How to Display All Your Planner Tasks

Looking to showcase your users' Planner tasks? The Microsoft Graph API connection makes this super straightforward. Your users are going to love having all their tasks right at their fingertips in one handy place. Simply use the "My Planner Tasks" use case. Check out the easy-to-follow tutorial below to help you with the entire process.

NOTEThe tasks shown in the list will vary depending on the user viewing the page.

TABLE OF CONTENTS

• Prerequisites
• Step-by-step Tutorial
  • Step 1: Edit the ShortPoint Web Part
  • Step 2: Switch to Grid Mode
  • Step 3: Edit the Design Element
  • Step 4: Connect to Microsoft Graph API
  • Step 5: Use the My Planner Tasks Use Case
  • Step 6: Map Items
  • Step 7: Save

Prerequisites

• You must have ShortPoint SPFx version 8.6.0.0 and up installed on your SharePoint environment.
• You must be a ShortPoint Designer with an active license.
• You must have the Microsoft Graph API connection enabled. Go to How to Enable Microsoft Graph Integration for MS Graph API Connections to learn how.
• You must authorize the necessary permissions (Tasks.Read) in the API access page. To check, go to your SharePoint Admin Center > Advanced > API access.
• You must have the Design Element you want to use to connect on your SharePoint page. For best results, we recommend using Design Elements that allow listing of multiple items (e.g., Icon List, Image List, Simple List, etc.).

Step-by-step Tutorial

Follow the steps below to get started:

Step 1: Edit the ShortPoint Web Part

Go to the SharePoint page you want to use and click Edit:

Close the Toolbox:

Select the ShortPoint web part and click the Edit Properties icon:

Step 2: Switch to Grid Mode

NOTEShortPoint Connect is currently only available in Grid Mode.

Click the Switch to Grid Mode icon:

Step 3: Edit the Design Element

NOTEYou can use any Design Element you want. For best results, we recommend using Design Elements that allow listing of multiple items (e.g. Icon List, Image List, Simple List, etc.). For this guide, we’ll use Icon List.

Click the cogwheel icon of the Design Element you’ll use:

Step 4: Connect to Microsoft Graph API

Go to the Connect tab:

Select Microsoft Graph API:

NOTEYou need to enable the Microsoft Graph API connection before using it. Learn more about it in How to Enable Microsoft Graph Integration for MS Graph API Connections.

Step 5: Use the My Planner Tasks Use Case

Search for My Planner Tasks and select it:

Then, click Run Query:

Click Connect:

Step 6: Map Items

Go to the Items tab:

Delete default content:

Use the link icon to map the properties you want to be displayed:

You can map any property you want. In our case, we used the following properties:

1. #title in the Title field - shows the task titles as the titles.
2. #dueDateTime in the Subtitle field - shows the task due date.
3. #webURL in the Link field - redirects to the actual task when clicked.

(Optional) If you are using an Icon List, choose an icon you want to display:

NOTECheck out ShortPoint Connect: Basic Tutorial to learn more about mapping properties.

Step 7: Save

Click Preview to see how the Design Element will look:

Click Update to apply your changes:

Select the eye icon to see your page in real time:

Once satisfied, click Save:

Congratulations! Your users can now access their tasks right on your SharePoint page, no more going back and forth.

TIPAre your users drowning in tons of tasks? We get it, scrolling through endless lists can be a real pain! That's where the Search & Filter Toolbar comes to the rescue. This handy tool will zip through all your tasks and help your users find exactly what they need in seconds. Want to set it up? Just pop over to Getting Started: The Basics of the Search & Filter Toolbar and you'll be good to go! 

Related articles:

• How to Enable Microsoft Graph Integration for MS Graph API Connections
• Connection Type: Microsoft Graph API
• Microsoft Graph API: Use Cases