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JakeP870's avatar
JakeP870
Copper Contributor
Feb 09, 2023

Creating Tasks from Teams Channel Posts

Hello, I've installed the "Tasks by Planner" app in Teams and I can now add tasks for myself from chats.

 

Is there any way to add Tasks from channel posts?

 

My supervisor prefers to hand down small assignments via a Teams channel, but the channel is also used for announcements and updates, and sometimes things get buried so I forget them or lose track of them. 

 

Here is an excellent write up of how to add a task from a chat: https://support.microsoft.com/en-au/office/create-a-task-from-a-teams-message-ce086555-cc04-455e-a5e5-4288ca2f6a08#:~:text=Hover%20your%20mouse%20over%20any,and%20select%20the%20ellipses%20(%E2%80%A6)&text=In%20the%20new%20window%2C%20fill,to%20a%20To%20Do%20list.

 

Do we have this functionality in channels as well?

  • JakeP870 

    If the Team has had the Tasks app added to it, I would think you would see this as I do. Using the ... menu from the post there is more actions and it includes Create a Task.

    I think the create a new action will take you to Power Automate when you could create a custom flow to create the task that way too.

     

  • JakeP870 

    If the Team has had the Tasks app added to it, I would think you would see this as I do. Using the ... menu from the post there is more actions and it includes Create a Task.

    I think the create a new action will take you to Power Automate when you could create a custom flow to create the task that way too.

     

    • rachelgomez161999's avatar
      rachelgomez161999
      Iron Contributor
      In a channel, select +. Select Planner. Create a plan and then select Save.

      Add and assign tasks.
      Select + to create a task and enter a name.
      Select Set due date and select a date.
      Select Assign and choose who to assign it to.
      Select Add Task.

      Regards,
      Rachel Gomez
    • JakeP870's avatar
      JakeP870
      Copper Contributor

      DanEngelsmeier 

       

      This is really helpful!! I seem to only be able to get that option in a general channel. Any idea why other channels in a Team don't display this?

      I have one team where my view in the general channel looks just like yours. Then the next channel down from the general channel (within the same Team) looks like this: 

       

      • DanEngelsmeier's avatar
        DanEngelsmeier
        Brass Contributor

        JakeP870 

        Could the channel where you do NOT see it be a private channel?

        In one of my Teams I have 9 channels. 8 public ones show the option. The 9th one is private and does NOT show the option.

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