SOLVED

import task list from Excel

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New Contributor

I am running into a frustrating situation.

Our current maintenance tracking software exports forecast reports in pdf.

I have managed to turn that into an excel spreadsheet easily enough with columns for task name, due date and the tasks being all day events.

I have also managed to convert the lists into ics files an import them into Office 365 Calendar.

 

Why am i not able to import the list, with the due dates, into Office 365 Planner as easy as Calendar?

I do not want to type in 200 plus tasks for 15 different aircraft when i already have an Excel list.

As this is a weekly updated list, it will become too time consuming to be feasible.

 

Planner would be a much better option for my Maintenance Team to be able to use rather than the Calendar.

Any help would be appreciated.

7 Replies
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Planner and that style doesn't work as a task list / checkoff list / todo list anyway wehn your using it as a day to day type of setup, it's more a brainstorming big picture task holistic view of Items IMO. I would recommend you use a SharePoint task list. Preferable just a custom list for tasks. This works way better than a calendar / planner etc. You can even have a "Calendar" view of those tasks if you need that.

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And here is the helping hand for you. Apps4.Pro Planner Manager will best suite for your need. Alternately you can try as in this blog. 

https://blogs.msdn.microsoft.com/brismith/2017/04/17/planner-cloning-a-plan-with-multiple-assignment...

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Best Response confirmed by Chris Helgason (New Contributor)
Solution

Hi Chris why don't you use iPlanner reporting for Excel? This is a Planner add-in for Excel. You can

  1. Get tasks from one or more Plans. This means also work across Plans
  2. Push updates back from Excel to the Planner
  3. Create a new Plan including buckets and Tasks in Excel and create all in the Online Planner
  4. Create a new Plan in Excel based on a copy of an existing Plan

I think this is exactly the tool you are looking for. AppSource Store

 

Contact me for a demo.

 

 

 

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This sounds like it would work for me!

I will pass the info on to our IT department to get me set up...

Thanks for the assistance Alon!

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I had a look at this before but our IT department didn't want to use it.

Thanks for the help though!

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Hi Chris Do you know why? I mean the Office 365 Add-in is based on the new Modern Office 365 model. NOT a COM add-in. Nothing is installed and it is based on the security model of Office 365. If you are interested I can send you an email with a document that describe the security model and why your IT should not be worried at all.  Actually modern Office 365 add-ins gives no issues and no maintenance for IT.   

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Hi Everyone,

 

Thank you all for the assistance but I have switched over to ViewMinder Calendar.

It does everything i was trying to do in Planner and Office 365 Calendar but without all the headaches and extra conversion software and steps.

 

Thank you once again though!


Chris