Forum Discussion
Planner - Save Settings
We use Planner throughout the organization...more for task management than project management. The filtering and grouping is very useful and would be helpful if those settings could be saved by user. Often when meeting with a group to review open items, we will filter and/or group tasks. However, when we move to a different tab and then return, Planner returns to the default setting.
I want my filter and grouping be save too.
It would not be so difficult...
- Adding my vote for the ability to save Sorts / views in Planner. Before NEW Teams, I always saw my Private tasks sorted by Due date. I return to this view multiple times a day, and each time I have to resort by Due date, which is quite annoying.
- Yeah! This is the way most tabs works in Teams! I’d suggest clicking the little arrow button up in the right corner to open the plan on the web! Now you have planned separated from Teams
Adam- I often have planner open on the web for that reason as I am looking at several different plans altogether. However, when I come in fresh to a plan, it would just be nice to have my saved preferences (i.e. group by Assigned To, not bucket, etc.)
BillScribner yes, this would be a very useful feature and it is often needed.
Great suggestion, BillScribner we too would like to be able to save layout settings for different planners, we use labels extensively so saving a layout by 'group by' would be well received. Thanks
- I would also like to see this happen...over 2 years later. 😉 I'd like to be able to save the filters and view (list/board). Is this in work?
- i don't know the current status, but you can check the state of developement on the Microsoft Roadmap site:
https://www.microsoft.com/de-de/microsoft-365/roadmap?filters=Planner
Maybe this excellent suggestion should be labelled 'Teams'. The problem is in the Teams-app, on web it remembers the last group-by and filter. I don't see this feuture being developed in the road map for Teams: https://www.microsoft.com/da-dk/microsoft-365/roadmap?filters=Microsoft%20Teams
- Can we at least get a create, save, and set default views like in Lists?
Alex_Jones Yes, Microsoft, please add settings to the To Do List so it can be set to default to "Group by Assigned-To", and to Teams so that Files are shown rather than Posts.
- I also would like to have that feature please! Looks for me like a general must have which should have been there since the beginning.
- I second this! I've recently switched to Planner from Asana and this is the feature I miss the most. I want to just set my "Assigned to me" as Grid view (it's really a list, not a grid) - what's due next in chronological order and just have it stay there. Please!!
