Microsoft Planner Features

Ability to drag and drop projects and tasks within a marketing calendar.

Ability to organize recurring projects and tasks into standardized workflows.

Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc.

Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets.

Ability to assign team members specific roles on specific projects.

Ability to send automated alerts and notifications when projects have been updated and/or compelted.

A digital list of items that need to be completed

Ability to organize content and manage approvals during the content creation process.

Ability to assign content tasks to writers, designers, and editors.

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Track and manage the scheduling of tasks

Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc.

Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders.

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Users can move tasks and change dependencies using drag and drop.

Allows users to update multiple tasks at the same time, accross multiple projects.

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Pre-designed project plans that can be customized

Provide standard workflows that can be used accross the company.

Allow administrators to configure workflows and processes.

Deliver a single data repository for all project information.

Define and manage roles and access rights for the entire system.

Maintain procedures for data access and governance.

Allow users to use the system online and on mobile devices.

Set priority levels on tasks so individuals can organize their work.

Define dependencies between tasks and the rules to manage them.

Plan and create work breakdown structure (WBS) based on the scope of the project.

Create customized project views for internal and external purposes (eg: for customers).

Allocate resources by matching capacity and demand, by project, team, or department.

Automatically calculate the critical path for projects and update it when projects change.

Deliver dashboards that display project data and KPIs in real time.

Monitor resource allocation to identify shortages and adjust accordingly.

Define customizable workspace for teams, departments, and external users.

Provide drag and drop options to configure workspaces.

Monitor work accross the company and analyze performance.

Support multiple channels for internal and external communications.

Allow users to share and collaborate on documents and files.

Help users meet, share workspaces, and collaborate on tasks.

Associate a budget with a project and allocate it accordingly by task or resource.

Track time and expenses associated with projects or tasks.

Monitor project proftability by team or department.

Integrate with CRM, marketing, or customer service software.

Provide integration with accounting software and ERP systems.

Connect to external data sources such as databases or BI software.

Provide live chat tools for instant messaging

Ability to involve multiple users in public or private discussions

Allow external users to use chat and discussions

Provide functionality to create and manage polls and surveys

Manage news and announcements by company or department

Documents can be shared between users and teams

User can share notes with colleagues or external users

Help users find documents and other types of content

Keep track of document versions and related changes

Create personalized project views for collaboration

Allow users to follow tasks which are not assigned to them

Define and manage users access to documents and collaboration features

Manage private and shared calendars and associated events

Make project views available for the public.

Include features to create, assign, and manage tasks.

Deliver project plans that can be customized by users.

Provide visibility into collaborative processes accross the company

Provide integration with task management and project management software.

Align remote employees with their colleagues and external users

Define and track responsabilities for remote users

Allow users to connect to tools that they use remotely

Users can work offline and changes are synced when they back online

Ability to track marketing campaign performance and return on investment (ROI).

Ability to compare marketing plans to historical activity.

Monitor the progress of projects from start to finish

Reporting on how each user, task or process has advanced since its initiation

Establish measurable goals and objectives and track their progress over a specific period of time

Track the status over time for a request, process, asset, or transaction

Measure time to completion or hours worked for projects

Track the status and progress of tasks

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Organize and schedule projects

Identify advertising and promotional sources to be used in marketing efforts

Plan and strategize marketing campaigns

Provides a channel for team members to share media files, communicate, and work together

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Add labels or tags to tasks

UI looks like a spreadsheet

Track and manage the scheduling of tasks

Search and filter data across systems to locate required information by entering keywords or certain criteria

Convert emails into tasks

Monitor the progress of projects from start to finish

Measure and track time including hours worked and paid time off (PTO)

Split and manage tasks into individual components

Track the status and progress of tasks

Set up connections to third-party platforms to improve business processes

Track and manage schedules and meetings via an integrated calendar

Access software remotely via mobile devices

Edit task information and all related elements

View and track pertinent metrics to find patterns and gain insights from data

Specify or track the date/time a project, task, etc., is due for completion

Application programming interface that allows for integration with other systems/databases

Track and manage task relationships and dependencies

Store, manage, and track all electronic documents in a centralized location

Assign issues and tasks based on availability or required skills

Organize and schedule projects

UI looks like task board

Create, design and manage workflows for repetitive tasks

Track and document all activities across devices, networks, and other systems

Leave comments and notes on documents for others to view

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Import tasks from external sources

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Define levels of authorization for access to specific files or systems

Notifications that are delivered to users as soon as an event occurs

Create, save, and store files

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive system updates as soon as any changes are made

Specify or track the date/time a project, task, etc., is due for completion

Create, manage, or update project workflows.

Arrange tasks based on the level of priority or urgency

Configure existing workflows to meet your organization's needs

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage, store and organize emails within the system or via third-party apps

Timed notification for any upcoming task, deadline, appointment, or activity

Create, design and manage workflows for repetitive tasks

Assemble applications and processes by dragging over and arranging pre-built components

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Plan and coordinate all the resources, costs and time needed to execute assignments

Alter the layout and content of reports

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Predict future data based on historical data sets

See past and upcoming campaigns and communications in a calendar view

Track the amount of money spent on a certain product or with a certain supplier

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track and manage schedules and meetings via an integrated calendar

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Leave comments and notes on documents for others to view

Share and present designs

Provides a channel for team members to share media files, communicate, and work together

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Estimate or forecast of a future scenario based on the study of present trends

Create budgets based on historical data and future projections

Create, manage and track all task activities and progression

Assign issues and tasks based on availability or required skills

Define levels of authorization for access to specific files or systems

Attach digital tags to documents and assets for identification, search, or monitoring purposes