New Planner Update? It's Not Great...

Introduction

This tutorial provides an overview of the current state of Microsoft Planner based on insights from a recent discussion. It highlights what to expect in the upcoming updates, common frustrations users have, and the impact of licensing on the functionality of the tool. This guide is particularly relevant for businesses considering a transition to Microsoft Planner or those currently using it.

Chapter 1: Understanding the Current State of Planner

• Microsoft Planner is being integrated with other tools like Project for the web, but significant reimagining is limited.
• Users who already appreciate Planner will likely enjoy the new features, but those expecting major overhauls may be disappointed.
• Key areas of concern:
  • Status Updates: Currently, users cannot easily export Planner boards to a PDF or create dashboards for clients.
  • Notifications: The notification system relies on Microsoft Groups, which may not meet user needs.
  • Task Management: Basic functionalities like file attachments require multiple steps rather than drag-and-drop.
  • Activity Feed: There is no dedicated activity feed in Planner; users must rely on Microsoft Teams for updates.

Practical Advice

• Keep your expectations realistic regarding new features. Assess whether current limitations significantly impact your workflow.
• Consider using Microsoft Teams in conjunction with Planner for better communication and updates.

Chapter 2: Licensing and Features

• Microsoft offers two tiers of licensing for Planner: Project Plan One and Project Plan Three.
• To access premium features, users must obtain the appropriate licenses, which can complicate decision-making for businesses.
• Co-pilot integration is highlighted as a significant feature, but it also requires a Project Plan Three license, leading to additional costs.

Common Pitfalls to Avoid

• Be cautious of the "nickel-and-dime" approach regarding licensing. Assess the features you need before committing to premium licenses.
• Ensure that all team members are aware of the licensing requirements to avoid confusion and disruptions in access to Planner functionalities.

Conclusion

The integration of Microsoft Planner with other tools is progressing, but users may experience frustration due to existing limitations and licensing complexities. Understanding these elements can help you make informed decisions about using Planner in your organization. Stay tuned for future updates and consider how these changes impact your current project management strategies.