How to automate Planner and integrate it with Power Bi
Lets say on my work i have to do the same exact activities, one after another and my boss wants to assign those tasks to my team through Microsoft Teams, how can i make like a sample tasks that i just change the name but the check list is the same and that those tasks are linked one after another. Besides that I want to know if its possible to graph how much time it takes me to complete those tasks using Power Bi or any other application from Office 365. Thanks for your time and help.How to create a sub-plan in Office 365 Planner
Dear all, The Office 365 Planner tool is a full Web application you can access from your Web Browser. This tool is helping grouped employees to manage some project without all the solution possible via Project Online. You can create tasks, group of tasks (named buckets), assign it to users, ... This is part of the modules available when you create an Office 365 Group (like Stream, PowerBI Group, Group Forms, Teams, …) and is covered by the Office 365 E1 license, you don't need additional license to use it. But when you create one Group, you have only one Plan associated natively. So this could be ok for many basic usage, but for many User group they can need to have more than one Plan to manage there daily job with the same employee team. For example, an IT group managing the helpdesk support can have several projects to manage in the same time in addition of the helpdesk job: Install the last video solution into the room XXX Test the new laptop configuration with the last internal Windows 10 image Prepare the arrival of the employee YYY ... As you can see each of these items are dedicated project with specific tasks associated, and sub groups (buckets dedicated too) So this use-case validated the request proposed into the UserVoice for Planner: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/11436501-instead-of-1-to-1-allow-groups-to-have-many-plans As you can see in the status, the solution is partially enable, and I will explain how to have it. You have to use the Teams dedicated application for that, via the "add a Tab" option: Into the application selection, you have to Choose Planner You have now to define the name of the new plan you need to create (the project name for example) And you will retrieve it into your Teams application tab If you now go into the Planner web application, you can retrieve that new plan and if you look the name you can find the SubPostion plan (SPS-Genève > General) Navigating into that new Plan with the Planner Web App will be as usual Attention: This solution is perfect, but you have to be accept the permission management, there is no permission isolation into those created sub-plan and the access for the sub-plans are the one placed into the root (basic Office 365 Group permission set). It will probably become, but it's not yet implemented Hope that will help to adopt that product which is in continuous evolution Fabrice Romelard [MVP]
Trello vs. Planner - whats missing in Planner and what would make it better than Trello
Hi Everyone, So as a user of Trello (but an enterprise user of 365) I am constantly fighting the battle to migrate over to Planner from Trello (I want to migrate). The following elements are what we see as what is missing: - Full Integration with Outlook task management - Ability to export plans from project and create a new plan in Planner - The ability to move tasks with assignments, attachments and comment history's between plans - I get the fact around plan members but we need to be innovative about how to resolve this. - Desktop version or added fully to Teams and/or Outlook - Ability to create an executive summary board by enabling the ability to sync the same task on multiple boards without giving access to the assigned person - Ability to @tag someone in comments and send a notification to them - The ability to see all the tasks across all the cards at the Hub level (similar the calendar feature in Trello) - Be able to set recurring tasks and assign the bucket and plan they appear in - When copying a list from other office apps it adds one line per checklist item - Ability to set hotkeys - PowerBI link to complement current reporting - Gantt chart view with dependencies and resources - Configurable notifications i.e. if I am syncing with an external tool e.g. unito I would like the ability to not get thousands of notifications each time it syncs. - The ability to change the order of plans in the favourites area - Change the background colour and design to each Plan - Ability to watch tasks - Ability to copy a board - Ability to set a time as well as a deadline date - Ability to print a board - Voting - How to use this board notes area which allows pictures and info graphics What would make it better than Trello: - The ability to assign a priority to a task personally I use the Franklin Covey method of ABC and 1,2,3 but any 2 level prioritisation would be fine - Once a priority assigned for that task to be priority ordered in the bucket(s) it exists - Stickers and the ability to filter against them - Configurable Progress categories - Email to task/ bucket/ plan - ability to assign a checklist item and due date to someone not necessarily on that plan - set dependencies against other tasks - Different template designs e.g. agile, 7 habits etc. - Ability to set an alert against a task - Custom fields - List views - Add 'live' power bi tiles and show on card e.g. simple KPI tracker - The ability for the board admin to fix cards into position preventing members from moving them and finally further develop links to other software e.g. Mindjet Mindmapper, zoho, salesforce, etc. Its a long list I know but welcome anyone else to add to this
Planner Roadmap - Admin and Support
The planner roadmap at https://www.microsoft.com/en-us/microsoft-365/roadmap?filters=Planner shows only one item in development. There is limited ability to administer and hence support plans (report on use, restrict access (beyond limiting office 365 groups), admin access for support, export data). https://support.office.com/en-us/article/microsoft-planner-for-admins-9652e4c7-48e3-4dad-9e71-0c783ec3d0f8 Any updates on planner administration?
New Office 365 Group not shown when creating new Planner Plan
Our organization created a new Private Office 365 Group (not a Team) but when creating a new Planner Plan this group is not shown as an option to assign the Plan to. We've created Private O365 Groups previously that are not Teams and were able to create new Plans associated to those teams. What would be different or what other settings have limited this group from showing up?Planner Dashboards (Cross Planners, AD Direct Reports, Etc.)
What - if any - rollup capabilities do the planner dashboards have? I'm looking specifically to Planner as a solution for a central, simple, unified task management platform. However, my reporting needs would include: Roll-up of multiple planners into one view for a user (Similar to what the old MySite task rollup allowed) Roll-up of multiple planners into one view for a project manager, admin, etc. Ability to view a team's tasks...for instance based on AD manager
