Forum Discussion
Customize Planner tasks?
- NLM-TSIOct 15, 2021Copper Contributor
I'd love to learn more about opportunities to customize MS Planner/To-Do. I specifically am trying to use to manage multiple client projects in one main board/planner where the buckets are general status and the tasks belong to a single client we switch from bucket to bucket as it progresses. It would be ideal for the checklist to have assignee or allow for sub-task with different assignee. And when someone checks it off for a date/time stamp to appear with MS user.
- DataVersaAug 11, 2023Copper ContributorWe would love to explore the same thing also. Having the possibility to manager sub-tasks and to customize the form with lockup and additional fields will help a lot to boost this tool.
- SanthoshB1Oct 15, 2021Bronze Contributor
NLM-TSI sure, please DM your email address and I will would be happy to assist.
- JBragado70Jul 09, 2021Copper Contributor
Hi SanthoshB1 can you tell me if I can add sub tasks in planner yet?
- SanthoshB1Jul 12, 2021Bronze Contributor
Hi JBragado70, you need to use the checklists as the sub cards in Planner web portal. But using third party app (Apps4Pro) you can be able to create the sub tasks and create break-up for the tasks. Those tasks appear as the separate tasks in Planner portal, but from Apps4Pro you can be able to see the task relationship.