Planner New Grid View Features
Sep 26, 2023 11:41 AM

Planner New Grid View Features

by HubSite 365 about Ami Diamond [MVP]

SharePoint Online / Microsoft Teams /Microsoft 365/ Expert at P.Z Projects

Pro UserPlannerM365 Hot News

Unveiling Microsoft Planners much-anticipated Grid View! Get a glimpse of the largest update since 2020 plus newly added recurring tasks.

A Look at Planner's Latest Updates

The YouTube video authored by "Tony Redmond [MVP]" highlights an important update on Planner's internal system, which has been in anticipation for some time now. Equipping Planner with a Grid View had been in plans noted under Microsoft 365 roadmap item 98104, since September 2022. The integration was a bit delayed but has been accomplished now, as per the adjusted date.

Interestingly, Planner's update is not just limited to the grid view. It is also enhanced with repeating (recurring) tasks, which wasn't part of any prior notifications. This promising feature was previewed in a few tenants the previous October and is now universally accessible. Though it's a pleasant surprise, the lack of prior communication on this has raised some eyebrows.

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Revamping Planner View

Ever since the Schedule view was introduced in 2018, Planner's viewpoint hadn't seen any major change, not until now with the introduction of the Grid view. It's indeed a significant enhancement since the set of labels in a plan transitioned from six to 25 in the year 2020. However, the disappointment remains with the inability to sort tasks by merely clicking on column headings.

The Grid view lends tasks of the plan in a much-organized manner. But what makes the grid even more useful is able to sort the tasks by merely tapping on a column header. Grid tasks are editable. Users can open the full task or edit properties inline, including task name, assigning new people and task dates.

It's worth noting here that despite the lack of the ability to sort tasks by column headers, the Tasks by Planner app for Teams already came equipped with this feature in 2020. It's an easy way of browsing tasks and keeping them updated.

Recurring Tasks and Planner API

The recurring tasks feature implementation is also quite intriguing. Once you create a task, you can edit its properties to set a start date, end date, and interval. As you complete the task, a new task will be created with adjusted start and end dates as per the set interval.

If you happen to remove the due date for a task, it will lose its recurring status, as the task cannot advance to the next iteration for a new due date. If you delete the active instance of a task, you can either delete the current task, leading to the creation of the next task in the series, or delete all future tasks.

Planner's Graph APIs have also seen some changes lately. Microsoft has announced the addition of application permissions, which are in the rollout process and are expected to be completely available to all tenants by the end of January. So far, the Planner API offered delegated permissions only, requiring an account to be a member of a undertaking before accessing task info, making reporting difficult. It is yet to be seen what new solutions will arise with the new APIs.

In general, with its latest updates, Planner proves to be a versatile tool for managing tasks. The grid view and recurring task features not only enhance functionality, but also improve the overall user experience. It's no surprise then that Planner is making waves in the world of task management.

Read the full article Planner Gets Its Grid View – Finally

Planner - New Grid View Feature Finally Introduced in Planner

Learn about Planner Gets Its Grid View – Finally

Microsoft's Planner, known for its comprehensive utilities in managing tasks, has recently included some exciting new features such as Grid view and the ability to add repeating (recurring) tasks. Until recently, Planner’s views remained unchanged since the addition of the Schedule view in 2018 and the expansion of labels in a plan from six to 25 in 2020. However, improvements introduced recently mark some of the most extensive updates since then.

The aforementioned Grid view is designed to improve ease of task management. It presents tasks in a structured, grid format, offering visibility for all tasks in a single snapshot. An appealing feature is that you can directly edit task properties inline, such as renaming, adjusting dates, assigning personnel, or moving tasks. Meaningly, the implementation of this view is designed to be intuitive for those familiar with the web interface.

However, this update raises one question - why did it take so long for this feature to be implemented? Especially when excellent examples, such as the Tasks by Planner app for Teams, which integrated the grid view way back in 2020, were around.

Along with the Grid view, there is also the implementation of Recurring Tasks. These tasks are noteworthy because they are created and removed in relation to their status – each time you complete one, another is automatically generated. However, if you delete the due date, the task loses its recurring status, and if you delete an active recurring task, you may either delete the task or all future tasks.

The good news from a development perspective is that application permissions for the Graph APIs, which will allow more interaction with the task information, are rolling out in all tenants. This suggests that more advanced solutions based on these APIs should appear soon.

Understanding these new features and functionalities is critical for both end users and developers. By implementing these functionalities, users can significantly improve their productivity and task management capabilities.

For those interested in learning more about these topics, several courses are available online, such as Microsoft learning platforms where you can find training related to Microsoft 365 and its applications, including Planner. Moreover, Microsoft's documentation and webinars are a valuable resource.

  • Detailed resources and tutorials on Microsoft Office 365.
  • Guides on how to use Planner for task management.
  • Webinars on Planner’s updates and newer features.
  • Blogs discussing the changes in Planner.

Overall, these updates to Planner certainly promise more efficiency and productivity for users. Leveraging these powerful tools and features properly can undoubtedly improve task management, time allocation, and project organization. Subscribing to platforms, such as Office 365 and similar resources, should provide users with all the necessary insights and updated information on these robust tools.

To conclude, it's worth emphasizing the benefits you stand to gain from staying updated with these developments in Planner. As Microsoft continues to roll out new features and improvements, being aware of these changes can significantly improve your task management and overall productivity.

More links on about Planner Gets Its Grid View – Finally

Planner Gets Its Grid View – Finally
Planner grid view and recurring tasks are now available to Microsoft 365 tenants. Grid view is a much-requested feature while recurring tasks are also.
Planner Grid View Appears Along with Recurring Tasks
Jan 17, 2023 — Planner Gets Its Grid View – Finally · Planner Grid View and Repeating Tasks Arrive Together · Biggest Planner Update Since 2020 · The Grid ...


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