Loop + Planner | Create Better Tasks and Tracking

Managing tasks in Microsoft Loop can be a bit confusing with various options. We'll walk you through task management, integrating a Planner Board, and sharing valuable tips. Plus, we'll discuss our wishlist for future improvements. Let's get started!

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👋 See you on the next video!
0:00 Welcome
1:35 - Starting in Loop
2:35 - New Board Views!
4;35 - Planner and To Do Integration
5:30 - Starting from Planner
8:45 - Tasks or Project Tracking
11:07 - Our Wishlist

#taskmanagement #m365 #modernworkplace #newplanner #microsoftloop

[DarrellaaS]

Great video. 100% on the wish list for Planner tasks in Loop. I agree that it would be useful to insert a single task from a planner board as a component. We use the rest of the page to discuss and collaborate on that task. So it would be good to have a live view of that task from Planner.

[navidnikooei]

One feature that I am keen for is if the tasks created in Loop can automatically be added to an existing Planner plan under a bucket you determine. Right now each time you create a task in Loop, Loop creates a new plan and I'll end up with multiple individual plans. But then in my organisation we use one central plan in Planner to track different lines of action and my Loop tasks don't end up there, I will need to go back to the Planner and add them separately. I would like to see for instance taking meeting notes and minutes in Loop, then creating a simple task in Loop straight under the minutes and then that task automatically can be added to the organisation's existing central plan in Planner and not create a new plan.

[kjesve]

Nice video and appreciate the wishlist when it comes to filtering, because this is what I came to watch this video for - I need to be able to filter the Planner components for showing different tasks on different Loop pages, else it is useless for me, because it just displays our team's entire board. Keep up the good work making these videos:)

[Stan_sprinkle]

Man it's hard to go all in on using some of this stuff when it's still in such a fluid hot mess state. To borrow from your Co-Pilot review, it's all "almost amazing"

[RODOLFOLEUR]

Loop is missing a Gantt view! Can't wait to be able to do programmes in it

[OneandOnly-zseq]

Are the comments available in Planner Premium with loop? They removed comments and @ tagging in Planner Premium for some reason

[colinhyden]

I’m keen and still waiting for a security level on a task that only the creator or another owner can complete the task. I have eleven people assigned to a task that links to various docs on SharePoint. Each person reviews and update section of the docs but not complete the whole task. I get them to sign off on a form there job is done. Educating Poole to not complete the task is like herding cats. Also excellent Vid thanks

[barrygriffey]

Created a task list in Loop, and used the Loop function to create a Planner board. Does this guarantee that the tasks will stay in sync if I change the task in either tool? Seems like I'm seeing them get out of sync. Specifically, I see more tasks in Planner than in Loop.

[MLRCOOKS]

Very good video and breakdown. I like the potential. i am just starto use loop buta been usinglanner for a little while. I will experiment moreto see the integration points

[MurrayBarnetson]

Loop looks very pretty etc but I have tried it and watched videos and just cannot find a proper use case for it because it does Outlook, OneNote, Planner, Tasks etc but never does it better than them but my biggest concern is not knowing for sure that tasks show up anywhere other than the Loop page they are on. After weeks of creating pages, does it not turn into a massive porridge? Plus who has access to the Page and the Elements on the Page? And lastly, if you leave your company, how do you take copies of all your work done? In OneNote, for instance, its easier to take notes with you.

[tinastarich]

Whats your opinion on using planner or loops. I'm a bookkeeper and looking to setup a plan for all my work for all my clients?

[jimmywow]

I really dont get the benefit of using Loops when you could just go to planner?

Is it to display multiple plans lets say if you had multiple teams using planner or projects you could display their progress etc

[RobertHutchings-zcry]

Is there a way of integrating loop with a premium planner plan ?

[PalantirM]

I just tried to create with Loop, but it doesn't create the column for the bucket. Weird

[JnBeetz]

How can I combine tasks from different pages in 1?

[thomasshakelton]

Tasks can be repetitive but if I create a task in loop it can not be looped even if I go to the task directly from todo. like

[littlehopeleft]

Its a mess. I am sorry. I understand that Task, Progress Tracker and Kanban are used for different things but the itsy bitsy problem I have with that is there is no description that the Tasks are the only ones that get you the Planner sync, despite both Kaban and Tracker have the option to assign the problem solver. Now with new planner you cant really generate the loop link probably "yet", but you also cant access the loop created planners through it as well because thats still kinda the old planner system. I don't want to sound overly negative. There is usefulness to all this, but god damn $158.735B profit for 2023 Microsoft. Mess and lack of clarity like this are insulting to me.