Microsoft Planner
137 TopicsTab is not visible for single member in shared channel
Hello everyone, Another day, another M365 mystery. I have a client who added a website tab to a shared channel that is linked to a Planner plan. Technically, this “plan” isn’t a standard plan, as it was created via a Loop component in the channel conversation. Very confusing, I know. So far, so good—this tab is visible to all members of the shared channel except one person. I’ve checked, and everyone has the same licenses. Any ideas on how to solve this mystery? Best regards, Hisham6Views0likes0CommentsMicrosoft Planner – Audit trails for Cards (Activity)
Hi folks, Could we please have an activity feed for each card to log who did what? Having the ability to know who changed the dates, the description, etc., would help increase the transparency and the integrity of the information contained in it. We might want to mimic what is currently done on Trello. For example: Dimitri Pletschette set this card to be due Jun 6 at 11:50 AM a few seconds ago Dimitri Pletschette added this card to To Do 5 minutes ago Feel free to jump into the conversation below. Dimitri https://www.linkedin.com/in/dimitripletschette/ | https://dimitripletschette.medium.com/ | https://twitter.com/dimitri_twt | Microsoft | https://dimitripletschette.com/600Views6likes2CommentsMsn partner hub program Invitation code inquiry
Hi , I don't have access to any publisher of msn partner hub program. But I just wanted to join it at any cost. This is very important for me join it. Please send me an invite code for it. So, I can join it. Or send me the link of any publisher so I can contact him. Please help me out to join this program. It is very essential for life fulfill my life purpose. I will thankful to you. With my best Regards338Views0likes1CommentMicrosoft Planner & Automate: The Perfect Duo
Power Automate & Planner In a world of ever-increasing deadlines, content management, or a campaign for outreach. Sending emails tracking Todo's and keeping track of deliverables can be a daunting task. In a previous blog we talked about Microsoft Loop, a great tool for real-time collaboration and project management. Planner’s ease of use and intuitive design gives you many ways to view your project called a plan. You can build it from scratch or use many of the templates for the most relevant scenario. Power Automate is a cloud-based platform that allows you to run, schedule and create your own automated workflows. This can be very helpful if you need to see reminders, emails, notifications, and much more. Power Automate works seamlessly with Microsoft and third-party applications. Some flows are very easy to use. We will follow a scenario to learn how we can use a scheduled flow. Scenario An editor at Contoso. is responsible for managing the publication of blog posts. To streamline the process, they use Microsoft Planner to track the progress of each blog post and Power Automate to send scheduled summary emails. Creating The Planner Board Navigate to Microsoft 365 login at https://m365.cloud.microsoft.com. Sign in with your user credentials and authenticate with the Microsoft Authentication App. While you are signed in, navigate to the top-left corner of the App launcher (Grid icon), then select the planner app or use the search bar by typing “Planner.” Navigate to the bottom-left corner of the screen and click “New plan” then select “Basic.” The editor creates a new plan in Microsoft Planner called "Marketing Blog" or whatever you would like. Select the desired group from the dropdown menu, then click "Save" button. In the top left-hand menu, select "board" for the kanban view. Create buckets for different stages of the publication process by typing in the "Add a new bucket" area. Create the following buckets. "Backlog," "Final Draft," "Review," and "Published." Each blog post is added as a task in the relevant bucket. For example, a new blog post idea is added to the "Final Draft" bucket. Tasks to Accomplish Now that we have created the planner, let's assume the role of the editor. The editor must closely monitor the blog editorial calendar, which is represented by our Planner board. To streamline the process of tracking outstanding items and blockers, the editor should receive a scheduled summary of each bucket we have created. The editor will need to perform the following tasks The editor assigns tasks to team members responsible for drafting, editing, and reviewing the blog posts. The editor regularly updates the status of each task, moving them to the appropriate bucket as they progress through the stages. Lastly, the editor will receive a summary every Monday at 9:00 AM before the teams Morning standup meeting. You can tailor the time to your needs. Using Power Automate for Scheduled Summary Emails You can access Power Automate from the Microsoft 365 App Launcher, or directly by going to https://make.powerautomate.com/enviroments. Once you’re logged in: Click “Templates” on the left-hand panel. In the search bar above, type “Create a daily summary of Planner tasks by bucket.” Click on the corresponding card. The editor sets up a Power Automate flow to send a weekly summary email to the team. They create a scheduled cloud flow in Power Automate, specifying the start date, time, and frequency (e.g., every Monday at 9:00 AM). Scroll to the bottom of the page and sign into your “Planner” and “Office 365 Outlook” account then press the “continue” button. In the top tab click on the “Reoccurrence” card. Add the following information “Interval,” “Frequency,” “Time zone,” and “Start time.” For the time portion please use military time and the (Year-Month- 24T- 00:00) change the relevant time. Next add the “List buckets” by clicking on the corresponding card and entering the plan you created under “Parameters,” PlanId “Marketing Blog.” Next add the “List Tasks” add the PlanId again under the parameters. Then add your username or email address to the last card “Send an email.” Lastly save your flow. Testing the Flow It is recommended that you first test your flow. This is beneficial to flag any issues and the process and see how best to troubleshoot the flow. Note: Trigger: The event that starts automation. Actions: What happens after the trigger (e.g., creating or updating a Planner task). Next, click on the top-right ribbon and select the test button. You will see two options. However, the automatically test will be greyed out because there is no initial test. Click “Manually.” The flow is now listening for a trigger to perform an action. Just like the one we set up. Go to your Outlook email and see if you received the email. It may take some time to run. However, if an issue has occurred see if there is an issue with the flow. If the flow was successful, you should see an email like the one below. The Reviewing and Collaborating The editor reviews the summary email to ensure all tasks are on track and deadlines are met. They use the summary to identify any bottlenecks or tasks that require additional resources. The editor collaborates with the team to address any issues and ensure a smooth publication process. In Conclusion Automating tasks in Microsoft Planner with Power Automate can significantly reduce manual overhead and enhance team productivity. By leveraging triggers, conditions, and planned actions, you ensure tasks are created, tracked, and completed more efficiently. Whether it’s converting emails into tasks, updating task statuses, or sending reminders for approaching deadlines, harnessing the power of automation in Planner can transform the way you manage work. Hyperlinks Microsoft Planner for admins - Microsoft Planner | Microsoft Learn Templates | Microsoft Power Platform Power Automate Documentation Planner Templates on Power Automate3KViews0likes2CommentsComment Box on Tasks in Microsoft Planner is not working / responding
I have used both Basic and Premium subscription to create Plan. The comment box in task does not allow me to type anything. It seems inactive. I have created all the plans for groups, So the group members can access it. I have created a task and assigned myself as well as one other person. Surprisingly he can comment through comment box, but I still can not. There are no access rights issues because i am the group owner and teams admin. I have no idea, why for the same task I I have used both Basic and Premium subscription to create Plan. The comment box in task does not allow me to type anything. It seems inactive. I have created all the plans for groups, So the group members can access it. I have created a task and assigned myself as well as one other person. Surprisingly he can comment through comment box, but I still can not. There are no access rights issues because i am the group owner and teams admin. I have no idea, why for the same task I can not comment and others can. I have tried different browsers and Teams but still did not able to find any solution. can not comment and others can. I have tried different browsers and Teams but still did not able to find any solution.38Views0likes0CommentsConnecting tasks experiences across Microsoft 365
In this new normal, Microsoft’s vision for a unified tasks experience, which we first announced at Ignite last year, is more relevant than ever. Since then, we’ve made significant progress in creating a coherent, integrated, and intelligent experience to help you stay organized. Microsoft Teams, Microsoft Outlook, Microsoft Planner, Microsoft To Do, and Office—specifically, Word, Excel, and PowerPoint—all play a role in the Microsoft 365 tasks experience.107KViews23likes25CommentsPlanner App no longer showing Private/To Do tasks or Flagged Emails
I noticed that the Planner App in Microsoft Teams is no longer showing Private/To Do tasks or Flagged emails. This is true in both the Teams Desktop client as well as Teams for the Web. However, they do appear in the Planner app within the Mobile Teams app. I am on targeted release and have attached my version information. I confirmed they are still showing up for a user that is not on targeted release...so I assume there is an issue with the newest version of Teams. Does anyone else notice this?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?2.1KViews2likes4CommentsThe new Microsoft Planner: Meet the Makers and learn what’s coming next
Join us for two special events where our Planner product team shares what is coming to the new Microsoft Planner. In our Meet the Makers virtual event on April 3 rd , leaders from the Planner product team will talk about the latest on the future of task and work management for Microsoft 365. They will explain how the new Microsoft Planner brings together the simplicity of Microsoft To Do, the collaboration of Microsoft Planner, the power of Microsoft Project for the web - with the intelligence of Microsoft Copilot - into a simple, familiar experience. Our experts will showcase some of the key new capabilities and improvements of the new experience, including demonstrations on how to leverage Copilot in Planner to create plans, tasks, and goals and get Copilot to answer questions on progress, priorities, workload and more. On April 4, we will host a special Ask Microsoft Anything (AMA). During the AMA session members of the Planner product team will answer questions directly from the community. This is a great opportunity to get answers to any questions you may have from the recent Meet the Makers event. Agenda + Experts (all times listed in the Pacific Time Zone (PT): Wednesday, April 3 Meet the Makers Kickoff [MC: @Karuana Gatimu] 10:05 – 10:40 am – Meet the Makers | Planner Experts: @Howard Crow & @Roberto_Bojorquez Leaders from the Planner product team will talk about the evolution and vision for Microsoft’s tasks and work management offerings. They will showcase some of their favorite new features that will help individuals, teams, and large organizations manage their tasks, plans and projects more effectively, and demonstrate how to leverage Copilot in Planner to create plans, tasks, and goals. Thursday, April 4 Ask Microsoft Anything 10:00 am Kickoff 10:05 – 11:30 am -- AMA | Planner Experts: Session Description: Bring your questions for members of the Planner product team about the new Microsoft Planner. Please share any questions that you would like our experts to address in the comments below.39KViews9likes30Comments