Forum Discussion
katlady
Nov 20, 2019Copper Contributor
Newbie integration question & email management
Hello, everyone- I am new to the MSFT Tech community, and this is my first post. I work in my family's insurance agency, and we have about 20 employees. Our industry is very specialized, and most...
SanthoshB1
Nov 21, 2019Bronze Contributor
katlady interesting to know your case. Planner will help you to get this done. The advantage of Planner is the collaboration. Each team member will know the progress of the task and can help others and track it.
You need to use add-ins to convert email to planner task. Create separate buckets for the types of emails and convert the emails to task to those buckets accordingly. Here is my blog which helps you on this.
https://www.jijitechnologies.com/blogs/how-to-integrate-microsoft-planner-with-outlook