SOLVED

How to manage recurring tasks in Planner?

%3CLINGO-SUB%20id%3D%22lingo-sub-324461%22%20slang%3D%22en-US%22%3EHow%20to%20manage%20recurring%20tasks%20in%20Planner%3F%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-324461%22%20slang%3D%22en-US%22%3E%3CP%3EI%20would%20like%20to%20use%20Planner%20to%20monitor%20the%20implementation%20of%20an%20IT%20team's%20production%20plan.%20Indeed%2C%20a%20production%20plan%20is%20a%20set%20of%20planned%20tasks%20-%20not%20necessarily%20assigned%20to%20someone%20but%20rather%20to%20a%20team.%20These%20tasks%20are%20often%20recurring%3A%20daily%20(for%20example%2C%20checking%20backups)%20or%20monthly%20(deploying%20security%20patches).%3C%2FP%3E%3CP%3E%3CBR%20%2F%3EI%20could%20not%20understand%20how%20I%20could%20introduce%20the%20notion%20of%20recurring%20task%20directly%20or%20indirectly%20into%20Planner.%20I%20eventually%20considered%20that%20the%20calendar%20of%20the%20team%20concerned%20could%20contain%20recurring%20events%20that%20could%20be%20transformed%20into%20tasks%20via%20FLOW.%3C%2FP%3E%3CP%3EBut%20I%20didn't%20manage%20to%20get%20to%20the%20end%20of%20that%20idea.%3C%2FP%3E%3CP%3E%3CBR%20%2F%3EThank%20you%20for%20your%20help%20if%20you%20have%20already%20done%20so%20or%20have%20other%20ideas.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-324921%22%20slang%3D%22en-US%22%3ERe%3A%20How%20to%20manage%20recurring%20tasks%20in%20Planner%3F%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-324921%22%20slang%3D%22en-US%22%3E%3CP%3EWhat%20is%20the%20best%20practice%20at%20Flow%20level%20to%20create%20recurring%20tasks%3F%20Under%20which%20account%20should%20they%20be%20created%3F%3CBR%20%2F%3EIndeed%2C%20in%20my%20opinion%2C%20these%20tasks%20should%20be%20the%20property%20of%20a%20team%20and%20not%20of%20a%20particular%20person.%20Because%20if%20this%20person%20has%20to%20leave%20the%20company%20or%20change%20jobs%2C%20these%20programs%20should%20%22survive%22%20him%2Fher.%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-324882%22%20slang%3D%22en-US%22%3ERe%3A%20How%20to%20manage%20recurring%20tasks%20in%20Planner%3F%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-324882%22%20slang%3D%22en-US%22%3E%3CP%3ENo%20problem%20%3A)%3C%2Fimg%3E%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-324877%22%20slang%3D%22en-US%22%3ERe%3A%20How%20to%20manage%20recurring%20tasks%20in%20Planner%3F%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-324877%22%20slang%3D%22en-US%22%3E%3CP%3EPerfect!%20Perfect!%3C%2FP%3E%3CP%3EThe%20situation%20described%20corresponds%20exactly%20to%20the%20use%20case%20I%20was%20describing.%3CBR%20%2F%3EI%20will%20read%20carefully%20the%20solution%20proposal%20around%20the%20Flow%2FPlanner%20couple%20until%20new%20planning%20features%20compensate%20for%20this%20lack.%3C%2FP%3E%3CP%3EThank%20you%20very%20much!%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-324873%22%20slang%3D%22en-US%22%3ERe%3A%20How%20to%20manage%20recurring%20tasks%20in%20Planner%3F%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-324873%22%20slang%3D%22en-US%22%3E%3CP%3EPlease%20see%20%3A%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%3CFONT%3E%3CA%20href%3D%22https%3A%2F%2Fmedium.com%2F%40rob.quatela%2Fcreating-recurring-tasks-in-microsoft-planner-using-microsoft-flow-f605814734df%22%20target%3D%22_blank%22%20rel%3D%22noopener%20nofollow%20noopener%20noreferrer%20noopener%20noreferrer%20noopener%20noreferrer%22%3Ehttps%3A%2F%2Fmedium.com%2F%40rob.quatela%2Fcreating-recurring-tasks-in-microsoft-planner-using-microsoft-flow-f605814734df%3C%2FA%3E%3C%2FFONT%3E%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%3CFONT%3E%2F%20Adam%3C%2FFONT%3E%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-324871%22%20slang%3D%22en-US%22%3ERe%3A%20How%20to%20manage%20recurring%20tasks%20in%20Planner%3F%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-324871%22%20slang%3D%22en-US%22%3E%3CP%3EThank%20you%20for%20your%20support.%3C%2FP%3E%3CP%3EDo%20you%20have%20any%20idea%20how%20I%20could%20use%20FLOW%20to%20achieve%20the%20desired%20result%3F%3CBR%20%2F%3EI%20reviewed%20the%20different%20models%20but%20did%20not%20find%20the%20one%20or%20ones%20that%20would%20be%20suitable%20for%20me.%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-324548%22%20slang%3D%22en-US%22%3ERe%3A%20How%20to%20manage%20recurring%20tasks%20in%20Planner%3F%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-324548%22%20slang%3D%22en-US%22%3EUnfortunately%20Planner%20does%20not%20provide%20this%20capability%20out%20the%20box%20so%20if%20you%20need%20this%2C%20you%20have%20to%20ideate%20a%20solution%20to%20be%20able%20to%20have%20recurring%20tasks%20in%20Planner...Flow%20could%20help%20here%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-1050050%22%20slang%3D%22en-US%22%3ERe%3A%20How%20to%20manage%20recurring%20tasks%20in%20Planner%3F%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-1050050%22%20slang%3D%22en-US%22%3E%3CP%3E%3CSPAN%3ELet's%20flood%20MS%20profi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I would like to use Planner to monitor the implementation of an IT team's production plan. Indeed, a production plan is a set of planned tasks - not necessarily assigned to someone but rather to a team. These tasks are often recurring: daily (for example, checking backups) or monthly (deploying security patches).


I could not understand how I could introduce the notion of recurring task directly or indirectly into Planner. I eventually considered that the calendar of the team concerned could contain recurring events that could be transformed into tasks via FLOW.

But I didn't manage to get to the end of that idea.


Thank you for your help if you have already done so or have other ideas.

 

7 Replies
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Unfortunately Planner does not provide this capability out the box so if you need this, you have to ideate a solution to be able to have recurring tasks in Planner...Flow could help here
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Thank you for your support.

Do you have any idea how I could use FLOW to achieve the desired result?
I reviewed the different models but did not find the one or ones that would be suitable for me.

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Perfect! Perfect!

The situation described corresponds exactly to the use case I was describing.
I will read carefully the solution proposal around the Flow/Planner couple until new planning features compensate for this lack.

Thank you very much!

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No problem :)

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What is the best practice at Flow level to create recurring tasks? Under which account should they be created?
Indeed, in my opinion, these tasks should be the property of a team and not of a particular person. Because if this person has to leave the company or change jobs, these programs should "survive" him/her.

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Let's flood MS profiles on Twitter about that 'delay', accordingly to that post below, that issue resists for more than 01 year! We are dealing with users using Trello or Monday.com and they need this feature.

 

Pls, vote!!

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https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/12301668-sc...