Forum Discussion
Jill McDevitt
Nov 22, 2016Brass Contributor
Creating a "Personal" Plan to store tasks not associated with any Team or Project
If I was to use Planner as my full "To Do" tool then I would also have tasks that are just associated with me, being an employee that have nothing to do with a project or team. It allows you to crea...
- Apr 27, 2021I am currently running through the same process, as I would like to keep my tasks in one ecosystem, and not use another - possibly paid - third party application. I was thinking about trello before I discovered that there is planner. I am starting with planner next week, but I am quite shook that it might be so uninviting to use it as an individual.
Microsoft Todo is actually very basic - why not make planner the standard level of task management for everything?
Theebhan Theebhan
Jul 06, 2018Copper Contributor
Does anyone got answer?
i just need to have own planner and not via groups
pdavis-baker
Apr 08, 2019Copper Contributor
Theebhan Theebhan Not sure if this helps, but a possible policy pattern could be as follows:
- Create groups for each team in the business
- Allow users to create new plans, but force them to select an existing group (team)
For example, I have a group named Development. We also have a plan called Development for any shared tasks. Each individual developer has a Plan named after them that is part of the Development group. This allows individual developers to have their own plan without creating a group per developer. The added benefit is that the developers can still share their personal tasks or move them to another plan if they escalate to others.
Alternatively, if you have Exchange Online, your users can now utilize Microsoft To Do for their personal tasks (todo.microsoft.com).