New Planner for the web begins roll out to General Availability 

We’re bringing the new Planner experience to the web! This month marked the roll out of the new Planner for the web to our Targeted release audience. This feature will roll out to all customers over the coming weeks, starting with a smaller percentage so we can address customer feedback and bugs in the product. With the new Planner, you will be able to manage all your work across Microsoft To Do, Microsoft Planner, and Microsoft Project in one place, infused with the intelligence of Microsoft 365 Copilot for Planner (preview).  

Export your plans to Excel 

View, analyze, and share your plan data in another format by exporting it to Excel. To leverage this capability, go to the dropdown menu in the header of any plan and select ‘Export to Excel’. Learn more about how to export a plan to Excel and how to use Excel to interact with your plan data. 

Copy plans  

Got a plan that you find yourself using as a template for other plans? With the new ‘Copy plan’ feature, duplicating your plans is easier than ever! Just select ‘Copy plan’ from the dropdown menu of any plan’s header. All tasks in the plan will be copied over. Basic plans let you choose to include priority, dates, descriptions, checklists, and labels, while premium plans copy these by default and also include attachments. 

Access plans created in Teams meetings 

You can now view task lists created in Teams Meeting Notes via the Loop task list component in the My Plans view of Planner. Learn how to add a task list to a meeting and then view the task list in Planner.  

Edit recipient teams for an upcoming task list in task publishing 

Task publishing is a feature for frontline organizations that allows central leaders to create a list of tasks, distribute those tasks to multiple locations, and monitor execution across locations. Learn more about publishing in our blog post earlier this year or at https://aka.ms/taskpublishing. 

We have recently released the ability to edit recipient teams for a scheduled task list and for the future occurrences of a recurring task list. You’ll find this action by clicking the … menu next to the name of the list in the lefthand navigation, which will allow you to select an updated set of recipients. This is great for updating recurring lists after new locations are opened, old locations are closed, or organizational changes mean that a different set of locations should be receiving the tasks. 

Two new templates with more rolling out soon 

We’re excited to be rolling out two new out-of-the-box templates that can help your team with customer relationship management and ticket triaging! To access these templates, select the “+ New Plan” button in the Planner app and then “See all templates”. 

Share your feedback 

Your feedback helps inform our feature updates and we look forward to hearing from you as you try out Planner’s new and existing capabilities!  

Provide feedback on the new Planner for the web to our team by using the Feedback button in the top right corner of the app. We also encourage you to share any features you would like to see in the app by adding it to our Planner Feedback Portal. 

Resources 

Check out the recently refreshed Planner adoption page. 

Sign up to receive future communication about Planner. 

Check out the Microsoft 365 roadmap for feature descriptions and estimated release dates for Planner. 

Watch Planner demos for inspiration on how to get the most out of the new Planner app in Microsoft Teams. 

Watch the recording from September’s What’s New and What’s Coming Next + AMA about the new Planner. 

Visit the Planner help page to learn more about the capabilities in the new Planner. 

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