在 Planner 中跟踪你的消息中心任务Track your message center tasks in Planner

有关 Microsoft 365 服务更改的许多可操作信息都会传送到 Microsoft 365 消息中心。A lot of actionable information about changes to Microsoft 365 services arrives in the Microsoft 365 message center. 难以跟踪哪些更改要求完成相关任务、何时以及由谁完成,并且很难跟踪每个任务的完成情况。It can be hard to keep track of which changes require tasks to be done, when, and by whom, and to track each task to completion. 你可能还想记下某些内容并标记它以便以后查看。You also might want to make a note of something and tag it to check on later. 将消息从 Microsoft 365 管理中心同步到 Microsoft Planner 后,你可以执行这些操作和更多操作。You can do these things and more when you sync your messages from the Microsoft 365 admin center to Microsoft Planner. 本文将介绍其操作方法。This article describes how.

如何使用 Planner 跟踪你的消息中心任务How you can use Planner to track your message center tasks

消息中心帖子将同步到 Planner 中的一个计划和该计划的一个存储桶。Message center posts will sync to one plan in Planner, and into one bucket of that plan. 你可以根据需要自定义此计划;在启用 Planner 同步之前,你可能想要了解如何使用 Planner,以便知道要同步哪些消息以及如何同步。You can customize this plan however you like; before you turn on Planner syncing, you might want to figure out how you'll be using Planner so you will know which messages you want to sync, and how. 如果你不熟悉 Planner,请观看在 Planner 中组织团队任务、参阅 Planner 快速入门或浏览 Planner 帮助If you’re unfamiliar with Planner, watch Organize your team’s tasks in Planner, see the Planner Quick Start, or browse Planner help.

根据我们从客户那里收到的反馈,以下是有关如何组织计划的一些建议:Based on what we've heard from customers, here are some suggestions about how to organize your plan:

  • 按服务排序Sort by service
  • 按工作流排序Sort by workflow

按服务组织你的计划Organize your plan by service

如果你经常根据与之相关的服务或应用来分配和跟踪消息中心任务,则可能希望按服务组织计划。If you often assign and track message center tasks by the service or app they’re related to, you might want to organize your plan by service. 在此设计中,你将创建一个名为“消息中心帖子”的存储桶,以便将消息同步到其中并使其成为任务。In this design, you’d create a bucket called “Message Center Posts” for messages to sync into and become tasks. 此外,还将为每个服务创建存储桶。You’ll also create a bucket for each service. 例如,可以将存储桶命名为“Exchange Online”、“SharePoint 和 OneDrive”、“Teams”和“常规”。For example, the buckets could be named "Exchange Online", "SharePoint and OneDrive", "Teams", and "General". 你和计划的其他成员可以将任务从“消息中心帖子”移到相关列,然后分配任务、指定截止日期、添加清单、添加附件,以及跟踪任务进度。You and other members of the plan can move tasks from Message Center Posts to the relevant column, and then assign them, give them due dates, add checklists, add attachments, and otherwise track their progress.

按服务计划

按工作流组织你的计划Organize your plan by workflow

如果你经常按执行顺序跟踪消息中心任务,则可能希望按工作流组织你的计划。If you often track message center tasks by what needs to be done in a sequence, you might want to organize your plan by workflow. 在此设计中,你需要创建一个名为“未会审”的存储桶,以便将消息同步到其中并使其成为任务。In this design, you’d create a bucket called “Untriaged” for messages to sync into and become tasks. 你还需要为工作流中的每个步骤创建一个存储桶,例如“已审查”、“即将推出”、“生产中”和“通信”。You’d also create a bucket for each step in the workflow, such as "Reviewed", "Rolling Out", "In Production", and "Communication". 你和计划的其他成员可以定期会面以会审和分配任务,以及设置任务状态。You and other members of the plan can meet periodically to triage and assign tasks, and to set task status.

按工作流计划

使用图表检查状态Check your status using Charts

构建计划时,你始终可以在 Planner 中使用“图表”视图查看直观的状态报告。As you build your plan, you can always see a visual report of status using Charts view in Planner. 它显示了工作分配、优先级和进度,可让你一目了然地了解自己的工作状况。It shows assignments, priority, and progress, letting you know at a glance how you’re doing.

按图表显示的状态

启用 Planner 同步Turn on Planner syncing

  1. 转到管理中心Go to the admin center.

  2. 转到“全部显示” > “运行状况” > “消息中心”。Go to Show all > Health > Message center. 然后,在消息列表正上方,选择“Planner 同步”。Then, right above your messages list, select Planner syncing.

    Planner 同步

  3. 在“Planner 同步”窗格中,选择“设置同步”。In the Planner syncing pane, select Set up syncing.

  4. 在“选择计划”下,选择以下选项之一:Under Select your plan, select either:

    • 搜索计划,然后输入名称或从列表中选择计划。Search for a plan, then enter a name or select a plan from the list.

      选择计划

    • 或者在 Planner 中创建一个新计划,该链接将打开 Planner。Or create a new plan in Planner, a link that opens Planner. 可在此处创建新计划,然后返回到消息中心并搜索该计划。There you can create a new plan, and then return to the message center and search for that plan.

    备注

    只能将消息中心与一个 Planner 计划进行同步。You can only sync your message center with one Planner plan.

  5. 在“选择存储桶”下,创建新的存储桶或选择现有存储桶,然后选择“下一步”。Under Select a bucket, either create a new bucket or select an existing one, and then select Next.

    存储桶是 Planner 中类似于列的类别。Buckets are column-like categories in Planner. 启用 Planner 同步后,每条消息都将成为此处选择的存储桶中的一个任务。After you’ve turned on Planner syncing, each message becomes a task in the bucket you select here.

    选择存储桶

    备注

    • 只能选择一个存储桶进行同步,但可禁用并再次启用 Planner 同步,以更改要同步到的存储桶。You can only select one bucket to sync to, but you can turn Planner syncing off and on again to change which bucket you’re syncing to.
    • 可随时在 Planner 中轻松更改存储桶名称。You can easily change the bucket name at any time in Planner.
  6. 在“选择要同步的消息”下:Under Choose which messages to sync:

    • 选择“所有更新”或“仅限主要更新”。Select either All updates or Only major updates. 对于每个更新,你仍可以使用此页面上的复选框排除来自特定类别、产品和服务的更新。For each, you can still exclude updates from specific categories, products, and services using check boxes on this page.
    • 通过选中或清除“包括这些类别中的消息”和“包括有关这些产品或服务的消息”列表中的复选框,确定要同步的类别、产品和服务。Decide which categories, products, and services you want to sync by selecting or clearing check boxes in the Include messages in these categories and Include messages about these products or services lists.
    • 选择“下一步”。Select Next.
  7. 在“选择要导入的当前邮件”下,你可以决定是否要从当前消息中心导入邮件。Under Choose which current messages to import, you can decide whether you want to import messages from your current message center. 你可以选择“不导入当前邮件”,或选择导入过去 7、14、21 或 28 天的邮件。You can select Don't import current messages or or an option to import from the past 7, 14, 21, or 28 days.

    重要

    启动与 Planner 的同步后,不能重新导入邮件,除非禁用 Planner 同步并再次启用它,然后重新进行设置。After you start syncing to Planner, you can’t import messages again unless you turn off Planner syncing, then turn it on again, and go through setup another time.

    导入邮件

  8. 在“审阅并完成”页面上,确保信息正确,然后选择“完成”。On the Review and finish page, make sure the information is correct, and then select Finish.

  9. 在“Planner 同步已完成设置”页面上:On the Planner syncing is all set up page:

    • 如果要按计划同步到 Planner,请执行以下操作:If you want to sync to Planner on a schedule, do the following:

      • 在“设置自动同步”中,选择同步开始日期和时间以及同步频率(例如每天或每 2 周)。Under Set up automatic syncing, choose the sync start date and time, and how often you want to sync (for example, every day or every 2 weeks).

      • 选择“使用 Power Automate 创建流”。Select Create flow with Power Automate.

      • 在“创建流”下,选择“继续”,选择加号 (+) 以登录(如有必要),然后选择“创建流”。Under Create a flow, select Continue, choose the plus sign (+) to sign in if necessary, and then select Create flow.

    • 若要手动同步,则无需设置。If you want to sync manually, there's no setup needed. 每当要同步最新帖子时,请转到消息中心,然后在页面顶部选择“立即同步”。Whenever you want to sync the latest posts, go to the message center and, at the top of the page, select Sync now.

      消息中心

  10. 若要开始组织、分配和记笔记,请选择“在 Planner 中查看计划”链接。To get started organizing, assigning, and taking notes, select the View your plan in Planner link.

如果想要禁用 Planner 同步,请转到消息中心并选择“Planner 同步”,然后选择“停止同步”。If you want to turn off Planner syncing, go to the message center and select Planner syncing, and then Stop syncing.