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Microsoft

Today I had a meeting with a customer around their use of Microsoft Teams. During the session one of the attendees brought up two areas of challenge she was seeing in the use of Planner for their tasks. In the first instance she wanted to be able to assign individual users to a given checklist item within a task. In the second instance when a task was completed they wanted to be able to visually mark it complete but not have it close as it does when a task is marked complete.

In this HLS Show Me How per customer questions I demonstrate how to indicate a person is assigned to a Task Checklist Item. I also demonstrate how to visually mark a task completed but keep it actively open for review and re-use.

Resources:

Thanks for visiting - Michael Gannotti

3 Comments
Regular Visitor

Great tips thanks Michael!

 

I am hoping that Planner allows us to choose a user for subtasks soon, this will help the reporting, but also any notifications. One thing that stopped me using it was the ability to estimate or allocate time at a task level.

 

Allowing individual users to say how much time they have spent on tasks and enabling us to report on that would be hugely valuable as would the ability to allocate a meeting to a task would be very powerful.

Microsoft

Hi Mark,

Those are great ideas! I highly encourage you to submit them to Microsoft's User Voice for Planner for the product teams consideration. You can find Planner User voice here https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum

Thanks for the feedback!! 

Frequent Visitor
Another way to keep tasks open when they are finished is to use a traditional Kanban set of "Buckets" i.e. Backlog (not started), Parking Lot (blocked), Doing, Done. You can change the bucket for the completed task to "Done", and it moves it to that column but it is still open. At the end of a Sprint, or to remove it from common view, you can change it to Completed status.