Forum Discussion
Planner tasks "template" for same tasks monthly
The finance department would like to have month end tasks to accomplish, pay xyz, update finance, etc. A lot of the tasks are the same and they'd like to have a Planner task / plan that has a few hu...
Hello, Matthew!
You're right about using Power Automate for this reason. For example, in our company, we've created a manually triggered flow connecting Forms, Microsoft Planner, and Teams. And now, each time when we need to create some content around, for example, a new product update, we just need to submit the form, and then, all repetitive tasks will appear in a needed channel's Planner tab (with all content including assigned to, check-lists, etc) By the way, I can share more details if you're interested
One more good solution is to build Teams Templates with a pre-built Planner tab. Thus, each time when you create a new team from the template, channels with pre-configured tabs will be copied (including Planner Tab). Here is a link that can be helpful:
https://www.salestim.com/microsoft-teams-for-finance-professionals/
You're right about using Power Automate for this reason. For example, in our company, we've created a manually triggered flow connecting Forms, Microsoft Planner, and Teams. And now, each time when we need to create some content around, for example, a new product update, we just need to submit the form, and then, all repetitive tasks will appear in a needed channel's Planner tab (with all content including assigned to, check-lists, etc) By the way, I can share more details if you're interested
One more good solution is to build Teams Templates with a pre-built Planner tab. Thus, each time when you create a new team from the template, channels with pre-configured tabs will be copied (including Planner Tab). Here is a link that can be helpful:
https://www.salestim.com/microsoft-teams-for-finance-professionals/
Is there an update on this? It's been several long years since planner release and no custom templates option. Ms teams creates a planner tab, but it is of no use if all tasks have to be created manually every time.
No. Planner is among the worst project or task management tools available. It fails to handle basic task management functions effectively. Power Automate is another disappointment. Microsoft's offerings lag significantly behind competitors like Zapier or Make. It seems like Microsoft's development team is delivering only the bare minimum, and now that I'm using their tools, the shortcomings are glaringly obvious.
