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Planner

Planner is a visual task management tool in Microsoft 365 that makes it easy for teams to create plans, assign tasks, and collaborate on projects using boards, buckets, and charts.

Key Features

  • Task Boards – Organize tasks by buckets and status
  • Assignment – Assign tasks to team members
  • Due Dates & Reminders – Stay on track with timelines
  • Charts – Visualize progress with dashboards
  • Integration – Connects with Teams and SharePoint
  • Mobile App – Manage plans from any device
  • Supports task dependencies and effort management (requires Planner Premium)
  • Project Portfolio Management (requires Planner Premium)

Common Use Cases

  • Managing projects of various sizes, complexity, and duration
  • Tracking tasks and assignments for teams of any size
  • Coordinating work across cross-functional teams
  • Visualizing workload distribution and team capacity
  • Monitoring project progress with real-time status and charts
  • Agile sprint planning and backlog management
Planner Board Example with multiple buckets
Planner Board Example with multiple buckets
Planner Task Detail Card Example
Planner Task Detail Card Example
Planner Premium Board Example
Planner Premium Board Example
Planner Chart Example
Planner Chart Example
Planner Premium Gantt Chart Example
Planner Premium Gantt Chart Example