Hi there- Erica here with Priority Matrix- I have been working with an influx of users who are primary using the Priority Matrix and Microsoft Teams integration. One of the most common questions I get is, how is Priority Matrix different from Microsoft Planner? Stay tuned to see the similarities and differences of these two power applications.
The first thing most people notice is the visual difference- Priority matrix is Based off of the Eisenhower Matrix, giving you 4 quadrants for each project to easily prioritize your items. In contrast, Planner focuses on the Kanban Method, using buckets to help track ongoing work.
Here you can see how Priority matrix uses the 4 quadrants to focus on item prioritization, with customizable quadrant names, and icons to place a higher priority on an item. You can easily drag and drop items between quadrants and projects to re prioritize quickly. To the right you will see Planner which uses Buckets to track your action items, where you can move a task by using a “move to” feature. Priority Matrix users have shared that they prefer the visual layout of the 4 quadrants as it can be easier to see what your top priorities are. With Priority Matrix, you can see more tasks on screen, and also which categories or priorities they’re in, compare to a list format in Planner.
Another difference between Priority Matrix and Planner is where you can access the application. Priority matrix has a native desktop application you can download for Mac, Windows and Mobile, a web application, and a full integration with Microsoft Teams. Planner support a web application for your desktops, a native mobile app, and also has a Teams integration.
Priority Matrix and Planner both offer several displays of your data, helping you see your priorities across the board. Priority Matrix and Planner both include a calendar view and reporting options. The Priority Matrix reports focus heavily on workload management with heat maps and burn down charts, so if you need to see where your deadlines overlap in following weeks, and where you have been spending your time, the PM reports might be the best fit for you. If want a more straight forward report showing you the progress of items your items and deadlines, the Planner Charts will be a great fit.
Additionally, Priority Matrix offers an autonomically generated Gantt chart, where you can update your tasks and plan future projects. A unique view in Priority Matrix is the 1:1, which helps you conduct more efficient meetings by setting an agenda for you, and including you shared office data. The PM One-on-One is a unique people centric view of data, compared to planner which focuses on project based items, and be sure to check out the a search view which shows you an all-inclusive view of your priorities and Microsoft graph data so you can prepare for a meeting or see the status of a client across including updates across multiple apps, without even leaving Teams.
Another key feature users who are evaluating Pm and planner like to look at is how can they communicate in app, cutting back on the amount of internal emails. Priority Matrix and Planner both provide a space to add notes for more concreted item details. These two apps are different when it comes to actually chatting with your team- In Microsoft planner, each task has a comment section where users can provide status updates for the item, or ask questions they may have.
With a bit of a different feel, Priority Matrix support a mini chat for each item, so you can have a fluent conversation by directly messaging your teammates. This also works well for record keeping purposes, so you can always go back and review exactly what was discuss for this item. By using commands in the chat section, you can quickly update your task as well. Priority Matrix keeps a history of the changes to each item as well so that you always know who did what and when
Office 365 is a powerful ecosystem, and a high value falls on the types on integrations offered between Office and a new platform. Priority Matrix and Planner can both be used in a Teams channel , 1:1 chat, or you can access the full application in Teams. They both support integrating by using Power Automation templates, which is how users can integrate emails from Outlook into Planner.
You will see a difference between Priority Matrix and planner, with the PM direct integration with Outlook making it easy to prioritize your emails while in Outlook, With this extension you can either creating a new action item from the email, or attach this email to a task you are already working on. You can also see already prioritized emails and their action items within the Outlook integration for more context.
The Priority Matrix office integrations don’t stop her e- Priority Matrix lets you see your emails, calendar events, planner tasks, and shared files all without even leaving your PM integration w/ Teams, and you can effortlessly turn this data into an action item.
Lastly after you set up your customized Priority Matrix connectors to trigger a notification in your Teams channel. this priority matrix data can now be found in your team search view as well.
Last but not least, let’s look at the overall ease of use of Priority Matrix and Planner. Like we looked at before, Priority Matrix and Planner can both be used within Microsoft Teams. One of the biggest differences between these two apps is how you can collaborate across departments or with external stake holders. Priority Matrix support across department collaboration, or collaboration with any Priority Matrix user for that matter, regardless of them being on your Office 365 license or not. On the other hand, Planner limits users to only collaborate with teammates on their same office 365 license, so business wide visibility is more difficult. If you’re an executive in the company and spend time working with other leaders, Priority Matrix will gives you the freedom to collaborate with anybody in the company.
If you find yourself needing a way to share project timelines with contractors, the Priority Matrix read only sharing option will be perfect for your team.Priority Matrix users love how they can turn a comment in a Teams channel into a priority matrix action item quickly, so although this comment will be out of sight within minutes, you can rest assured its being managed in Priority Matrix.
Priority Matrix and Microsoft Planner both have their strengths in different ways- If you are looking for something with more flexibility, deeper Office 365 integrations, and top priority customer support and training, Priority Matrix is the tool for you. Priority Matrix helps teams, leader, and companies keep their priorities aligned, helping you reach your full potential. Reach out to learn more about the features mentioned in this video and see how they will support your team specifically. You can also go to appfluence.com and search for both Microsoft Teams and Outlook.