View the new task in your Microsoft Teams Planner Your new task immediately appears in the Microsoft To Do app.Each To Do list is linked to a different Planner.Say “Hey Siri add task for work to…” followed by the name of your chosen To Do list.If you use more than one Planner in Microsoft Teams, then specify which To Do list to add the task to:.When your virtual assistant asks what the task is, say the task title aloud e.g., “Set up OT assessment for Mrs Jones for a stair rail”.Instruct your virtual assistant to add a new task to your To Do app by speaking the command aloud e.g., “Hey Siri, add task for work”.How to use Pocket Planner Add a task to the To Do app using voice commands
Download the Pocket Planner Installation Guide here. The installation steps should take no more than 15 minutes for you to complete. To complete the setup, refer to our step-by-step PDF guide below, which includes detailed instructions on the above steps and relevant screenshots. You will receive an email from Microsoft Flow to confirm that the Pocket Planner flow has been shared with you. When you are ready to set up Pocket Planner, send us an email at nhsdigital indicating your interest in installing Pocket Planner, so we can sha re the Pocket Planner flow with you.
Step 1: Set up a Tasks by Planner board in Microsoft Teams.The installation process consists of four main steps: Please note that for now voice commands for Pocket Planner are only available for iOS devices with Siri. If you are unsure about any of the above pre-requisites, talk to an IT administrator in your organisation. You can learn more about how to do this in the Support Site user guidance on creating a new Team. You have a Team set up in Microsoft Teams, which will be the home for your Planner app (If you do not currently have a Team where you can add Planner, you can request a new Team to be created on NHSmail Portal.Your NHSmail user policy permits access to Microsoft Power Automate Flow.Your NHSmail user policy permits access to Microsoft To Do.
Your NHSmail user policy permits access to Microsoft Planner.How to set up Pocket Planner Prerequisitesīefore getting started, you will need to ensure the following:
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