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How can we improve Planner?


It would be good if we are able to create a subtask to an existing task.

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

    Thank you for your interest and feedback!

    Reading the comments on this thread, they seem to follow two different asks. If you’re suggesting dependency between tasks (ie. task A must be completed before task B), please visit this thread:

    If you’d like to suggest improvements to our existing checklist functionality, please share more with us in a comment below!


    The Planner Team


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      • Anonymous commented  ·   ·  Flag as inappropriate

        Sub tasks would allow me to organize my content. There is a major task that needs sub tasks. Making a new bucket results in too many buckets.. If I could click on a card and have it open other cards below it, that would be helpful. Making predecessors would also be great.

      • Jonathan Wilson commented  ·   ·  Flag as inappropriate

        We've encountered situations where a user creates a task and checklist items. However, the task creater then realizes that the checklist items are more complex and wishes to "promote" checklist item as an independent sub-task (where the completion of the sub task does not rely on the completion of any other task) or as a dependent sub task (where the completion of the sub task is dependent on an earlier sub task). These sub-tasks would be have the same functionality as a base task (assignments, checklists, attachments, etc.), but the completion date could not be AFTER the base task. A per-plan configurable limit to nested tasks would allow plan creators to limit how granular tasks can get. Alternatively, a subscription admin could impose global limit for an organization.

      • Liam Denny commented  ·   ·  Flag as inappropriate

        Look at the functionality Asana brings for this. would be great if it could be replicated.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Would be graet to have sub-tasks and be able to assign sub-tasks to different people as well

      • Victor Forde commented  ·   ·  Flag as inappropriate

        Agreed sub-tasks would be really useful. Then tasks can be grouped and an overall deadline. Then subtasks like what would be in a checklist for tasks be assigned to different individuals with a different (shorter) deadline to the overall group deadline. In the interim the checklist limit of 20 is an issue too. Why cap it?

      • jeffwllms commented  ·   ·  Flag as inappropriate

        yes this would be helpful. the way we currently use planner is for specific events. we have a bucket for unconfirmed events, when the event is confirmed it gets assigned and moved to a bucket of the type of event. Private Party, Fundraiser, Marketing. we use the checklists for the general task marking them with the date and user/s responsible (@user1, @user2). The problem is it doesn't really provide follow-up and notification. Responsible parties need to manage on their on their time and check in with the project. It works, but being able to assign people and assign a due date would be nice.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Where there are several persons working on a task, we would like to allocate checklist items (i.e.sub-tasks) to one person.

        Ideally it would be good if tasks could be nested - so that dragging a task into another task - turns it into a sub-task or item on a check list within that task. Dragging a checklist item out of a task would turn it into its own full task.

        Could there be 3 levels - tasks, sub-tasks,and sub-sub-tasks - all with tick boxes?

      • Anonymous commented  ·   ·  Flag as inappropriate

        We specifically would like to be able to assign individual checklist items -- I want to have a task card that is either assigned to the person with overall responsibility for the task or no one, then each checklist item is assigned to an individual (ideally each checklist item would have its own due date as well). When individuals look in a roll-up view of their Planner items (e.g. the Teams Planner module "My Tasks" tab) they would see any task card where they have been assigned a checklist item.

      • Melissa commented  ·   ·  Flag as inappropriate

        The sub tasks need to be able to have different due dates, both from each other and from the overall task itself.

      • Anonymous commented  ·   ·  Flag as inappropriate

        It would be great to be able to assign a sub task or an item from the checklist to another user on the team.

      • Dat AU DUONG commented  ·   ·  Flag as inappropriate

        Check list is not a task.
        A Task/Sub Task you can assign for some one to do as a dependency.

        I'm working on a task related to Compter Backup.
        [] My Task would be storage.
        - [] Review Backup Policy (SLA)
        Business Analyst
        - [] Prepare documentation
        Assign to Documentor
        - [] Getting vendor quote for storage
        Assign to account manager

        When you have finish the task, check list are more of sanity check or important point you want to remind you about.

      • Neil commented  ·   ·  Flag as inappropriate

        The simple ability to indent tasks - thus creating sub tasks (A nice adder would be...if all indented tasks are complete, then the parent task is complete. Without promoting out as a separate item.)

      • Angela commented  ·   ·  Flag as inappropriate

        It would be great to be able to assign subtasks to different group members ... and with individual due dates and comments would be even better.

      • Kirsten commented  ·   ·  Flag as inappropriate

        I agree with many comments below:
        Subtasks (checklist items) need to be assigned to individuals.

      • Jakub commented  ·   ·  Flag as inappropriate

        I'd like to see an ability to have a Kanban board within a Kanban task. Basically an ability to create a parent board where I'd list existing Kanban boards as individual cards.

      • Donny Conway commented  ·   ·  Flag as inappropriate

        agreeing with several already ... this

        Where each task can have a different owner and due date and comment tracking at the task level

      • Alex C commented  ·   ·  Flag as inappropriate

        Being a bit smart with URLs in checklist items will go a long was in my opinion:

        If the Checklist item is a URL to anothe Planner Task:

        1. deference it to show the Task Title instead of a long URL

        2. make it clickable

      • Anonymous commented  ·   ·  Flag as inappropriate

        subtasks (checklist items) assigned to individuals. Auto comment in the thread when that individual or others check off an item from the list.
        It is crucial to a lot of projects that a historic timeline be kept for individual issues or tasks. If we could hold a time line feature from the comment section that shows all of the sub tasks or checklist items, it could be exported into a Microsoft project type chart showing when these were created and completed and by whom.

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