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
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 this
How do you use Planner?
With the recent changes 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?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 managerUsers 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-a080-266e2414a859Which tool when: Project or Planner?
There's a reasonably new project management tool in play. When should you use Microsoft Project versus the newer Microsoft Planner? There are pros and cons to both and it's important you know them before getting started. That, and proponents of Project may be going overkill now that there's a user-friendly 'competitor'. Here's some guidance to help you along the way. Hopefully you find this info useful! https://icsh.pt/ProjectOrPlannerCreate the limits and boundaries page for Planner
Dear Planner team, I'm really surprised to not find anywhere the official page (and updated page after each change) related to the Planner limits and Boundaries. I found the MS Teams one: https://docs.microsoft.com/en-us/microsoftteams/limits-specifications-teams But nothing related to Planner and that is missing. The message available with Google search is only this publication (but really light): https://techcommunity.microsoft.com/t5/Planner/Planner-Limitations/m-p/61650 That is not sustainable for a real adoption program. So for example, many question can come like: how many sub-plan can we create per Planner group ? How many Bucket max per plan ? (different values are available) How many tasks or subtasks per bucket ? How many assigned task per user ? ... You can see many values are missing to help the promotion and positioning for this product into a company like mine (more than 80'000 employees). Can you take a look and publish something related to that ? Thanks by advance Fabrice Romelard [MVP] PS: Do you have any expected date for the permission isolation of the sub-plan ?
