Forum Discussion
Ability to send an email to Planner and create a Task
Is this on the roadmap?
Our organization is starting to lose the battle of using Planner instead of Trello, pretty much because of the sole feature that Trello allows you to send an email to a specific email address and it will automatically create a Task.
It is quite a simple model:
Email Subject = Task Title
Email Body = Task Description
Email Attachments = Task Attachments
This would be a massive win for adoption.
Looks like this is the entry with the most votes, but there are about 100 of them that individually are asking for the same/similar functionality: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/13076007-ability-to-add-email-as-planner-task
Brent Ellis Is there any news on this key functionality? Seems totally bizarre that something @Trello nailed yonks ago - the ability to simply send an email directly into their platform so it becomes automatically a task - still eludes the otherwise pretty cool Planner. Or am I missing a major development....? 30 months should've been enough time.
Going to give this a try; however, I know my users and it would be far simpler for them to be able to forward an email than work with Flow.
The problem with FLOW is that it is very flaky right now, sometime it works and sometimes it doesn't.
I have a FLOW that creates a planner task.
the busoinies wants a choice column from the list and a text column concatinated to create the description. then it flips a flag in my list to move the list item from the new view to the MKTing view.
Most of the time if I only choose one option in the request type FLOW will work, the planner is created and the flag is flipped, Life is great :)
Now I try to choose 2 items and it blows up on me. can't find ID.
Burt sometime it works. Everytime I go to put this into produsction for my users it seems to fail, but if I go update the FLOW (without changing anything ) it sometimes works the first time thru.
I added a few screenshot, maybe there is something obvious I am doing wrong? I have been following all kinds blogs and it seems like I am doing this correctly :)
TIA,
Joe
Hello,
have you tried having a delay before getting the task id ?
Seems to be working for me for my short flow.
Current delay is set to 30 seconds, I am looking into if it can be shorter, but hopefully this can help you.
Cheers.
Would definitely help
Very simply the email subject could be the planner subject, and the rest of the task can remain blank to fill in. Perhaps the forwarded email can just be attached to the task with any other attachments available from there.I've adopted the flow called: 'Create a task in Planner when a new emial arrives in a shared mialbox' in a way that I have a tag in the subject line which is needed to trigger the flow.
Since the subject line is used as a task title, the tag is removed in the process.
However I don't see an option to add attachments to the task as neither "Update task details" nor "Update task" step provides an option to add attachments.
The last step in the flow deletes the flow triggering email from the shared mailbox.
I've created a power automate flow to create a task when a forms is completed.
I've ran in the same problem than you about filling all the task's informations. Flow's connector is not complete...
So i've done differently : Only one document in the form is possible, my flow go read in the excel sheet where are stored the forms answer to take the localisation of the file and i've formatted all the information i need in the task's comment section.
Maybe you should go by the same way : "when an email is send with "keyword" in title" / create a line in excel sheet / then create a task with information in the excel sheet.
But you will probably need to use variable definition and function to cut your information in the mail and put in inside comment task...
- Totally agree! I also need this now.
robfiore i second this and looking forward to the implementation. I would like to see Microsoft make fewer apps better, rather than a cluster of half-baked ideas!
- Hey Microsoft,
4 years and still waiting for this feature??? Come on.
I cannot convince my colleagues to use Microsoft planner in its current form, if you could add this feature I may have chance. Trello is really superior at this point, maybe have a look at it. - I haven't seen it on the roadmap, but it would be a nice feature. I often think of tasks and email myself, although that's where the coming-soon Planner mobile app will help, but I'd still want email for when I forward something.
- It looks like this is coming:
“We’re in the process of finalizing designs for a Planner add-in for Outlook. From the add-in, users will be able to create tasks for Planner without having to leave their inbox. The email subject and body will autofill as the task title and description, respectively, and users will have the ability to set plan, bucket and assignees . We appreciate your feedback and patience and look forward to this first step in what we hope to be a greater integration with Outlook!”
Source: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/14767056-create-task-by-sending-an-email-to-the-plan- My mistake:
MS is promising an Outlook add-in, but not the ability to create a task by sending an email to Planner or a specific plan.
- We already gave up on planner. No email, no use. Trello doesn’t integrate as nicely and requires more administration but allows us to work efficiently so the choice was easy. Too bad.
Mustekalaagreed - we went the ClickUp route, but for the same reasons. The MS products are nice, but they've got to be able to integrate better... I'd be happy if Planner automatically planted tasks in my calendar without having to jump through hoops to get there.
Brent Ellis ... Would love this.
Many have called out Trello as having this.
Calling out that Asana does as well and gets used all the time in my shop.
Would love to see MS bing Planner up to parity.
- This upgrade would be great. And moreover doesn't look so hard to be done...
- Not on the roadmap. as of 11/3/2021. I wish Microsoft would come up with a good way for users to request features since they are moving away from uservoice.
Microsoft Teams: Create a task from a message in Microsoft Teams for GCC-GA: January 2022
Microsoft Planner: Recurring tasks-GA: January 2022
Microsoft Planner: Rich text and images in Planner task notes-GA: December 2021
Planner: View Planner tasks on your Outlook calendar for GCC, GCC High, and DoD-GA: November 2021- No one is listening.
Planner is just one more example of a poorly executed applet that is not fully baked or supported.
The idea is great. The opportunity is great. But it’s way too late. But it’s not all bad, at least Teams is rolling out 3D avatars! I’ve accepted the idea that I’m paying for Outlook/Exchange and some cloud storage. The rest is just noise.Hello, we have a ticketing system where replies to tickets link to a thread assuming the ticket number is embedded with hash tags. Pretty old school, but it works. We dropped Trello in favor of Planner as we like how Planner is now integrated with MS Teams. Very slick. We have 1000s of tickets so having one email address per ticket makes no sense (hence the hash tag technique works), but for projects, it would be logical to have an email address that creates a task within the project. Trello had this, but we're a growing company and need this feature back. Our team is looking at Asana as it has features of both Planner and Trello, including the ability to create a project related task with an email. I've prefer staying with Planner. PS - this is my first post in the tech community in several years.
