The Tasks app provides notifications for Planner tasks which will show up in your Teams activity feed both on your desktop and in the Teams mobile app. Use these filters to find tasks, or to scope your view to more easily select a group of tasks to change. You can filter My tasks lists by due date and priority, and Shared plan can additionally be filtered by label, bucket, and assignment. Options can vary depending on the list you're viewing. You can also choose More options and then select Delete, Move task., or more. Press and hold the SHIFT key to select multiple consecutive tasks, or press and hold the CTRL key to select multiple nonconsecutive tasks.Ībove the tasks list, on the left, choose Progress, Priority, or Due date and choose an option. Select a task by clicking or tapping somewhere on the task that is not the Complete circle or the name of the task. To change several tasks at the same time, or do a "bulk edit", follow these steps. ![]() It also allows you to filter your tasks, which wasn't available to To Do previously. This is called List view, and allows you to change many tasks at once, which wasn't as possible in either To Do or Planner before. Rename the Teams tab for a plan (Tasks app will use this name)Ī unique feature of the Tasks app how it displays tasks and information associated with them in rows and columns. If everything runs smooth, your task will now appear in Microsoft Planner every month.Note: To find out how to perform specific actions in Planner, see the Planner help and learning center. We can save it, enable it and test it out. In our case we add a link to the billing sheet we want the finance department to use, which is an Excel file. In this task, we need to refer to our original planner task ID.Īnd after that we can add some more information. For this we add one more flow called “Update task details””. Now we have created the main task, we can also update or add more details under the planner task details. Important: For Assigned User Id’s, fill in the email addresses of the users that you want to assign the task to. ![]() In our example we want to enter some dynamic fields, for the Start Date, Due Date and also to show a dynamic date and time in the Title.įor the Start Date we want today’s date, so we will have to fill in a Dynamic Expression:įor the Due Date, we want to set it 15 days from today, hence we fill use the expression adddays() to add 15 days from today (utcnow()):įor the Title we also want to add the Due date, hence we will add the adddays function as well there:Įxpression 1: formatDateTime(adddays(utcnow(),-15),'MM')Įxpression 2: formatDateTime(utcNow(),'yyyy') ![]() We find Planner and select “Create a Task”Īfter that we select which Planner Plan the task need to be created, and we fill in the information that we want to show in the planner task. Now we can see the Flow editor screen, with our monthly recurring task as starting point. In our example we want to have a monthly reminder, so we set the repeat time to every 1 month. Learn how to use To Do and Planner together to manage individual tasks, schedules, and teamwork across Microsoft 365 apps. Give the flow a name, and enter the schedule. Go to and click on “Create”, and select “Scheduled Cloud Flow” In this example we will teach you how to use Power Automate to create recurring tasks in Microsoft Planner.įor this example we imagine that we want to remind our finance department to check and send out a monthly invoice to the customer. ![]() Microsoft Power Automate can create workflows to sync data across apps and software, generate real-time notifications to alert stakeholders, update databases with new information and collect data from Power Apps or other data sources. Microsoft Power Automate (earlier known as Microsoft Flow) allows you to automate repetitive manual tasks and paper processes via an easy to use drag-and-drop wizard.
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