Microsoft Planner integrations with Microsoft Loop
Summary
TLDRMicrosoft Loop enhances team collaboration by integrating with Planner, allowing real-time synchronization of tasks across various apps. The task list feature captures tasks from Loop, Teams, Outlook, and syncs with Planner, enabling teams to track, schedule, and manage tasks efficiently. Users can filter views, assign tasks, and receive updates across Planner, To Do, and Loop. Additionally, the Planner component within Loop offers advanced task management with features like notes, checklists, comments, and attachments, all while maintaining synchronization and portability across the platform to keep teams aligned and productive.
Takeaways
- 🔄 Microsoft Loop is designed to enhance team collaboration by syncing content across different apps in real time.
- 📋 Loop components can be used to capture tasks from various platforms like the Loop app, Teams, Outlook, and more.
- 🗂 The task list in Loop is integrated with Microsoft Planner, allowing for task tracking, scheduling, and management.
- 📊 Planner offers features like buckets, labels, checklists, and filters to organize and prioritize tasks effectively.
- 🔄 Assigned tasks in Planner sync to the user's to-do app and the 'Assigned To Me' view for easy task management.
- 🔗 Task updates in Planner are reflected in real time across Planner, To Do, and the Loop task list.
- 📝 The collaborative meeting notes feature in Teams allows capturing action items that can be managed in Planner.
- 📌 For advanced task management, the Planner component can be embedded directly into Loop for seamless collaboration.
- 🔗 Creating a Planner component in Loop is as simple as copying and pasting the plan's link into the Loop app.
- 🛠️ The Planner component includes a comprehensive feature set such as notes, checklists, comments, and attachments.
- 📍 Tasks can be grouped and filtered within the Planner component based on labels, priority, status, and more for focused task management.
- 🚀 The integration of Planner with Loop ensures that tasks remain portable and in sync across the platform.
Q & A
What is Microsoft Loop and how does it transform co-creation experiences?
-Microsoft Loop is a platform that brings teams and their content together, enabling a transformative co-creation experience. It allows for real-time synchronization of Loop components across different apps, facilitating collaborative work and enhancing productivity.
How does the integration of Planner with Loop help teams?
-The integration of Planner with Loop allows teams to think, plan, and create together more efficiently. It enables the task list in Loop to sync with a plan in Planner, allowing for tracking, scheduling, and managing tasks collaboratively.
What is the significance of the task list in Loop's integration with Planner?
-The task list in Loop, when integrated with Planner, allows teams to capture tasks from various platforms like the Loop app, Teams, Outlook, etc., and sync them with a plan in Planner, enhancing task management and collaboration.
How can teams use Planner's features within Loop?
-Teams can utilize features like buckets, labels, checklists, and more to manage tasks within Loop. They can also filter views to focus on specific tasks and sync assigned tasks to their to-do apps and the 'Assigned To Me' view in Planner.
What happens to tasks when they are updated in Loop?
-When tasks are updated in Loop, those updates are automatically synchronized across Planner, To Do, and the Loop task list, ensuring that changes are reflected everywhere for consistent task management.
How are action items from meetings captured and managed in Planner through Loop?
-Action items from meetings can be captured in the collaborative meeting notes in Teams and will be available in Planner for the team to manage together, streamlining the process of turning discussions into actionable tasks.
What is the Planner component in Loop and how does it work?
-The Planner component in Loop is a feature that embeds Planner directly into Loop, allowing teams to collaborate using Planner's rich feature set alongside their other work in Loop. It can be created by copying the plan link from Planner and pasting it into the Loop app.
What features does the Planner component in Loop include?
-The Planner component in Loop includes features such as notes, checklists, comments, and attachments. It also allows for grouping and filtering tasks based on labels, priority, status, and more.
How is the Planner component made portable within Loop?
-The Planner component is integrated with Loop, making it portable across the platform. Users can simply copy and paste the component wherever it is needed, ensuring that tasks stay synchronized and accessible.
How can Planner and Loop help teams stay focused and on track?
-Planner and Loop, when used together, provide a comprehensive solution for task management and collaboration. They help teams stay focused and on track by offering a synchronized, feature-rich environment that supports planning, tracking, and executing tasks efficiently.
Outlines
🔗 Microsoft Loop and Planner Integration
This paragraph introduces Microsoft Loop as a collaborative tool that synchronizes team efforts and content across various apps in real time. It highlights the integration of Planner with Loop, enabling teams to think, plan, and create collaboratively. The task list feature within Loop is discussed, which allows for capturing tasks from different platforms like Teams and Outlook and syncing them with a plan in Planner. Teams can track, schedule, and manage tasks using features like buckets, labels, and checklists. The paragraph also explains how tasks can be filtered and viewed according to personal needs, and how assigned tasks sync with the to-do app and Planner's 'Assigned To Me' view. Updates to tasks are reflected across Planner, To Do, and Loop task lists, ensuring consistency. Additionally, the paragraph mentions the collaborative meeting notes feature in Teams, which captures action items and makes them manageable in Planner.
Mindmap
Keywords
💡Microsoft Loop
💡Co-creation
💡Planner
💡Task List
💡Sync
💡Buckets
💡Labels
💡Checklists
💡Assigned To Me
💡Collaborative Meeting Notes
💡Planner Component
Highlights
Microsoft Loop is a platform that enhances team collaboration by integrating content and people.
Loop components synchronize across different apps in real time, facilitating seamless teamwork.
The video demonstrates how Planner can be integrated with Loop for enhanced team planning and creation.
Task lists in Loop can be captured from various platforms and synced with a plan in Planner.
Teams can track, schedule, and manage tasks using Planner's capabilities.
Planner offers features like buckets, labels, checklists to organize and filter tasks.
Tasks assigned to individuals sync with their to-do apps and Planner's 'Assigned To Me' view.
Task updates are reflected in real time across Planner, To Do, and Loop task lists.
The same task list is available in collaborative meeting notes within Microsoft Teams.
Action items from meetings can be captured and managed in Planner by the team.
The Planner component allows for advanced task management within Loop.
Creating a Planner component in Loop involves copying and pasting a plan link into the Loop app.
The Planner component includes features like notes, checklists, comments, and attachments.
Tasks can be grouped and filtered based on labels, priority, status within the Planner component.
The Planner component is portable and can be moved within Loop to where it's needed.
Integration of Planner with Loop ensures tasks stay synchronized across different platforms.
Using Planner and Loop together helps teams stay focused and on track.
Transcripts
- [Instructor] Microsoft Loop
is a transformative co-creation experience
that brings teams and their content together.
Accomplish more right where you are with Loop components
that sync across apps in real time.
In this video, we'll cover how Planner integrates
with Loop to help you and your team think, plan,
and create together like never before.
The task list in Loop is one of those integrations.
You and your team can quickly capture tasks
wherever you are.
Whether it's the Loop app, Teams, Outlook, or elsewhere.
The task list syncs with a plan in Planner.
Together with your team, you can track, schedule,
and manage those tasks using the power of Planner.
Use buckets, labels, checklists, and more.
Filter your view to show the tasks you care about most
or change your view to meet your needs.
Your assigned tasks will also sync to your to-do app
and the Assigned To Me view in Planner.
So you can assign tasks to your team with confidence
that they won't fall through the cracks,
and you can manage these tasks in the same way
as any other task assigned to you.
As tasks are updated,
those updates stay in sync across Planner,
To Do, and your Loop task list.
Make a change once, and it's available everywhere.
The same task list is also available
in the collaborative meeting notes in Teams.
Capture action items from the meeting,
and they'll be available in Planner
for you and your team to manage together.
We've shown how you can create
and manage your tasks in Loop and sync them with Planner.
But what if you already have a plan that you'd like
to bring into Loop, or maybe you need more advanced task
management capabilities within Loop.
Introducing the planner component.
We've wrapped up Planner and put it in Loop so that you
and your team can collaborate using the rich feature set
of Planner right alongside your other work in Loop.
Creating a planner component is easy.
Simply go to your plan
in Planner, copy the link to your plan,
paste the link into the Loop app,
and start using Planner in Loop.
You and your team can manage tasks in the component
just like you can in Planner.
The component includes a rich set of features,
including notes, checklists, comments, and attachments.
You can also group and filter tasks based on labels,
priority, status, and more to focus on what matters most.
And since the Planner component is integrated with Loop,
it's portable across Loop.
Just copy it and paste it where you need it to be.
Your tasks will stay in sync wherever you need them.
Keep your team focused and on track with Planner and Loop.
Accomplish more together.
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