is facilitated through task organization into sprints and load balancing across teams.
- 🗂️ Customizations include adding custom fields, conditional coloring, and setting custom working calendars for task scheduling.
- 📍 The My Plans page organizes all plans for easy access, with the option to pin favorite plans for quick access.
- 📝 My Tasks page lists all tasks assigned to the user across the Microsoft 365 ecosystem.
- 📅 My Debut helps users stay focused on daily tasks, showing due tasks and customizable reminders.
- 🏢 For frontline organizations, Planner offers task publishing to define, distribute, and monitor work at scale.
- 🔗 For more information on Planner's capabilities for frontline organizations, visit aka.ms/TaskPublishingInPlanner.
Q & A
What is the new planner app in Microsoft Teams?
-The new planner app in Microsoft Teams is a tool coming in early 2024 that allows users to view and manage all their work across Microsoft 365 from a single location.
What is the core feature of the Planner app?
-The core feature of the Planner app is its intelligence, which includes the power of AI and new copilot features to assist users in getting started and staying on top of their work.
What types of plans can be created in Planner?
-In Planner, users can create different types of plans based on the complexity of their projects, ranging from basic plans for simple projects to premium plans for enhanced project management capabilities.
What is included in a basic plan in Planner?
-A basic plan in Planner includes the Planner Experience available in Microsoft 365 and is suitable for simple projects.
What additional features does a premium plan offer?
-A premium plan offers enhanced project management capabilities such as task dependencies, goal setting, and additional customizations.
What are some of the templates available for starting a plan in Planner?
-Some templates available for starting a plan in Planner include project budget, sprint retrospective, and goals and objectives.
How does Planner display tasks in different views?
-Planner displays tasks in different views such as Grid view, Board view, Schedule view, and Charts view, each offering a unique way to visualize and manage tasks.
How can team members collaborate on a plan in Planner?
-Team members can collaborate on a plan by being added to the plan, allowing them to assign work to the correct people and get started on their tasks.
What happens if a user needs more functionality than a basic plan offers?
-If a user needs more functionality, they can easily try out premium features in just a few clicks, gaining access to all premium capabilities.
How does the AI copilot feature in premium plans assist users?
-The AI copilot feature in premium plans helps users save time by quickly creating relevant tasks based on what the user would like to accomplish.
What advanced project management capabilities are available in premium plans?
-Premium plans offer advanced project management capabilities such as goal setting, task dependencies, Gantt chart timeline view, sprint organization, load balancing, custom fields, conditional coloring, and custom working calendars.
How can users find and organize their plans in Planner?
-Users can find and organize their plans in the My Plans page, where all plans are organized for easy access, and favorite plans can be pinned for quick access from anywhere within the app.
What is the My Tasks page and how does it help users?
-The My Tasks page is a feature where users can quickly see all the work assigned to them, regardless of where in the Microsoft 365 ecosystem the tasks were assigned.
How does Planner assist frontline organizations?
-Planner offers task publishing for frontline organizations, allowing them to centrally define tasks, quickly distribute work at scale, and monitor results across the organization.
What is the purpose of the My Debut feature in Planner?
-The My Debut feature helps users stay focused on what they need to accomplish today by showing any tasks due the same day and allowing users to add tasks they wish to focus on.
Outlines
📋 Introduction to Microsoft Teams Planner App
The script introduces a new planner app in Microsoft Teams set to launch in early 2024. It emphasizes the app's integration with Microsoft 365, allowing users to view all their work in one place. The app is powered by AI and features a 'copilot' mode to assist users in initiating and managing tasks. Users can create various plan types based on project complexity, ranging from basic plans for simple projects to premium plans that offer advanced project management features such as task dependencies, goal setting, and customizations. The app also provides templates for different types of plans and offers different views for task management, including grid, board, schedule, and charts views. Tasks can be shared and assigned to team members, and the app is designed to scale with users' needs, offering the option to upgrade to premium features.
Mindmap
Keywords
💡Microsoft Teams
💡Planner App
💡Artificial Intelligence (AI)
💡Co-pilot Features
💡Project Management
💡Task Dependencies
💡Goal Setting
💡Gantt Chart
💡Sprints
💡Customization
💡Frontline Organizations
Highlights
The new planner app in Microsoft Teams will be released in early 2024.
The app allows users to view all work across Microsoft 365 in one location.
Planner is AI-powered with new copilot features to assist with work management.
Users can create different types of plans based on project complexity.
Basic plans are available for simple projects, while premium plans offer advanced project management features.
Premium plans include task dependencies, goal setting, and customizations.
Templates for project budget, sprint retrospective, and goals and objectives are provided.
Users can start with a blank plan to create custom plans.
Individuals can plan personal work or upcoming team projects like marketing campaigns.
Tasks are visible in various views: Grid, Board, Schedule, and Charts.
Team members can be added to plans for collaborative work.
The Planner app is scalable, allowing users to upgrade to premium features as needed.
Premium plans offer AI-powered copilot to quickly create relevant tasks.
Advanced project management capabilities include goal setting and task dependencies.
Users can view the project timeline in a Gantt chart format with the critical path.
Sprints can be organized to manage work in an agile manner.
Work can be load balanced across the team using the People view.
Plans can be customized with custom fields, conditional coloring, and working calendars.
Plans can be easily found and accessed through the My Plans page.
Users can pin favorite plans for quick access from anywhere in the app.
The My Tasks page lists all tasks assigned to the user across the Microsoft 365 ecosystem.
My Debut helps users stay focused on daily tasks and priorities.
Task publishing is available for frontline organizations to define, distribute, and monitor work.
Planner offers a comprehensive solution for task management and project collaboration.
Transcripts
- [Instructor] The new planner app in Microsoft Teams
coming in early 2024
allows you to see all of your work
across Microsoft 365 in a single location.
Keeping intelligence at its core,
Planner also includes the power of AI
with new copilot features to help you get started
and stay on top of all of your work.
In Planner, you have the freedom
to create different types of plans
based on the complexity of your projects.
Start with a basic plan for your simple projects
using the Planner Experience included in Microsoft 365
or create a premium plan
for enhanced project management capabilities
like task dependencies, goal setting,
and additional customizations.
Get started using one of the templates
like project budget, sprint retrospective,
or goals and objectives,
or start with a blank plan to create any plan that you need.
For now, let's start with a basic plan just for yourself.
Here, you can plan out your own work,
like a career plan or a personal to-do list
or start drafting work for an upcoming team project
like a marketing campaign.
All of the tasks are visible in the different views.
Grid view to see tasks in a simple list.
Board view to see tasks grouped by different fields.
Schedule view to see when each task will be worked on
or charts view to get a quick understanding
of your plan's progress.
When you need to share with others,
you can easily do so by adding team members to the plan.
Or if you have an existing group, simply add that group.
Once the plan is shared,
it's simple to assign work to the correct people
so everyone can quickly get started on their tasks.
The Planner app in Microsoft Teams
is designed to grow with you,
so if you discover that you need additional functionality
beyond what's offered in a basic plan,
it's easy to try out premium features.
In just a few clicks,
you can get started using a premium template
and get access to all premium capabilities.
With premium plans,
you also have access to the power of AI with co-pilot,
which can help you save time
by creating relevant tasks quickly.
Simply copilot what you would like to accomplish,
and it will add a set of tasks to your plan.
Premium plans also give you access
to a range of advanced project management capabilities
like goal setting,
so everyone knows what you are working towards
and how their work will have impact.
You can also set dependencies between your tasks
and see the full timeline for your project
in a Gantt chart format,
which includes the critical path for your plan.
Organize your tasks into sprints
to manage work in an agile way.
Easily load balance work across your team using people view.
And customize your plan
by adding custom fields to tasks,
conditional coloring on the grid view,
and even set custom working calendars
so tasks are only scheduled on the days you work.
You can easily find any of your plans in the My Plans page
where all of your plans will be organized for easy access.
For even quicker discovery,
pin your favorite plans,
so you can open them from anywhere within the app.
You can also quickly see all the work
that is assigned to you by heading to the My Tasks page,
where there is a list of tasks you are responsible for,
no matter where they were assigned to you
in the Microsoft 365 ecosystem.
Finally, use the My Debut to stay focused
on what you need to accomplish today.
Here, you will see any tasks that are due the same day,
along with any tasks that you choose to add
so you remember to stay focused on them.
And for frontline organizations,
Planner offers task publishing
to centrally define tasks,
quickly distribute work at scale,
and monitor results across your organization.
To learn more about
how Planner can help serve frontline organizations,
visit aka.ms/TaskPublishingInPlanner.
Using the new Power of copilot
to get started on a new project faster than ever,
and with all of your tasks in one place,
it's never been easier to stay organized
and on top of your work.
Whether you need simple task management tools
or advanced project management capabilities,
Planner is the one stop shop
for organization and collaboration.
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