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How to Create Custom Fields in the New Microsoft Planner
It can help you track progress of a project or task
3 min. read
Published onJuly 31, 2024
published onJuly 31, 2024
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Microsoft Planner lets teams manage projects effectively; however, sometimes, you need more customization to fit your workflow. That’s why custom fields come into play. Custom fields capture unique data points like priority levels, project phases, and more.
In this guide, we will discuss how to create custom fields in Microsoft Planner. These fields will help you tailor tasks to better meet your team’s needs and improve project tracking.
How can I create custom fields in Microsoft Planner?
With the premium plan, you can create up to 10 custom fields. If you want to learnhow to use Microsoft Planner to keep track of tasks when working remotely, you can check out this guide.
What are the types of custom fields?
You can add emojis on Windows usingWindows+;and on Mac, you need to pressControl+Command+Space.
Furthermore, you can also use the paint bucket icon to add colors to each choice for easier visual identification. However, if you want to remove the colors, you can delete them by selecting the trash can icon.
If you want to edit any custom field you added, all you need to do is choose Edit from the custom column menu in the Grid view. You can also choose to add custom coloring or filtering based on the content in the custom fields.
If you often work remotely and want to learnhow to assign tasks while working out of the office using Microsoft Planner, check out this guide.
How can I get started with Microsoft Planner in Teams?
If you are already using Microsoft 365 and Microsoft Teams, you should try out the new Planner app in Teams.
To check out the premium capabilities from within the Planner app, you can opt for a free 30-day trial of these advanced capabilities by clicking the diamond icon in the app. Once the trial is over and you decide to go with the premium license, you can request it.
If you want to understand the differences betweenMicrosoft Project, Microsoft Planner, and Microsoft To-Do, we have a separate guide available.
Someusers complained aboutMicrosoft Planner notifications not working.If you are facing the same issue,read this guide to learn the solutions.
If you have any questions or suggestions about creating custom fields in Microsoft Planner, feel free to let us know in the comments section below. We’re happy to help!
More about the topics:Microsoft Planner
Srishti Sisodia
Windows Software Expert
Srishti Sisodia is an electronics engineer and writer with a passion for technology. She has extensive experience exploring the latest technological advancements and sharing her insights through informative blogs.
Her diverse interests bring a unique perspective to her work, and she approaches everything with commitment, enthusiasm, and a willingness to learn. That’s why she’s part of Windows Report’s Reviewers team, always willing to share the real-life experience with any software or hardware product. She’s also specialized in Azure, cloud computing, and AI.
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Srishti Sisodia
Windows Software Expert
She is an electronics engineer and writer with a passion for technology. Srishti is specialized in Azure, cloud computing, and AI.
