Forum Discussion
CJ Reed
Mar 24, 2017Brass Contributor
Permissions within Planner
I had an inquiry from a colleague asking if there is a way to restrict members of a plan to where they can't create buckets or move tasks around in different orders. I think there is an interest in ...
ArekR88
Oct 17, 2020Copper Contributor
Gezu is this still not implemented!?!? What a poor maintenance... this app has got potential but without basic functionality Microsoft developers make it useless!!
Claib1
Jan 28, 2022Copper Contributor
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.
- Simon GoodmanMar 17, 2022Brass ContributorAgreed! 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.- Claib1Mar 17, 2022Copper Contributor
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.
- Simon GoodmanMar 17, 2022Brass ContributorI agree, but thinking back, the whole point of Planner was for simple projects where Project is overkill. Also the cost of Project isn't small. Taking cost and complexity together Project is a non-starter for many organisations.
As a simple Kanban planner Planner has a lot going for it, but it all to often falls short through missing simple controls (literally today, I have had three prospective projects fall short because of Planner's lack of controls - none of which would be suitable in any way for Project!).
Sadly retirement and third party planners look to be the way forward for Planner and it's functions.
- zakcandaoMar 16, 2022Copper Contributor
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)?
- Simon GoodmanMar 17, 2022Brass ContributorMy 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).- zakcandaoMar 17, 2022Copper ContributorThanks for your reply Simon. Do you have the actual steps how to do this. The user I'm trying to add is part of our organization. I setup the user to have limited edit access of a SharePoint site. The only way I can see him having access to the Plan is to add him as a member, but we do not want to do that. We just want him to have access to a unique Plan and selected components of the SharePoint site.