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Discover Planner Boards with Microsoft Loop

Swapna_Ninan's avatar
Swapna_Ninan
Icon for Microsoft rankMicrosoft
Feb 09, 2024

We’re excited to share that Loop users can now bring Planner plans to Loop workspaces without leaving the Loop context, by simply choosing from their existing plans via the Loop / menu or Loop discoverability menu. 

 

This experience enables users to view and edit plans via Planner boards embedded into the Loop host. Bringing a Planner board into your Loop workspace is easy: 

  • Type / to bring the menu from which you can discover Planner or type / Planner. 
  • Select Planner from the options.  
  • You would be able to see your Pinned plans and all other Recent plans. 
  • Click on the plan of your choice and insert. 
  • You will see the Planner board embedded into your Loop workspace and you will be able manage your plan from the Loop workspace. 

Here is an illustration that demonstrates how you can navigate. 

 

As always, we welcome your suggestions for making this an even better experience. Feel free to leave a comment below with your feedback or ideas.  

Learn more 

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Updated Feb 09, 2024
Version 3.0

9 Comments

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  • AmberSchiffer's avatar
    AmberSchiffer
    Copper Contributor
    May 01, 2024

    Paying more for premium planner plans... but can't use them within Loop.  While the basic plans CAN be used in Loop?  How does this make sense?  I need gantt charts with dependencies and I need to be able to use them in Loop. Please. 

  • PMM03's avatar
    PMM03
    Copper Contributor
    Mar 23, 2024

    CourtBoda   yes exactly!!  Swapna_Ninan  please advise if there is a backend way to do this via Azure using an API.  Copilot provided me an answer but i'm not sure it's correct.  Thank you!

  • scottmcc's avatar
    scottmcc
    Copper Contributor
    Mar 21, 2024

    It appears that "New" Planner plans created as "Premium" plans (which I guess are really still MS Project "plans") aren't available to embed in Loop. We've switched to using mostly the "Premium" plan type via Teams so we can get gantt and dependencies, etc... would love to be able to embed in Loop too.

     

    Is this something that will be fixed soon?

  • Helvy's avatar
    Helvy
    Copper Contributor
    Feb 15, 2024

    This all seems great, yet we are still missing dates when the new planner experience is coming to teams.  For last couple months there has been a notification "coming soon". Are there any known dates?

  • CourtBoda's avatar
    CourtBoda
    Iron Contributor
    Feb 12, 2024

    This is great! 

     

    One thing I'm still confused on is how the Loop notes when in meetings incorporate into Planner. If I have one main Planner for a team and then I'm adding tasks from Loop meeting notes - how do those incorporate back into the main Planner for one source of truth? 

     

    It seems like an awesome feature, but as the PM, I want to be able to see all of my tasks in one spot. 

     

    If anyone has figured this out I'd be grateful for your help! 🙂 

  • darrellaas's avatar
    darrellaas
    MVP
    Feb 09, 2024

    :light_bulb:I would like to see this Planner component let us choose to display a single task card. That would be useful for discussing the task on its own. We could add to a Loop page and use the page to share ideas, write drafts, coordinate steps to complete the task, list links to related resources and references. 

  • darrellaas's avatar
    darrellaas
    MVP
    Feb 09, 2024

    This Planner plan picker makes it quick and easy to insert recent plans you are working on. Simple little changes to help us stay in the flow of our ideas and work.