It would also be great if you have meeting notes from a meeting created in a channel to automatically connect to a plan if it exists (or if there is more than one for some reason, ask)! OR to have the option to connect to a specific plan right there in Loop instead of creating an instance attached to the meeting. A little too much to ask for now but would be handy 😊
You're welcome. The Loop app keeps them all together in that Meeting Notes view. If a meeting relates to a workspace, try to form a habit of adding the meeting notes to the related workspace. Use the 'Add to workspace' button at the top left corner of the meeting notes page.
It seems like the feature was built for when you are focused on one task to shift to another plan. Planner would benefit from a multi-select bulk-move and bulk-copy feature
The “Gorilla Technology” plan in my drop down list is from an M365 Group created in Outlook. No Teams attached to it. I don’t think I have ever created a Planner plan without either an Outlook Group or a Team. No, there isn’t a way to bulk move or copy tasks to a different plan. I am replying to this comment from my mobile. I will take a closer look when I am back at my desk.
Another thing to check, how did you create the plan that you want to copy the task to? When you create a plan the new Planner, it creates a standalone plan without an M365 group. You can choose to add it to an existing group, or create a new group for it after creation. It appears that I can't move tasks to a plan that isn't connected to either an M365 group, or a Loop page.
I prefer working on MacOS. Most of my M365 work uses web apps, so the OS doesn’t matter much. Some videos I make are in a virtualised Windows environment, using Parallels. I also use virtual Windows when making training videos for clients.
I noticed that we can only use planner in the “general” channel of a team. Is it possible to create a plan for every channel in a team? Ex: I created a team group that include a channel for each of the projects I manage, but I couldn’t add planner for each of the channels. Any suggestions?
I have a few teams that have different plans added to different plans added to different channels. I am using a Microsoft 365 E5 license. You shouldn't be limited to only adding a Planner plan to the General channel for standard team channels. However, if your team is using Private channels, you can't add Planner to those today.
That's kind of neat, but in all honesty, how many users will do all that after the meeting? I feel like most people are just going to live with these "dispersed" tasks lists and inevitably gripe/complain about how things are so disorganized. Personally, I think when adding a tasks component, the user should be asked if they want to link it with a particular plan. Yes, there are potential complications to address (like if the meeting attendees aren't members of the group the plan's connected to, they can't be assigned tasks), but it seems like a more proactive and useful workflow than moving things later and having those tasks disappear from the component.
Thanks CV. Follow up tasks from meetings do feel like they are scattered throughout meetings. It would be interesting to choose which existing plan we want to connect to a meeting. Or while we create a task. Though it does introduce some friction to capturing tasks. If that choice is introduced while creating the task, for each task, it can break the flow of the discussion. However, if someone is in the note taking role or an individual takes responsibility for creating a task themselves, it only distracts one person from the discussion. The current Follow-up task syncing / moving has plenty of room for improvement.
Very helpful Darrel for sure, could I ask a follow up question about Planner. I'd like to start using it more but the notifications have always been an issue in terms of when someone posts a comment/update )on the Task. To receive a notification you appear to have to comment on the task as well even if you create a task. Is this your understanding? Im just wondering how you manage that, because ideally I'd like all discussion take place on the task in the comments section, but because of the strange rules for notifications we end up discussing the tasks in the Teams channel and that can quickly become un manageable in a feed with lots of other discussions taking place. Any help gratefully received
Thank you Andy. I think the Planner comments are its weakest feature. They are stuck in using Outlook notifications. The comments themselves are very, very basic. You can’t do much with them. Like you, I prefer to use Teams to discuss a task, putting the link to the task in the original post so it’s easy to find. From the task card, use the attachments section to link to the Teams conversation, so it’s easy to find from the task. But this relies on manual effort and following the steps. If I get distracted, I forget to link. My team members find it more difficult to form this habit because it doesn’t come naturally. I hope Planner and Teams can figure out a better way to integrate comments with a Teams chat or channel post.
The tasks are easy. We use Kanban that has more functionality (add columns, add screenshots in the detailed view, etc). Why that's not connected to Planner is beyond me
I too think that the Kanban / Table in Loop is the most versatile. When it introduced the card view for each item and used Label columns to support different Board views, it was a huge improvement. The Task / Planner integration with Loop will be led by the capabilities of Planner. Behind the scenes, the Loop Task table and items have to sync with the columns available in Planner. Standard Planner isn’t seeing a lot of change, as it is meant to lead teams to invest in Planner Plan 1 - a Microsoft Project product. If Loop tables were to sync with Project tables, that would open up more options for custom columns. But I don’t think we will see that. So the decision is to either use the Loop / Planner integration and ecosystem with other M365 apps OR drive task coordination natively in Loop using the Kanban / Tables.
It would also be great if you have meeting notes from a meeting created in a channel to automatically connect to a plan if it exists (or if there is more than one for some reason, ask)! OR to have the option to connect to a specific plan right there in Loop instead of creating an instance attached to the meeting. A little too much to ask for now but would be handy 😊
I'm so thrilled to have discovered your amazing channel! Thank you!
Welcome Hubert 👋 Take a look around and let me know any suggestions for videos and topics you would like to learn about.
This is very helpful - THANK YOU!
Thanks for sharing!
Thank you for commenting 😄
I always had issues with meeting notes organization. Great tips , thank you for sharing
You're welcome. The Loop app keeps them all together in that Meeting Notes view. If a meeting relates to a workspace, try to form a habit of adding the meeting notes to the related workspace. Use the 'Add to workspace' button at the top left corner of the meeting notes page.
Thanks so much Darrell. Shame they don't allow you to move all of the tasks at once to another plan, guess that would be too easy!
It seems like the feature was built for when you are focused on one task to shift to another plan. Planner would benefit from a multi-select bulk-move and bulk-copy feature
Wow, since when can I make use of the new RUclips-Feature to hear you in GERMAN?
Amazing right? I think the feature arrived in December.
How do I link tasks from Loop to a specific Plan from a shared SharePoint Site (without Teams)?
You should be able to pick any plan in the drop-down menu that you see at 3:36.
@@DarrellaaS Thank you! That is what I just tried on my own before you replied :) Question though - anyway to do this in bulk, or no?
The “Gorilla Technology” plan in my drop down list is from an M365 Group created in Outlook. No Teams attached to it.
I don’t think I have ever created a Planner plan without either an Outlook Group or a Team.
No, there isn’t a way to bulk move or copy tasks to a different plan.
I am replying to this comment from my mobile. I will take a closer look when I am back at my desk.
Another thing to check, how did you create the plan that you want to copy the task to? When you create a plan the new Planner, it creates a standalone plan without an M365 group. You can choose to add it to an existing group, or create a new group for it after creation.
It appears that I can't move tasks to a plan that isn't connected to either an M365 group, or a Loop page.
You’re on macOS?
I prefer working on MacOS. Most of my M365 work uses web apps, so the OS doesn’t matter much. Some videos I make are in a virtualised Windows environment, using Parallels. I also use virtual Windows when making training videos for clients.
@@DarrellaaS I love my Mac too. I have a m1 16gb ram. do you think that I can run a virtual machine without worries with this amount of RAM?
I noticed that we can only use planner in the “general” channel of a team. Is it possible to create a plan for every channel in a team?
Ex: I created a team group that include a channel for each of the projects I manage, but I couldn’t add planner for each of the channels. Any suggestions?
I have a few teams that have different plans added to different plans added to different channels. I am using a Microsoft 365 E5 license. You shouldn't be limited to only adding a Planner plan to the General channel for standard team channels. However, if your team is using Private channels, you can't add Planner to those today.
That's kind of neat, but in all honesty, how many users will do all that after the meeting? I feel like most people are just going to live with these "dispersed" tasks lists and inevitably gripe/complain about how things are so disorganized. Personally, I think when adding a tasks component, the user should be asked if they want to link it with a particular plan. Yes, there are potential complications to address (like if the meeting attendees aren't members of the group the plan's connected to, they can't be assigned tasks), but it seems like a more proactive and useful workflow than moving things later and having those tasks disappear from the component.
Thanks CV. Follow up tasks from meetings do feel like they are scattered throughout meetings. It would be interesting to choose which existing plan we want to connect to a meeting. Or while we create a task. Though it does introduce some friction to capturing tasks. If that choice is introduced while creating the task, for each task, it can break the flow of the discussion. However, if someone is in the note taking role or an individual takes responsibility for creating a task themselves, it only distracts one person from the discussion. The current Follow-up task syncing / moving has plenty of room for improvement.
Very helpful Darrel for sure, could I ask a follow up question about Planner. I'd like to start using it more but the notifications have always been an issue in terms of when someone posts a comment/update )on the Task. To receive a notification you appear to have to comment on the task as well even if you create a task. Is this your understanding? Im just wondering how you manage that, because ideally I'd like all discussion take place on the task in the comments section, but because of the strange rules for notifications we end up discussing the tasks in the Teams channel and that can quickly become un manageable in a feed with lots of other discussions taking place. Any help gratefully received
Thank you Andy. I think the Planner comments are its weakest feature. They are stuck in using Outlook notifications. The comments themselves are very, very basic. You can’t do much with them. Like you, I prefer to use Teams to discuss a task, putting the link to the task in the original post so it’s easy to find. From the task card, use the attachments section to link to the Teams conversation, so it’s easy to find from the task. But this relies on manual effort and following the steps. If I get distracted, I forget to link. My team members find it more difficult to form this habit because it doesn’t come naturally. I hope Planner and Teams can figure out a better way to integrate comments with a Teams chat or channel post.
The tasks are easy. We use Kanban that has more functionality (add columns, add screenshots in the detailed view, etc). Why that's not connected to Planner is beyond me
I too think that the Kanban / Table in Loop is the most versatile. When it introduced the card view for each item and used Label columns to support different Board views, it was a huge improvement. The Task / Planner integration with Loop will be led by the capabilities of Planner. Behind the scenes, the Loop Task table and items have to sync with the columns available in Planner. Standard Planner isn’t seeing a lot of change, as it is meant to lead teams to invest in Planner Plan 1 - a Microsoft Project product. If Loop tables were to sync with Project tables, that would open up more options for custom columns. But I don’t think we will see that. So the decision is to either use the Loop / Planner integration and ecosystem with other M365 apps OR drive task coordination natively in Loop using the Kanban / Tables.
@@DarrellaaS i'm dizzy. MS' array of apps that sort of overlap in functionality is so confusing