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Can't access portfolios solution
We have Planner and project P3. When we try to access My Portfolios from Planner in Teams we get a message that says "Looks like you don't have the latest portfolios solution installed Contact your admin to fix this" I am an admin, but I can't find any way to update portfolios to the latest version. Has anyone been able to access the portfolios feature? If so, how did you get it to work? Thanks, Doug
Column keeps moving
Starting yesterday everyone on my team was clicking and holding a blank area on the board under a card to scroll left and right. When they did that the columns would start moving and then then move to the last column on the board automatically when they let go of the click Needless the say the columns are being rearranged every minute so we need help fast. What is going on????????????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
Organisation Executive view of project plans and progress
Within my organisation, we have up to 20+ projects in various stages of their lifecycle going at any one time. Each project has activities relevant to specific departments within the organisation and each department has many team members that will be assigned tasks across multiple projects. Each department exists as a 'team' within teams. Each department manager is responsible for assigning the work for their staff and meeting KPIs but not every staff member is involved in every project. Basically, each department has their own project/planner relevant to their specific work activity which they assign out to their staff, but no single department owns the entire project (they are responsible for components of the project). I need an organisation view of all ongoing projects, and the ability to see the task activity (i.e. workload and deadlines) for each department relevant to each project and the entire organisation. Can planner be set up so that detailed plans can exist within overarching project plans? Or can plans in planner be set up such that tasks with the plan can be assigned to a bucket and buckets within the plan assigned to teams (i.e. departments rather than assigned to individual users) where the department manager can assign the tasks to their staff. The objective of this approach is to have staff allocated tasks through planner (ToDo) and the completion of their individual task feed back into the departments overall assigned activities, and ultimately back up to the project, and overall executive summary of all organisation projects.
Planner broken, or unusable?
Since late last week, Planner has become increasingly unusable. Buckets are being dragged out of position when right-clicking in an empty space to scroll left or right. Today, performance has deteriorated even further—opening a card now takes around 30 seconds or more, and adding comments is nearly impossible due to severe lag. This issue is affecting everyone in our organisation. Does anyone know if Microsoft is actively working on a fix for these problems?
Where is Planner Hub, Calendar View, Connect to Outlook
What am I missing here? It seems that Planner no longer has a way to view multiple plans and tasks in a calendar. Previously you were able to plan days and the week by seeing multiple projects at one time. It also appears that there is no way to connect Planner to Outlook any more. What??? Seriously?? What is Microsoft thinking here? Just when things were literally starting to actually work together they roll back integration. Dear Microsoft: Integration is key for your ecosystem. I need to be able to use Planner to Plan. I need plans to show up in Todo and I need plans to show up in Outlook. I need them to look similar and have cross functionality. I need Teams to be integrated with all the other apps as well. MS Loop is promising but the lack of integration is astonishing. I can't even get it to show up in Teams. Great that I can add Planner to MS Loop but I can't add Loop to Teams (???). What about Onenote being able to add to Loop. I take hand written notes in Onenote. I can easily add my Onenote Notebook to Teams but I can't add to MS Loop???? Adding MS Loop to Onenote, I guess has some value - maybe, but the value is to be able to see my notebook INSIDE Loop without having to open up OneNote. Each app you created works and has specific functions but the integration needs to allow for seamless workflow instead of jumping around all over the place. I want to sit in planner to plan. But if I am in MS Loop and I am making notes from a meeting I want to be able to just access Planner within MS Loop (which I can and is great). But what if I have an email from a client that has a task within. Sure I can add it to ToDo..but you know what, now I have to do multiple steps to get into Plannner. Integration, integration, integration. Your ecosystem needs to work with high level cross functionality. And stop taking features away that are highly useable and improves workflow. Now I can't share Plans to my outlook???? seriously???? C'mon. This is why people leave your ecosystem. I have read in the forums that people are leaving to go Clickup because they focus on workflow. Personally, I think MS365 has promise and would prefer to stay here but you gotta listen to your customers on how they work and allow for workflows to happen and to customize to people's needs. But we can't work successfully if your products don't really talk to each other well. Your sole mission needs to be unrelentingly to help your customers work effeciently. If you can make me successful I will stay. It is the main reason people go to your competitors. Anything that can make work easier, more efficient, and allows us, YOUR customers, to be more successful will give your customers to stay in your ecosystem.
Auto Numbering
I'm looking for a way to automatically assign unique identifiers to tasks in Planner, complete with customizable prefixes or suffixes. This would help integrate tasks with other systems by providing a consistent numbering scheme. Is there any built-in functionality or a recommended workaround to set up such an autonumbering system?
