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Quick Background

I work on multiple teams that use multiple Planner plans. However, I find it overwhelming to try to manage my tasks across all of these plans/boards. Therefore, my workaround has been to create a private Planner plan and store my tasks -- or copies of tasks from other project-specific plans -- there.

Additionally, I have a lot of tasks that don't have a specific due date, but I still need some way of anizing and ordering them in a way that helps me determine what order to work on them. My solution for my private plan has been to create the following buckets and then manually sort them within buckets:

• Tasks With Due Dates
• Work In Progress - No Due Date
• Next - No Due Date
• Maybe/Eventually/Ideas

Problem

With the recent release of the new version of Planner (November 2024 in my anization), I was hoping I could get around relying on my private Planner plan to manage my day. Specifically, I was hoping to be able to keep tasks stored in the project-specific Planner plans that they are associated with and then view them in the new "My Tasks" view.

Of course, I can view all of my tasks in the "My Tasks" view. Additionally, I can filter my tasks by due date, priority, and progress, or I can sort them by title, plan, due date, priority, or progress. However, it doesn't appear as though there is any way to group them.

I have hundreds of tasks- many without specific due dates- so these filters do not provide enough granularity for me to plan my day/week/quarter using the "My Tasks" view. In fact, I'm not sure how this view would ever be useful to me in its current form.

I imagine the challenge in grouping them by bucket is that different plans use different buckets. I wonder if it will ever be possible to give individual users the ability to create buckets for the "My Tasks" view that don't necessarily have any relationship to the buckets in the plan the task is stored in.

Additionally, I realize that I could simply assign an arbitrary due date to all of my tasks and then sort them by the due date; however, that solution doesn't seem ideal for at least the following reasons.

1. As I said, many of my tasks don't have a hard due date. They just need to be done as soon as I can get to them. So, it isn't clear what date I would assign them. And if I happen to go over the arbitrary due date, I think I would have to adjust the due date of every other task that follows it.
2. Assigning arbitrary due dates to all tasks makes dilutes the impact of due dates for tasks that really do have a hard deadline. Currently, I can quickly glance at a task card and determine if the task has a hard due deadline and, if so, when it is. If every task is assigned an arbitrary due date, I would need to go through additional steps to determine if the due date shown on the card is an actual hard deadline or not.

Request

Has anyone else experienced a similar issue? Have you figured out a solution or workaround? Again, at the end of the day, I would like to be able to view everything assigned to me across all plans in one place but be able to group them in a way that helps me determine which of the hundreds of tasks I need to focus on next -- ideally without giving them an arbitrary due date.

Thanks for your time and consideration!

本文标签： How do I group the quotMy Tasksquot view in Planner or develop a workaroundStack Overflow