#Microsoft planner delete plan software#

(This underlines the importance of saving the required attachments to the Teams channel Files tab first). This can be quite confusing, especially as all attachments uploaded from a computer, for all Tasks may be stored in the same location, without reference to the task. There is no option to choose where they will be saved. When uploaded ‘from computer’, these attachments are not stored in Planner but in the Documents library of the Team’s SharePoint site (the ‘Files’ tab), at the same level as (public) channel folders, as described in detail below.

There is no way of knowing from the exported data if the task had any attachments or comments Task attachmentsĪny task can have attachments or links to other content.

Task ID (for example: QXkIWsgkqkO5rLu5pvfMhQgAEyXz)Īs can be see, the Plan metadata does not include or show references to attachments or notes.

The accessible metadata about each plan can be seen when the plan is exported to Excel. Click this link to learn in which country your Planner data is stored) What is stored where? Task dataĪccording to Office 365 for IT Pros, ‘Planner stores the metadata for plans, including information describing the tasks and buckets that make up each plan, in an Azure data service’. The end-user may also click on the name of the tasks, which offers the options shown below to add attachments or make comments. Note that deleting a task does NOT delete any attachments or comments. Adding a taskĪfter the new task has been created, the end-user may click on the three dot menu to add a label, assign the task, copy it, copy a link to it, move it, or delete it. When a new task is added via Planner or Teams (Tasks by Planner for Teams) via the ‘+ Add task’ option, an end-user simply needs to enter the task name, set a due date (if required), and assign if (if required). Two tasks cannot have the same attachment, for reasons explained below. This may include either uploaded documents or links. The details of the task itself including the ‘bucket’ it belongs to, progress, priority, dates, notes and a checklist. What are the three main elements of tasks in Planner?Įvery task in Planner has three main elements:

Planner is useful for general group task assignment and tracking of those tasks.

MS Project is best for tracking activities and tasks for major projects.

While there is some functional similarity between Microsoft Project and Planner, organisations soon (or will need to) learn which one is most appropriate for their business needs. To quote from the e-book ‘Office 365 for IT Pros’, Microsoft Planner (also known as ‘Tasks by Planner and To Do’ in Teams) is ‘a lightweight task-oriented planning application’ that is based on membership of Microsoft 365 Groups (click link if you are unfamiliar with Microsoft 365 Groups). (Thanks to the team at Office365 for IT Pros for some of the detail in this post). This post describes the three main elements of tasks in Planner/Tasks (including via Teams), where the records are stored, and recordkeeping considerations.Īn important point to consider while reading this post is whether you regards tasks in Planner (or Tasks by Planner for Teams) as records? If your answer is yes, then you will need to think about how these records will be managed.

#Microsoft planner delete plan software#

Activity-based tasks, including in dedicated task-based software such as Jira, Trello, etc.Depending on the type of project (e.g., agile or waterfall), this may also involve tasks pinned on Kanban boards. Project-based tasks, including in Microsoft Project or other similar applications.Team and Group-based tasks created and managed in various ways, including on physical white boards, via Microsoft 365 Planner/Tasks or ‘Tasks by Planner for Teams’.Personal tasks (or calendar entries) in email applications such as Outlook, or set via the Microsoft ‘To Do’ application.There are several ways to create, record and assign tasks in organisations.