Forum Discussion
How do I group the "My Tasks" view in Planner or develop a workaround?
Hey
Thank you for sharing your current process for managing tasks across multiple Planner plans. It’s clear that you’ve put considerable thought into creating a system that works for you. Here are a few suggestions and best practices that might help streamline your workflow:
*Leverage the "Planner Hub" for Task Consolidation
The Planner Hub in Microsoft Planner provides an overview of all your tasks across plans. Use the "My Tasks" view to see tasks assigned to you from multiple boards, eliminating the need to copy tasks manually.
*Use To Do for Personal Task Management
Microsoft To Do integrates seamlessly with Planner. Tasks assigned to you in Planner automatically appear in To Do under the "Assigned to Me" section. You can also create personal tasks here and organize them using lists and priorities.
*Organize with Categories and Labels
Instead of duplicating tasks into a private plan, consider using color-coded labels in Planner to mark tasks based on priority, due dates, or categories like “Work In Progress” or “Next.” This ensures tasks remain linked to their original plans while staying organized.
*Buckets and Sorting
Your bucket system is excellent! If you want additional flexibility, you might:
Use custom priority levels or tags in To Do.
Sort tasks by importance or urgency directly in To Do or Planner.
*For Tasks Without Due Dates
To organize tasks without due dates, try:
Sorting by effort or priority.
Using Planner’s drag-and-drop feature to arrange tasks in the desired order within buckets.