Easy Tech TutsHow to Create a Task List in Microsoft Loop and Sync It to Planner Easily 2026
By Impran M N
Manually duplicating tasks between a Loop page and Microsoft Planner wastes time and risks inconsistent status updates. This guide covers building a task list in Loop, assigning owners and due dates, and connecting it to Planner so completions sync automatically between the two.
01Deploy the task list block
Place your cursor on an empty line in your Loop page and type /task list to drop a fresh action matrix onto the canvas.
02Enter task details
Type your task name and use the connected calendar picker to set a target due date.
03Assign an owner
Click the Assigned To column and select your project colleague to allocate ownership of the task.
04Connect to Planner
Go to the page header panel, click the Task Apps trigger, and select Open in Planner to spin up a connected cloud plan.
05Verify the connection
Check the live cloud connection inside your browser window to confirm the sync pipeline is active.
06Test the two-way sync
Check the tick mark box inside Planner and confirm the status auto-updates back into your Loop page.
Frequently asked questions
Does the sync work in both directions between Loop and Planner?
Yes, marking a task complete in Planner is designed to update its status back on the Loop page automatically.
Do I need to create the Planner plan separately first?
No, using the Task Apps trigger from the Loop page header can spin up the connected Planner plan for you.
Can I change task ownership after the sync is set up?
Yes, you can update the Assigned To field at any time, though it's worth verifying the sync still reflects the new owner correctly.
What if the sync doesn't activate after clicking Open in Planner?
Give it a moment to establish the cloud connection, and if it still doesn't sync, try refreshing the page or checking your account's Planner access.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
