Planner IQ

Planner IQ is a task management solution designed to streamline daily planning and task coordination directly within Microsoft Teams. The app provides an interactive taskboard that displays tasks scheduled for the current day, with intuitive navigation to previous or future dates via a built-in calendar. Users can add new tasks, assign them to team members using drag-and-drop functionality, and customize the taskboard view to suit their workflow.

Main Features:

• Real-time taskboard with manual and automatic refresh options
• Drag-and-drop task assignment
• Task pinning for recurring or reference tasks
• Calendar-based navigation for daily planning
• Customizable taskboard views

Target Audience:

Planner IQ is ideal for teams and organizations using Microsoft 365 who need a lightweight, visual task management tool integrated into their daily Teams environment. It supports team leads, project managers, and operational staff who coordinate daily task execution.

Limitations and Conditions:

• In order to use this app, you need to have an active Microsoft work or school account.
• At least one shared plan must exist in Microsoft Planner.
• Task management is limited to the scope of the selected task plan.
• Task assignment and visibility are based on user permissions within the Teams environment.
• Features such as task pinning and drag-and-drop are available only within the Teams app interface.
• Any workflows or integrations outside of Microsoft Teams (e.g., external task systems or reporting tools) are not part of the core app functionality and must be configured separately.

This app is built to work entirely within Microsoft Teams, and all core features are accessible without requiring users to leave the Teams environment.

For more information, please Contact Us.