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-taskHow to automate Planner and integrate it with Power Bi
Lets say on my work i have to do the same exact activities, one after another and my boss wants to assign those tasks to my team through Microsoft Teams, how can i make like a sample tasks that i just change the name but the check list is the same and that those tasks are linked one after another. Besides that I want to know if its possible to graph how much time it takes me to complete those tasks using Power Bi or any other application from Office 365. Thanks for your time and help.Users not receiving email notification for task assignment
Users haven't been receiving an email when a task is assigned to them. They do, however, receive an email when a task they're assigned to is commented on or is marked completed (discovered this wasn't the case after further testing. The user will not receive an email until they are @ mentioned). If the user is subscribed to the Plan/Group, they will receive an email, but they also receive an email for everything, which is not what we want. Is this a known issue/bug? ETA on a fix? Trying really hard to roll out Groups and Planner here, but this issue is making it difficult for me to get people on board (continues the notion that Office is "hard to use"). According to this Support page, users should be receiving and email when a task is assigned to them: https://support.office.com/en-us/article/Get-email-about-your-tasks-and-plans-cce223d6-b0ae-43cf-a080-266e2414a859
Trello vs. Planner - whats missing in Planner and what would make it better than Trello
Hi Everyone, So as a user of Trello (but an enterprise user of 365) I am constantly fighting the battle to migrate over to Planner from Trello (I want to migrate). The following elements are what we see as what is missing: - Full Integration with Outlook task management - Ability to export plans from project and create a new plan in Planner - The ability to move tasks with assignments, attachments and comment history's between plans - I get the fact around plan members but we need to be innovative about how to resolve this. - Desktop version or added fully to Teams and/or Outlook - Ability to create an executive summary board by enabling the ability to sync the same task on multiple boards without giving access to the assigned person - Ability to @tag someone in comments and send a notification to them - The ability to see all the tasks across all the cards at the Hub level (similar the calendar feature in Trello) - Be able to set recurring tasks and assign the bucket and plan they appear in - When copying a list from other office apps it adds one line per checklist item - Ability to set hotkeys - PowerBI link to complement current reporting - Gantt chart view with dependencies and resources - Configurable notifications i.e. if I am syncing with an external tool e.g. unito I would like the ability to not get thousands of notifications each time it syncs. - The ability to change the order of plans in the favourites area - Change the background colour and design to each Plan - Ability to watch tasks - Ability to copy a board - Ability to set a time as well as a deadline date - Ability to print a board - Voting - How to use this board notes area which allows pictures and info graphics What would make it better than Trello: - The ability to assign a priority to a task personally I use the Franklin Covey method of ABC and 1,2,3 but any 2 level prioritisation would be fine - Once a priority assigned for that task to be priority ordered in the bucket(s) it exists - Stickers and the ability to filter against them - Configurable Progress categories - Email to task/ bucket/ plan - ability to assign a checklist item and due date to someone not necessarily on that plan - set dependencies against other tasks - Different template designs e.g. agile, 7 habits etc. - Ability to set an alert against a task - Custom fields - List views - Add 'live' power bi tiles and show on card e.g. simple KPI tracker - The ability for the board admin to fix cards into position preventing members from moving them and finally further develop links to other software e.g. Mindjet Mindmapper, zoho, salesforce, etc. Its a long list I know but welcome anyone else to add to thisHow to create a sub-plan in Office 365 Planner
Dear all, The Office 365 Planner tool is a full Web application you can access from your Web Browser. This tool is helping grouped employees to manage some project without all the solution possible via Project Online. You can create tasks, group of tasks (named buckets), assign it to users, ... This is part of the modules available when you create an Office 365 Group (like Stream, PowerBI Group, Group Forms, Teams, …) and is covered by the Office 365 E1 license, you don't need additional license to use it. But when you create one Group, you have only one Plan associated natively. So this could be ok for many basic usage, but for many User group they can need to have more than one Plan to manage there daily job with the same employee team. For example, an IT group managing the helpdesk support can have several projects to manage in the same time in addition of the helpdesk job: Install the last video solution into the room XXX Test the new laptop configuration with the last internal Windows 10 image Prepare the arrival of the employee YYY ... As you can see each of these items are dedicated project with specific tasks associated, and sub groups (buckets dedicated too) So this use-case validated the request proposed into the UserVoice for Planner: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/11436501-instead-of-1-to-1-allow-groups-to-have-many-plans As you can see in the status, the solution is partially enable, and I will explain how to have it. You have to use the Teams dedicated application for that, via the "add a Tab" option: Into the application selection, you have to Choose Planner You have now to define the name of the new plan you need to create (the project name for example) And you will retrieve it into your Teams application tab If you now go into the Planner web application, you can retrieve that new plan and if you look the name you can find the SubPostion plan (SPS-Genève > General) Navigating into that new Plan with the Planner Web App will be as usual Attention: This solution is perfect, but you have to be accept the permission management, there is no permission isolation into those created sub-plan and the access for the sub-plans are the one placed into the root (basic Office 365 Group permission set). It will probably become, but it's not yet implemented Hope that will help to adopt that product which is in continuous evolution Fabrice Romelard [MVP]Planner Dashboards (Cross Planners, AD Direct Reports, Etc.)
What - if any - rollup capabilities do the planner dashboards have? I'm looking specifically to Planner as a solution for a central, simple, unified task management platform. However, my reporting needs would include: Roll-up of multiple planners into one view for a user (Similar to what the old MySite task rollup allowed) Roll-up of multiple planners into one view for a project manager, admin, etc. Ability to view a team's tasks...for instance based on AD manager
How do you use Planner?
With the https://medium.com/@mansoor.malik/a-few-updates-to-planner-integration-in-microsoft-teams-6e9683d1e085 to Planner, my small team has leaned in and made it our project management tool of choice. There are so many choices for task management tools and methodologies out there (Trello, Wrike, Todoist, easynote.io, Kanban, bullet journaling, and good-old Outlook tasks to name a few), and we've tried a lot of them to varying degress of success. Planner though, with its integration into Teams, has become sticky in a way others haven't. Initially, here at AvePoint, my team had some process hurdles to jump--it was a big change to go from our home-brew system to something as frictionless and adaptable as Planner is--so I reflected on this change and wrote out how I personally use Planner here. https://www.avepoint.com/blog/strategy-blog/how-to-use-microsoft-planner-avepoint-technical-writers/ I'd love to hear how the community here uses Planner for their day-to-day project management. I feel like this is one area I could always get better at, so I'm curious-- How do you use Planner to stay on top of all your work? Do you have system or process for creating tasks? Do you use the Groups conversations for something specific, like I do? What value do you get out of Planner charts?Will Microsoft Lists replace Planner for anyone here?
The more I look at what MS Lists can do, the more I think it may be a more accessible Task/Project Management tool than Planner. For context, I deliver training for clients new to M365 products (such as Teams, Planner and SharePoint), so I'm always looking for angles and use-case opportunities within M365 to help solve their problems. Out of the box, there seems to be a whole lot more you can do with MS Lists out of the box, and a whole lot more potential. Here are some things that I'm looking forward to in Lists that Planner simply cannot do for [reasons]: Audit History; assuming this is carried over from SharePoint, users will have a great tool to track progress and changes made to project plans though an actual audit history. Why doesn't Planner have this yet? Custom Configuration; Something that I'm really looking forward to is creating Project Management lists that can be customized with granular user permissions. Don't want people editing certain fields? Lock & hide them! Prefer a Card view? Go ahead and customize your cards to look exactly the way you want them to. Rules and Conditional Formatting; This will enable teams to create notifications that work for them. IMO, the current state of notifications in Planner are lacking at best, and disruptive at their worst. Potentially easier to adopt than Planner; We've all likely seen our share of teams that manage projects in an Excel spreadsheet because it's all they've known. In my experience, teaching users how to use Planner is quite a mental jump that it can be difficult to see how it's better/worse than a spreadsheet. As much as I want to preach Planner, there are so many things it's still missing that make it a difficult recommendation for clients. For example, it's always awkward to explain to people how you cannot prohibit users from editing/deleting items from a project, and that there is NO WAY to recover that data. Lastly, I'm mildly concerned about the future for Planner. The road map literally has nothing in development, and I'm not sure what direction it's going in. So that's my mini rant/thoughts on Planner vs. MS Lists. What about you?
