How to Create Custom Fields in the New Microsoft Planner

Microsoft Planner lets teams manage projects effectively, however sometimes you need more customization to fit in your workflow. That’s why custom fields comes into play. Custom fields captures unique data points like priority levels, project phases and more.

In this guide, we will discuss how to create custom fields in Microsoft Planner, to help you tailor tasks to better meet your team’s needs and improve project tracking.

How can I create custom fields in Microsoft Planner?

1. Once you have a Premium Plan, go to the Grid view, choose Add column, then New field.
2. Select an appropriate field Type:
3. Enter a Field name, and select Create.

With the premium plan, you are allowed to create up to 10 custom fields. If you want to learn how to use Microsoft Planner to keep tracks of tasks when working remotely, you can check out this guide.

What are the types of custom field?

• Text – It can contain any characters. You can use it add columns for notes, justifications or other details.
• Number – It can only have numbers. You can also rollup options in subtasks with Min, Max, Average, and Sum calculations. When you create the number field, select the Rollup type. For instance: create a Estimate column with a Sum calculation to calculate the total work required.
• Date – Accepts any data, you can either type the date or choose it from a calendar. You can use it to track important dates, like approval dates.
• Yes/No – You can add a drop-down list with Yes and No options, which can be helpful to track the progress and quality checks.
• Choice – You can create a drop-down list with 2 to 20 options, which included emojis and characters. for instance, you can add a Risk field with choices like High, Medium and Low.

You can add emojis on Windows using Windows + ; and on Mac, you need to press Control + Command + Space

Furthermore, you can also add colors to each choice for easier visual identification by using the paint bucket icon. However, if you want to remove the colors , you can delete them by selecting the trash can icon.

In case 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 content in the custom fields.

If you often work remotely, and want to learn how to assign tasks while working out of office using Microosft 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 free 30-day trial of these advanced capabilities by clicking diamond icon in the app. Once the trial is over and you decide go to with the premium license, you can request for it.

In case you want to learn the different between Microsoft Project vs Microsoft Planner vs Microsoft To Do; we have a separate guide for you.

Some of the users complained about Microsoft 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 field in Microsoft Planner, feel free to reach us out in the comments section below. We will be happy to help!