Forum Discussion
How to see all tasks by all staff over all planner boards in one schedule
LeonPavesic Hi, I want to follow option 1, but I don't see an option to "select a channel as the destination" when I copy a planner into an existing group. Have these settings changed since the post, or do I need to enable something on my end? Thanks!
Hi jsantiano
you can copy a planner to a existing team by using a planner app.
You can choose a plan in the Planner (https://tasks.office.com/), click on the tree dots in the Plan and choose Copy a plan.
Then, you can choose a Group (Team) in which you would want to copy your Plan.
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Leon Pavesic
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- N_ataliaJan 09, 2024Copper Contributor
LeonPavesic I am a bit confused, please help 🙂
In the instruction is written that we should copy the plan to the chanell
SO I have a team with such structure
team 1
- channell: project 1
- channell: project 2
- channell: master calendarAnd I do not know how to copy the planners from project 1 and project 2 to the master calendar, is it even possible? Or the master calendar should be a separate team site and not the channell?
- LeonPavesicJan 09, 2024Silver Contributor
Hi N_atalia,
thanks for your question.
If you have the same Team with 3 different channels, you can add an existing planners from channel project 1 and channel project 2 to a master calender by following these steps:
- go to master calender channel- In your master calender channel, select Add a tab +
- In the Add a tab dialog box, choose Tasks by Planner and To Do.
- In the Tasks by Planner and To Do dialog box, choose: Use an existing task list to choose an existing Planner plan to add to a tab in this channel - here you can choose your existing plan in channel project 1 or channel project 2- Choose whether to post to the channel about the tab, and then select Save.
The tab will be added alongside your other team channel tabs, and you'll be able to start adding tasks to your board.- Repeat this procedure to add a planner from channel project 2
It is important to note that adding planners is possible if your master calender channel is not a private channel.
Use Planner in Microsoft Teams - Microsoft Support
Please click Mark as Best Response & Like if my post helped you to solve your issue.
This will help others to find the correct solution easily. It also closes the item.If the post was useful in other ways, please consider giving it Like.
Kindest regards,
Leon Pavesic
(LinkedIn)- N_ataliaJan 09, 2024Copper Contributor
Thank You for Your answer,
unfortunately it is not working, or I am doing something wrong.
I have several projects with plans and tasks in it and I want to have a view to all of it in one board.
I have created a planner with a detailed task descriptions for projects that we do repeatedly.
Now we want to use it in a different projects and it works, I know how to copy these scheme in different projects and then just adjust them.
Now I want to know the workload of the team.
Several team members are working simustanously in different projects and I want to have the possibility to check their weekly workload at one board.
When I added tabs with projekt 1 and project 2 to the "master calendar" channell I still have two separate calendars with separated tasks from different projects.
Is it possible to have it at one screen?