Content Planning with Microsoft Planner
June 29, 2021

Content Planning with Microsoft Planner

Christie Carbone | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Microsoft Planner

We currently use it for our content assignments. A piece of content is assigned to a user to create, from there it is then assigned to another user for editing and then to another user for publishing on the website, and then finally to push to our social channels. It is great to use in conjunction with our SharePoint as you can link documents to the tasks. We have our content grouped by product type so we know how much content for each of our products we are creating.
  • Categorizing channels and product types
  • Assigning participants allowing commenting
  • Attaching documents and files
  • Would be nice to see a calendar view instead of a list view
  • Permissions aren't configurable, anyone can delete any task at any time and there is no recycle bin
  • Notifications aren't great, you have to be attached as an owner to a task to see comments and be notified of changes, and even then notifications aren't shown for a lot of things
  • The ability to assign multiple users to the same task
  • The schedule view allows our team to see all of their upcoming tasks in order of due date
  • The ability to integrate Planner with Outlook so you can see your calendar view inside outlook
  • The ability to group things into buckets or channels
  • Saved over $1000 each year by not having to purchase a third party tool for our content planning
  • Not sure that I can provide a hard number to this, but having the oversight to see when something is coming due and making sure everything gets executed in time
Pros:
  • Communicating with all members of the plan is easy since it’s part of the Office 365 suite. This allows you to easily communicate via Outlook.
  • You can quickly view all the tasks everyone is working across Boards
  • Your tasks can be broken down to give you a detailed report on where your time was spent the most.
  • You can assign anyone in your Microsoft Office 365 account to a task just by typing in their name
Cons:
  • A single checklist per task with a maximum of 20 checkboxes (we find we often need more than that)
  • Lack of good reporting options
  • You'll receive too many emails (you receive an email each time a task is updated or commented on)
  • You cannot set dependency in task order (tasks can be completed in any order - my biggest frustration with this tool)
Trello does a better job of staying organized and making tasks interdependent. It also comes out of the box with templates, which is nice. It also integrates with more software platforms than Planner does. The single reason we went with Microsoft Planner, is because we needed a content management tool and already had Microsoft Office 365.

Do you think Microsoft Planner delivers good value for the price?

Not sure

Are you happy with Microsoft Planner's feature set?

Yes

Did Microsoft Planner live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Microsoft Planner go as expected?

Yes

Would you buy Microsoft Planner again?

Yes

My rating is higher because as a tool that is included in our Office 365 / SharePoint account, it allows us to manage our content workflow from planning to publication without having to spend money on additional tools. With 80+ users needing to have access to this, purchasing an outside tool would be pretty costly, and this is a decent alternative. That being said, there are probably much better tools out there for content management/assignment.