The NEW Microsoft Planner: NEVER Miss a Deadline Again

About this video

A walkthrough of the new Microsoft Planner, available in Microsoft Teams at the time of recording, which merges To Do, old Planner, and Project for the Web. The home views are My Day, My Tasks — consolidating private tasks, flagged emails, and tasks from plans — and My Plans. The presenter adds private tasks, sets due dates/priority, and adds tasks to My Day, then warns basic and premium plans behave differently: premium tasks are slower to appear in My Day, cannot be copied/moved from My Tasks (you must go to the original plan), and support @mentions in comments unlike basic. Basic plans use templates, buckets, board/grid/schedule/charts views, assignment to multiple people, labels, checklists, files and filters. Premium plans (requiring Project Plan 3 or 5) add hierarchies, durations, risk, dependencies, effort, percent complete and custom fields. Copilot in a premium plan builds an influencer-campaign plan with buckets, tasks and goals from a detailed prompt in about 15 seconds, but leaves off durations and fails when asked to assign start/due dates fitting one quarter. Premium also adds goals and people views, task history, a timeline/Gantt view with dependency types and lead/lag, critical path highlighting, and an assignments view for capacity — e.g., Adele allocated 104 hours in one week, then adjusted down. Five closing tricks cover copying a premium plan, bulk-making subtasks, exporting to Excel, limits for users without a Project license, and extra options in the web app.

Key takeaways

• Launch and pin Planner inside Teams; My Tasks consolidates private tasks, flagged emails, and plan tasks, and My Day shows today’s priorities
• Rule of thumb: use premium if you need a Gantt chart, otherwise basic is usually enough — premium requires a Project Plan 3 or 5 license
• Basic and premium do not behave identically: premium tasks cannot be copied/moved from My Tasks and are slow to appear in My Day
• Copilot can generate a full plan, buckets, and goals from a prompt, but in the demo it omitted durations and failed to assign dates within a quarter
• Premium timeline tools include setting durations (e.g., typing 2D), dependencies with lead/lag, critical path in red, and an assignments view to spot overloads

Episode details: published September 17, 2024 · 18:03 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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