Forum Widgets
Latest Discussions
How to best use Planner to keep our department organized
Hi, If there is already a discussion that outlines this, please feel free to point me to it. (No need to re-create the wheel!) We need to get our department organized and would like to use Planner to do it. We have four "functional groups" that each have projects they're working on that the other functional groups do not need to see. But, there are some cross-functional project that all groups DO need to see and be part of. I have two concerns I would like to avoid, if possible: Project/Plan overwhelm, and Silos I'm curious how other multi-functional groups set up Planner to keep things orderly. (Note: We do not use Microsoft Teams all that much and are simply thinking of using the Planner web application if/when we get it set up properly) One final thought...are there Microsoft Planner consultants out there who could help? I've tried talking to AI about our needs in order to get a recommendation but don't have a lot of confidence it's giving me the right plan of action. It feels like there are heavy users of Planner who could give me a much more solid recommendation if they had a clear picture of what we're trying to do. Thanks!
Conversations in new planner - did anyone get it to work?
Hi In the new planner premium version, have anyone got the conversation field to work within a task ? The link you find there now links to MS forum "Use the Project or Roadmap app in Teams" but is is for the old ms projects and to "add this plan to a channel" is now working at all. The old planner, not premium, had the conversation field working fine...
Subtasks - What level is needed?
My company is looking into utilizing our Planner so that multiple people have access to the same plan, but for the team to create subtasks we have to purchase premium plans. What level (1, 3 or 5) is needed to create a subtask? The breakdown found https://www.microsoft.com/en-us/microsoft-365/planner/microsoft-planner-plans-and-pricing does not specify subtasks.
My Tasks in Planner - Assigned to Me. Not Showing in Outlook ToDo Sidebar
Within the new Outlook, I leverage the functionality to drag a task from the ToDo sidebar and place it in my Calendar as a way to block time for completing that task. However, not all tasks show up in the Outlook ToDo sidebar. The category "Assigned to Me" does not show up meaning any task that was assigned to me in a plan I cannot place in my calendar. Struggling to find a uniform way to manage my tasks when there isn't complete visibility and uniformity in Microsoft's tools. And when will there be an updated mobile solution to Planner? The current outdated (and not supported) app does not include any premium plans, just basic.
I downloaded only free trial for digital planner, how do I get the money back and cancel subscriptio
I downloaded only the free trial for digital planner, how do I get the money back and cancel subscription? I downloaded the free trial on 6/8/24 and cancelled trial before ending so I wouldn't be charged. However, I am just now seeing I was charged on 6/15/24 and 9/15/24 even though I stopped using the digital planner because it didn't fit my needs. Can you please reimburse the amount charged of 29.99, I tried to call customer service to speak to someone on the matter, but I was unsuccessful. Please respond. Thank you.
Option for %complete of a task to change based on items completed in a checklist
Hi, I want the %complete of a task to change based on items completed in a checklist. Currently it uses a combination of hours and the start/end date, but I would like the %complete to also reflect the number of items that are completed in a checklist. For example, if a checklist of 8 items has 2 items done, the percent complete would be 25%. Is this possible? Or could this feature be added. I know there is a work around to use power automate, however, I encountered issues with pulling planner premium tasks into power automate. Thanks
Issues with Task Details Opening (intermittent issue)
In plans created in Planner Premium I cannot reliably open the Details Card from the task's (circled i) or task sub-menu. When I either click on the (circled i) or make the selection to Open Details. This happens whether I'm opening from Planner in Teams, or the web-based Planner application. This same behavior has been noted by multiple users in my organization. Steps I've takes are Cleared Browser Cashe Cleared Teams Cashe Any idea what the cause is, and how to fix it? Thank you, JoeBucket Templates or Duplicate Buckets
Adding bucket templates or duplicate bucket functionality would save so much time for all of us. We're using Planner to project manage repetitive workflows - but each time we create a new project we need to manually copy and paste all tasks. It would save so much time to add the ability to create a new bucket from a template or duplicate a bucket. Planner feels so under baked because it lacks this functionality, and there are hundreds of threads requesting this exact functionality.New planner doesn't show a "schedule" view of tasks assigned to me from different plans
The new version of web-based Planner was enabled for me a few days ago, on November 17th. Apparently, I realized that one of the features I used is missing. At the "My Tasks" view, in the old version of Planner, one could choose to have different views, apart from the grid view. The most useful one for me was the "schedule" view, since I could see in one calendar, all assigned tasks from different plans/teams/projects. This functionality now seems to have been removed, and one can only see one separate schedule per plan.
