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Planner Blog
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Microsoft Planner integrations with Microsoft Loop

Swapna_Ninan's avatar
Swapna_Ninan
Icon for Microsoft rankMicrosoft
Dec 14, 2023

In case you missed it, at Microsoft Ignite 2023, we announced the new Microsoft Planner, bringing together to-dos, tasks, plans and projects into a single unified experience.* The new Planner enables you to stay in the flow of work with integrations across other Microsoft 365 experiences such as Microsoft Loop, Microsoft Outlook, Microsoft Viva Goals, and Microsoft Teams.  In this blog we are excited to dive deeper into the different ways Microsoft Planner integrates with Loop, helping teams collaborate over tasks in the flow of work, while staying in sync and on track across your tasks in Microsoft 365.  

Task list  

Tasks get generated across multiple apps in the flow of work- while triaging your Microsoft Outlook emails, in collaborative Teams meetings or while working with your team within Loop. The Task list in Loop is one of the integrations where you and your team can quickly capture tasks in the flow of where you’re getting work done. For example, you can add a Task list Loop component to a Teams chat or channels, an Outlook email or the Loop app. You can also use it in the Teams built-in meeting notes. These task lists get synced as a plan in Planner, where you can track, schedule and manage them using the power of Planner. And as the tasks are updated, they stay in sync across the Task list component and the Planner applications.

Planner component 

What if you already have a plan, and you’d like to bring it into the context of Loop? That’s where the Planner component comes in. When using Planner plans as a Loop component, you can take advantage of all the Planner capabilities in the context of the Loop page. You can visualize and manage the teams work in a board view, tag the work with labels, break the tasks down further with checklists, manage priorities and more. We have wrapped up Planner plans and enabled them to be embedded in Loop so that you and your team can access them contextually, while collaborating using the rich feature sets of Loop that you know and love.  Check out the YouTube video below to see all of this in action and leave us your feedback.  

 

 

Pretty cool, right? We can’t wait for you to start using Loop with Planner!  Tell us what you think here. 

Note: if you are new to Microsoft Loop, you may want to take a step back and read this article on Loop. Microsoft Loop: built for the new way of work, generally available to Microsoft 365 work accounts - Microsoft Community Hub 

*Read more about the Planner announcement here.

Updated Nov 11, 2024
Version 3.0

10 Comments

  • OlivierD1900's avatar
    OlivierD1900
    Copper Contributor

    Seems the paint is still fresh and Microsoft still need a lot of work for a seamless experience.

     

    When creating a task list from a Loop page (e.g. meeting notes), an Ad-hoc Planner is created (not assigned to any teams). Therefore, some features are missing (e.g. adding attachment, posting comments, etc...). Beside the synchronization between the task list and the Ad-hoc is wonky (modifying tasks in the planner is not reflected in the task list).

     

    Conversely, when inserting an existing Planner to a loop page, it is not possible to display the grid view in Loop, looking very cumbersome in a page.

  • jasonlieving's avatar
    jasonlieving
    Copper Contributor

    Why can't I link MS Loop to a Planner plan created in Project for the Web. It only seems to see old MS Planner plans.

  • CourtBoda's avatar
    CourtBoda
    Iron Contributor

    How does Microsoft intend for users to incorporate Loop / SharePoint / and Planner together along with Meeting Notes? 

     

    If I take Meeting Notes to create action items, how does it know which Planner to assign them to? If I've already created a Plan through Planner, I don't want to be setting up action items in a Meeting Note in Loop that create a whole new Planner. Is the intention to create a component of the Plan to add to the workspace? If I do this then would I be able to add the plan component to the Meeting Notes? And if yes, would it then show up in buckets vs the simple task list? I've tried to test this out a bit and have struggled to understand how this works, I must be missing something?  

     

    Though there are many benefits to Loop Notes for collaboration, I struggle with how I would then search quickly and easily as they are all stored with the calendar, corrrect? - right now I use a running doc which makes it easy to search, but probably not as collaborative for my project teams. (Or is there a place in a Workspace that these are added? How does the Teams Meeting know which Workspace the notes from a meeting should attach to?) 

     

    I create a Team that creates a Sharepoint (or vice versa) and that provides me a distribution group for Outlook emails and to create my calendar cadence. How do you intend Loop to work together with all this so that my Workspace set up for a project / team is already connected to the "Team" / Channel? Is there a way to add the Loop workspace to the Team as a pinned tab at the top of the channel? 

     

    I appreciate any and all help, there is so much potential here, I just want to ensure I'm using all the applications together the way Microsoft intends. 

    Thank you again in advance for any help with these use cases. 

  • SPRex's avatar
    SPRex
    Iron Contributor

    This is a very needed move. Sadley still no capacity to put time, duration or use these task sources in a daily time block calendar.... and no capacity to analyze the "hours" of tasks ahead of me, or the group or team.

  • Paul__M_'s avatar
    Paul__M_
    Copper Contributor

    This is a good start but not great integration with existing planner projects.. Every Loop spins up a new task list and isn't part of a Team by default. Meeting notes become very disjointed. Good start per usual. Will be interesting to see if this improves with the new release in Spring.

  • LAMA2628's avatar
    LAMA2628
    Copper Contributor

    Why hasn't the new version of the Planner been launched yet?

    Knowing that the features of the previous planer have been turned off, such as creating a plan?

     

     

    Delay with the suspension of the previous is not a good thing for the company's reputation!! Users will search for an alternative.

  • AndreaWW's avatar
    AndreaWW
    Copper Contributor

    Gibt es eine Möglichkeit einen bestehenden Plan aus MS Excel in den MS Planner zu importieren?

    danke lg aww

  • John_Hoover's avatar
    John_Hoover
    Iron Contributor

    Swapna_Ninan , just realized that Microsoft released the ability to copy specific Planner plans into the Loop pages via the plan share link! Huge improvement over Loop page create a new, page specific plan.

    One quick question, is there any way to get the Plan to show up as a Grid (List) view instead of the default Bucket view? List view is a lot more useful when having customer meetings and trying to run through new and outstanding project action items.

    Only view I can find at the moment for inside of Loop when linking external Planner plan:

     

    Preferred Grid view:

     

     

  • wroot's avatar
    wroot
    Silver Contributor

    This looks fun and nice, but i just imagine regular users trying to wrap (pun intended) their heads around where tasks are actually located, what integrates into what, etc.