Forum Discussion
Is there any way to connect Planner tasks to OKRs or company goals?
We use Planner for task management, and there's no native way to tie a Planner task to a higher-level goal. I looked into Power Automate but the Planner connector doesnt have a field for "parent obje...
Planner can work for the task side, but once you want to connect that work to company goals, or do any sort of automated progress tracking, you'll hit a wall. Viva goals did this nicely, but it's gone now. A good alternative is a dedicated OKR software that is built into Microsoft workplace tools. I recommend Oboard okr software, for example, it gives you the OKR layer for setting and tracking company goals while still keeping the actual work in the tools your teams already use.
It is useful for teams already working across the Microsoft ecosystem and looking for a smoother way to replace some of the strategy and execution workflows they previously had with Viva Goals.