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Karina_Z2415
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Joined 5 years ago
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Re: Planner tasks "template" for same tasks monthly
Hello, Matthew! You're right about using Power Automate for this reason. For example, in our company, we've created a manually triggered flow connecting Forms, Microsoft Planner, and Teams. And now, each time when we need to create some content around, for example, a new product update, we just need to submit the form, and then, all repetitive tasks will appear in a needed channel's Planner tab (with all content including assigned to, check-lists, etc) By the way, I can share more details if you're interested One more good solution is to build Teams Templates with a pre-built Planner tab. Thus, each time when you create a new team from the template, channels with pre-configured tabs will be copied (including Planner Tab). Here is a link that can be helpful: https://www.salestim.com/microsoft-teams-for-finance-professionals/14KViews1like1CommentRe: Reproducing templates in full
Hello! There is a good solution on how to create Teams Templates with Apps (such as Planner, Yammer, SharePoint, etc.) Here, they're describing how to build a Planner with Teams Templates: https://www.salestim.com/microsoft-planner-templates-step-by-step-guide/757Views0likes0CommentsRe: Microsoft Planner Template
Hello, Julia! Maybe Microsoft Teams Templates can fit your organizational needs? For example, you can build a template just once and quickly create teams from the template for each of your new projects. And here you can find some information about the creation of a Teams Template with a pre-built Planner! https://www.salestim.com/microsoft-planner-templates-step-by-step-guide/161KViews1like0Comments
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