Microsoft Teams Enhances New Planner App with Quick Sharing, Persistent Filters, and More

Key Takeaways:

• Microsoft has added new features to the Planner app in Microsoft Teams, including easy plan sharing via links and persistent filter and sorting options.
• Users can now view associated plans directly from task details and quickly create new tasks from the “Assigned tasks” card in the Viva Connections dashboard.
• The updates aim to enhance workflow efficiency and task management, with more features expected to be introduced in the coming months.

Microsoft has introduced several new features to enhance the new Planner app within Microsoft Teams. These updates include streamlined sharing options, persistent filters for improved workflow efficiency, and the ability to view plans associated with specific tasks directly from the task details.

Microsoft Teams began rolling out the new Planner experience in April 2024. This app unifies various task management and planning tools, such as Microsoft Planner, Microsoft Project, and Microsoft To Do, into one seamless experience. It lets Premium customers use Copilot in Planner to break down tasks into subtasks and gain insights on project status.

Microsoft has introduced a new feature that lets users quickly share a plan without sending multiple emails. Users can simply copy a link to a specific plan and share it with their colleagues. This feature is accessible by clicking on a plan’s overflow menu on the My Plans page and selecting the “Copy link to plan” option.

Microsoft has released a feature that lets users easily view the plan associated with a specific task while looking at the task’s details in the My Tasks section. Users can view all tasks and details related to that plan by clicking on the plan’s name at the top of the task’s card.

Planner in Microsoft Teams adds new “open plan from task” option

Additionally, Microsoft has added support for persistent filters and sorting in the Planner app within Teams. Now, when users apply a filter or sort by a column in a plan, Microsoft Planner will save these settings. This feature helps users save time and effort by eliminating the need to reapply the preferred filters or sorting options each time they access the plan.

Lastly, Microsoft has added a new “Add Task” button to the “Assigned tasks” card in the Viva Connections dashboard. This button allows users to quickly create new tasks directly from the card, which will then be automatically available in the Planner app within Microsoft Teams.

“As before, the “Assigned tasks” card will continue to show a user how many tasks are assigned to them, and allow the user to open the Assigned to me view to see those tasks in more detail. The large format of the “Assigned tasks” card will also include an “Open Planner” button to open the full Planner app, which is great for other needs like viewing all tasks in a plan,” Microsoft explained.

Microsoft plans to add more features and capabilities to the new Planner app in Teams later this year. Users are encouraged to submit their feature requests through the Planner Feedback Portal. If you’re interested, we invite you to check out the official website for more information about Planner and Project plans and pricing details.