Office365 Planner Preview - FAQs

 Office 365, Office 365 Planner, Perumal
Jan 14 2016

Great to see Microsoft has enabled Planner Preview for all applicable tenants. This has created a huge speculation among Office 365 users and the long wait has come to an end by this.

Now as I see in the forums many of the planner lovers has questions that they are looking for answers. Below are the some of the FAQ's I have noticed in discussions.

For introduction about Office365 Planner with screenshots, refer this blog Office 365 Planner for Visually Organizing Team Tasks

1.Does my full tenant needs to be set to First Release to get Planner preview?

Yes, the global admin need to set your full tenant for First Release. Once this is done, Microsoft will find yours as the eligible tenant for preview and then you can able to see instructions to enable and assign licenses to users from Admin Message Centre. For more details check Step1 in the article.

2. Once planner is enabled, do I need to assign licenses to all users? If not what happened to users without Planner licenses?

It is based on the choice of the Admin to assign the licenses to users. Only the license applied users can able to see the Planner in their App Launcher. For more details check Step2 in the article on how to assign licenses.

3. Does group naming policy applies to Plan name?

Definitely not. If an user creates Office365 Group first then the Naming policy is applied to this group and the same name will be used as the plan name. If the Office365 Group was provisioned by creating a  Plan first, then this naming policy will not apply. This feature is listed in Microsoft roadmap.

4. What about documents in the library that was attached to a task? Will a non Planner licensed user able to access it?

Yes, the Documents put in the library via someone attaching to a task can be accessed by the user (non Planner licensed user) in the Office365 Group via One Drive or from Files menu in group.

5. Is APIs available for Planner?

Yes, but those APIs are in beta now. APIs are available for Tasks, Task details, Plan details, Buckets. Actions like Get, Create, Update and Delete can be performed using these APIs.

6. Will you able to create a plan from group?

No, as of now. But as per message from Microsoft, they are rolling out this feature to First Release enable tenants soon. The "Plan" can be accessed from Office365 Groups menu list just like Calendar, Files, Notebook.

Update: 23 May 2016

1. Is there an cap on number of plans an user can create?

Yes, currently it is limited to 350 pans per user.

2. How to prioritize tasks in a Plan?

Currently you can able to do this by tagging each tasks with text and colours. It is requested for a new tasks view based on priority and listed on user voice

3. The following features are not available in Planner as of now. But was listed in user voice.

Mobile App for Planner
Microsoft is working on Planner app for Android and iOS and will be available as Windows Universal App. May expect availability by end of this CY.

Sync Planner my tasks with Outlook my tasks
No such connector is available as of now to sync this. We (JiJi Technologies) are working on an Outlook app named Apps 4 Pro that will sync these and helps you to manage planner from outlook itself.

Office 365 Groups and Planner relationship
Currently Groups and Planner have 1:1 relationship. That is for each Plan a Group is created. Users expected to have one group for many plans.

Move tasks between plans
Organizations with huge plans have a need to move a task from one plan to another. This feature is available in Apps 4 Pro planner as an outlook add-in.

  • Template / Clone for Plans and Tasks
  • Search tasks / plans
  • Email notifications customization
  • Prioritize tasks based on importance
  • Delve search indexes planner documents

4. PowerShell support for Planner management

You can use Rest APIs for this which are in preview now.
For Tasks management:
For Plans management: