Two new Microsoft Planner features to help you surface and organize your tasks

Published Sep 30 2021 07:00 AM 5,304 Views
Senior Member

Do you ever feel like you're forgetting something important? It's Monday morning and you just organized your Microsoft Planner plans but realize a couple tasks are missing from your meeting last week. Lucky for you, we have a pair of feature enhancements that improve how you and your team surface and organize tasks in Planner.

 

Recommended plans

We're excited to announce a new Recommended section in the Planner web app to help you discover plans that are relevant to your work. This section will surface new plans that include tasks assigned to you but that you haven't opened yet. Recommended plans can be found in the Planner hub between Recent and All or in the left pane between Favorites and Recent

 

Please note that the Recommended section only appears if you have new plans with tasks assigned to you that are not already in either your Favorites or Recent section.

 

Image description: A screenshot of a Planner board with a teaching callout to highlight the Recommended for you section in the Planner web experienceImage description: A screenshot of a Planner board with a teaching callout to highlight the Recommended for you section in the Planner web experience

 

Move tasks to any of your plans

Until recently, you could only move tasks between plans in the same Microsoft 365 Group. This limited the ability to coordinate tasks across teams, especially when working with a private group. With this new feature, you can move tasks to any plan you're a member of, regardless of group.

 

To move tasks in the Planner web app, tap the ellipses (...) that will appear in the upper right corner when hovering over your task and select Move task.

 

Image description: A screenshot of a Planner board that shows the ellipses (three dots) in the upper right corner of a task and a drop-down with the words Move task highlightedImage description: A screenshot of a Planner board that shows the ellipses (three dots) in the upper right corner of a task and a drop-down with the words Move task highlighted

 

Choose where you want the task to go from the drop-down list of available plans and buckets, and then select Move.

 

Image description: A screenshot of a Planner board with the Move task window open and a drop-down list of available plans to choose fromImage description: A screenshot of a Planner board with the Move task window open and a drop-down list of available plans to choose from

 

Image description: A screenshot of a Planner board with the Move task window open and a new plan name selected; a teaching callout highlights that you can move tasks to any plan you're a member ofImage description: A screenshot of a Planner board with the Move task window open and a new plan name selected; a teaching callout highlights that you can move tasks to any plan you're a member of

 

You'll get a notification when the task was relocated successfully. If you click on the notification, it will take you to the task at its new location.

 

Image description: A screenshot of a Planner board with a notification that a task has been moved with a link to the taskImage description: A screenshot of a Planner board with a notification that a task has been moved with a link to the task

 

Please note that certain fields may not be moved to a plan in a different group and labels do not move across plans. You can learn more about moving tasks between plans from our support article.

 

Availability

The recommended plans and move task features are now available to all Planner customers worldwide and can be accessed on Planner for the web. Additionally, the move task feature will soon be available in the Tasks app in Microsoft Teams.

 

We'd love to hear your thoughts on other ways we can help you and your team organize and stay on top of work in Planner. Please post a comment below with your ideas or feedback. You can also send us feature suggestions and report a problem directly in Teams—simply select the Help button in the lower left corner of the app and choose Suggest a feature or Report a problem. And keep visiting our Tech Community Blog for all the latest Planner news.

4 Comments
Contributor

This is neat, but where are the plans for address:

  • the inability to prevent users from deleting boards, items and buckets?
  • the inability to recover deleted boards, buckets and tasks?
  • the inability to view user activity in an activity feed (track who's modifying board content)?
Frequent Visitor

I would like to see:-

 

  • the facility to copy a task with assignment to multiple buckets at once rather than doing them individually
  • to understand why the backgrounds available fo rplanner are so limited and random. If I want the same background for planners that are similar, I cannot seem to do that - it just gives a 'random' selection, most of which are not relevant or suitable. 
  • It would be great if when a task was assigned with a date, it could auto update the calendars of those tasked. 
  • It would be great if within a task it was easy to reorder the list within the task  
Occasional Visitor

I would like to see : 

- unlimited label creation 

- assigning people to checklist 

- adding start and end date to checklist 

- grouping teams under big team and having charts including all teams 

New Contributor

I would like to see more flexible labels, similar to categories in Outlook, so that you can choose both colour and name.  When viewing tasks by label I don't want to see empty columns for all the labels I am not using and have to scroll across to the right to see the brighter colours that I am using.

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