Microsoft Project Planner Tips and Tricks
Microsoft Planner (formerly Microsoft Planner, which launched in April 2020) is not the same as Microsoft Project Desktop or Microsoft Project Server. In 2024, Microsoft rebranded Microsoft Planner as part of a larger consolidation of its project management tools — what was “Microsoft Planner” is now called Microsoft Planner Premium.
Important to know: Microsoft Planner is entirely web-based and requires an internet connection — there is no desktop application. It has matured significantly since 2020, adding task dependencies, goals, custom fields, and deeper Microsoft 365 integration.
That said, for large-scale projects, enterprise PMOs, or advanced scheduling needs — resource leveling, baseline tracking, complex reporting — I still recommend Microsoft Project Desktop or Microsoft Project Server. Note that Microsoft Project Server is being retired and is no longer recommended for new deployments.
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How to Delete Projects in Microsoft Planner (and What It Actually Means)
Learn how to delete unwanted projects in Project for the Web with this step-by-step guide. Say goodbye to hidden projects and declutter your workspace!
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Set Task Dependencies in Microsoft Planner
In this post, I’ll teach you how to set task dependencies in Microsoft Planner. Microsoft has recently expanded its dependency planning features, and now we have more options than ever! Let’s walk through all the available features and learn how to make the most of them in your project planning. If you would rather watch…
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Create Custom Columns in Microsoft Planner
Learn how to create custom columns in Project for the Web to track unique task information. Follow these steps to set up custom Choice, Number, and Text fields.
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Display the Critical Path in Microsoft Planner
A key feature of Microsoft Project is the Critical Path. This feature is available in Project for the Web, and I will show you the trick required to display your Critical Path in Project for the Web.
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Effortlessly Create and Utilize Microsoft Planner Templates
Discover a clever workaround for creating Project for the Web Templates. Streamline your project kickstart process and easily access your favorite projects with this nifty trick.
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Project Summary Task in Microsoft Planner
Learn how to create a Project Summary Task in Microsoft Project for the Web with this helpful workaround. Discover the step-by-step guide that brings the much-loved feature from the desktop application to the web platform, providing you with a valuable high-level overview for effective project management.
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Import a Microsoft Project File into Microsoft Planner
To help you in your organization’s transition from the Microsoft Project desktop app to the new Project for the Web, I will teach you how to Import a Microsoft Project File into Project for the Web. I will also explain the limitations of the import process.
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Export to Excel from Microsoft Planner
Discover a helpful workaround to Export to Excel from Project for the Web, allowing you to bypass printing limitations and create printable Excel workbooks for easier reporting. Learn how to navigate the Excel workbook and find practical tips in this engaging guide.
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Export Your Project in Microsoft Planner to a PDF Document
To help you with reporting on your Project for the Web projects, I will show you how to export your project to a PDF file.
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Latest Project Planner Posts
- How to Delete Projects in Microsoft Planner (and What It Actually Means)
- Set Task Dependencies in Microsoft Planner
- Create Custom Columns in Microsoft Planner
- Display the Critical Path in Microsoft Planner
- Effortlessly Create and Utilize Microsoft Planner Templates
Learn microsoft project fast
Learn Microsoft Project in 5 days!
Check out our classes below.
Why My Microsoft Project Training Courses Stand Out?
In the world of Project Management, mastering tools like Microsoft Project is pivotal. But with a plethora of Microsoft Project Training Courses available, what sets mine apart? Here’s why:
- Two Decades of MVP Recognition: Being honored as a Microsoft Project MVP for 20 consecutive years isn’t just a title I wear. It’s a testament to my deep expertise and unwavering dedication to the field.
- A Repository of Knowledge: With over 20 books to my name, my knowledge in Microsoft Project is vast and varied. Whether you’re an avid reader or a visual learner, I’ve got resources ranging from books to YouTube tutorials to cater to your learning style.
- Customized Training Solutions: I recognize that every organization has unique needs. That’s why I offer tailored Microsoft Project Training solutions, ensuring that every student extracts the maximum value from the course.
- Beyond Just Training: Sometimes, what you need goes beyond conventional training. My coaching and mentoring services are designed to provide guidance at every step, ensuring you’re equipped to tackle even the most complex project challenges.
- A Pillar in the Community: My active role in the Microsoft Project community is a testament to my commitment. I’m not just a trainer; I’m a mentor, guide, and a trusted expert for many.
- Endorsed by the Best: When top-tier organizations entrust their training needs to me, it’s a clear indicator of the quality and value I bring to the table.
In a nutshell, while there are numerous Microsoft Project Training Courses out there, my holistic approach, combined with years of experience and dedication, truly sets my offerings apart. If you still have doubts, check out my YouTube channel.