Forum Discussion
Can I access my Sharepoint lists in Planner?
We have recently started using Planner in our office, and I was hoping I could access some of the Sharepoint lists I've created thus far, in the Planner tasks I've been creating. Specifically, I ...
While I don't believe the exact functionality you're looking for exists currently, you may be interested in using a SharePoint List (or Microsoft Lists) with a Board view to effectively recreate planner, this way would be substantially more versatile. I've put a link below, not exactly what you're looking for but it should be helpful.
https://www.loryanstrant.com/2022/02/03/migrating-a-planner-board-to-a-list/
https://www.loryanstrant.com/2022/02/03/migrating-a-planner-board-to-a-list/
Hi JoshWowk, thanks for this. I'll keep this in mind for future applications, however, in this instance, it is definitely the visual aspect of Planner that is working for this situation. At present, I have large spreadsheets tracking a lot of the workflow concerns facing us, and some find that too much... Planner allows for a smaller snippet of that info that they can deal with.
I myself am fine with Lists, however, others in the office will not be--it looks too similar to Excel and then the question will be "why don't we just keep doing what we are doin in Excel." The ability to drag tasks across buckets is working out so well, that we are more likely to subscribe a formal Kanban board environment such as Asana or Wrike, as our needs increase, rather than converting to a List.
So I guess my take away is that I will not be able to ever tag a task in Planner with a client's name.
Anyway, thanks again for trying to help, JoshWowk.
Best,
Kristine
I myself am fine with Lists, however, others in the office will not be--it looks too similar to Excel and then the question will be "why don't we just keep doing what we are doin in Excel." The ability to drag tasks across buckets is working out so well, that we are more likely to subscribe a formal Kanban board environment such as Asana or Wrike, as our needs increase, rather than converting to a List.
So I guess my take away is that I will not be able to ever tag a task in Planner with a client's name.
Anyway, thanks again for trying to help, JoshWowk.
Best,
Kristine