From 73ab0d08f76f450e2e94980afca9c7c5eac3e86c Mon Sep 17 00:00:00 2001 From: "Ulysses Maclaren [SSW]" <162542237+uly1@users.noreply.github.com> Date: Tue, 5 Nov 2024 14:34:33 +1100 Subject: [PATCH] =?UTF-8?q?Update=20Rule=20=E2=80=9Cmicrosoft-planner-for-?= =?UTF-8?q?tasks/rule=E2=80=9D?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- rules/microsoft-planner-for-tasks/rule.md | 35 +++++++++-------------- 1 file changed, 14 insertions(+), 21 deletions(-) diff --git a/rules/microsoft-planner-for-tasks/rule.md b/rules/microsoft-planner-for-tasks/rule.md index faa59e394a6..3e9ca9f2b21 100644 --- a/rules/microsoft-planner-for-tasks/rule.md +++ b/rules/microsoft-planner-for-tasks/rule.md @@ -1,7 +1,9 @@ --- -seoDescription: Learn how to automate recurring tasks for your team using Microsoft Planner and Power Automate. Improve team efficiency and track progress seamlessly. type: rule title: Do you automate recurring tasks with Microsoft Planner and Power Automate? +seoDescription: Learn how to automate recurring tasks for your team using + Microsoft Planner and Power Automate. Improve team efficiency and track + progress seamlessly. uri: microsoft-planner-for-tasks authors: - title: Ulysses Maclaren @@ -16,41 +18,32 @@ Previously, we relied on manual methods like recurring calendar appointments or -### Why Use Microsoft Planner and Power Automate? +### Why use Microsoft Planner and Power Automate? By using Microsoft Planner and Power Automate, you can streamline recurring task management: * **Microsoft Planner** organizes and assigns tasks to team members, showing progress and status. * **Power Automate** adds automation, creating tasks at the right time, notifying team members, and syncing with other platforms like Outlook and Teams. -### How to Set It Up in Three Steps +### How to set it up in 3 steps -1. **Create a Plan in Microsoft Planner** - * Ensure your Microsoft Teams setup has a dedicated team for task assignments. - * Link the newly created plan to the appropriate team. - * This gives you an overview of tasks and their current status. +1. **Select or create a Team in Microsoft Teams** + * Ideally it has all the people you want to manage these recurring tasks for. -2. **Set Up Recurring Tasks** +2. **Create a Plan in Microsoft Planner** * Use Microsoft Planner’s built-in recurrence feature to create tasks that repeat daily, weekly, or at any specified interval. - * Example: Assign a task for team members to complete every weekday, such as sending a status update. + * Example: Assign a task for team members to complete every Monday, such as sending a status update. 3. **Automate with Power Automate (Optional)** * Go beyond Planner’s capabilities by using Power Automate to generate tasks dynamically. - * Customize task notifications to be sent to team members’ Outlook or Teams, ensuring they get reminders without needing to check Planner continuously. -### Benefits of Automation +### Benefits of using Microsoft Planner * **Centralized Management**: Track and monitor the workload of your team from one place. -* **Timely Notifications**: Ensure team members get timely reminders where they usually work, like in their Outlook inbox or Teams notifications. * **Visibility for Managers**: Managers can easily see overdue tasks and assess team performance. -### Example Scenario +### Additional benefits of using Power Automate as well -**Recurring Task Setup for Team Visibility** -Imagine needing a daily reminder for the marketing team to post updates. Instead of relying on each member to remember: -* **Microsoft Planner**: Creates a recurring task for “Post Daily Update.” -* **Power Automate**: Sends an email and a Teams notification when the task is due, ensuring no one forgets. +**Timely Notifications**: Ensure team members get timely reminders where they usually work, like in their Outlook inbox or Teams notifications. +* **Reduce noise**: Tasks are only visibile in your Planner when they're supposed to be worked on, or if they're overdue. -`youtube: https://www.youtube.com/embed/5OUQZAvxZuA?ecver=1` -**Video: How to Automate Recurring Tasks Using Microsoft Planner and Power Automate (9 min)** - -By automating task management, you improve accountability and can quickly identify if any tasks are slipping through the cracks. Adopt this method to keep your team organized and efficient. +By centralising and automating task management, you improve accountability and can quickly identify if any tasks are slipping through the cracks. Adopt this method to keep your team organized and efficient.