Forum Discussion
Client List in Planner
I would like to be able to somehow associate tasks in Planner, with clients.
Scenario: I work at a small accounting firm. We file corporate tax returns for approximately 150 clients. I would like to be able to create the task, "Documents signed by client for EFILING" for each client. In other words, 150 of the same task to be completed per fiscal year.
I have created a List of our clients in Sharepoint and I've been using that successfully in PowerApps, but I don't think(?) I can connect those two environments--Sharepoint and Planner?
I thought perhaps I could create a label per client, but there are only 25 labels... I'd need at least 150, and it would just grow from there.
Anyone have a suggestion?
Thanks in advance,
Kristien
4 Replies
Interested to know what solution you came up with. The limit of 25 labels still exists 3 years later!
Fellow Canadian, Otto.
Hey Otto,
My solution was to no longer use Planner LOL Probably not what you wanted to hear 😆
I dug into PowerApps instead to accomplish the task I had before me, and built a workflow app. SharePoint is where the data lives for the app. I'm currently working on the next iteration of this app but now testing the waters of Dataverse instead of SharePoint, to hold our data. READ: PowerApps was so much better at addressing our needs for workflow than Planner could ever hold a candle to, that we are digging into PowerApps even more.
Having said all that, I have not used Planner since that time and thus cannot speak to it's current functionality. Once we switched to PowerApps and away from Planner, we haven't looked back.
Best,
Kristine
Thanks Kristine! Makes sense building a complete custom solution just need to make sure someone keeps maintaining it I suppose. SharePoint Lists are great for storing data and smart to move to Dataverse.
