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How can we improve Planner?

Schedule reoccurring tasks.

Add the ability to schedule tasks every day, every Wednesday, every last Friday of the month etc...

3,185 votes
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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Tell us more  ·  AdminPlanner Team (Admin, Planner) responded  · 

    Thank you for your feedback!

    We’d love to hear more about how you and your team would use recurring tasks.

    When do you need to set reoccurring tasks?
    What options would you expect?

    Any specific scenarios or examples are extremely helpful!

    Cheers,

    The Planner Team

    672 comments

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      • Corie Querubin commented  ·   ·  Flag as inappropriate

        When do you need to set reoccurring tasks? Daily and weekly basis. Different frequencies. For example:
        -Biweekly on Tuesdays at 2pm
        -Quarterly every other Saturday at 1pm
        -Yearly on a specific date
        -Weekly on Tuesdays and Thursdays at 5pm
        -Every other Friday at 12am

        What options would you expect?
        -Ability to reply to reoccurring task directly via an email reply and from the app.
        -It would also be nice to have a button to mark the task as complete with an option to add a comment.
        -Ability to customize the email notification template (html/css) layout and contents would also be great.

        Thank you!

      • Anonymous commented  ·   ·  Flag as inappropriate

        We're testing Planner for project management. I think we're finding success for tracking and managing one-time tasks or projects that arise. But some of our items in Planner (or that we'd want to put in Planner) are reoccurring - but they're just placed there as a one-time task... And given that it's such a great feeling to close those tasks and knock them off the list, there's a risk that our roccurring tasks get closed and 'lost' in Planner without being manually re-created for the next occurrance (weather in a week, a month, every 6 months, annually, etc.). Thus having the ability to manage reoccurring tasks in Planner would make the tool more efective for our projecect managment. Perhaps for now, a work-around may be that the last item in a task checklist could be 'create next month's task'... but that just feels like a error-prone exercise compared to an automated reoccurrance. Thanks.

      • Raul commented  ·   ·  Flag as inappropriate

        Is very common to have recurring task in teamwork such as Reports, or activities that have to be done every period.
        We need: Every "X" days, every month on the Xst day, every week on (M,T,W,T,F,S,S), daily, etc.

      • J Gleason commented  ·   ·  Flag as inappropriate

        Yes please! Our team performs a regular cadence, dependency series of tasks. Each task has sub-tasks (using checklist!Love it!), assigned across the team. Would love to set recurrence rules so we can set up each task and schedule it daily/weekly/monthly. I think Outlook recurrence rules as a start would solve most of our need. This is a great product so far, thanks!

      • Amber Drummond commented  ·   ·  Flag as inappropriate

        We have monthly reports and are trying to track our work more efficiently. It would be great to have this option so that if one in our group is out, we will know what was due monthly and be able to complete that (those) task(s) in their absence.

      • Stephen Narwold commented  ·   ·  Flag as inappropriate

        We have a set of tasks related to a weekly email and news article. Things like "Move Article to live folder and schedule it to go live," "Add images to web article". We would probably want the tasks to appear in the same bucket every week, and maybe see 2 or 3 weeks worth of tasks at a time. That would mean that on Thursday of each week, the "Add Images" task for three weeks from now would be magically created, and be just like the others. That way people could still work ahead, and check off tasks in advance.

      • Anonymous commented  ·   ·  Flag as inappropriate

        recurring tasks would be very beneficial for scheduling monthly/yearly plans for compliance items. importing/exporting would be just as beneficial and recurring doesn't become an option.

      • J.Schirra commented  ·   ·  Flag as inappropriate

        In a project, be it big or small, I have recurring tasks such as weekly status report, monthly budget controlling, capacity planning, weekly update of project plan, whatever.... it is something not only to be produced one time and have it finished, no, it needs to be done regularly all over the project timeline.

        Therefore, it would be nice to be able to create such tasks, to schedule them so that they are moved between the differnt buckets. Once they are finished, they start again, this time with a new iteration.

      • JP commented  ·   ·  Flag as inappropriate

        We would also like to set tasks on planner as recurring. We need daily, weekly monthly and on a set day/date fe on the first Wednesday of every month etc. Please Microsoft, this is such a small but extremely useful feature!

      • Anonymous commented  ·   ·  Flag as inappropriate

        Until recurring is available, is there a way to import a set of tasks for daily/weekly/monthly

      • Anonymous commented  ·   ·  Flag as inappropriate

        I would like to add a weekly recurring task that would send an email to person assigned the task and request they document a Progress, Plans and Problem report for the week.

      • Chris J R Bell commented  ·   ·  Flag as inappropriate

        The same recurrence options as are in outlook calendar appointments
        AND relative recurrences, i.e., the same functionality but since it was last completed, or since it was completed two/three/etc times ago. This could be expanded to follow other tasks.
        AND some form of rota, whereby appointed individuals can be assigned to the current/next/etc recurrence in addition to the task as a whole.

      • Alex commented  ·   ·  Flag as inappropriate

        Take the recurring abilities that you have in Microsoft To-Do/ Wunderlist/ whatever your calling it these days and make it available in Microsoft Planner. Done! We need to be able to schedule daily, weekly, monthly, quarterly would be AWESOME as well.

      • Anonymous commented  ·   ·  Flag as inappropriate

        My team has the same set of tasks they have to complete each day. Would be great if I set up tasks and they’re able to repeat each day, instead of having to recreate these 20+ tasks each morning. At the moment we’re creating tasks and then adding in a Monday to Sunday checklist within the task so they’re able to tick once complete. Each Monday they are having to go in and untick each day to start again. Even a weekly occurrence would be great. Having them both would be even better.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I could imagine using planner for planning recurring tasks which we have to execute for our customers. E.g. Once per month a person has to create a customized report for a customer. Today, this is planned in Outlook of the person, but we have no control or we can't reassign a task to another person.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Tasks that need to be completed once a week or on specific days of the week would be useful. But also being able to suspend them for a month or two would be helpful...

      • Alvaro commented  ·   ·  Flag as inappropriate

        Recurring Task is SUPER usefull!!!!

        It's a basic feature that makes a huge difference in user experience

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