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Microsoft Planner Review: Pros, Cons, Features & Pricing

In my opinion, Microsoft Planner is a strong option for teams already using Microsoft 365, thanks to its smooth integration and user-friendly interface. It offers good value and ease of use but lacks some of the advanced features found in specialized tools like Trello or Asana. Planner is best suited for teams that prioritize Microsoft integration and want a simple, accessible task management solution.

Microsoft Planner Evaluation Summary

Rating
4.6 /5
Pricing
  • From $10/user/month (billed annually)
  • Free trial available

Why You Can Trust Us

Microsoft Planner Overview

Microsoft Planner is a task management software designed to simplify project tracking and collaboration. It suits teams within businesses already using Microsoft 365, such as marketing departments coordinating campaigns or IT teams managing tech projects. Microsoft Planner provides value by integrating seamlessly with existing Microsoft tools, enhancing your team's ability to stay organized and efficient.

In this article, you'll find insights into Microsoft Planner's features, pros and cons, use cases, and pricing. Whether you're a seasoned project manager or new to the role, you'll discover how this tool can align with your team's goals.

Our Review Methodology

How We Test & Score Tools

We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.

Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.

Core Functionality (25% of final scoring)

The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.

Standout Features (25% of final scoring)

Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.

We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.

Ease of Use (10% of final scoring)

We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.

Onboarding (10% of final scoring)

We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.

Customer Support (10% of final scoring)

We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.

Customer Reviews (10% of final scoring)

Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.

Value for Money (10% of final scoring)

Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.

Core Features

Unified Task Management: Manage all your tasks, to-do lists, plans, and projects across Microsoft 365 apps in one place

Task Tracking: Track task status in real-time with visual boards, helping you keep projects on schedule and identify bottlenecks quickly.

Task History and Conversations: Maintain a history of task changes and facilitate team communication through task-specific conversations.

Collaboration: Assign tasks, share files, comment, and tag teammates to keep work moving. Real-time updates and Teams integration help your team stay connected and on track.

Customizable Templates: Start projects quickly with customizable templates tailored for various departments like marketing, sales, IT, and HR.

Goal Setting and Alignment: Define and align project goals at various organizational levels to ensure strategic objectives are met.

Ease of Use

Microsoft Planner is easy to use, with an intuitive interface and simple navigation. You can assign tasks, track progress, and update statuses with minimal training. Its visual task boards make organizing work straightforward, helping teams stay focused. 

Compared to other tools, its simplicity and integration with Microsoft 365 make it a convenient way to manage workflows and improve collaboration.

Microsoft Planner Specs

  • A/B Testing
  • API
  • Collaboration Support
  • Custom Data Forms
  • Dashboard
  • Dashboards
  • Data Export
  • Data Import
  • Developer Tools
  • External Integrations
  • Feedback Management
  • Gantt Charts
  • Google Apps Integration
  • Multi-User
  • Notifications
  • Prioritization
  • Product Catalog
  • Release Management
  • Reports
  • Resource Management
  • Review Monitoring
  • Roadmapping
  • Scheduling
  • Task Scheduling/Tracking

Microsoft Planner FAQs

What's Next?

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By Ben Aston

I’m Ben Aston, a digital project manager and founder of thedpm.com. I've been in the industry for more than 20 years working in the UK at London’s top digital agencies including Dare, Wunderman, Lowe and DDB. I’ve delivered everything from film to CMS', games to advertising and eCRM to eCommerce sites. I’ve been fortunate enough to work across a wide range of great clients; automotive brands including Land Rover, Volkswagen and Honda; Utility brands including BT, British Gas and Exxon, FMCG brands such as Unilever, and consumer electronics brands including Sony. I'm a Certified Scrum Master, PRINCE2 Practitioner and productivity nut!