Looking toward to receiving new Planner, with Project for Web integration I hope we see subtasks with start and end dates and assignments added to tasks. For those of you requested automation of bulk or repetitive tasks I guess MS would say they expect you to use PowerAutomate. I would hop that in the future that would integrate this into Teams. Like Project on-line a game changer
It’s sadly tricky! Theres one way, where you could insert a Loop Component on your OneNote Page and use a Task List Component. When you use that, it will create a new Planner in the background, so any task allocations will sync into the Planner App for anyone who has Tasks assigned. That’s one possible way 😄
Hi Scott, not sure if you can help. I have a spreadsheet that I use to plan. Basically, I enter in time I want to work, time I am booked, and what I want to get done that I have not scheduled. and it works it if I have enough time and I can make decisions from there. I then transfer my decisions into my Outlook calendar. Is there a way of doing it with a TEAMS app?? or planner?? Thanks
Good Video.. But Microsoft, why did you eliminate the Board View in My Tasks? WTH? The Board View of My Tasks was the best part. How do i get that back?
In To-Do we can add steps to tasks, is it possible to do this in New Planner? So far it is only possible to do this with Planner Premium, right? Nice video, Scott. TY
Thanks for your feedback. You are right in Planner, there are no options for 'Steps', but instead I would use a Checklist in a Planner Task, which you check off, and works very much like 'Steps' in Microsoft To Do 😀
Yes, I’d probably continue to use the To Do App for now on iOS, and it’s likely that these new changes will come along on mobile soon - as for now I think the focus is more on the desktop apps with the changes 😊
I am looking for the best way to automate repetitive rules, forms and templates in MS Planner... for example.. everytime a client opens an account there are 12 tasks or data checks that always happen... How is the best way to build this automation in?
Hi Coach, I created a plan for my tasks with different buckets. To get notifications to the tasks, and also see them in "my day" and so on, I need to assign the tasks to myself. Is it possible to have a plan, that automatically assigns all tasks to me?
Sadly, there’s no way to auto assign the Tasks to you, but you could create a Personal Plan (with just yourself in the Plan) but you would still need to assign the task to you - but it won’t be visible to others in a Personal Plan 👍
Looking toward to receiving new Planner, with Project for Web integration
I hope we see subtasks with start and end dates and assignments added to tasks.
For those of you requested automation of bulk or repetitive tasks I guess MS would say they expect you to use PowerAutomate. I would hop that in the future that would integrate this into Teams. Like Project on-line a game changer
Are there any thoughts about bringing tasks from Onenote into the Planner app?
It’s sadly tricky! Theres one way, where you could insert a Loop Component on your OneNote Page and use a Task List Component. When you use that, it will create a new Planner in the background, so any task allocations will sync into the Planner App for anyone who has Tasks assigned. That’s one possible way 😄
Really helpful information
Thanks for the kind comment and glad it helped 😄
Hi Scott, not sure if you can help. I have a spreadsheet that I use to plan. Basically, I enter in time I want to work, time I am booked, and what I want to get done that I have not scheduled. and it works it if I have enough time and I can make decisions from there. I then transfer my decisions into my Outlook calendar. Is there a way of doing it with a TEAMS app?? or planner?? Thanks
Good Video.. But Microsoft, why did you eliminate the Board View in My Tasks? WTH? The Board View of My Tasks was the best part. How do i get that back?
I just realized the same and agree the board was the BEST feature allowing to plan across all plans!
We really need this board back. Otherwise Planner is pretty useless
In To-Do we can add steps to tasks, is it possible to do this in New Planner? So far it is only possible to do this with Planner Premium, right? Nice video, Scott. TY
Thanks for your feedback. You are right in Planner, there are no options for 'Steps', but instead I would use a Checklist in a Planner Task, which you check off, and works very much like 'Steps' in Microsoft To Do 😀
Hi, unfortunately My Day is not available in the IOS app. Do I still need to use To Do or is there a work around? Thx
Yes, I’d probably continue to use the To Do App for now on iOS, and it’s likely that these new changes will come along on mobile soon - as for now I think the focus is more on the desktop apps with the changes 😊
In a plan with 3 or 4 users added, is it possible the users see only the tasks they are related to?
I am looking for the best way to automate repetitive rules, forms and templates in MS Planner... for example.. everytime a client opens an account there are 12 tasks or data checks that always happen... How is the best way to build this automation in?
I cannot find how to copy an existing plan in New Teams planner. Would appreciate your help please.
Hi Coach,
I created a plan for my tasks with different buckets. To get notifications to the tasks, and also see them in "my day" and so on, I need to assign the tasks to myself. Is it possible to have a plan, that automatically assigns all tasks to me?
Sadly, there’s no way to auto assign the Tasks to you, but you could create a Personal Plan (with just yourself in the Plan) but you would still need to assign the task to you - but it won’t be visible to others in a Personal Plan 👍
How do i get board view back instead of grid? I cannot see any option on My Tasks for board view.
I have noticed this one too, and it seems that the Planner Team have removed this capability 😟
Need a button to add task to a particular teams planner in outlook for selected email.
Help full ❤
Thanks for the kind comment 🙌
Darn, mine looks nothing like this