Hi everyone,

I have a main Planner plan where all tasks are visible. However, I don’t want all employees to see every task—each employee should only see tasks with a specific label assigned to them. My goal is to create a filtered version of the main plan that only shows tasks with certain labels, allowing employees to view their tasks in a separate, filtered plan.

This filtered plan should serve solely as a status overview, meaning no changes are made here; it simply reflects the main plan. If a task is moved between buckets in the main plan, I want this change to be mirrored automatically in the filtered plan.

Has anyone else managed to sync Planner tasks between plans or buckets? Any tips on setting up a more efficient flow, or suggestions for workarounds, would be really appreciated. Thank you!

​Hi everyone,I have a main Planner plan where all tasks are visible. However, I don’t want all employees to see every task—each employee should only see tasks with a specific label assigned to them. My goal is to create a filtered version of the main plan that only shows tasks with certain labels, allowing employees to view their tasks in a separate, filtered plan.This filtered plan should serve solely as a status overview, meaning no changes are made here; it simply reflects the main plan. If a task is moved between buckets in the main plan, I want this change to be mirrored automatically in the filtered plan.Has anyone else managed to sync Planner tasks between plans or buckets? Any tips on setting up a more efficient flow, or suggestions for workarounds, would be really appreciated. Thank you!  Read More

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