[ Microso... Reviews ](https://www.g2.com/products/microsoft-planner/reviews) [ Microso... Reviews ](https://www.g2.com/products/microsoft-planner/reviews) # Microsoft Planner Features ##### ## Platform Basics (7) Drag & Drop Scheduling Ability to drag and drop projects and tasks within a marketing calendar. Project and Task Lists Organization Ability to organize recurring projects and tasks into standardized workflows. Project Templates Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc. Budgeting and Cost Estimation Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets. Team Member Roles Ability to assign team members specific roles on specific projects. Automated Alerts and Notficiations Ability to send automated alerts and notifications when projects have been updated and/or compelted. To-Do List A digital list of items that need to be completed Show More ##### ## Content Planning (4) Content Organization Ability to organize content and manage approvals during the content creation process. Task Assignment Ability to assign content tasks to writers, designers, and editors. Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Task Scheduling Track and manage the scheduling of tasks Show More ##### ## Other Features (2) Integrations Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc. Reporting Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders. Show More ##### ## Task Creation (4) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Drag & Drop Users can move tasks and change dependencies using drag and drop. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Show More ##### ## Task Management (5) Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Project Templates Pre-designed project plans that can be customized Show More ##### ## Automation (3) Workflows Provide standard workflows that can be used accross the company. Customization Allow administrators to configure workflows and processes. Data repository Deliver a single data repository for all project information. Show More ##### ## Administration (3) Permissions Define and manage roles and access rights for the entire system. Procedures Maintain procedures for data access and governance. Remote Work Allow users to use the system online and on mobile devices. Show More ##### ## Project management (7) Task Prioritization Set priority levels on tasks so individuals can organize their work. Dependencies Define dependencies between tasks and the rules to manage them. Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Views Create customized project views for internal and external purposes (eg: for customers). Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Critical Path Automatically calculate the critical path for projects and update it when projects change. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Workload (4) Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Workspace Define customizable workspace for teams, departments, and external users. Configuration Provide drag and drop options to configure workspaces. Insights Monitor work accross the company and analyze performance. Show More ##### ## Communication & Collaboration (3) Communication Channels Support multiple channels for internal and external communications. Document Management Allow users to share and collaborate on documents and files. Collaboration Help users meet, share workspaces, and collaborate on tasks. Show More ##### ## Cost Management (3) Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Time & Expense Track time and expenses associated with projects or tasks. Profitability Monitor project proftability by team or department. Show More ##### ## Integration (3) Front Office Integrate with CRM, marketing, or customer service software. Back Office Provide integration with accounting software and ERP systems. External data Connect to external data sources such as databases or BI software. Show More ##### ## Communication (5) Chat Provide live chat tools for instant messaging Discussions Ability to involve multiple users in public or private discussions External Allow external users to use chat and discussions Feedback Provide functionality to create and manage polls and surveys Announcements Manage news and announcements by company or department Show More ##### ## Content & Documents (4) File Sharing Documents can be shared between users and teams Notes User can share notes with colleagues or external users Search Help users find documents and other types of content Versioning Keep track of document versions and related changes Show More ##### ## Controls (5) Custom Views Create personalized project views for collaboration Followers Allow users to follow tasks which are not assigned to them User Management Define and manage users access to documents and collaboration features Calendars Manage private and shared calendars and associated events Public Sharing Make project views available for the public. Show More ##### ## Project Management (4) Task Management Include features to create, assign, and manage tasks. Planning Deliver project plans that can be customized by users. Visibility Provide visibility into collaborative processes accross the company Integration Provide integration with task management and project management software. Show More ##### ## Remote Collaboration (4) Alignment Align remote employees with their colleagues and external users Accountability Define and track responsabilities for remote users Connectivity Allow users to connect to tools that they use remotely Offline Mode Users can work offline and changes are synced when they back online Show More ##### ## Marketing Campaign Performance (8) Performance and ROI Tracking Ability to track marketing campaign performance and return on investment (ROI). Activity Tracking Ability to compare marketing plans to historical activity. Project Tracking Monitor the progress of projects from start to finish Progress Tracking Reporting on how each user, task or process has advanced since its initiation Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Status Tracking Track the status over time for a request, process, asset, or transaction Project Time Tracking Measure time to completion or hours worked for projects Task Progress Tracking Track the status and progress of tasks Show More ##### ## Generative AI (7) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Agentic AI - Work Management (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Project Collaboration (2) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Marketing Calendar (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Task Planning Project Planning Organize and schedule projects Media Planning Identify advertising and promotional sources to be used in marketing efforts Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Additional Functionality (67) Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Task Tagging Add labels or tags to tasks Spreadsheet View UI looks like a spreadsheet Task Scheduling Track and manage the scheduling of tasks Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Email-to-Task Conversion Convert emails into tasks Project Tracking Monitor the progress of projects from start to finish Time Tracking Measure and track time including hours worked and paid time off (PTO) Sub-Task Management Split and manage tasks into individual components Task Progress Tracking Track the status and progress of tasks Third-Party Integrations Set up connections to third-party platforms to improve business processes Calendar Management Track and manage schedules and meetings via an integrated calendar Mobile Access Access software remotely via mobile devices Task Editing Edit task information and all related elements Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Deadline Management Specify or track the date/time a project, task, etc., is due for completion API Application programming interface that allows for integration with other systems/databases Dependency Tracking Track and manage task relationships and dependencies Document Management Store, manage, and track all electronic documents in a centralized location Assignment Management Assign issues and tasks based on availability or required skills Project Planning Organize and schedule projects Task Board View UI looks like task board Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Commenting/Notes Leave comments and notes on documents for others to view Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Task Import Import tasks from external sources Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Notifications Notifications that are delivered to users as soon as an event occurs File Management Create, save, and store files Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Updates Receive system updates as soon as any changes are made Deadline Management Specify or track the date/time a project, task, etc., is due for completion Project Workflow Create, manage, or update project workflows. Prioritization Arrange tasks based on the level of priority or urgency Configurable Workflow Configure existing workflows to meet your organization's needs AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Email Management Manage, store and organize emails within the system or via third-party apps Reminders Timed notification for any upcoming task, deadline, appointment, or activity Workflow Management Create, design and manage workflows for repetitive tasks Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Customizable Reports Alter the layout and content of reports Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Predictive Analytics Predict future data based on historical data sets Marketing Calendar See past and upcoming campaigns and communications in a calendar view Planning Tools Spend Management Track the amount of money spent on a certain product or with a certain supplier Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Calendar Management Track and manage schedules and meetings via an integrated calendar API Application programming interface that allows for integration with other systems/databases Generative AI Use AI to generate content in the form of text, images, videos, etc. Commenting/Notes Leave comments and notes on documents for others to view Presentation Tools Share and present designs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Projections Estimate or forecast of a future scenario based on the study of present trends Budgeting/Forecasting Create budgets based on historical data and future projections Task Management Create, manage and track all task activities and progression Assignment Management Assign issues and tasks based on availability or required skills Access Controls/Permissions Define levels of authorization for access to specific files or systems Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Show More ## Top-Rated Alternatives [ ![monday AI Work Platform](https://images.g2crowd.com/uploads/product/hd_favicon/0ecee4762e51bfed79001cde447b63a5/monday-com.svg "monday AI Work Platform") monday AI Work Platform 4.7/5(17,148) ](https://www.g2.com/products/monday-com/reviews) [ ![Asana](https://images.g2crowd.com/uploads/product/hd_favicon/1487565345/asana.svg "Asana") Asana 4.4/5(13,870) ](https://www.g2.com/products/asana/reviews) [ ![ClickUp](https://images.g2crowd.com/uploads/product/hd_favicon/b675771627028c890e21cb68228a24e9/clickup.svg "ClickUp") ClickUp 4.6/5(13,734) ](https://www.g2.com/products/clickup/reviews) [ View All Alternatives ](https://www.g2.com/products/microsoft-planner/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [File Sharing](/glossary/file-sharing-definition) Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files. [Document Management](/glossary/document-management-definition) Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits. [To-Do Lists](/glossary/to-do-lists) To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list. 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