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Microsoft Planner Tips for Checklist Items and Complete but Open Status - HLS Show Me How

MichaelGannotti's avatar
Nov 09, 2018

Today I had a meeting with a customer around their use of Microsoft Teams. During the session one of the attendees brought up two areas of challenge she was seeing in the use of Planner for their tasks. In the first instance she wanted to be able to assign individual users to a given checklist item within a task. In the second instance when a task was completed they wanted to be able to visually mark it complete but not have it close as it does when a task is marked complete.

In this HLS Show Me How per customer questions I demonstrate how to indicate a person is assigned to a Task Checklist Item. I also demonstrate how to visually mark a task completed but keep it actively open for review and re-use.

Resources:

Thanks for visiting - Michael Gannotti

Updated Jul 12, 2019
Version 2.0

11 Comments

  • Mark Terry's avatar
    Mark Terry
    Copper Contributor

    Great tips thanks Michael!

     

    I am hoping that Planner allows us to choose a user for subtasks soon, this will help the reporting, but also any notifications. One thing that stopped me using it was the ability to estimate or allocate time at a task level.

     

    Allowing individual users to say how much time they have spent on tasks and enabling us to report on that would be hugely valuable as would the ability to allocate a meeting to a task would be very powerful.