Forum Discussion
Sharyn_Mayne
Jun 26, 2023Iron Contributor
How to see all tasks by all staff over all planner boards in one schedule
Our Events staff work in Microsoft Teams in a team called COMMUNITY EVENTS. Each event they organise is represented as a channel. Each channel has its own Planner board to list tasks to complete th...
N_atalia
Jan 09, 2024Copper Contributor
LeonPavesic I am a bit confused, please help ๐
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 calendar
And 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?
LeonPavesic
Jan 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
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Leon Pavesic
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- 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?- LeonPavesicJan 09, 2024Silver Contributor
Hi N_atalia,
thanks for the additional info.
You are not doing anything wrong, but unfortunately, there is currently no feature to copy multiple tasks at once or copy an entire plan to be the part of the other plan. It means that unfortunately it is not possible to have plans from project 1 channel and project
You might want to provide feedback to the Microsoft Planner team about this.
Planer ยท Community (microsoft.com)
You can also give feedback directly from Planner:- Click the Settings icon
- Under "Planner" click "Send Planner feedback".
- This opens "Send Feedback to Microsoft"
- Click on "I have a suggestion"
Regarding your question about monitoring the workload of your team:
To keep track of your team's workload effectively, you can the "Charts" functionality within Microsoft Planner. This feature provides a visual representation of task status, progress across different buckets, and team members' availability.
Monitoring my team's workload in Teams/Planner - Microsoft Community
Unfortunately, there isn't a built-in method to directly monitor the workloads of individual project managers. To achieve this, you may have to manually review and assess the tasks assigned to each team member under the respective project manager.
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
Thanks, I will write to MS support team but I think that my problem is exactly what Sharyn_Mayne needed. It seams that she has the solution for the problem and is able to see all the tasks in one calendar, that is why I am wondering why I can't.
If there is a possibility to see all tasks, from all projects at one calendar I will be happy too, it does not have to be a planner view. I just want to know what i going on in all projects at once. ๐