Forum Discussion
Planner recommendations or best practices?
Hello there,
I am searching for advice and hopr to find it here.
I am looking into Planner as a way to manage open tasks in a group of people, all on O365, currently in the same tenant. Those tasks are either internal or related to a customer. We do have regular physical meetings where we discuss the progress and new todo's.
I started with a Team and a channel per customer. In each channel I created a plan. In each plan I named 3 buckets (Support, Infrastructure, Projects). I do have about 20 customers, thus I would end up with 20 channels and 20 plans. obviously, I just tested with 4 customers.
Problems with this setup:
- A review can only be made plan by plan. I can only export plan by plan. (I tried flow, but I was not able to extract data from plans located in teams channels)
- Plans in Teams channels are somewhat disconnected from the rest of the plans. I.e. when I create a plan in Planner, I cannot assign it later to a Teams channel. I have to create the plan within the team.
- I have to add every single plan one by one to an Outlook calendar
- Sometimes tasks are similar. There is no way to copy a task from one plan to another
Next I tried with just one plan, giving each customer a bucket and started to work with the color coded categories (Support, Infrastructure, Projects).
So far this seems the better solution. But I have not enough experience (yet) to see the disadvantages in the future.
- A review can be easily made, since all open tasks are at the same place.
- I have to add only one plan to Outlook calendar
- Tasks can be easily copied from one bucket (customer) to another
Any advice is very much welcome. Perhaps there is a better way?
Thanks
Daniel
- I think you got how it works pretty well! For now you can’t copy tasks, setups between existing plans! You can automate some tasks via flow but I think you figured out what works best for you
- I think you got how it works pretty well! For now you can’t copy tasks, setups between existing plans! You can automate some tasks via flow but I think you figured out what works best for you
- DanHuberIron Contributor
adam deltinger thanks for your feedback.
I am now working with just one plan, with it's advantages and disadvantages 🙂
- ChristianMNPCopper Contributor
DanHuber my organization is looking to move to a set-up almost exactly like yours. How well has that set up worked for you so far? Any regrets?