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Microsoft Planner Review

Microsoft Planner
Our score: 8.8 User satisfaction: 92%

What is Microsoft Planner?

Microsoft Planner is an intuitive task management software designed to foster collaboration between team members with its planner hub and movable task boards. Designed for businesses of all sizes, the platform integrates with all Microsoft 365 products to promote efficiency throughout your entire operation. You can assign tasks to your team, designate multiple members to one task, monitor their progress, and see if they are hitting their KPIs and the ideal service levels.

This platform leverages Kanban boards with which you get to build the team’s workflow, set and assign tasks, and attach mixed media. The boards can be repositioned from one column to another, from one part of a column to the next, therefore, allowing you and your team members to fashion them into interactive to-do lists. You can also post checklists onto the boards so you can keep track of your daily, weekly, and monthly agendas.

To monitor team performance, Microsoft Planner makes use of analytics that populate information onto charts. It tracks various types of data, including project statuses, the productivity level of each member, the projects received by the team per time period, and so on. The data pulled from the charts are particularly useful when you’re planning for future projects or writing progress reports.

In some industries, members of the workforce are required to work in the field, which means they’ll be away from their computers. This situation is addressed through Microsoft Planner’s mobile app. It has all the core functionalities of its web-based counterpart and it allows users to input information in real-time. The application is available for iOS, Android, and Windows Mobile users.

Should you need extra functionalities from the platform, you can take advantage of its integrations with other Microsoft products. You can communicate with your team directly using Microsoft Teams or send emails to your leads through Microsoft Outlook, as you access and manage the said applications in one location. Microsoft Planner is part of the Microsoft 365 bundle. To avail yourself of it, you’ll have to subscribe to Microsoft 365, which affords you not just Planner, but also products like Microsoft Outlook, Microsoft Teams, Microsoft Forms, and Microsoft OneDrive.

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Overview of Microsoft Planner Benefits

Customizable Task Boards

Microsoft Planner’s foremost feature is its flexible Kanban boards that can be moved and positioned freely by dragging and dropping them on the workspace. You can use them to build a workflow for your team, designate roles to members of the team, and assign tasks. Files and links can be attached to the boards while its labels can be set to reflect actual work procedures. In addition, you can assign multiple team members to one task, which comes in handy for lengthy and complex procedures.

Organized Projects 

The platform’s planner hub module carries a team’s projects, each composed of a board set that reflects the team’s workflow and task assignments. You can add new members to each project team or link a project board set to relevant parties like clients and prospective partners. This level of flexibility allows you to optimize both the internal and external procedures of your company.

Powerful Analytics Tools

Microsoft Planner’s analytics tools allow it to visualize tasks and project statuses as pie and bar graphs. This lets you interpret data and find trends with ease. As a result, you won’t have trouble spotting the problem areas of each project as well as writing status reports with all the information at your disposal.

Manage Your Team Remotely

The Microsoft Planner mobile app carries all the major functionalities of the platform’s web-based version. This means location won’t be an issue in handling your team and listed tasks. Moreover, remote workers can update the boards in real-time, enabling the work process to flow smoothly despite them not being in the office.  You can even present the workflows of successful projects through your mobile phone in meetings with prospective clients and investors.

Seamless Integration with Microsoft Products

Microsoft Planner is bundled with other Microsoft products, with Microsoft 365 serving as your digital control center. So, if your operations necessitate forms like purchase orders and invoices, you can schedule the task on Planner and then have one of your team members prepare the documents on Microsoft Forms. As for the team communications, you can use Microsoft Teams alongside Microsoft Planner to discuss plans and tasks. The other Microsoft integrations work just as seamlessly as the two aforementioned examples.

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Overview of Microsoft Planner Features

  • Kanban Boards
  • Planner Hub
  • Task Assignment and Management
  • Multiple User Task Assignment
  • Reporting and Analytics
  • Mobile App
  • File Attachment
  • File Storage and Management
  • Drag and Drop Interface
  • Checklists
  • Microsoft 365 Integrations

Microsoft Planner Position In Our Categories

Because businesses have particular business wants, it is prudent that they avoid settling on an all-in-one, “perfect” software product. However, it would be almost impossible to try to find such a software product even among sought-after software solutions. The correct step to undertake can be to list the several major functions that necessitate inspection such as major features, budget, technical skill capability of staff members, organizational size, etc. Thereafter, you should double down on your product research comprehensively. Browse through some of these Microsoft Planner evaluations and check out each of the software options in your list more closely. Such well-rounded product investigation makes sure you circumvent unsuitable applications and choose the one which offers all the benefits your company requires.

Position of Microsoft Planner in our main categories:

Every company has its own characteristics, and can require a special Task Management Software solution that will be designed for their business size, type of clients and staff and even individual niche they cater to. We advise you don't count on locating a perfect solution that will work for each company no matter what their history is. It may be a good idea to read a few Microsoft Planner Task Management Software reviews first and even then you should remember what the service is intended to do for your business and your workers. Do you need an easy and intuitive service with just basic functions? Will you really use the complex tools needed by experts and large enterprises? Are there any specific tools that are especially practical for the industry you operate in? If you ask yourself these questions it is going to be much easier to find a trustworthy solution that will match your budget.

How Much Does Microsoft Planner Cost?

Microsoft Planner Pricing Plans:

Free Trial

Microsoft 365 Business Basic

$5/user/month annually

Microsoft 365 Business Standard

$12.50/user/month annually

Microsoft 365 Business Premium

$20/user/month annually

Microsoft 365 F3

$10/user/month annually

Microsoft 365 E3

$32/user/month annually

Microsoft 365 E5

$57/user/month

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What are Microsoft Planner pricing details?

Microsoft Planner Pricing Plans:

Free Trial

Microsoft 365 Business Basic

$5/user/month annually

Microsoft 365 Business Standard

$12.50/user/month annually

Microsoft 365 Business Premium

$20/user/month annually

Microsoft 365 F3

$10/user/month annually

Microsoft 365 E3

$32/user/month annually

Microsoft 365 E5

$57/user/month

Microsoft Planner is part of the Microsoft 365 bundle. To obtain it, you’ll have to subscribe to Microsoft 365. Microsoft 365 comes with a month-long free trial. For more information about Microsoft Planner’s pricing plans, be sure to contact the vendor.

Business Pricing Plans

Microsoft 365 Business Basic – $5/user/month annually

  • Microsoft Word
  • Microsoft Excel
  • Microsoft Powerpoint
  • Microsoft Outlook
  • Secure Cloud Services
  • Support

Microsoft 365 Business Standard – $12.50/user/month annually

  • Everything in the Basic Package
  • Microsoft Access
  • Microsoft Publisher
  • Microsoft Bookings
  • Microsoft MileIQ

Microsoft 365 Business Premium – $20/user/month annually

  • Everything in the Standard Package
  • Business Protection
  • Management Tools

Enterprise Pricing Plans

Microsoft 365 F3 – $10/user/month annually

  • Social and Intranet Apps
  • Files and Content Apps
  • Work Management Apps
  • Device and App Management
  • Security Management

Microsoft 365 E3 – $32/user/month annually

  • Everything in the F3 Package.
  • Microsoft 365 Apps
  • Email and Calendar Apps

Microsoft 365 E5 – $57/user/month

  • Everything in the E3 Package.
  • Meetings and Voice Apps
  • Advanced Analytics
  • Identity and Access Management
  • Threat Protection
  • Information Protection
  • Advanced Compliance

User Satisfaction

Positive Social Media Mentions 99
Negative Social Media Mentions 6

We realize that when you decide to get a Task Management Software it’s important not only to learn how professionals evaluate it in their reviews, but also to check if the real people and companies that bought this software are genuinely happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Microsoft Planner reviews across a broad array of social media sites. The information is then featured in an easy to digest way revealing how many clients had positive and negative experience with Microsoft Planner. With that information at hand you will be prepared to make an informed business decision that you won’t regret.

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Technical details

Devices Supported

  • Android
  • iPhone/iPad
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted

Language Support

  • English
  • Chinese
  • German
  • Hindi
  • Japanese
  • Spanish
  • French
  • Russian
  • Italian
  • Dutch
  • Portugese
  • Polish
  • Turkish
  • Swedish

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Microsoft Planner?

  • Microsoft 365
  • Microsoft Teams
  • Microsoft Flow
  • Microsoft OneNote
  • Microsoft SharePoint
  • Microsoft Forms
  • Microsoft Outlook
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Powerpoint
  • Microsoft Access
  • Microsoft Publisher
  • Microsoft Bookings
  • Microsoft MileIQ
  • Microsoft Exchange
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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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