Forum Discussion
Connecting Planner tasks to employee goals/OKRs - anyone figured this out?
My manager wants us to tie our daily Planner tasks back to our quarterly OKRs but theres no native way to do this. I spent a couple hours trying to set up a Power Automate flow that updates an Excel tracker whenever a Planner task gets completed but it feels hacky. Is there a cleaner way to connect what people are actually doing in Planner to higher level goals?
3 Replies
Planner is great for managing tasks, but it gets awkward once you try to use it for OKRs. You don’t really get the hierarchy, rollups, progress logic, or company-level visibility you need to manage goals properly, which is why people usually end up patching things together with Excel or Power Automate.
If you’re still looking for a cleaner setup, Oboard is built for that layer. You can manage company and team OKRs, KPIs, progress and reporting in one place, while still keeping day-to-day work in the tools your teams already use.
There’s a free trial too, so you can test it against your current Planner setup and see if it fits better.
Planner is not meant to do that. It's a task management app and any workflow will only ever be based on task, not task/kpis/goals/okrs. There's an ocean of goal tracking tasks out there, but we've switched to vindaris because it integrates with the tools we use, is clean and easy to use and was a great viva replacement.
That's a bit of an odd one. Planner is primarily a task tool after all. Maybe when Viva Goals was still a thing, you could have used that to connect. But here's a solution for you. We switched to Teamflect (third party tool but still a Microsoft Partner) when Viva Goals was shut down and we keep our OKRs there. I know for a fact that you can sync your tasks from Planner with Teamflect. This way, I'm pretty sure you can connect those tasks to your OKRs.
Maybe do a free trial and see if it works though. Let me know how it goes.
