Support for Subtasks or Checklists
I'd like to break up a single tasks into multiple sub items
We have completed the checklist feature as a solution for this.
Here is a related thread if you’d like to support or follow the suggestion for assigning checklist items: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/14924745-assign-checklist-item-to-specific-individuals
96 commentsComments are closed
Agree with all the comments on making the "checklists" like "subtasks" - give the ability to assign to someone - maybe someone different from the original plan - and assign a due date. Start dates would be nice, for me the ability to assign someone to a checklist item and have a due date is crucial. Thank you!
Planner 365 user commented
• Can you provide a timeline please?
Please remember that we are active users (Project Managers) busy with a lot of planning's, so these requests are more and more urgent. Sorry to say but is too bad Microsoft in a way 'stripped' MS Project to Planner and left this Planner tool without all these so needed basic functions! Take this into account please! Otherwise what's the use of Planner? Many thanks!
JP Flanegan commented
So this is my suggestion for how this could work from a functional point of view.
Currently there are checklists which are great but seem to be limited to 20 which I feel needs to be increased greatly.
Have the option of promoting a checklist item to a sub-task.
This can be done with a button similar to the promote to task button but instead of the checklist item disappearing and a task being created in the bucket, it places a button to open the subtask next to the checklist item and also opens a subtasks for immediate editing since that is what a person would want to do if they are promoting the item.
Viewing in the main bucket.
By default the main view doesn't show these subtasks but next to the complete checkmark button have another button to expand and collapse, once clicked to expand it changes to the collapse option. This will show all the subtasks but have them slightly indented to differentiate. This will be another way to get to those subtasks quicker.
Subtasks within subtasks.
If there are subtasks within subtasks, then have have a similar mechanism. In the main view if a subtask is expanded to view its subtasks then hide all the other subtasks on its level as well as the main task except for the one expanded then show all its subtasks. An indicator could be shown next to the expand/collapse button to show at what level of subtasks you are at, this will indicate that it is not the main task and actually a subtask.
Have an option of showing these subtasks in the main bucket or not but by default they don't show. This will keep the main view clear of information overload but have the option of easily drilling down. On these tasks there can also be a view parent task option so even if it is a task a few levels down the parent can be viewed easily.
Subtasks need all the functionality of a regular task. I don't want to loose any ability to detail out what needs to be done.
Hierarchical structure of checklists with unlimited levels of subtasks! Subtasks do not add to confusion, but rather, make things more clear. Simply put, you need subtasks.
Checklists are great because they help formalizing the task completion criteria. However, turning that into subtasks would lead to over complexification. Planner is a good start for an task oriented project management tool - keep is simple !
Those who want all the complexity: use ms project instead !
Checklists are great, they will be better when we can assign people and due dates.
Due dates for checklists?? That would be great for larger project plans.
Checklist items indeed need to be possible to assign to others and set different deadlines
Agree, need the ability to assign subtasks to others and set common attributes such as priority, due date, etc
Have a look in Favro, where tasks can be subtasks of others. Or at least have the ability to assign checklist items to users
Please allow checklist items to have their own assignments, due dates, comments and attachments to make them like real sub-tasks.
Greg, if your Office 365 tenant is setup for the First Release track, you should see the preview. This setting is made in the admin center.
Love the checklists -- but I'd like to see this go a step further, and that is to take a bucket, and turn it into a linked sub-plan. That way that task card can become it's own bucket in the sub-plan with its own assigned task cards sent out to different individuals.
We have to manually do this now in order to use Planner effectively on larger projects. We end up creating related plans, and then when one of the sub-plans is completed, we mark the related task card as done. If the sub-plan were linked to the master plan, once everything in the sub-plan was marked complete, it would be marked complete in the master plan automatically.
Then from the standpoint of communicating project status, if someone needs to see the overview at the higher level, they'd also see percentage complete related to that bucket and those related cards.
Greg Jankowski commented
How do I access the preview?
I like the checklists. Would be better if the completion of each checklist item changed the percentage complete for the overall task, with visual indicator.
Russell Stanford commented
I like the subtasks, but I find that I create the same subtasks over and over again. Would really like a way to copy these, import, or some other type of transfer of subtasks when tasks are setup in a task parent.
Cada cartão poderia ter as seguintes possibilidades:
1) Tarefa única;
2) Tarefa com subtarefas;
3) Tarefa com checklist;
4) Tarefa com subtarefas e checklist;
Assim, cada usuário poderia optar por fazer do cartão de tarefas um mini-projeto, dependendo de sua necessidade.
Russell Stanford commented
Need to be able to import, copy, export,subtasks, or have some sort of template. Even a Powershell Command that creates tasks and subtasks would be awesome!
I agree with other comments that the checklists should include the functionality to assign other people, set separate due dates and track progress.
Andreas Jahn commented
Checklists and Subtasks are different. We should have the option to create one or more checklists within a card and we need to have the option to create Subtasks. Subtasks could be the base to assign more than one user to the card and also to integrate with Outlook tasks (Planner Subtask = Outlook task).