Track goals in the new Microsoft Planner

Setting goals for your plan is important to create alignment within your team and across stakeholders so everyone knows what the most important top-level tasks are and how to prioritize them. Many teams struggle to keep everyone on the same page about goals. Misaligned priorities, lack of visibility, and difficulty tracking progress can result in missed deadlines and missed goals. The new Microsoft Planner goals feature can help solve these challenges.

Have a goal New Microsoft PlannerYou can easily set and track goals for your plan, and even link them to tasks to ensure that the tasks you define are aligned with your goals. Copilot helps you quickly add specific, measurable goals tailored to your scenario.

How it works

1. To get started, open a premium plan. planner Select a goal from the header to go to the Goals view.
2. Create a goal by selecting Add Goal and entering initial details like a title, end date, status, and a unique color.

also, Copilot (Preview) in Planner We can help you set meaningful goals for your plan.* Simply ask Copilot to add goals based on your specific needs, and Copilot will add a set of measurable goals to help you get started.

3. Select a goal and add additional details by adding a description, start date, and priority.
4. Link a task to a goal by selecting Link Tasks and selecting a task related to the given goal.

Goals from a different perspective

Board View

In the Board view, you can group by goal to see how tasks are distributed across goals and if there are any tasks that are not helping you achieve your set goals. From here, you can redistribute tasks, add new tasks to goals, and even edit the goal itself by selecting the goal title.

You can also filter by goal in the board view to see a subset of tasks that align with your focus goal.

People see

You can also group or filter by goal in the People view. This will help you see who is responsible for achieving which goal, so you know who to follow up with if you have questions about goal status.

You can also filter by goal in the People view to see a subset of tasks that align with your focus goals.

Grid view

Add a Goal column in the grid view to easily see which goals your tasks are tied to. You can also filter by goal to see a subset of tasks that are aligned with a focused goal.

View chart

You can filter by goal in the chart view to see a breakdown of how your work is being spent on your focused goal. This is especially useful for quickly understanding the status of your goal.

How can you use goals?

Here are some examples of how goals can change your plans:

• Brainstorm relevant goals: Are you working in a new space and not sure what reasonable goals you need? Ask Copilot for help! Open the Copilot window and type “Add a goal set.” [launching a new drone delivery service]“(Replace the text in parentheses with your own scenario) Watch the magic happen!

• View individual contributions to goals: Select a group by goal in the People view to track what each team member is doing for each goal. This allows you to track team contributions and see how each team member directly impacts the team’s goals.
• Status Report: Need to report progress on your goals? Simply update the Status field for each goal to indicate the current status and add a few details to the goal description. Then, your goal view serves as an easily digestible place for all stakeholders to see the latest status.

effectiveness

Goals are available to all Planner users with a Planner Plan 1 or higher license. If you don’t have a Premium Planner license, you can start a free 30-day trial of Planner’s advanced features or request a Premium license by clicking the diamond icon within the app.

* Final pricing for Copilot in Planner has not been announced, but users with a Project Plan 3 or Project Plan 5 license can preview the Copilot feature in Planner.

Frequently Asked Questions:

Who can view, create, and edit my plan goals?

The user Planner Plan 1 or higher license You can view, create, and edit goals within your plan. Users who are invited to your plan with only a Microsoft 365 license will not be able to view or interact with your goals in any way.

Is there a limit to the number of goals I can create?

Each plan is limited to 10 goals. This limitation is intentionally created to encourage the best practice of creating goals that have a limited set of objectives that each plan is intended to achieve. Setting too many goals can be overwhelming and often unachievable. Limiting your plan to 3-5 well-scoped goals will ensure the highest level of focus that will lead to success.

What tasks can I link to goals?

Any task that is not a summary task can be linked to a goal. Also, each task can only be linked to one goal at a time.

Learn more about the new planner

• Check out the latest updates
• Sign up To receive future updates about Planner.
• Check it out Microsoft 365 Roadmap Check out Planner’s feature description and expected release date here.
• see Planner Demo Get inspired on how to get the most out of the new Planner app in Microsoft Teams.
• Get answers to your questions in our latest updates. Frequently Asked Questions.
• And finally, there’s more ‘planning’ to come for this year’s Planner! Stay tuned! Planner Blog Check out the latest news.
• Watch the recorded video from April. “Ask Microsoft Anything” Event About the new planner

Share your thoughts

You can share your feedback directly through the new Planner app in Teams. You can also send feedback via: Planner Feedback Portal.