No copying existing plans in new Planner?
In the old Planner I could copy an entire Plan en reuse it with new dates and everything. In the new Planner I can't seem to find a possibility to copy an existing plan. I'm at a total loss here... am I supposed to create a new plan similar to earlier plans every time? How is this feature removed? Anyone any ideas where to find it?Planner tasks "template" for same tasks monthly
The finance department would like to have month end tasks to accomplish, pay xyz, update finance, etc. A lot of the tasks are the same and they'd like to have a Planner task / plan that has a few hundred tasks and assigned to people and have them assigned "March 2021" and then "April 2021" etc. Same tasks, just a Template of the past tasks. They will fill out the tasks and know "Matt updated" "Jane is in progress" etc. Just need to have it recreated over and over again. They plan to try to use this in Teams and have a new channel for each month so 03-2021 and 04-2021 (for example) and then have a brand new Planner plan each month to know the status of the work people are performing. We are looking for a solution. If this is NOT the BEST solution. Please let me / us know. We have M365 E3 license so we can be flexible. I am thinking as I type. I don't know if we could create a Planner plan and have it as the "template" and then maybe have Power Automate "grab" and copy the Planner plan and put it into the new group? Maybe use Power Apps to say "what is the team and the name of the 'new channel' and then Power Automate would create the new Planner from one....maybe a "Planner Teams template team" and then have a General tab, obviously, and a "template channel" with the "generic Planner plan" in it as a tab, that they can update as needed. Can add Jane or remove Rick, or add Jannell, etc.? We are not new to the products, yet not major developers and so it will be tough to just "make it happen." .... which is why we are asking here! Thank you! Matt
Planner Calendar does not update in Outlook
I recently saw that Planner had Outlook integration now so I decided I would finally give Planner a chance. I created a task in Planner and thenI clicked ''add plan to Outlook calendar'', the calendar was added to Outlook and I saw the task I created as expected. However now when I add new tasks they do not get added to the Outlook calendar, all I see is the first task I created before syncing Planner to Outlook. Even the iCalendar link provided dosent work. How is Outlook integration for Planner supposed to function? Any idea why the calendar isn't updating? Thanks!
Switch from GMAIL to O365 tracking training?
Good Afternoon, So here in the near future we will be switching from GMAIL to O365 just like a any company you can send people any training video and they can say that they did it but in reality they did not. Is there a way with likehttps://support.microsoft.com/en-us/trainingyou could send people some training videos and then get a notification when they watch it or not? I would like to get out as much info as possible before doing the switch over but I would also like to know if people are actually trying to learn or not. Thanks.
Project Online functionality
All, I started a new role with a company, and I have been a few years out of the saddle with MS Project. It seems that the newest version Project Online is set to replace the local version. My question is how well does Project Online integrate with MS Planner? The goal would be to publish a project and have the tasks populate in Planner, with completed tasks feeding back to Project Online. I heard this was true but seeking confirmation. Thanks for any input or suggestions on how best to accomplish this process.Planner User Policy Stops Task and Plan Deletions
The Set-PlannerUserPolicy cmdlet allows Microsoft 365 tenant administrators stop users deleting tasks created by other users. However, an undocumented consequence of setting the policy for user accounts is that it stops those accounts removing plans too. The unexpected block imposed by Set-PlannerUserPolicy caused problems when attempting to delete a plan with PowerShell. It would be nice if the modules created by Microsoft worked as expected (and as documented). https://office365itpros.com/2024/06/21/set-planneruserpolicy-effects/🔃 How to synchronize Microsoft Loop task list in Planner and Microsoft To-Do
NEW VIDEO N. 354 There is a fantastic integration that involves the tasks list of Microsoft Loop, in fact, this one is not a normal tasks list but is fully integrated with Microsoft Planner and Microsoft To-Do. This means that you can collaborate and centralize your tasks list, every new task created in Loop will appear in Planner and To-Do and vice-versa. #Loop #Teams #MicrosoftTeams #giulianodeluca #remotework #remotelearning #Microsoft #corporate #tutorial #officetips #Microsoft365 #Planner #ToDo
