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 ...
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.