Microsoft Planner: How upgrade to Premium in Minutes!

Key insights

• Upgrade Process: Open the Planner application, select your basic plan, click on "More" options, choose a premium view, and select "Convert to premium for everyone" to upgrade.


• Premium Features: Upgrading provides access to advanced features like task analytics, custom fields, enhanced collaboration tools, task dependencies, and more robust project management tools.


• Licensing Requirement: Users need a Planner premium license to convert a basic plan. Starting a Planner premium trial can also trigger conversion for eligible plans.


• Data Compatibility: If data is incompatible between plans during conversion, an import flow may create a new premium plan with compatible data while keeping the original basic plan unchanged.


• Post-Conversion Access: The basic plan becomes read-only and is archived for 90 days post-conversion. Users can downgrade back within this period before the basic plan is removed.


• Cautionary Note: Consider contacting Microsoft Support if you have concerns about upgrading or downgrading due to potential data loss risks.

Introduction to Upgrading Microsoft Planner Plans

Microsoft Planner has introduced a significant update that allows users to upgrade their Basic Plans to Premium Plans quickly and efficiently. This new feature is designed to enhance task and project management by providing access to advanced tools such as task analytics, custom fields, and improved collaboration options. In a recent YouTube video by Scott Brant, viewers are guided through the process of upgrading their plans, with detailed explanations of the benefits and potential pitfalls. Whether you are new to Microsoft Planner or an experienced user, understanding this upgrade process is crucial for maximizing your productivity.

Step-by-Step Guide to Upgrading Your Plan

Upgrading from a Basic Plan to a Planner Premium Plan is a straightforward process that can be completed in just a few minutes. The video outlines the following steps:

• Open Your Basic Plan: Start by navigating to the Planner application and selecting the basic plan you wish to upgrade.
• Access the Upgrade Option: Click on the “More” options (three dots) in the plan’s menu and choose a premium view from the available options.
• Initiate the Conversion: Select “Convert to premium for everyone” and confirm your selection to begin the upgrade process.

Once the conversion is complete, all members associated with the plan will have access to the premium features. Typically, this process takes only a few minutes, after which users are redirected to the upgraded premium plan. This seamless transition ensures minimal disruption to ongoing projects.

Important Considerations Before Upgrading

While the upgrade process is designed to be user-friendly, there are several important considerations to keep in mind before proceeding:

• Licensing: To convert a basic plan to a premium plan, users must have a Planner premium license. If a Microsoft 365 user starts a Planner premium trial while viewing an eligible basic plan, the plan will automatically convert to a premium plan.
• Data Compatibility: In cases where there is data incompatibility between the basic and premium plans, the conversion may fall back to an import flow. This creates a new premium plan with compatible data, leaving the original basic plan unchanged.
• Access Post-Conversion: After conversion, the basic plan becomes read-only and is archived for 90 days. Users have this period to downgrade back to the basic plan if needed. After 90 days, the basic plan is removed.

These considerations are crucial for ensuring a smooth transition and avoiding potential data loss or access issues.

Downgrading a Planner Premium Plan

While upgrading to a premium plan offers numerous benefits, there may be situations where downgrading is necessary. The video provides guidance on how to revert to a basic plan if needed. However, it is essential to note that downgrading a premium plan can lead to data loss, so it should be done with caution. Users are advised to carefully plan and assess the implications before initiating a downgrade.

Maximizing the Benefits of Planner Premium

Once you have upgraded to a Planner Premium Plan, there are several ways to make the most of the advanced features available:

• Task Dependencies: Utilize task dependencies to streamline project workflows and ensure tasks are completed in the correct order.
• Enhanced Views: Take advantage of enhanced views to gain better insights into project progress and team performance.
• Collaboration Tools: Leverage improved collaboration tools to facilitate communication and coordination among team members.

By fully utilizing these features, users can significantly enhance their project management capabilities and achieve more efficient outcomes.

Conclusion

The ability to upgrade Microsoft Planner plans from Basic to Premium is a game-changer for users seeking to enhance their task and project management processes. With Scott Brant's comprehensive video guide, users can confidently navigate the upgrade process, keeping in mind the important considerations and potential challenges. By embracing the advanced features of Planner Premium, users can unlock new levels of productivity and collaboration, ultimately leading to more successful project outcomes.

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