Try ShortPoint nowNOTEThis feature will be released in version 8.6.0.0 for SharePoint Online and is not currently available.
Want to connect a specific Plan from your Planner and show all the tasks inside? The Microsoft Graph API connection makes this incredibly easy! Your users will love being able to track all their tasks in one convenient spot. Just use our "Planner Tasks from a Specific Plan" use case. We've got a friendly step-by-step tutorial below that'll help you set everything up.
TABLE OF CONTENTS
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.).
- You must already have a Planner Plan with tasks:
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 Planner Tasks from a Specific Plan Use Case
Search for Planner Tasks from a Specific Plan and select it:
Under Query Parameters, you will be prompted to get the Plan ID. To do this, click Get Parameter:
Look for the Plan you want to use and copy it:
Click Go Back:
Paste the copied ID in the field provided:
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:
- #title in the Title field - shows the task titles as the titles.
- #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:
Amazing! Your users now have a one-stop task tracker on your page—no more going back and forth.
TIPHave millions of tasks? Going through them one by one can be a head scratcher! Good thing there’s the Search & Filter Toolbar. It can quickly search, sort, and filter through every task to locate the exact one you need. Ready to set it up? Head over to Getting Started: The Basics of the Search & Filter Toolbar.
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