Forum Discussion

Brent Ellis's avatar
Brent Ellis
Silver Contributor
Apr 18, 2017

Ability to send an email to Planner and create a Task

Is this on the roadmap?

 

Our organization is starting to lose the battle of using Planner instead of Trello, pretty much because of the sole feature that Trello allows you to send an email to a specific email address and it will automatically create a Task. 

 

It is quite a simple model:

 

Email Subject = Task Title

Email Body = Task Description

Email Attachments = Task Attachments

 

This would be a massive win for adoption.

 

Looks like this is the entry with the most votes, but there are about 100 of them that individually are asking for the same/similar functionality: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/13076007-ability-to-add-email-as-planner-task

36 Replies

  • Would definitely help


    Very simply the email subject could be the planner subject, and the rest of the task can remain blank to fill in. Perhaps the forwarded email can just be attached to the task with any other attachments available from there.

  • maybe check this https://flow.microsoft.com/en-us/galleries/public/templates/67477f30373611e7870df906aa521b7a/create-planner-tasks-for-flagged-emails-in-office-365/

    • Joe Fischer's avatar
      Joe Fischer
      Brass Contributor

      The problem with FLOW is that it is very flaky right now, sometime it works and sometimes it doesn't. 

      I have a FLOW that creates a planner task.

      the busoinies wants a choice column from the list and a text column concatinated to create the description.  then it flips a flag in my list to move the list item from the new view to the MKTing view.

       

      Most of the time if I only choose one option in the request type FLOW will work, the planner is created and the flag is flipped, Life is great :)

      Now I try to choose 2 items and it blows up on me.  can't find ID.

      Burt sometime it works.  Everytime I go to put this into produsction for my users it seems to fail, but if I go update the FLOW (without changing anything ) it sometimes works the first time thru.

       

      I added a few screenshot, maybe there is something obvious I am doing wrong?  I have been following all kinds blogs and it seems like I am doing this correctly :)

       

      TIA,

      Joe

      • Kristján Aron Hjartarson's avatar
        Kristján Aron Hjartarson
        Copper Contributor

        Hello,

         

        have you tried having a delay before getting the task id ?

         

        Seems to be working for me for my short flow. 

        Current delay is set to 30 seconds, I am looking into if it can be shorter, but hopefully this can help you.

         

        Cheers.

    • Michele Esser's avatar
      Michele Esser
      Copper Contributor

      Going to give this a try; however, I know my users and it would be far simpler for them to be able to forward an email than work with Flow.

  • I haven't seen it on the roadmap, but it would be a nice feature. I often think of tasks and email myself, although that's where the coming-soon Planner mobile app will help, but I'd still want email for when I forward something.
    • Matthew Jarsky's avatar
      Matthew Jarsky
      Iron Contributor
      It looks like this is coming:

      “We’re in the process of finalizing designs for a Planner add-in for Outlook. From the add-in, users will be able to create tasks for Planner without having to leave their inbox. The email subject and body will autofill as the task title and description, respectively, and users will have the ability to set plan, bucket and assignees . We appreciate your feedback and patience and look forward to this first step in what we hope to be a greater integration with Outlook!”

      Source: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/14767056-create-task-by-sending-an-email-to-the-plan
      • alanswo's avatar
        alanswo
        Copper Contributor

        Nearly 2 years later and still no progress.!!:facepalm:

         

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