Exploring the New Microsoft Planner: Unified Work Management

This article is adapted from this Microsoft Community post.

In today’s fast-paced work environment, seamless collaboration and efficient task management are essential. Microsoft recognizes this need and has unveiled an innovative solution, the new Microsoft Planner, designed to revolutionize work management.

The Vision Behind the New Planner

Microsoft’s latest endeavor aims to unify task management tools under one roof, combining the simplicity of Microsoft To Do, the collaborative strength of Microsoft Planner, the power of Microsoft Project for the web, and the intelligence of Microsoft Copilot. This integration intends to create a cohesive and intuitive user experience across individual tasks, team initiatives, and enterprise-scale projects.

Features Tailored to Your Workflow

1. Scalability: From basic task organization to overseeing intricate projects, the new Planner offers a diverse range of features. Users can expect templates, multiple views (lists, boards, timelines, sprints), agile sprint planning, workload management, goal alignment, custom fields, and task history—features akin to those found in Project for the web.

2. Integration and Automation: Leveraging the Microsoft Power Platform, the new Planner allows customization, reporting through Power BI, configurable workflows via Power Automate, and integration with Microsoft Viva Goals and Microsoft Loop.

3. AI Integration: With the forthcoming Copilot feature (expected in Spring 2024), AI-driven assistance will enable users to generate plans, set goals, track progress, and adapt to changes using natural-language prompts.

Seamless Integration with Microsoft 365

The new Planner seamlessly integrates with various Microsoft 365 experiences, including Loop, Outlook, Viva Goals, and Teams. This integration provides visibility and interaction across these platforms, allowing users to manage tasks and projects efficiently within familiar environments.

Catering to Frontline Task Management

Continuing support for frontline organizations, the new Planner offers features such as task publishing, empowering leaders to define and monitor tasks across different locations.

Roadmap and Rollout Timeline

The rollout of the new Planner is set to commence in early 2024 within Microsoft Teams, replacing existing Task by Planner and To Do apps. A web-based experience is slated for later in 2024, incorporating features from Microsoft Project for the web to further enrich the Planner experience.

Enhanced Enterprise Work Management (EWM) Capabilities

Existing Project for the web functionalities, including sprints, people view, goals, and advanced scheduling, will seamlessly transition into the new Planner. Additionally, the new Planner will introduce advanced capabilities like baselines, portfolios, and lead-lag capabilities to enhance enterprise project management.

Continued Support and Assurance

Microsoft reaffirms its commitment to support existing Project users, ensuring the continuation of familiar functionalities under the new Planner name. Users can also leverage customized reporting and workflows through integrating Planner with power apps.

Embracing a New Era of Work Management

The new Microsoft Planner stands as a testament to Microsoft’s dedication to innovation and simplifying work management. By amalgamating diverse task management tools into one comprehensive solution, Microsoft aims to empower individuals, teams, and enterprises to work smarter and more collaboratively.

This unified approach promises to streamline workflows, enhance productivity, and adapt to the evolving needs of modern work environments. Stay tuned for the launch of the new Planner in early 2024 and experience a seamless, intelligent, and unified work management solution from Microsoft.

Related Content


mpug logo

Elevate your project management skills and propel your career forward with an MPUG Membership. Gain access to 500+ hours of PMI-accredited training, live events, and a vibrant online community. Watch a free lesson and see how MPUG can teach you to Master Projects for Unlimited Growth. JOIN NOW


Written by The MPUG Community
MPUG has a global network of over 200,000 project management professionals across 170+ countries. For over 25 years, it has served as a premier platform fostering connection, knowledge sharing, and professional development within the project management community. MPUG champions the use of technology to optimize project management processes. It offers a comprehensive suite of resources and services, including live sessions, accredited training courses, informative lessons, industry articles, and interactive discussion forums. Committed to empowering its members to "Master Projects for Unlimited Growth," MPUG equips our members with the latest industry trends and propels their career advancement. Whether you're a budding project manager or a seasoned practitioner, MPUG provides an invaluable platform to hone your skills and bolster your project management expertise.
Share This Post
Have your say!
00

Leave a Reply