Forum Discussion
Manage a Project task in Planner
Noticed this update to Project in today's Office updates. Nice Project / Planner integration!
https://support.office.com/en-us/article/What-s-new-for-Office-Insiders-c152d1e2-96ff-4ce9-8c14-e74e13847a24?ui=en-US&rs=en-US&ad=US&utm_source=t.co&utm_medium=referral
Not much to see yet. You can link a task to planner plan and you get an indicator in the Project desktop client. The first person assigned on the task is set as owner of the plan. All other assigned resources are not taken into account. There are no new columns that you can drag into the Project client views and there is no other way of seeing the status of the linked plan. In the PWA, there is no indicator at all.
One draw-back for people working in multi-tenant environments: It somehow allows you only to choose plans from the tenant, to which your Windows account belongs to and it doesn't respect the account which you have set your Office Account to.
Screenshots:
Before linking
With link established
12 Replies
- Cian AllnerSilver Contributor
Also check out Brian-Smith article - https://blogs.msdn.microsoft.com/brismith/2017/08/29/microsoft-planner-linking-plans-to-a-project-task/.
- Trutz_StephaniIron Contributor
This feature will get a small update according to the O365 roadmap:
Microsoft Project & Microsoft Planner - Create a new plan
When connecting a Planner plan to a Project task, create a new plan quickly instead of linking to an existing one.Estimated Release: August CY2018Feature ID: 27755Added to Roadmap: 07/03/2018Last modified : 07/23/2018- FastTrack-F1Copper Contributor
Trutz_Stephani Hi, can you please tell me on how to achieve this???
https://www.microsoft.com/en-us/microsoft-365/blog/2017/10/30/introducing-new-ways-to-work-in-microsoft-project/
- ta_pbIron Contributor
Sounds great. I'm looking forward to seeing a screenshot/video of it in action.
- Trutz_StephaniIron Contributor
Not much to see yet. You can link a task to planner plan and you get an indicator in the Project desktop client. The first person assigned on the task is set as owner of the plan. All other assigned resources are not taken into account. There are no new columns that you can drag into the Project client views and there is no other way of seeing the status of the linked plan. In the PWA, there is no indicator at all.
One draw-back for people working in multi-tenant environments: It somehow allows you only to choose plans from the tenant, to which your Windows account belongs to and it doesn't respect the account which you have set your Office Account to.
Screenshots:
Before linking
With link established
- AnguslavinCopper Contributor
Hi. Not sure if you can help.
When I try to link through project to planner I don't get an option to type in the name of the planner. I am using online project and 365 environment. Not sure if I am missing something.
Thanks
Angus