How to create a roster plan on Teams/Outlook or Any Microsoft tool

Ahamed Musthafa Careem 461 Reputation points
2024-02-26T09:50:14.64+00:00

Hi, I want to create like a roster plan for my company to allocate work.
What Microsoft tools can I use? If there is a feature in Teams what is it and how to enable it? If there is any 3rd party free tools let me know, but I will be considering Microsoft options first.

If there is no specific tool for this, and if have any workarounds let me know.
Scope:
There is a monitoring schedule which happens in roster. Instead of me reminding daily I want to have something which reminds them or put everything one place.

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  1. Anonymous
    2024-02-27T02:38:56.4733333+00:00

    Hi @Ahamed Musthafa Careem

    1.Microsoft Planner:

    a.Roster Plans: Microsoft Planner now supports roster plans, which are containers for managing tasks and assignments. Rosters allow you to organize plans without relying on Microsoft 365 Groups. Schedule View: In Planner, you can use the Schedule view to get an overview of upcoming tasks and easily set dates by dragging and dropping tasks.

    b.Charts View: The Charts view helps you track the status of your plans.

    How to Enable:

    To create a roster plan in Microsoft Planner, follow these steps:

    Create a Roster: Use PowerShell commands to create a roster (a security container) that holds members and plans.

    Add Plans to Roster: Once the roster is created, add plans to it.

    Members: The creator of the roster is automatically a member, and additional members can be added via the Planner web UI.

    For detailed instructions, refer to the Microsoft Learn article.

    Limitations: Currently, there is no user interface (UI) within Planner to create a roster plan directly. PowerShell commands are used for this purpose.

    2.Shifts App in Teams:

    If your company uses Microsoft Teams, consider using the Shifts app. It allows you to create schedules, assign shifts, and manage work hours.

    How to Enable:

    Open Teams, go to the Shifts app, and start building your schedule. You can assign shifts to team members, copy and reuse shifts, and manage open shifts.

    Please refer to this document for more details.


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  1. Tobias Asboeck 0 Reputation points
    2024-03-16T21:37:49.41+00:00

    In addition, every Loop task list creates a roster plan (Planner Lightweight plan). You can create the roster plan with PowerShell via Graph API or GUI through a Loop task list. After you create the task list, there is an option to open it in Planner. It's the roster plan. I described this in my blog post in January.

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