Why Microsoft Planner?
All your work management in one place
Simple
Manage all your tasks, to do lists, plans and projects across Microsoft 365 apps in a single familiar experience.
Flexible
Co-create and collaborate on plans with your team and choose from a variety of templates, views, and features.
Scalable
Create extensible project plans that scale effortlessly with powerful scheduling and resourcing tools.
Intelligent
Plan, set goals, and stay informed with Copilot, leveraging AI to provide
insights and streamline workflows
What’s new in Planner?
Transform your work management in Copilot (preview)
Copilot in Planner (preview) taps into capabilities to help generate new plans, set goals, and react to changes as projects progress, making work faster and easier than ever.
Community & events
Join the Community
Join the Planner community to ask questions in our forums, connect with other community members, and catch up on previous events you may have missed:
Meet the Makers
Join the leaders from the Planner product team as they talk about the evolution and vision for Microsoft’s tasks and work management offerings, showcase some of their favorite new features, and look ahead to what’s coming next.
Ask Microsoft Anything (AMA)
During our AMA sessions, members of the Planner product team answer questions directly from the community.
Free trials
Ready to start your 30-day free trial?
No commitment. No automatic purchase. Assign up to 25 trials to try out Project Plan 3 licenses that include premium capabilities of Planner. After 30 days, the trial will end at no charge.
How to start a 30-day trial
Users can experience Planner’s premium features for 30 days.
How to assign trials to user
Admins can easily manage license assignments for trials.
Licenses
Getting started with your new licenses
Seamless set up. Quickly find and respond to license requests. Assign licenses and empower users.
How to find and respond to license requests
Equip users with the essential tools for modern work management.
How to assign licenses
Distribute licenses and empower team members with enhanced features.
Which license is right for my users?
Explore options and compare plans.
Our commitments
What happens when I start a trial or buy a premium license?
Helping to ensure that your organization’s data is secure, the solutions you use are designed responsibly, and you have full control is paramount. When you start a trial or buy a license for Microsoft Planner, you gain access to a powerful work management solution that respects these principles.
Security and exposure management
Microsoft is committed to delivering the highest level of trust, transparency, and compliance. Planner is designed from the ground up to address the most rigorous security and privacy demands. Customer data remains private and in users’ hands, with Microsoft Purview providing comprehensive data governance and compliance capabilities.
Learn moreResponsible AI
Microsoft is committed to the advancement of AI driven by ethical principles and guided by governance, policy, and research. We’re committed to making sure AI systems are developed responsibly and in ways that warrant people’s trust.
Learn moreYou're in control
Admins are able to manage trials of Planner within their organization and have the ability to turn them on or off. For paid subscriptions, admins manage license assignments and incoming license requests, monitor product usage, and more.
Learn moreBusiness user
Support for our business users
Explore support resources, including documentation, product demos and day in the life guides, designed to help you quickly harness the full potential of Planner.
Start your team’s trial today
Discover firsthand how Planner can streamline workflows and enhance productivity.
Start your trial with no commitments and no automatic purchases and explore the full capabilities of Planner at no cost for 30 days.
FAQs
What is a 30-day trial?
The 30-day trial is designed to give users the opportunity to experience the premium capabilities of Planner.
The trial experience gives users all the benefits of Planner, plus the power of a Project Plan 3 license. Features include Timeline (Gantt) view, dependencies, sprints, custom fields, team workload, managing goals, and Copilot (preview available only in the Planner app in Teams), and more. It also provides a robust project management tool that integrates with other Microsoft apps and services.
After the 30-day trial is over, your data is kept as long as your organization has an entitlement to Planner. This can either be as a part of the Microsoft 365 enterprise plans or premium subscriptions of Planner.
Note that there is an option to extend the trial itself through the admin center on a self-serve basis. A payment instrument must be linked to the admin’s account itself. The admin will not be charged when the trial starts or expires.
How can users in my organization experience the premium capabilities in Planner?
If you are an admin, you can start a trial for your organization. You can also manage license assignments within your organization, including options for managing incoming license requests following the 30-day trial.
If you are a user, you can start a 30-day trial to access premium capabilities in Planner, or in the new Planner app available in Microsoft Teams.
What will a trial of premium capabilities in the new Planner look like for users?
Initiating a trial immediately grants the assigned user access to Project Plan 3, which includes the new Planner premium capabilities such as Copilot in Planner (preview).
The new Planner is being rolled out in phases and is currently available in Microsoft Teams. Later this year, the new Planner experience will be made available on the web. As a result of the phased launch of the new Planner, you can inform your users that they can experience the new Planner in Teams (suggested experience) or on Project for the web.
Users can start a trial from multiple locations. They can do so from the new Planner app in Teams or the Planner web experience. Additionally, license requests can be made from either the new Planner app in Teams, or Project for the web. It is important to note that product and trial mentions in the Microsoft 365 admin center may be listed as either Planner or Project.
What are the differences between the premium offerings / SKUs for Planner?
Planner is included in Microsoft 365 enterprise plans. Planner Plan 1, Project Plan 3, and Project Plan 5 are additional subscription plans for work management offerings. Features include:
Planner in Microsoft 365 (included in Microsoft 365 enterprise plans)
- Creation and management of content-rich tasks
- My Day, My Tasks and Assigned to Me views
- Basic plan templatesMicrosoft Teams integration
- List, Grid, and Board views
- Charts
Planner Plan 1
Includes everything in Planner in Microsoft 365, plus:
- Task dependencies
- Premium plan templates
- Reports
- Timeline (Gantt) view
- Backlogs and sprints
- People management
- Project goals
Project Plan 3
- Includes everything in Planner Plan 1, plus:
- Copilot in Planner (preview) *
- Advanced dependencies with lead and lag
- Resource request capabilities
- Task history
- Program management and demand management
- Project Online and Project Online desktop client
* While final pricing for Copilot in Planner has not been announced, users with a Project Plan 3 or Project Plan 5 license can preview Copilot in Planner capabilities.
Project Plan 5
- Includes everything in Project Plan 3, plus:
- Portfolio management
- Enterprise resource management and allocation
See the plans and pricing page for more information.
Premium licenses are already available in my organization. How do I assign these to users?
If your tenant has premium licenses that are not assigned, a good starting point would be to check if there are users who have shown interest in these licenses via the license request flow in the Microsoft 365 admin center. This way, you’re giving premium licenses to users who need or want them. You play an integral role in helping users receive the proper licenses they need to continue their work!
Otherwise, use the license management process to assign licenses. Learn more: Understand Planner trials and license assignments for administrators
What is Copilot in Planner (preview)?
Copilot in Planner (preview) is designed to streamline the planning, management, and execution of your work in Microsoft Planner. It uses generative AI to help teams transform the way they work and collaborate on projects together. It can help with planning, managing, and tracking projects.
Learn more:
Where can users go to get more information?
More information for users is available at aka.ms/planner.
