trying to track all the employee education and certification. I do have MS form that employees fill out and have it integrate it to MS list via power automate. Then, i use PowerBI to visualize the data that response is automatically extracted in excel file. Is it possible to replace it to MS Planner? any pros and cons about planner?
I would say that your process here is good. This would be my suggestion, or if you wanted to eliminate forms and power automate then you could use the new form feature in List directly (I've heard more improvements coming this fall too as there are currently some limitations). You would still have to visualize in Power Bi My original video is here ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-TMk9bhqlNFk.html I generally think data = lists and tasks = planner. With Planner you'd have to export your content to an Excel file and visualize there which may create unnecessary steps. I hope that this helps!
Thank you for the question! Yes it is possible but it will require some leg work. You would need to use Power Automate so it gets a bit tricky and it wouldn't sync between the two... But if you did want to implement something then it would be something along the lines of 'when an item is added to a sharepoint list' then 'post a message in a channel,' have the message start with ToDo and then 'when a post starts with ToDo, create a task.'
I am trying to figure out how to move away from 3rd party apps and rely on the O365 tools. I love how your structured this video...gives me a lot of insight that's easily understandable.
Yeah if Lists integrated with Planner and Todo then it would be my fav task management solution. You can use Power Automate to create tasks for Lists but it is not straight forward and doesn't sync. It still has a lot of great functionality though!
You are welcome! You can add the checklist items to Planner Task Cards which I think work great. Otherwise Planner Premium has more options but at an additional cost.
Hi there Amy, this was a very good video! There is way more to both than I was aware of. Microsoft should have you on the payroll! My setup, I have a few pc's, my main pc is dual boot win11 and Linux mint. Linux is running win10 in virtual machine. I mostly use Linux, but I like access to windows without reboot. When I get a chance, I like to test out the stuff from your videos, discovering my inner nerd. I like your videos much better than Kevin's cookie company! 😉❤
Thank you for the comment :) In the video, I was using Planner for the Web. Planner in Teams has most of the features, but they are still rolling out new updates so I focused the video on Planner for the Web.
I am using List to document the individual tasks that come into my email to have some level of my productivity and verification of my accuracy. Do you think there is another option for this data keeping?
Thank you for the comment. If you are simply tracking small to-do tasks then it may be better to use Microsoft To-Do as this integrates well with emails and tasks (including Planner). BUT if you are keeping a record of tasks to show your workload and projects for a review at work to get a promotion then Lists could add more flexibility for you to add additional content to each item. I've done another video here on To-Do if you wanted to check it out: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-oHfRr393Tgc.html
I love your content ❤. If you were in charge of managing the installation of security patches on servers for several clients and you needed: an online status of what was installed and generating reports via Power BI. What would you use: MS Planner or Lists? Would you use another Microsoft 365 tool? Thanks.
Hi, does lists provide owner of list to control which column value can be updated by end users e.g. allow end user to update status or comment but not able change any other column value.
@Office Skills with Amy! Excellent Video! At timestamp 6:35 Planner Cons # 2 of the planner. But it seems to me that limitation only applies to the template you selected earlier, and it is not a con that applies to all of Planner had you chosen not to use that template. Am I wrong in my thinking?
Thank you for the comment. For customizations, we are limited in this across all of the basic Planner Plan Templates. If you have Planner Premium then you can add additional fields and customize as needed.
Thank you for the comment. To create dependencies in Planner, then you will need Planner Premium. There are a couple of ways to create dependencies in Lists which are sprinkled throughout this video. Hope that this helps!
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