From d7c81993a822e18c414e47555e4caf42787ec2a0 Mon Sep 17 00:00:00 2001
From: "Ulysses Maclaren [SSW]" <162542237+uly1@users.noreply.github.com>
Date: Tue, 5 Nov 2024 14:40:30 +1100
Subject: [PATCH] =?UTF-8?q?Update=20Rule=20=E2=80=9Cmicrosoft-planner-for-?=
 =?UTF-8?q?tasks/rule=E2=80=9D=20(#9542)?=
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---
 rules/microsoft-planner-for-tasks/rule.md | 35 +++++++++--------------
 1 file changed, 14 insertions(+), 21 deletions(-)

diff --git a/rules/microsoft-planner-for-tasks/rule.md b/rules/microsoft-planner-for-tasks/rule.md
index faa59e394a..3e9ca9f2b2 100644
--- a/rules/microsoft-planner-for-tasks/rule.md
+++ b/rules/microsoft-planner-for-tasks/rule.md
@@ -1,7 +1,9 @@
 ---
-seoDescription: Learn how to automate recurring tasks for your team using Microsoft Planner and Power Automate. Improve team efficiency and track progress seamlessly.
 type: rule
 title: Do you automate recurring tasks with Microsoft Planner and Power Automate?
+seoDescription: Learn how to automate recurring tasks for your team using
+  Microsoft Planner and Power Automate. Improve team efficiency and track
+  progress seamlessly.
 uri: microsoft-planner-for-tasks
 authors:
   - title: Ulysses Maclaren
@@ -16,41 +18,32 @@ Previously, we relied on manual methods like recurring calendar appointments or
 
 <!--endintro-->
 
-### Why Use Microsoft Planner and Power Automate?
+### Why use Microsoft Planner and Power Automate?
 
 By using Microsoft Planner and Power Automate, you can streamline recurring task management:
 * **Microsoft Planner** organizes and assigns tasks to team members, showing progress and status.
 * **Power Automate** adds automation, creating tasks at the right time, notifying team members, and syncing with other platforms like Outlook and Teams.
 
-### How to Set It Up in Three Steps
+### How to set it up in 3 steps
 
-1. **Create a Plan in Microsoft Planner**
-   * Ensure your Microsoft Teams setup has a dedicated team for task assignments.
-   * Link the newly created plan to the appropriate team.
-   * This gives you an overview of tasks and their current status.
+1. **Select or create a Team in Microsoft Teams**
+   * Ideally it has all the people you want to manage these recurring tasks for. 
 
-2. **Set Up Recurring Tasks**
+2. **Create a Plan in Microsoft Planner**
    * Use Microsoft Planner’s built-in recurrence feature to create tasks that repeat daily, weekly, or at any specified interval.
-   * Example: Assign a task for team members to complete every weekday, such as sending a status update.
+   * Example: Assign a task for team members to complete every Monday, such as sending a status update.
 
 3. **Automate with Power Automate (Optional)**
    * Go beyond Planner’s capabilities by using Power Automate to generate tasks dynamically.
-   * Customize task notifications to be sent to team members’ Outlook or Teams, ensuring they get reminders without needing to check Planner continuously.
 
-### Benefits of Automation
+### Benefits of using Microsoft Planner
 
 * **Centralized Management**: Track and monitor the workload of your team from one place.
-* **Timely Notifications**: Ensure team members get timely reminders where they usually work, like in their Outlook inbox or Teams notifications.
 * **Visibility for Managers**: Managers can easily see overdue tasks and assess team performance.
 
-### Example Scenario
+### Additional benefits of using Power Automate as well
 
-**Recurring Task Setup for Team Visibility**  
-Imagine needing a daily reminder for the marketing team to post updates. Instead of relying on each member to remember:
-* **Microsoft Planner**: Creates a recurring task for “Post Daily Update.”
-* **Power Automate**: Sends an email and a Teams notification when the task is due, ensuring no one forgets.
+**Timely Notifications**: Ensure team members get timely reminders where they usually work, like in their Outlook inbox or Teams notifications.
+* **Reduce noise**: Tasks are only visibile in your Planner when they're supposed to be worked on, or if they're overdue.
 
-`youtube: https://www.youtube.com/embed/5OUQZAvxZuA?ecver=1`  
-**Video: How to Automate Recurring Tasks Using Microsoft Planner and Power Automate (9 min)**
-
-By automating task management, you improve accountability and can quickly identify if any tasks are slipping through the cracks. Adopt this method to keep your team organized and efficient.
+By centralising and automating task management, you improve accountability and can quickly identify if any tasks are slipping through the cracks. Adopt this method to keep your team organized and efficient.