Using Microsoft Planner to Manage Project Tasks More Efficiently

Microsoft Planner logo

Microsoft Office 365 is comprised of many tools that can help streamline your daily workflow, while getting your job done more quickly and effectively. An Office 365 project management tool that’s been recently updated is Microsoft Planner.

Similar to Trello, Planner enables your company’s teams or groups to create multiple task lists associated with different projects or daily to-do checklists. Microsoft Planner helps remove chaos from team collaboration environment.

Review of Microsoft Planner for Project Management

Users can assign tasks, share files, and collaborate through chat to execute a project or plan.

Each plan has its own “board” where the user can organize tasks into different buckets, enabling the user to filter on Due Date, Categories, or by Assigned User. The HingePoint Team recreated our daily task lists using this tool and it seems to work like a charm!

Microsoft Planner Project Board Example

“Built for Office 365, Planner lets you attach files to tasks, work together on those files, and even have conversations around tasks without switching between apps. With Planner, all your team’s discussions and deliverables stay with the plan and don’t get locked away across disparate applications.” Learn more about Microsoft Planner from Microsoft here.

Microsoft Planner has many of the same filtering capabilities as SharePoint lists, so it is a niche replacement for tools that previously had to be built from scratch or customized from other list templates.

Microsoft Planner Filtering Options

The best part about Microsoft Planner is that it syncs directly with the associated Office 365 group. This allows you to embed your team’s plans into your SharePoint Team Site and add value and understanding to what your specified team is working on.

Microsoft Planner Integrated with SharePoint Team Site

Read our “Top 5 Integration Features of Microsoft Office 365 and SharePoint Online“.

Microsoft Planner provides an out-of-the-box functionality for creating charts for your team’s various assigned tasks. It keeps everyone informed about which tasks are in progress, not started, late, or complete.

Because we customize Microsoft Office 365 for businesses, we’ve even recreated a Microsoft Project plan in Planner to potentially use it as a way to communicate project plans across our organization, without assigning Microsoft Project licenses to all relevant parties. The prototypes track most of the same information that our project managers track throughout a project’s life-cycle and could prove to be a solution for Project Managers across all industries.

Microsoft Planner Details & Updates

Some of the new releases associated with Microsoft Planner include new “Group” and “Filter” options (mentioned above) and integration into the new Office 365 group card that gives you easy access to all the components of a group, such as conversations, calendar, notebook, files, planner, and other collaborative tools.

Microsoft is also currently rolling out a new feature that allows a user’s Outlook calendar to sync with Microsoft Planner.

Microsoft Planner is currently developing several new updates including:

  • Microsoft Planner Guest User Access (Estimated Release Q3 CY 2018)
  • New Planner SharePoint Web Part enabling users to bring their project tasks directly into a SharePoint page or news article. (Estimated Release February CY 2018. Have we mentioned that we’re an experienced SharePoint developer and consultant?)
  • Microsoft Teams and Microsoft Planner integration allowing users to view all of their assigned tasks across plans from Microsoft Teams. (Estimated Release February CY 2018)
  • Ability display and share views of Planner tasks on a timeline (Estimated Release CY2018)

Planner comes standard with each the following Office 365 Plans:

  • Office 365 Business Essentials
  • Office 365 Business Premium
  • Office 365 Enterprise E1
  • Office 365 Enterprise E3
  • Office 365 Enterprise E5
  • Office 365 Education
  • Office 365 Education E5

Overall, Microsoft Planner is a tool that HingePoint believes could be an excellent solution to many of the operational procedures that any company goes through on a day-to-day basis. Of course, since this is an Office 365 product, users can also access and update their plans on any mobile device with the Microsoft Planner App.

Integrating Microsoft Planner

If you’re interested in learning more about integrating Microsoft Planner or other Office 365 tools into your organization, we’d love to hear what you’re looking to accomplish! Feel free to start a live chat with our solution consultant on this page, email us, or call us at (214) 301-0000 to get started today.


About HingePoint

HingePoint offers cloud and mobile applications for construction and real estate that are easy to adopt and employees love. Specializing in the systems that run the construction and real estate business including SharePoint, Salesforce, Procore, MS Dynamics, and Autodesk. Scale and grow profitably with Financial and Project Management Dashboards, document management, and workflow automation for field to office collaboration.

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Plano, TX 75024
(214) 301-0000

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