Timeline View (Gantt Chart)
Visualise your project schedule, track tasks, and manage dependencies with ease.
Microsoft Planner
Simplifying Project Management for Everyone
Microsoft’s innovative solution designed for everyone who manages work, whether it’s large or small. Whether you’re a professional project manager, part of a PMO function, or just an occasional project manager, Planner has you covered.
What is Microsoft Planner?
Microsoft Planner is a simple, intuitive task management tool within the Microsoft 365 ecosystem, designed to help teams manage their work efficiently. Whether you’re tracking to-dos, planning projects, or collaborating on tasks, Planner offers an easy-to-use platform for organising and managing your projects.
Built on the Microsoft Power Platform and sitting within the Microsoft Cloud, Planner offers powerful work management capabilities that help organisations plan, manage, and collaborate across all parts of their organisation.
How CPS Can Help
We’re certified experts for over 30 years in Project Management including Microsoft Planner because we know it inside out. Our team understands all the features and how to use them to make your projects run smoothly. Whether you’re working on a traditional project or using Agile methods, we can help you get the most out of Planner and keep everything on track.
Plus, our partnership with Microsoft means you have access to the most up to date knowledge on features and developments as they come in.
Key Features of Microsoft Planner
with a Premium subscription (Project for the web)
Elevate your project management game with Microsoft Planner Premium. Experience advanced functionality that enhances project tracking and collaboration. Whether your team follows traditional or Agile methodologies, Planner Premium provides the robust tools you need to ensure your projects are completed on time and within scope.
Task Dependencies & Critical Path
Manage task relationships and prioritise essential tasks to keep your project on track.
Milestones
Track significant progress points and measure project success.
Custom Fields & Conditional Formatting
Tailor your tasks and highlight critical information for better tracking.
Agile Tools
Support for backlogs, sprints, and task prioritisation for teams using Agile methodologies.
Goals & Custom Calendars
Align projects with business objectives and manage team schedules effectively.
Task History & AI Integration
Track task updates with full visibility and gain insights from Microsoft Copilot.
Key Features and Benefits of Microsoft Planner
with a Standard subscription
Task Organisation
Manage tasks with boards, lists, and cards that are easy to update and track.
Collaboration Tools
Work seamlessly with your team by sharing tasks, adding comments, and attaching files.
Visual Progress Tracking
View your project’s progress with visual task boards, perfect for tracking milestones and deadlines.
Team Integration
Fully integrates with Microsoft Teams, SharePoint, and Outlook, allowing easy collaboration and communication.
Take It Further with CPS Accelerator for Planner
For organisations looking to speed up their Planner deployment and enhance its capabilities specifically for your needs, the CPS Accelerator for Planner provides a ready-to-use, customisable solution. The accelerator integrates seamlessly with Microsoft Teams, enhances reporting, and adds pre-configured templates to help you hit the ground running.
Want to optimise your project management even further?
Contact us to learn how the CPS Accelerator can help you make the most of Microsoft Planner Premium.
Who We've Helped
Arcelormittal
ArcelorMittal partnered with CPS to consolidate global R&D innovation with a single platform to capture, manage, and evaluate ideas. CPS developed and aligned processes to standardise idea generation, prevent duplication, avoid budget waste, and boost staff morale, ensuring a successful rollout with a robust adoption program.
Network Rail
The Wales and West region in Network Rail identified a gap in tracking and managing non-infrastructure projects. They needed a scalable, tailored solution to manage a growing number of projects without a centralised system.
WD-40
WD-40 collaborated with CPS to focused on delivering a no-nonsense, efficient approach to manage and report across projects, enabling strategic decision-making.
Ready to Get Started?
Ready to take your project management to the next level?
Our team is here to help you every step of the way. With our expertise and experience, we’ll ensure you deploy the right tools for the right job, saving you time and ensuring the highest data quality.
Contact us today and let’s embark on this journey together!
Just Curious?
See more from our Insights
Microsoft is transitioning Project for the web into Planner – here’s what you need to know
From August 2025, Copilot in Planner will require a Microsoft 365 Copilot license. Project Plan 3 or 5 alone won’t include access. Here’s what this means and what actions you should take.
Licensing Changes for Copilot in Planner
From August 2025, Copilot in Planner will require a Microsoft 365 Copilot license. Project Plan 3 or 5 alone won’t include access. Here’s what this means and what actions you should take.
Project for the web becomes Microsoft Planner: Key Information
Microsoft is retiring Project for the web in August 2025. Learn what’s changing, what stays the same, and what CPS Accelerator users need to know about the transition to Microsoft Planner.
Frequently Asked Questions
What is Planner?
How does Project for the Web differ from Planner Premium?
What software does Planner integrate with?
Do we need to be expert project managers to use this tool?
Can Planner be customised?
How can CPS help us with Planner?