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How to View Planner Tasks and SharePoint Items Assigned to You

Algirdas Jasaitis Oct 21, 2026 869 views

Question details

The user wants to find a way to view all tasks and items assigned to them across multiple Microsoft Planner plans and SharePoint lists in a single, unified view.

Product: Microsoft Planner, SharePoint, Power Automate
Device & OS: not provided
Scenario: Managing and tracking task assignments that are scattered across multiple project boards and lists within the Microsoft 365 ecosystem.
Observed behavior: Microsoft Planner and SharePoint Lists lack a built-in, consolidated dashboard to view assigned tasks across all plans and lists simultaneously.

Before you start

Ensure you have an active Microsoft 365 subscription with access to SharePoint Online, Microsoft Planner, and the necessary permissions to create and run Power Automate flows.

Solution 1Recommended

Use Power Automate to Consolidate Tasks into a Central SharePoint List

Build an automated workflow using Power Automate to copy and sync tasks from various plans and lists into one master SharePoint list.

By creating a centralized SharePoint Online list, you can use Power Automate to automatically duplicate new tasks and items assigned to you across different hubs. This centralized list can then be filtered to show only your tasks, providing the unified view that is natively missing.

Create a central SharePoint List

Log in to SharePoint Online and set up a new blank list. Add columns that match the data you want to track, such as 'Task Name', 'Assigned To', 'Due Date', and 'Status'.

Open Power Automate

Navigate to the Microsoft 365 app launcher and open Power Automate. Click on 'Create' from the left sidebar and select 'Automated cloud flow'.

Set up triggers for Planner and SharePoint

Create separate flows or parallel branches. Use the trigger 'When a new task is created' for your Planner plans, and 'When an item is created' for your source SharePoint lists.

Add the 'Create item' action

For each trigger, add a new step and choose the SharePoint 'Create item' action. Select your new central SharePoint list as the destination. Map the dynamic content (like task title and assigned user) from the trigger to the corresponding columns in your master list.

Filter your central list

Once the data is flowing into the master list, go to the SharePoint list settings. Create or modify a view, scroll down to the 'Filter' section, and set the condition to show items only when the 'Assigned To' column is equal to '[Me]'.

Use Power Automate to Consolidate Tasks into a Central SharePoint List

Use Power Automate Templates: To save time, search the Power Automate template gallery for predefined templates like 'Move items from one SharePoint list to another' or 'Copy a Planner task from one plan to another', which can be easily customized for your specific lists.

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Manage Your Tasks and Documents Effectively with WPS Office

While complex SharePoint and Planner integrations require a paid Microsoft 365 environment, you can efficiently manage personal tasks, project trackers, and daily documents using WPS Office. It provides a lightweight, comprehensive suite that is highly compatible with Microsoft formats, completely free of heavy subscription costs.

1. Download and Install WPS Office: Visit the official WPS website, download the free installation package, and install it on your computer or mobile device.
2. Open WPS Spreadsheet: Launch the application and open WPS Spreadsheet. You can start with a blank workbook or choose from a variety of free project management templates.
3. Create your task tracker: Set up columns for your tasks, assignees, and deadlines. Save your document in .xlsx format to ensure seamless sharing and compatibility with Microsoft Office users.

Create highly customizable task trackers and Gantt charts using WPS Spreadsheet.Fully compatible with Microsoft Excel (.xlsx), Word (.docx), and PowerPoint (.pptx) formats.Free and lightweight alternative to resource-heavy Microsoft 365 subscriptions.Familiar, intuitive tabbed user interface for quick adoption and project management.

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Frequently Asked Questions

Can I natively view all my assigned Planner and SharePoint tasks in one place?

Natively, Microsoft 365 does not offer a single out-of-the-box view combining multiple SharePoint lists and Planner plans. You need to use automation tools like Power Automate to consolidate them. Alternatively, Microsoft To Do can show assigned Planner tasks in its 'Assigned to me' smart list, but it does not pull in SharePoint list items.

Does Power Automate require a separate subscription?

Basic Power Automate capabilities are included with most Microsoft 365 Enterprise, Business, and Education subscriptions. The standard connectors required to sync Planner and SharePoint are typically covered under these standard licenses without needing a premium upgrade.

How do I filter a SharePoint list to only show my assigned tasks?

In your SharePoint list, click on 'All Items' in the top right corner and select 'Edit current view' (or go to List settings). Scroll down to the 'Filter' section, select 'Show items only when the following is true', choose your 'Assigned To' column, and type '[Me]' in the value field.

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