Tasks by Planner and To Do: How to tag team members on tasks for awareness but not for ownership
Hello all - I'll trying to figure out if it's possible to include team members on individual tasks in planner so that they can be aware of the progressing being made on key tasks rather than assigning them as responsible team members. For instance, in the example attached, I would like for Rohan to be the individual responsible for the task. However, I would like for Dave to receive updates as comments and changes are made to the task so that they can also be aware of progress. Appreciate any insights you may have. Thanks!Tutorial: Connect Microsoft Milestones To Microsoft Planner
This https://youtu.be/0PqaJPRPTFI will demonstrate how to integrate the Microsoft Milestones app with Microsoft Planner. To integrate in this context means to connect the Milestones App with Microsoft Planner so that when a new work item is created, it automatically creates a task in a planner board and bucket of your choice. Note that this tutorial does not leverage Power Automate but rather just adds the MS Planner connector to the Milestone app and invokes the MS Planner create task action when the create new work item button is selected. Check it out https://youtu.be/0PqaJPRPTFI.
How to Save a MS Planner Board and Share it With a Client
Hi, One of my service offerings as a consultant is setting up Microsoft 365 for mentors, coaches and consultants. I am a Coach and have build a proprietary coaching management system in Teams and MS Planner. I just built out a new client in Microsoft 365. They are a totally different tenant/account etc. I know Planner has the ability to copy plans from one group to another. I have done this. Is there a way to copy a plan to a customers Microsoft 365 which is a totally different tenant? I have a number of "MS Planner Templates" I want to just port over to clients without having to Re-Build them
