office 365
162 TopicsUnderstanding Planner plan options
Hello! First time posting because I'm not an M365 admin at my company so apparently cannot contact Microsoft directly. We are a small company with about 25 employees and have started using Planner to capture actions from meetings. The biggest concern with this is how to recover task cards that are accidentally deleted. Looking at the Planner 3 plan, it looks like that covers task history. If we have the board owner on a Planner 3 plan, can regular users create, assign, add checklist items, and comment on task cards? Though if I'm understanding correctly, task history does not provide a recovery option if a task is accidentally deleted. It seems that we need a third party tool to be able to recover deleted tasks. Is that an accurate understanding, or does Microsoft have a native way to recover tasks? Thank you!Solved54Views0likes4CommentsTimeline zoom
Hello, Is there a way to lower the zoom level in the Timeline view to less than 1 week? I have a couple projects with multiple dependent task per day but if I use the maximum zoom level in the Timeline view I don’t get a good overview of the different task in for example a 4 day period. I was expecting a Gantt chart like view, like what you have in Microsoft Project, in where you can zoom to a minute level granularity even.98Views0likes1CommentPlanner - Plan 1 - Welcome message
Hi, we're using Teams for managing our projects. We have Team "Projects" and there are many channels inside this Team. Each channel represent our project (we are HVAC company). With the basic Planner, I used to create channel "Mr. Newman" - inside that channel we have all files related to that project, we have discussions about that project and we also have Planner assigned to that project. Which works well. Since we are growing, I wanted to test the Planner Plan 1 (I like the Goals, timelines etc), however, there is a huge problem that when I create the Planner now (the premium one), it sends an E-mail to everyone. I don't want that. All of the employees are getting emails that they have been added to the planner "Mr. Newman" etc. and they are asking what should they do with that? How do I turn that off? Thanks, Jakub110Views0likes1CommentIs using Planner for tracking OKRs a good idea?
So our team has been trying to use Planner to track OKRs. We set up buckets for each objective and tasks for key results. It kinda works for a small team but now that leadership wants to roll it out company wide, its getting messy. Theres no way to show progress rollups from team-level OKRs to company-level ones, no percentage tracking on key results, and managers cant see a consolidated view across teams. Has anyone found a decent way to make Planner work for OKR tracking at scale?115Views1like2CommentsIs there any way to connect Planner tasks to OKRs or company goals?
We use Planner for task management, and there's no native way to tie a Planner task to a higher-level goal. I looked into Power Automate but the Planner connector doesnt have a field for "parent objective" or anything like that. Are other orgs just using spreadsheets for this? Feels like there should be a better way.112Views0likes1CommentNew planner doesn't show a "schedule" view of tasks assigned to me from different plans
The new version of web-based Planner was enabled for me a few days ago, on November 17th. Apparently, I realized that one of the features I used is missing. At the "My Tasks" view, in the old version of Planner, one could choose to have different views, apart from the grid view. The most useful one for me was the "schedule" view, since I could see in one calendar, all assigned tasks from different plans/teams/projects. This functionality now seems to have been removed, and one can only see one separate schedule per plan.2.7KViews9likes10CommentsFiltering tasks based on custom columns in Microsoft Planner?
In Microsoft Planner, I can add a custom column, and it appears in the table view. However, I do not see an option to filter tasks based on the new column. Is this a supported feature, or is there any workaround to enable filtering on custom fields?Solved314Views3likes2CommentsPlanner keeps loggin out?
Hi there, Planner is asking me to login every 5 minutes or so. I'm using it on Firefox (latest update) with my Enterprise subscription. After the message pops-up I cannot add attachments from Sharepoint (need to login again). My Office session is logged on all the time. Does anyone knows how to solve this? Thanks in advance.14KViews4likes24CommentsEasily assign person(s) to subtasks
Hi all, I'm wondering if there's an option to easily assign person(s) to all subtasks of a summary task at one go. In our situation, we would like to assign all these subtasks of a summary task to the same person(s). However, at the moment is seems you have to assign the subtasks individually, which is quite labour intensive. Does anyone of you know a good workaround? Thanks in advance for your response, Jasper45Views0likes0CommentsAuto mark done for planner task when flagged email has been marked complete
Current Behavior: When an email in Outlook is flagged for follow-up, a corresponding task is created in Planner under the “Flagged Email” section. However, if the user marks the email as Complete in Outlook, the related Planner task remains in the Not Started status. Impact: This creates inefficiency and confusion in task management. Users must manually mark the Planner task as completed even though the email was already marked complete, resulting in duplicate effort. Proposed Solution: Automatically update the Planner task status to Completed when the associated flagged email in Outlook is marked as complete.121Views0likes0Comments