Event banner
Microsoft Project and Planner AMA
Event Ended
Wednesday, May 10, 2023, 09:00 AM PDTEvent details
Join us for this AMA to learn about new and upcoming features for Project for the web, Planner, and Tasks that can help you run projects more efficiently for successful delivery and engage with produ...
Dylan_Snodgrass
Updated Dec 27, 2024
John_Hoover
May 10, 2023Iron Contributor
Are there any plans to be able to add external resources as assigned personnel to Planner tasks? Such as if I want to track project action items that are the responsibility of the Customer to complete? It would be great to be able to tag both myself and a customer, external resource name on such action item Planner tasks.
- DanEngelsmeierMay 10, 2023Brass ContributorWe do this by inviting the external resource as a "guest" user in our tenant. They are added to the relevant Microsoft Team and access their Planner tasks through there.
- Brian-SmithMay 10, 2023Bronze ContributorThis should work if the external resource is known to your system John - unless you have it locked down in some way.
- John_HooverMay 10, 2023Iron ContributorMy organization has very strict security controls because of the nature of our work. Getting someone added as a "guest" is a very high lift. Ideally it would be possible to simply create a "generic" or "material" resource that I can custom name and add to the Planner plan without needing to add a full profile of any kind.