Forum Discussion
Permissions within Planner
- Agreed. Planner has such potential but just falls short of actually being useful. It needs the ability to handle people inside and outside of an organization, as well as being able to easily grant permissions to plan participants to view, move, edit, delete, and complete tasks. In my opinion it also needs to be linked into outlook so the person assigned to the task can actually reflect 'planned' time to work on whatever the task is and show in their calendar. Then you could get reminders to do the work and updates if it was completed or late. Not to mention track the time associated with actually completing the task.
- Agreed! But it's been like this since I first discovered it (5+ years ago). TBH I don't see any willingness coming from MS to change anything in Planner - it remains underpowered and just short of useful, it could be so much more with the addition of allowing external users and user controls (who can edit, close, and move tasks).
With the lack of any development in this product, I have got to the point where I expect to see it retired more than developed.Simon Goodman I think they have put the functionality into 'Project' which is not included in the standard licenses. I agree with you that I bet they retire this product and focus on developing Project so they can have another add on fee.
Claib1 Is the Planner now able to handle giving access to users outside of your Team (in SharePoint or Teams) but within your organization? I am working on a SharePoint site with a Plan component, but I want to open the Plan to only select people (example: only selected members and also users outside of the Team)?
- My understanding is a Plan is a separate entity (like a Word document), so yes you should be able to add users to a Plan (providing they are within your organisation).
Restricting users is more difficult, so if you want a part of a Team and selected non-Team members, as far as I am aware, the only way to do this would be to add individuals or create a new Group (or Team).
ArekR88 I'm doing some alpha testing on it but it may be possible to set up restrictions by utilizing powerapps. you build your tasks through planner but present the tasks to the users using powerapps by using the planner connector in powerapps. from there you could provide which fields they have access to edit per task and delegate who has permissions to create tasks. Granted this will be a lot of work compared to other 3rd party solutions but it would be more flexible to getting exactly what you want.
- laminblake could you please share with us the whole workaround that you are currently testing?
laminblake that's great but it's a workaround. They should be implementing this basic feature from the beginning.
laminblake I'm interested in this approach as well. I need to create a method for users to submit a request (task) but not assign it or modify it once it is submitted.
- Do you also want the "User" that submits to also "View" the Planner task that is submitted? MS Forms looks to have some of that functionality though I'm definitely not the expert there. We've been playing with using Forms to create a Planner Task but the person still has to be a member of that Planner. We really need a "View Only" ability within MS-Planner - Plans still
