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MeggyB360's avatar
MeggyB360
Copper Contributor
Apr 02, 2026

Connecting Planner tasks to employee goals/OKRs - anyone figured this out?

My manager wants us to tie our daily Planner tasks back to our quarterly OKRs but theres no native way to do this. I spent a couple hours trying to set up a Power Automate flow that updates an Excel tracker whenever a Planner task gets completed but it feels hacky. Is there a cleaner way to connect what people are actually doing in Planner to higher level goals?

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