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John Wynne's avatar
John Wynne
Silver Contributor
Aug 23, 2017
Solved

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 Allner's avatar
    Cian Allner
    Silver Contributor

    Also check out Brian-Smith article - https://blogs.msdn.microsoft.com/brismith/2017/08/29/microsoft-planner-linking-plans-to-a-project-task/.

     

  • ta_pb's avatar
    ta_pb
    Iron Contributor

    Sounds great. I'm looking forward to seeing a screenshot/video of it in action.

    • Trutz_Stephani's avatar
      Trutz_Stephani
      Iron 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

       

      • Anguslavin's avatar
        Anguslavin
        Copper Contributor

        HiTrutz_Stephani 

         

        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

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