NBS

My feedback

  1. 1 vote

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    0 comments  ·  Microsoft Planner - Feedback Forum » General  ·  Flag idea as inappropriate…  ·  Admin →
    NBS shared this idea  · 
  2. 39 votes

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    NBS commented  · 

    I've been noticing the same thing recently, and I find it annoying. Why bother to tell me that changes have taken place without giving me some indication of what the specific changes were. This is dumb. In Trello, when cards have been changed, there's an icon next to a card that's been updated, and there is an icon of a bell in the top left corner of the main Trello window; it's highlighted red if there are updates, and you can click on the bell to access a window that shows all of the changes from one location. Microsoft, given how much effort you've already spent making Planner behave like Trello, why not also just copy this Trello functionality, too? Thanks.

    NBS supported this idea  · 
  3. 6,080 votes

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    542 comments  ·  Microsoft Planner - Feedback Forum » General  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the feedback on the Filter menu and cross-plan search functionality!

    Next we’d like to pursue widening the Filter metadata to include other fields like assignee, description, and checklists. We’re also working with a search team in Office to align with UX and functionality across Office 365.

    This work hasn’t been scheduled yet, but we will update this thread as soon as it is.

    Please continue to share details on the filter and search functionality you’d like to see in Planner!

    Thanks,
    The Planner Team

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    NBS commented  · 

    I'm also a Trello user, and Trello's search function is very useful. Sad to see, that in the couple of years since I stepped away from Planner, the search functionality still hasn't been incorporated.

    A universal search from within Teams that would search for a text string within Planner and Teams simultaneously would be especially helpful, since I have a Plan linked to a Team, but if the search were limited to just Planner, that would be a good start.

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    NBS commented  · 

    I wanted to reiterate my earlier comments that the lack of search functionality in Planner is really hampering the users I have working in it. Yesterday, I had a call for help from a user looking for some particular files I knew had been uploaded into Files for a plan, but there are going on a hundred files uploaded and sifting through them and trying to find the right file is laborious, especially when the files are poorly named.

    The only ways I have found to search for stuff I know to be in Planner is as follows:
    1. If it's a task or a message, I search Outlook for the conversation and then reply to it in Outlook. If someone else is looking for the conversation, I try to provide them with a link, from Outlook. This is clunky.
    2. If it's a file I'm looking for, I go into the Files area in Planner, and then choose Sync, then click the Show My Files link to open a Windows Explorer window for the files in OneDrive. I then do a search from within Windows Explorer to search the files. This is a lot of steps. I can't reasonably expect a non-power user to get through all these steps.

    When I have to list a litany of steps for getting work done, the haters come out of the woodwork and challenge me on why I'm using Planner and not Trello. One particular Trello lover delights in pointing out how Planner isn't up to snuff.

    Thanks for listening.

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    NBS commented  · 

    The lack of search functionality in Planner is starting to be a problem now that I'm trying to use it for two live projects. There needs to be a way to search tasks and files, at minimum. Searching calendar appointments would be useful. Being able to search by username to filter by all tasks a particular user was either assigned or has commented on would also be handy to have. I'm having to work around the system by finding update emails in Outlook and following the links in the emails. It's clumsy.

  4. 18 votes

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    NBS commented  · 

    I stepped away from Planner for a couple of years, and I see there are some improvements since I left it and began using Trello. This is not one of them. In Trello, I use the feature of @user extensively to call a user's attention to the card. Sadly, that functionality doesn't exist in Planner, though it does in other Microsoft applications, including Teams and Outlook. Microsoft, please provide this functionality.

    NBS supported this idea  · 
  5. 2,794 votes

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    198 comments  ·  Microsoft Planner - Feedback Forum » General  ·  Flag idea as inappropriate…  ·  Admin →
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    NBS commented  · 

    Microsoft, you are taking too long with this development work. I've been very patient with you. For internal projects, we can use Planner, but whenever we need an external user to participate, granting them access to our AD and assigning them an Office 365 account is our only option. It's a lousy workaround, and my network infrastructure colleagues revolt when I ask for that.

    Though it's disappointing to move on, I'm transitioning to using Trello for task management.

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    NBS commented  · 

    I was hoping this would be completed by now. Microsoft, I haven't seen any input from you on this forum in a long time. Would you please provide an update on this? Thanks.

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    NBS commented  · 

    This is essential functionality. Without it, Planner is of only limited usefulness, and our adoption of this tool will be slowed, if not halted altogether.

    We have contractors and other third parties we engage for project work. They don't have Office 365 accounts, but they need to be able to contribute to projects. This includes the ability to contribute to conversations and comment on tasks, in addition to receiving email updates from a plan, and of course being able to create, update and close tasks.

  6. 151 votes

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    NBS commented  · 

    One of my colleagues informed me that within the Teams app for MacOS, the tab for Planner from within Teams is empty but offers a redirect to a web page for Planner that doesn't resolve properly. So, the latest Teams update breaks Planner integration in other ways. (I'm a Windows 10 user.)

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    NBS commented  · 

    Update: After I have created a plan within Teams, if I try to add a second Planner instance, only then does it offer to allow me to link to an existing plan. However, the only existing plan that it will show me is the same plan I already created from within Teams. It will not let me actually add a second Planner instance within the team; it errors out, complains it can't save it.

    So, I noticed I could rename a plan from within Teams, so I did that. Then, I went back to try to add another plan, the "Use an existing plan" option appears, but it's just as useless as it was before. It says, "Looks like this team has existing plans. Select an existing plan to add it as a tab." And, there is a drop-down list that only gives the original plan name (as created within Teams) as an option. This, despite the fact that I had renamed the team. As noted above, attempting to add a second plan from within Teams fails.

    I tried to fake this out by first creating a plan in Planner and then creating a brand-new team in Teams with the same name. When I went to add a plan the team in Teams, the only option it gives (still) is to create a new team. So, I went through the motions, created a new team, and the software created a second plan with the same name as the first plan. Now, I have two identically named plans with no synchronization -- which is pretty much what I have when I let Teams create the plan and users want to use the plan from within Planner instead of Teams.

    So, now I'm left with the position that I can either abandon the use of Teams for this particular project for all of the tasks, updates, file uploading, etc., that I did for the plan within Teams, and redo all of the work within Planner -- but in a new plan (I don't want to confuse anyone (ANYONE ELSE, that is :) ), then blow away the plan created within Teams.

    Microsoft, you are not making the adoption of Teams and Planner any easier. We already have sister business units that have adopted Slack and Trello. Our position that we get Teams and Planner for no additional cost as part of our Office 365 arrangement is insufficient justification to get the other business units off those more mature toolsets.

    NBS supported this idea  · 
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    NBS commented  · 

    So, there have been changes with this, but this is still in need of improvement. Now, when I go to add a Planner tab in Teams, Teams no longer gives me the option of linking an existing plan to the team. Now, all it lets me do is create a new plan from within Teams. Within Teams, the Planner instance seems to be fully functional, such that I don't need to go separately to Planner to work with the plan. However, when I look for the plan in Planner, the plan is there now (this is new), but it shows as being COMPLETELY BLANK!

    So, over the past year, I have gotten some people trained on using Planner, and by some miracle, they are actually using it. :)

    So, a few days ago, I created a new team, didn't see an option to link an existing plan to the new team and (also forgetting my own previous advice about this!) created a new plan within Teams. I happily started to build out the plan and later noticed the plan was blank when viewed within Planner. Very frustrating.

    As Christian pointed out, however, if I go to the My Tasks view in Planner, I can see tasks assigned to me that were created from within the plan in Teams. This lack of consistency with synchronization is pretty maddening. For an IT person trying to cut Microsoft some slack, I can appreciate software is never perfect, but the users are so less forgiving.

    Microsoft, please keep working on this integration. It's impeding our ability to maximize the use of your tools in our companies. Thanks.

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    NBS commented  · 

    Did you create a new plan from within Teams, or did you select an existing plan that was created from within Planner? In testing of Teams last week, we observed when we created a plan from within Teams, that there was no synchronization at all. We then deleted the plan created from within Teams, went to Planner, created a new plan, then added that new plan in Teams by telling Teams it was an existing plan. That made the sync behave.

  7. 9,234 votes

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    Hello!
    The export to Excel feature is complete! for more info check out our blog: https://techcommunity.microsoft.com/t5/Planner-Blog/Export-your-entire-plan-to-Excel-for-powerful-analysis-sharing/ba-p/717431

    many of you are now asking for import from excel. Please vote for this feature and add your comments here: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/11730708-import-tasks-from-excel

    Cheers,
    The Planner Team

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    NBS commented  · 

    Your comments don't make sense either, Anonymous. What are you asking for?

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    NBS commented  · 

    I'm only marginally interested in the data export from Planner, and that only so that it serves to make my next Plan easier to build. Microsoft, please provide feedback on this.

    I start a lot of project timelines in Excel, and then I socialize the timelines with various project stakeholders to get signoff on key project dates, and then I build out tasks in Planner based on what I started with in Excel. Perhaps this isn't a workflow everyone can appreciate, but it works for me. If I could directly import from Excel into Planner and have Planner create tasks according what I have in cells in Excel, that would be tremendously beneficial to me. I would imagine Planner would need some sort of mapping table functionality, like other Microsoft applications have when it comes to importing data, whereby Planner would ask the user who's importing the file to tell it what fields to put data from which specific columns into. If Planner required that we have the source data in a specific order, I could deal with that, so long as the documentation is clear on the expectations for the data.

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    NBS commented  · 

    I have two projects with an identical set of tasks. I discovered that Planner allows me to copy data from a single row in Excel across multiple columns. So, I have my generic task list built out in Excel, and I copied and pasted from Excel into individual tasks in a plan. And then I duplicated the process for the second plan. My Excel file had about 195 tasks to start with, so this was a LOT of work to manually create the tasks in the plans. I then invited about 30 users to each plan.

    I'm experimenting with using Planner with live projects. It's hazardous, since the software has some bugs that users are noticing and complaining about.

    I'm going to have two more projects later this year that will use the same set of tasks. I'm not looking forward to manually copying and pasting all of the tasks from Excel again.

    If I had the chance to save a base plan as a template and then make copies of the plan, that would be one way to solve for this. Allowing for an Excel or Project file to be parsed into individual tasks would be a better way, in my opinion -- even if we had to have the Excel file formatted in a very specific way. Ideally, Microsoft would build some translation table like Excel has for mapping text to columns or other Microsoft applications have for parsing delimited files. For starters, I could live with having to have Excel have columns of data titled exactly the same as the fields in Planner. That would be far better than nothing.

    Microsoft, please weigh in on this. Thanks.

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    NBS commented  · 

    Planner should have some way of mapping data from a spreadsheet or delimited text file for the purpose of creating new tasks in a board.

    If the data had to be formatted a specific way with fields in a certain order, that wouldn't be my first choice, but it would be better than no import functionality.

    NBS supported this idea  · 
  8. 6,725 votes

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    378 comments  ·  Microsoft Planner - Feedback Forum  ·  Flag idea as inappropriate…  ·  Admin →

    Hello!

    Thank you again for your feedback and patience. We’re happy to announce that the schedule view of tasks is fully implemented and the iCalendar format feed is coming soon! Head over to tasks.office.com to check it out!

    Here’s a link to our support article to learn more about viewing your tasks on a calendar: https://support.office.com/en-us/article/view-your-tasks-on-a-calendar-8647d2c9-9bc7-466a-b5b3-74b3596fade2?ui=en-US&rs=en-US&ad=US

    If you’re still interested in an integration with Outlook, please follow along with the conversation on this thread: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/11037114-integration-with-outlook-tasks

    We’d love to hear your thoughts on these two new features! Feel free to comment below, send us a smile through the O365 menu (select the question mark icon, click ‘feedback’, then include the word “Planner”), or tweet using #MicrosoftPlanner.

    Cheers,

    The Planner Team

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    NBS commented  · 

    Thanks for the update. Eager to test this when you have something ready for testing.

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    NBS commented  · 

    The group calendar linked to a Plan is not useful in its current form. As tasks have due dates assigned, the due dates should show on the calendar. It would be cool if there were a way to designate a task as a project milestone, and maybe just make only the milestones show in the calendar -- or filter a calendar by the labels we can create and assign to tasks.

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    NBS commented  · 
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    NBS commented  · 

    I think there's another thread about task priority. I think that would be helpful. All of the tasks in my plan all effectively have the same priority, because there is no priority field.

    I guess you could use the labels to designate priority values, but I use them for different phases of my projects: Discovery, Implementation, Training and so forth. That makes them unavailable for priority. The labels don't make a great deal of sense for use as priority, though, since you can have multiple labels attached to a single task. Having priority as a drop-down within the task window with at least three configurable selections would be handy: High, Medium, Low. Having more priority options -- like Show-Stopper above High, or Negligible/Nice to Have below Low -- would be gravy.

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    NBS commented  · 

    I agree. The calendar function of Planner is not very useful in its current form. All tasks should show up in the calendar automatically.

    Has anyone tried inviting a plan group to a meeting notice in Outlook? I wonder if that would make the meeting notice show up in the calendar in the plan. Or if it would just send the meeting notice to everyone in the group.

  9. 22 votes

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    2 comments  ·  Microsoft Planner - Feedback Forum » Charts  ·  Flag idea as inappropriate…  ·  Admin →
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    NBS commented  · 

    Yay! Just noticing this functionality is finally here! Thanks!

  10. 2,884 votes

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    349 comments  ·  Microsoft Planner - Feedback Forum » General  ·  Flag idea as inappropriate…  ·  Admin →
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    NBS commented  · 

    I withdraw my vote for this if it means Microsoft spends their time fixing more important items, like the ability to have a template for a plan that can be used to generate new plans, or import/export data from Excel or Project. Integration with Project would be a sensible approach, allowing a project manager to manage from Project but allow end users to provide updates from within Planner.

    Don't get me wrong. Being able to print stuff out from Planner, for use as talking points during meetings, would be useful. Being able to print out charts in PDF form for sharing with key project stakeholders would be very handy, too. It's too much to expect non-tech-savvy members of an organization to get into Planner directly to check on a project's status.

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    NBS commented  · 

    Until external users can access Planner, we would need a way to print reports from the tool for sharing project updates with external users. There seems to be no printer-friendly view in Planner. I've tried to use the Send to OneNote and Export to Microsoft Excel functions of Internet Explorer, but the Excel export is poor and incomplete, and the OneNote export is also very limited -- hard to say it's better than nothing, as it would require a LOT of cleanup work to make it usable.

    So, without a good view for printing, I would manage a project in Planner but then have to have a separate tool for creating reports for the executive team and external resources.

  11. 38 votes

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  12. 5 votes

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    1 comment  ·  Microsoft Planner - Feedback Forum » General  ·  Flag idea as inappropriate…  ·  Admin →
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    NBS commented  · 

    This is current functionality.

  13. 6 votes

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    1 comment  ·  Microsoft Planner - Feedback Forum  ·  Flag idea as inappropriate…  ·  Admin →
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    NBS commented  · 

    This was a temporary state. Microsoft was making changes to the tool. The lack of notification about this from the vendor made everyone involved look stupid, especially Microsoft.

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  14. 0 votes

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    1 comment  ·  Microsoft Planner - Feedback Forum  ·  Flag idea as inappropriate…  ·  Admin →
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    NBS commented  · 

    Was this a temporary state? Planner gets flaky sometimes and doesn't behave properly. Refresh the page, try again a few minutes or an hour later, and you may get a different response.

  15. 70 votes

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    NBS commented  · 

    Just noticing the lack of search functionality on tasks in a plan from within Teams. I guess this stems from the lack of search functionality in Planner.

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  16. 3,141 votes

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    120 comments  ·  Microsoft Planner - Feedback Forum » General  ·  Flag idea as inappropriate…  ·  Admin →
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  17. 9,985 votes

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    Hi everyone,

    Thank you for your patience. We have updated our Copy Plan experience – please try it out today!

    This improvement will include the ability to choose an existing group or team to copy the plan into (or choose to create a new group). You’ll also be able to customize what gets copied over. Attachments can only be copied over into existing groups.

    You can learn more here: https://techcommunity.microsoft.com/t5/planner-blog/expanding-the-copy-plan-and-filtering-features-based-on-your/ba-p/1483491

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    NBS commented  · 

    Microsoft, do you have any updates to provide about this feature request? When I had four more or less identical plans I needed to create for four projects at four different locations, I had to build each of the plans from scratch. It took days. Please give us a way to save a plan as a template and build new plans from that template. Thanks.

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    NBS commented  · 

    Agreed. This is much-needed functionality. If Microsoft provided the ability to import data from an external file, we could manage a template external to Planner and then import it when we're ready to go. Let's say I have 60 tasks that all have the same deadline. Sure would be nice to be able to have an Excel spreadsheet or such that I was able to fill in the deadline all at once for the tasks, and then I import into Planner, and Planner creates the tasks with the info extracted from the Excel file, including deadlines.

    If there were a way within Planner to have a template that could be used as a starting point for projects, that would be mighty handy, too.

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    NBS commented  · 

    Microsoft, please chime in with where this is in the development pipeline.

    If I'm to use Planner for two upcoming projects, I'll need to create one of the plans in the next 10 days and populate it with tasks. That will take me about a whole day to enter the roughly 235 tasks for one plan. And then a week later, I'll need to build out the second plan with the same number of tasks, losing another day in the process. I don't have one day to lose, much less two.

    Thanks.

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    NBS commented  · 

    Planner team, please provide an update on this.

    I have two plans in Planner now. Each has more than 200 tasks in it. I need to create another plan that's effectively a duplicate of the first two plans, and to do so, it means six to eight hours of my time copying and pasting data from an Excel spreadsheet into individual tasks. I'm dreading that time loss. If you could give me a way to save a plan as a template, or even better, import data from some sort of delimited file to create individual tasks, that would be a tremendous time saver, and you'd be able to grow adoption of this tool.

    Thanks.

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    NBS commented  · 

    I'm trying to use Planner without this functionality, and it's a lot of extra work. I have two projects with an identical set of tasks. I have an Excel file that contains the generic project tasks, and I copied each individual task from Excel, created new tasks in a plan, and pasted into the task name field, then assigned a due date and assigned a user to perform the task. Then, I had to open the task to be able to set a label for the task, and set a start date for the task, because you can't do that when you are creating a task.

    So, I did this first for one project. And then I did it all from scratch a second time for the second project.

    I have two more projects planned for later this year, and I am not looking forward to the prospect of manually creating all of the tasks for those projects in plans.

    Barring any feedback from Microsoft on this, it would seem I'm just going to have to deal with creating all of those repeated tasks from scratch each time. This is not a good use of my time. Surely with so many people clamoring for the same thing, Microsoft can offer up some thoughts on where this functionality will fit into the development pipeline.

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    NBS commented  · 

    I agree this is essential functionality. I'm prepping for implementations of the same system at four different locations with four different project teams. The tasks for the projects will be nearly identical. I like the idea of using Planner to manage the project tasks now that our enterprise is on Office 365, but I dread the prospect of manually creating four iterations of 100-task project plans from scratch for each project.

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    NBS commented  · 

    Sounds like an excellent idea. I've been trying to figure out if I can import a list of tasks from a spreadsheet or something and am striking out. I guess the functionality doesn't exist. If the plan could have a template file behind it that we could manipulate outside of Planner, that would be cool, too.

  18. 3,927 votes

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    113 comments  ·  Microsoft Planner - Feedback Forum » General  ·  Flag idea as inappropriate…  ·  Admin →
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    NBS commented  · 

    Microsoft, the number of votes on this idea should be moving the needle with you. This is key missing functionality.

    As a project manager, I like Planner because it allows users to update their own tasks, and I don't have to do all of the updating. When I have a fast-paced project, I don't have the time to do all of that extra documentation work. However, Planner makes me work ******* reminding users when their tasks are coming up as due or are overdue. Tasks go from due tomorrow, due today, to various days past due without any notification at all to the user, so I have to be the bad guy and nag them until they respond.

    Shame that their tasks are overdue isn't always a good motivator to get users to respond. If the notifications about their late tasks could be sent to not just the person who owns the late task but also to all of the key project stakeholders, those key stakeholders could be helping me ***** the whip on the backsides of the underperformers.

    Thanks for listening.

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    NBS commented  · 

    The lack of notification to the user when their task is coming due or is late makes the users treat the deadlines in the tool as soft deadlines, and then the project manager (me) has to nag them to get their work done. Well, some of the users are self-starters and ready to update their tasks without constant pestering.

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  19. 16 votes

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  20. 53 votes

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    4 comments  ·  Microsoft Planner - Feedback Forum  ·  Flag idea as inappropriate…  ·  Admin →
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