Forum Discussion
Planner Integration with Loop Tasks
Need some guidance - We are starting to use Planner to keep track of a large number of tasks. Currently planner is setup with:
Approx 10 buckets (in kanban view), and a list of tasks below each. We are using this mainly just for tasks, so the Timeline view isn't needed. We want to connect tasks recorded in Teams meetings, and in Loop to our main Planner. Whats the best work around for this?
When using Loop, and we create a task and we connect it to Planner, it will create a new Plan and put the tasks under that. To me, this is dysfunctional, because we want all tasks to be under the main Plan in Planner. I like to use the GRID view of the Plan, which enables me to make subtasks under the main tasks, but others prefer to use the kanban view. However you can't see the subtasks that are under the "main task" like in Grid view.
There's lots of videos showing how these parts of Teams work together, but in reality, it doesn't really work that well when it scatters tasks created in different parts to different Planners.
Any suggestions would be helpful, and thank you in advance for your help.
Jim