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Using MS Loop with MS Teams and Planner

Anonymous
2023-10-06T13:46:33+00:00

Hi,

I am wondering if there is a way for MS Loop notes to be synced to the same Planner "Plan" at every recurring occurrence.

Currently, every instance of the meeting created a new plan in MS Planner, but I would like it to continue adding tasks to the same Plan to keep it all in one place.

Basically, this is a daily sync meeting where we talk about the upcoming tasks and what is happening for the day, any other ideas are also appreciated

If I'm not clear, please feel free to ask questions

Thanks,

Yan

Microsoft Teams | Microsoft Teams for business | Meetings and calls | Other

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  1. Anonymous
    2023-10-06T15:13:06+00:00

    Hello Yanleb0334,

    I'm Ibhadighi and I'd happily help you with your question. In this forum, we are Microsoft consumers just like yourself.

    Yes, you can sync your MS Loop notes with MS Planner. Task lists, like any other Loop components, are portable pieces of content that stay in sync across all the places they are shared. These tasks also sync with Planner and To Do, making it available for users to manage their tasks from the applications of their choice (https://support.microsoft.com/en-us/office/manage-your-tasks-from-loop-task-lists-and-collaborative-notes-in-planner-and-to-do-94383070-5f2f-4954-8607-7b7ebff5d43e).

    You can create Task lists in Loop application workspaces and see them as a plan in Microsoft Planner. As a user of Microsoft Planner, you will be able to edit these tasks via Planner interfaces and get these changes synced back to the Loop page (https://techcommunity.microsoft.com/t5/microsoft-to-do-blog/unlock-new-experiences-with-microsoft-loop-app-and-tasks-in/ba-p/3780584)

    However, as per your requirement of having all tasks in the same Plan for every recurring occurrence, currently, it seems that every instance of the meeting creates a new plan in MS Planner. There might not be a direct way to continue adding tasks to the same Plan for each recurring meeting.

    As an alternative, you could consider manually moving or copying tasks from the newly created Plan to your main Plan after each meeting. This way, you can keep all tasks in one place.

    I hope this helps.

    Best Regards, Ibhadighi

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  1. Anonymous
    2023-11-30T02:21:40+00:00

    You may actually do it the other way round, use your plans from PLANNER in LOOP...

    Check this very useful post: https://insider.microsoft365.com/en-us/blog/keep-your-planners-inside-the-loop-for-the-web

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  2. Anonymous
    2023-11-30T02:22:42+00:00

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  3. Anonymous
    2023-10-30T11:41:22+00:00

    I was doing this and today I received a warning message about moving a planner task off a meeting to a new plan. Is something changing?

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