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The feature is available only in Premium plans. In the new Planner interface, you create a field from the plan’s Grid view using Add column > New field. The available field types are Text, Date, Number, Yes/No, and Choice.
Before you start: check your Planner plan
Custom fields are not available in Basic Planner plans. Microsoft lists the feature under the Premium capability set as “Add milestones, task custom fields, conditional coloring.” Your plan must be Premium, and your Microsoft 365 subscription must include access to Premium Planner features.
Microsoft says a Premium plan supports up to 10 custom fields. If you cannot find Add column in Grid view, check the plan type and your account permissions before troubleshooting the interface.
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Microsoft is still rolling out the new Planner experience, so labels and locations can vary slightly. Microsoft also notes that the steps may differ in GCC, GCC High, and DoD environments.
How to create a custom field in Microsoft Planner
- Open Planner and open the Premium plan where you want to add the field.
- Switch to Grid view.
- In the task grid, select Add column.
- Select New field.
- In the new-field dialog, select a Type.
- Enter a descriptive Field name.
- Select Create.
The new field is added as a column in the task grid. It becomes available across the tasks in that plan, rather than being limited to the individual task used while creating it.
Choose the right field type
The field type cannot be changed after the field is created, so choose it before selecting Create. Use the type that matches how people will enter, filter, and interpret the data.
| Type | Use it for | Example |
|---|---|---|
| Text | Short notes or status information | “Waiting for legal review” |
| Date | A deadline or other date-based value | Customer review date |
| Number | Quantities or numeric information | Estimated hours or item count |
| Yes/No | A binary process flag | Security review complete? |
| Choice | A controlled list of selectable values | Not started, In progress, Blocked, Done |
Text
Use Text for short, irregular information that does not need a fixed list. Examples include a reference code, a short handoff note, or a vendor name. If users will repeatedly select from the same values, Choice is usually more consistent.
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Date fields are useful when a task has an important date besides its normal start date or due date. For example, you could track a client approval date, deployment date, or contract-renewal date.
Number
Use Number for quantities such as estimated hours, units, budget amounts, or a priority score. Decide on the unit before your team starts entering values; Planner does not turn a number field into a full measurement system with separate units.
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Yes/No
Yes/No is appropriate for a simple check that has only two meaningful outcomes, such as Invoice sent? or Requires manager approval? Do not use it for a process with intermediate states.
Choice
Choice fields are best when you want standardized values. A support plan, for example, might use Standard, Priority, and Critical. Keeping the options controlled makes filtering and conditional coloring more useful.
When adding colored-circle emoji to Choice values, Microsoft documents the Windows shortcut Win + ; to open the emoji picker.
Enter and edit custom-field values
After creating a field, you can enter values directly in Grid view:
- Find the custom-field column in the task grid.
- Select the cell containing the value.
- Select it again to begin editing.
- Enter or select the new value.
- Confirm the value according to the control shown for that field type.
You can also open a task and edit the value in the task details pane under Custom fields. This is useful when you are already reviewing the task rather than working across many rows.
Rename or modify a custom field
To change a field’s properties, select the custom-field column in Grid view and use the menu that appears.
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To rename a field:
- Select the custom-field column heading.
- Select Edit.
- Change the Field name.
- Select Update.
Renaming a field changes its label, not the values already stored in it. Use names that explain the value without requiring users to open the task—for example, Customer approval date is clearer than Date 1.
What to do if you selected the wrong type
You cannot convert an existing custom field from one type to another. For example, a Text field cannot later be changed into a Date or Choice field.
The documented remedy is to delete the incorrectly configured field and create a new field with the correct type. Before deleting it, copy or export any values that you need to preserve, then recreate the field and re-enter the data. This is especially important if the field is already used for filtering, reporting, or automation.
Filter tasks using custom fields
Planner supports filtering by keyword, including custom fields. This makes fields useful for finding subsets of tasks without relying on task titles or manually maintained labels.
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Examples include filtering for:
- Tasks whose Text field contains a particular customer or project code.
- Tasks with a Choice value of Blocked.
- Tasks associated with a particular status or category.
Use Choice and Yes/No fields when you need predictable filter values. Free-form Text fields are more likely to produce inconsistent results, such as “In progress,” “In Progress,” and “Working.”
Use conditional coloring in Premium Planner
Premium Planner supports conditional coloring. You can create rules based on plan fields so that task data is highlighted visually when it matches a condition.
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This works well with custom fields such as:
- A Choice field that marks tasks as Blocked or At risk.
- A Yes/No field that identifies tasks needing approval.
- A Number field that highlights high-cost or high-effort work.
- A Date field used to draw attention to important dates.
Conditional coloring is a presentation aid, not a replacement for a clear field name or a reliable workflow. Agree on the values your team will use before building rules around them.
Planner custom fields and automation limitations
Do not assume that a Planner Premium custom field can be created through Microsoft Graph. Microsoft’s current guidance does not provide a supported Graph command or endpoint for creating or managing these custom fields.
Microsoft says the custom-field data is stored in Microsoft Dataverse. Supported existing custom-field data can be accessed or managed through the Dataverse Web API rather than the Planner Graph API. However, creating an arbitrary Dataverse column does not make that column appear in Planner. Planner renders fields registered through its supported Planner/Project data model.
That distinction matters when designing Power Automate flows or custom applications:
- Create the field in the Planner interface first.
- Do not expect a new Dataverse column to become a Planner column automatically.
- Do not build a workflow around an undocumented Graph endpoint.
- Test existing Basic-plan integrations before moving a plan to Premium; Microsoft warns that applications and workflows may require modification.
Common problems and their fixes
| Problem | Likely cause | What to check |
|---|---|---|
| Add column is missing | The plan is Basic, or your account lacks Premium access | Confirm the plan and subscription |
| You cannot change Text to Date | Field types are immutable | Delete and recreate the field |
| A Dataverse column is not visible in Planner | It was created outside Planner’s supported field model | Create the field through Grid view |
| A Graph request cannot create the field | Graph does not currently support custom-field creation | Use the Planner interface; use Dataverse only for supported data access |
| The screen does not match these steps | The new Planner interface is still rolling out | Check your environment and account experience |
A practical field design example
For a software-release plan, five fields could cover the information that normally gets buried in comments:
| Field name | Type | Purpose |
|---|---|---|
| Release train | Choice | Standardize which release contains the task |
| Test owner | Text | Record a short owner or team reference |
| Go-live date | Date | Track the planned deployment date |
| Estimated hours | Number | Capture effort independently of task duration |
| Security sign-off | Yes/No | Make the approval check visible |
This uses five of the 10 available Premium custom fields, according to Microsoft, and gives the team consistent values for filtering and conditional coloring.
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FAQ
Are custom fields available in Microsoft Planner Basic?
No. Custom fields are a Premium-plan feature. If the plan is Basic, the custom-field option is not included, so Add column may not appear for this purpose.
How many custom fields can a Premium Planner plan have?
A Premium plan supports up to 10 custom fields, according to Microsoft.
Can I change a custom field’s type after creating it?
No. The type is fixed after creation. If you selected the wrong type, delete the field and create a replacement with the correct type.
Can I create Planner Premium custom fields with Microsoft Graph?
Microsoft’s current guidance does not provide a supported Graph method for creating or managing these fields. Create them through Grid view. Supported existing data may be accessible through the Dataverse Web API.
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No. An arbitrary Dataverse column does not automatically become a Planner custom field. Planner displays fields registered through the supported Planner/Project data model.
Where do I edit a custom-field value?
Edit it in Grid view by selecting the value and selecting it again, or open the task details pane and edit the value under Custom fields.
The Bottom Line
To create a custom field in the new Microsoft Planner, open a Premium plan, go to Grid view, select Add column > New field, choose one of the five supported types, name the field, and select Create. Plan the type carefully: it cannot be changed later, and custom fields created outside Planner’s supported model will not automatically appear in the plan.
For the current feature and availability details, see Microsoft’s comparison of Basic and Premium Planner plans and its documentation on Premium capabilities.
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