Microsoft Planner: Goal-Setting Tips

Key insights

• Goals: Define objectives inside a plan, link tasks to those objectives, and track progress from one place.
  They help teams align work, set clear priorities, and measure outcomes.
• Dedicated Goals view: Microsoft is rolling out a Goals view to basic plans in Planner for Teams and Planner for the web as part of a refreshed Planner design.
  The update also adds improved navigation and new task chat features.
• How Goals works: Add a goal with title, start and end dates, status, and color, then connect related tasks and add details like description and priority.
  Microsoft 365 Copilot can suggest measurable goals and help create them.
• Benefits: Linking tasks to goals improves alignment and clarifies priorities.
  Teams can track goal status and task progress in one place, and AI assistance speeds planning.
• Licensing: Goals in basic plans require either a Planner premium license or a Microsoft 365 Copilot license.
  The feature is more widely available in the interface but still needs the right license to use.
• What to watch: Expect deeper integration with Copilot and Project Manager Agent and more Planner updates and rollouts.
  Monitor any changes in availability, licensing rules, and added AI features.

Keywords

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