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Planner & tasks

All articles tagged “Planner & tasks”.

Personal writing by Florian Grasel → floriangrasel.com

12 posts: “Planner & tasks”

Diagram: worksheet with libraries and folders in rows, roles in columns and the cell values R, W and D, next to it the pane for applying changes

ProjectsOct 13, 2026

Managing SharePoint permissions in Excel: the permission matrix of a project workspace

Read, change and apply the permission matrix of a project workspace in Excel: libraries in rows, roles in columns, a log entry per change.

Diagram: a file name is broken down into project, trade, drawing type, number, index and status, with the versions of a drawing with index A to C below

ProjectsSep 26, 2026

Drawing management in SharePoint: drawing code, index and versions

Managing drawings in SharePoint via a drawing code in the file name: metadata from the name, every index a version and where the limits lie.

Permission matrix: six libraries in the rows, five roles in the columns, with write, read or no access in each cell

ProjectsSep 23, 2026

SharePoint permission concept for projects: roles, not names

Three role models for project workspaces in SharePoint, from five roles to 26 groups per project, and the rules that keep permissions manageable.

Diagram: on the left a template plan with three buckets and six tasks, on the right a project’s team with the copy of the plan in the Planner tab

ProjectsSep 22, 2026

Teams template with Planner: project teams with standard tasks

Teams templates create channels and apps, but no Planner tasks. How a template plan is copied automatically when the project team is created.

Diagram: project workspace with filing and roles, next to it the completion of automatic provisioning with five completed steps

ProjectsSep 20, 2026

Provisioning SharePoint project workspaces automatically: where templates end

What Teams templates and site templates do for project workspaces, where they end and how provisioning with a project list, status and restart is built.

ProjectsMar 24, 2022

Microsoft Planner: How to Easily Track Your Time in Tasks

Track time on Microsoft Planner tasks with a Power App that auto-fills task details, speeds up entry, and improves reporting, so you can focus on work.

ProjectsSep 6, 2021

Using Microsoft Planner Efficiently with Templates

A practical way to create recurring tasks in Microsoft Planner with templates and Power Automate — ideal for onboarding, accounting, and scheduled reviews.

AutomationNov 3, 2020

Automating Recurring Tasks in Microsoft Planner Efficiently

Automate recurring Microsoft Planner tasks with SharePoint and Power Automate—create, assign, and keep everything documented without extra overhead.

AutomationNov 2, 2020

Automating Recurring Tasks in SharePoint Workflows

See how SharePoint Timer Jobs, role-based lists and supervision workflows automate recurring compliance tasks end to end and keep every audit trail intact.

AutomationAug 31, 2020

What You Can Achieve and Streamline with Microsoft Lists

Discover how Microsoft Lists keeps your sales pipeline organized, color-codes priorities with rules and formatting, and nudges you before follow-up is due.

ProjectsJul 13, 2020

Microsoft Lists vs. SharePoint Lists: Detailed Guide

Explore how Microsoft Lists differ from SharePoint Lists, which business scenarios shine, and how Teams, Outlook, and Power Automate integrations create value.

AutomationJun 9, 2020

Automate Azure DevOps Work Items from Office 365 Email

Learn how to capture support emails in Office 365 with Power Automate, automatically create Azure DevOps work items, and keep customers informed with confirmations at every step.

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