Loop + Planner | Create Better Tasks and Tracking
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- Опубликовано: 6 июн 2024
- Managing tasks in Microsoft Loop can be a bit confusing with various options. We'll walk you through task management, integrating a Planner Board, and sharing valuable tips. Plus, we'll discuss our wishlist for future improvements. Let's get started!
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0:00 Welcome
1:35 - Starting in Loop
2:35 - New Board Views!
4;35 - Planner and To Do Integration
5:30 - Starting from Planner
8:45 - Tasks or Project Tracking
11:07 - Our Wishlist
#taskmanagement #m365 #modernworkplace #newplanner #microsoftloop 
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One feature that I am keen for is if the tasks created in Loop can automatically be added to an existing Planner plan under a bucket you determine. Right now each time you create a task in Loop, Loop creates a new plan and I'll end up with multiple individual plans. But then in my organisation we use one central plan in Planner to track different lines of action and my Loop tasks don't end up there, I will need to go back to the Planner and add them separately. I would like to see for instance taking meeting notes and minutes in Loop, then creating a simple task in Loop straight under the minutes and then that task automatically can be added to the organisation's existing central plan in Planner and not create a new plan.
Yes - would love to see a tighter integration here!
This is so obvious.... But we will see if Microsoft will make this happen
I’d rather how it currently works. I create a task board on a single loop page, I can keep coming back to the same task board and adding tasks
@@JezArnold It's about having options.
I detest Loop. It appeared so great at the onset but it's never accessible where it should be and I can't delete it from its unhelpful. #fail
Great video. 100% on the wish list for Planner tasks in Loop. I agree that it would be useful to insert a single task from a planner board as a component. We use the rest of the page to discuss and collaborate on that task. So it would be good to have a live view of that task from Planner.
Thanks for the compliment! Your Loop content is great as well 😊 I think we both see the potential of what it could become.
Loop is missing a Gantt view! Can't wait to be able to do programmes in it
Would love to see a Gantt
Man it's hard to go all in on using some of this stuff when it's still in such a fluid hot mess state. To borrow from your Co-Pilot review, it's all "almost amazing"
It's one of the curses of evolving tech for sure. I want to know what's coming/changing, but I also dread waiting and transitioning through it.
Sorry to disagree. It is ALREADY amazing. And they are continually adding more to make it more amazing. Not using it now, will in my opinion only make it harder to transition later.
One thing I still hope to see is to be able to assign subtasks to a person and due date. It's not there yet, but even without it, we are more efficient with it than ever before.
I’m keen and still waiting for a security level on a task that only the creator or another owner can complete the task. I have eleven people assigned to a task that links to various docs on SharePoint. Each person reviews and update section of the docs but not complete the whole task. I get them to sign off on a form there job is done. Educating Poole to not complete the task is like herding cats. Also excellent Vid thanks
If I remember correctly that feature comes with Project for the web, or rather Planner premium now. It also supports subtasks the way you are talking about, rather than just a check list on a task.
Created a task list in Loop, and used the Loop function to create a Planner board. Does this guarantee that the tasks will stay in sync if I change the task in either tool? Seems like I'm seeing them get out of sync. Specifically, I see more tasks in Planner than in Loop.
That's the idea for sure. I have noticed things being a little slow sometimes too, thinking it was broken, then coming back later and things being completely synced up. So there's still some room for improvement for sure. I generally trust using them each independently with confidence things will sync, but would avoid flip flopping between each with quick updates.
I think when I'm editing the item in Loop, it's making a copy of the item in Planner, and leaving the original also in Planner. I can't prove it but seems legit. I'll keep playing.
@@barrygriffey712 I found that adding items subsequent to creating a Task List in Loop have problems syncing to Planner (I pin that Task List's Planner View in Planner app after creating). Creating a Plan in Planner, then pasting the URL in Loop is much more robust syncing. But, you don't get the different presentations on the Loop side (e.g. list, calendar, etc) that you see in Planner itself - you do get the Kanban style of presentation.
Is there a way of integrating loop with a premium planner plan ?
I haven't tried it yet! I'll try to check it out.
How can I combine tasks from different pages in 1?
Right now the way to do that would be to create a component from the task list and paste it into the other page you want it to display
I just tried to create with Loop, but it doesn't create the column for the bucket. Weird
Strange! It should be out in public release now, maybe it's rolling out in stages.
I really dont get the benefit of using Loops when you could just go to planner?
Is it to display multiple plans lets say if you had multiple teams using planner or projects you could display their progress etc
It's sort of a "choose your own adventure". I love the ability to see Planner content alongside other content on a loop page, as opposed to having my whole window be "Planner". You can 100% display multiple Planners on the same Loop page as well, which isn't possible in Planner.
Tasks can be repetitive but if I create a task in loop it can not be looped even if I go to the task directly from todo. like whyyyyy
Could you clarify your question? I'm not sure I'm following.
Monday.
Tuesday
Its a mess. I am sorry. I understand that Task, Progress Tracker and Kanban are used for different things but the itsy bitsy problem I have with that is there is no description that the Tasks are the only ones that get you the Planner sync, despite both Kaban and Tracker have the option to assign the problem solver. Now with new planner you cant really generate the loop link probably "yet", but you also cant access the loop created planners through it as well because thats still kinda the old planner system. I don't want to sound overly negative. There is usefulness to all this, but god damn $158.735B profit for 2023 Microsoft. Mess and lack of clarity like this are insulting to me.
Oh no you're not overly negative, it's still a little messy - I'd love to see a world where a "Task equals a Task" in every respect. But I do also see a purpose for tracking larger concepts that aren't actual tasks. It's a tricky line to ride. And yes on the new Planner stuff - little bit half-baked right now.
Full of things it *can’t* do !
What's one thing you'd like to see? I can pass it along to the team.
@@BulbDigital All the things you’ve just said it can’t do?
More Microsoft junk