Forum Discussion

Oscar Gutierrez's avatar
Oscar Gutierrez
Copper Contributor
Jun 13, 2017
Solved

Create planner actions from outlook

Hola Planner community.

I just discovered "Planner" and I am a bit overexcited about it. I think it has a HUGE potential. I wonder if in hte near future we will be able to create actions in planner from outlook messages?. I would like that becasue that way I could automatically add the: "Who submitted the request (sender)", "when what the request created (send date)", and all the details would be there. Even better if i could drag and drop messages from outlook to buckets in planner....

 

Add fields to each action (such as Created by and Creation Date) will be super useful as well, since we will be able to track KPIs... I hope I am making sense. oscar

 

10 Replies

  • Dawid Zych's avatar
    Dawid Zych
    Iron Contributor

    Some workaround is possible with Microsoft Flow
    https://flow.microsoft.com/en-us/search/?q=planner

  • Alon_iGlobe's avatar
    Alon_iGlobe
    Iron Contributor

    Hi

     

    Why don't you look at iPlanner pro for Outlook. You will be able to create a task based on an email. you can also upload attachments to a task. Actually you will be able to do all, directyly from Outlook. That is on, Outlook for Window, MAC, WEB and IOS

     

    http://planner.iglobe.dk/

     

    https://youtu.be/EhuY1QdbLgE

  • Oscar Gutierrez's avatar
    Oscar Gutierrez
    Copper Contributor

    Hola Alon, thanks for your reply. I want to use sync MS Outlook with MS Planner because my organization has the licesense already. The app4.pro is (almost) what I am looking for right now. oscar 

    • SanthoshB1's avatar
      SanthoshB1
      Bronze Contributor

      HI Oscar Gutierrez, Glad that our add-in meet your requirements.

       

      FYI - Apps4.Pro is available as Outlook Desktop add-in and Outlook web add-in (available from Office store). The Desktop add-in provides deeper Outlook integration such as Sync Planner tasks with Outlook tasks, Outlook calendar, Set reminders for tasks, etc.. where as the Outlook Web add-in is best suited for MAC and users who have deployment problems.

       

      Apps4.Pro Outlook Desktop - http://apps4.pro/planner-outlook-integration.aspx
      Apps4.Pro Outlook web add-in -  http://apps4.pro/tasks.aspx

       

      Additionally, for your requirement to add custom fields to tasks such as Created by, Created on, Priority, etc...can be done using Apps4.Pro web add-in.

       

      Based on your needs you can choose the add-in. Thanks.

  • If I recall correctly, this feature will come in the future but as part of the integration between ToDo and Planner so you will be able to promote a personal task in ToDo as a Planner task
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