Forum Discussion
Planner default view
Is there a way to set the default view from 'Group by bucket' to 'Group by Progress'
It used to be this way, but now defaults to 'Group by Bucket' which is a bit annoying
We need the ability to set custom views asap!!!!!
Yes, need to be able to customize the default view. Defaulting By Buckets each time is annoying as I have to change it.
- Well, what you can do here is to suggest (if it's not there yet) this feature in Planner User Voice so the Product Team can consider to develop it in the future
I cant believe this is still not in place... 3 years after...
Let us customize the default view when we open the Planner in Teams... completely counter productive..... This just proves MS is not using their own tools... if they were this would have been implemented long time ago.... If anyone at MS reads this.... Please please please look into implementing this ASAP!!!!
jthebergepartnerre Planner getting better and better, but the Trello is also an option if you are not satisfied with the Planner. We are also using Trello until Planner will be on the expected completion level. Without this kind of features like set the default view it is not a serious product for us.
- We can't even change week starting on Sunday on the planner app, even though most of the world starts their week on Monday.
This is a really useful application, but I can't confidently introduce it in my organisation until I can change the default view to group by progress. I will get laughed at.
thomstarnes I'm in the same position now.. Need to let the PM know that it would be helpful to be able to customize the default.
- Same here.. just because of that missing option (especially when using planner with MS Teams) people give up in the first 2 minutes and fall back using trello...
- it's 2024 and we still don't have a solution. You can connect your plan to an outlook calendar but the you miss the tags and bucket info... We also don't have a "view only" link to share with management or clients. Every other project management software allows us to do this!
Schedule view is faulty on its own already, just adding little colored bullets to each task would allow us to see tags without having to click each individual task... definitely outdated.Hmm, on the Planner's Board View in the upper right, there's a "Group by" pulldown menu, which has Bucket and Progress. Not sure when it was added, as I'm a relatively new user.
The issue is it can't be set as a default
There are several threads in user voice dating back to 2016 asking for this. Doesn't seem like MS have any interest, even though it's a much wanted feature. We've just started trialling this over SmartSheet - which has this as standard.
- AFAIK,
There is not a setting where you can specify which Planner view should be the default view - I would love an option to set by view for group by progress to invite senior leaders to view the board.
S3ver1na - I would recommend you to create dashboards in power BI with the details required by your senior leaders along with the rich graphs/charts available in Power BI. You can export the tasks to Excel from Planner and create the Power BI dashboard with it. This creates a nice impression of your projects progress with them.
PS: If you do not suffice with the details available in Excel exported from Planner you need to go for third-party apps to include more meta details about the task and to automate the sync from planner to power bi.
- I'm sick of Microsoft requiring users to use PowerBI or PowerAutomate to get basic functionality features that should be built into their products. PowerBI and PowerAutomate are beyond the skillset of most casual Microsoft 365 users. And even if your team has the skillset, who has time for that? I'm talking about basic features such as setting default views and customizing columns. Why do you make these basic things so hard for your users?
Teams is a wreck but it's not the only example. Don't get me started on how we have to use PowerAutomate to receive email notifications when we get a new response to a Microsoft Form. We have to do this for every single form we create which is many (I'm in L&D and we use it for all course registrations). This is a basic out-of-the-box feature of virtually every other survey and polling tool on the market.
Start voting for this feature now: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/13504557-set-default-views
- Moved to Microsoft's new user feedback system - please vote on it there! https://feedbackportal.microsoft.com/feedback/idea/86d5d55f-d96e-ec11-a81b-6045bd7bf64c
rober2235 I'm trying to do this now and it seems like such a basic functionality. I'm surprised this hasn't been dealt with. Where can I vote for this as the links in this thread don't work?
I've added this feature request to Microsoft's new user feedback system - please vote on it there! https://feedbackportal.microsoft.com/feedback/idea/86d5d55f-d96e-ec11-a81b-6045bd7bf64c
