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
3 Replies
This is NOT a good experience. I'm trying out using the notes section during meetings. I like the functionality, but having these then create a separate Plan in Planner makes this NOT efficient. MS has done a good job overall with making the M365 environment work "better together" but some of these are BIG disconnects. Do you know if there is anything on the road map to make these sync better?
As of now, Microsoft hasn’t announced any update that would let Loop tasks connect directly to an existing Planner plan. Every time you create tasks in Loop, it still spins up a new plan automatically, which makes things messy if you’re trying to manage everything in one central board. There’s nothing on the current Microsoft 365 roadmap confirming a fix for this yet, though they’ve been slowly improving how Planner, Loop, and Teams work together. For now, the best option is still to use Power Automate to copy or move new tasks into your main Planner plan. It’s definitely not ideal, but hopefully Microsoft will make this smoother soon.
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When you create tasks in Loop and connect them to Planner, Microsoft automatically generates a new plan instead of letting you link those tasks to an existing one, which can make things messy if you’re managing everything in a central Planner board. Unfortunately, there’s no native way to change this behavior right now. A good workaround is to use Power Automate: you can set up a flow that automatically moves or copies new tasks from the auto-created plans into your main Planner. It takes a bit of setup, but once running, it keeps everything organized in one place. Hopefully, Microsoft improves the Loop–Planner connection soon so tasks can be added directly to an existing plan.
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