Teams - Meeting Notes - tasks not showing up

Anonymous
2023-08-03T10:15:47+00:00

Add a task list to meeting notes - Microsoft Support
So in this guidance it says that the tasks added into Meeting Notes should show up in a Planner.
But they don't seem to, nor are they showing in the To-Do app. Any suggestions? Is this just some setting that our Product Owner has got wrong or are they bugged?
**NB who's idea was this anyway? Are you really going to add a new Plan each time i make some tasks in a meeting???**

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  1. Anonymous
    2023-08-03T10:57:08+00:00

    According to Microsoft Support https://support.microsoft.com/help/62031750-a825-4d0c-8bf2-96a585284882. when you add at least one task to a task list in meeting notes, a corresponding plan is created in Planner. This allows you and all meeting invitees to view the task list in Planner. The tasks you add to the first task list in your meeting notes will be automatically synced to the first bucket in your plan. However, if you move tasks out of this bucket, they will no longer appear in the meeting notes but will still exist in the plan. Similarly, if you move a task from this plan to another plan, it will be removed from the meeting notes as well.

    To create new task lists in Planner, you can select anywhere in the canvas of your meeting notes and type the forward slash ("/") followed by "Task list."

    Keep in mind that within meeting notes, you can only add or modify task titles, assignees, and due dates. For more advanced task features such as checklists and attachments, you should select the three dots and choose "Open in Planner" to access the full range of Planner capabilities.

    Regarding the issue of tasks not showing up in the To-Do app, it's possible that the tasks are not syncing properly. Verify if the To-Do app is correctly synced with your Microsoft account. It's worth noting that tasks assigned using Collaborative notes are automatically synchronized with To-Do and Planner, streamlining task management and workflows. https://o365reports.com/2023/05/09/collaborative-meeting-notes-in-microsoft-teams/ 'Note: This is a non-Microsoft website. The page appears to be providing accurate, safe information. Watch out for ads on the site that may advertise products frequently classified as a PUP (Potentially Unwanted Products). Thoroughly research any product advertised on the site before you decide to download and install it.'

    As for the question about adding a new plan each time a task is created in a meeting, creating a new task list will indeed result in a new bucket being generated in Planner. Conversely, adding tasks to an existing task list will place them within the corresponding existing bucket in Planner.

    In conclusion, ensure proper syncing of the To-Do app with your Microsoft account and utilize "Open in Planner" for more advanced task features. New task lists create new buckets in Planner, while adding tasks to existing lists puts them in the respective existing bucket.

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  2. Anonymous
    2023-08-04T09:06:39+00:00

    thanks Babatunde

    really helpful. I'll pass the sync issue onto our product owner.

    So you make it sound like there is 1 Planner for all Meeting Notes and each instance of the notes loop creates a new bucket, (not a new Planner each time) Am i reading that right?

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  3. Anonymous
    2023-12-06T07:16:33+00:00

    I have the same issue!
    I made a task on me and today. Went to my todo and to assign to me. Nothing is showing up. I also checked Today - nothing there eighter. So to me it seems like it does not work. To spend time to check all over the place seem a waist of time not a productive thing to do.
    Also - I checked the sync on Todo - and it is all synced.

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  4. Anonymous
    2024-02-05T18:28:13+00:00

    I have the same issue. My To-Do is synced properly, I can see the task in Planner, but it doesn't show in To Do.

    I also see this when I open the task in Planner.

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  5. Anonymous
    2024-02-21T10:01:04+00:00

    Hi there, I created followup tasks while meeting was happening. However, its not synching in microsoft planner. What is happening?

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