How can we improve Planner?

Allow external users to view/edit tasks.

We have sub consultants that we collaborate with on a daily basis. It would be nice to have different levels of permissions to view tasks, edit tasks, and / or create tasks.

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    Russell Stanford shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    132 comments

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      • Juan Cordero commented  ·   ·  Flag as inappropriate

        Collaboration is a core element of how we work which requires the creation of extended teams on a project or long term engagement. While the majority of our teams are internal staff, there is still a critical element of any project that requires the inclusion of our clients and/or external vendors. It is imperative that Microsoft Teams allows for the easy (but secure) inclusion of external parties for the length of any project or engagement.

      • Mark commented  ·   ·  Flag as inappropriate

        I can add a guest to the group now and in planner assign a task to the guest - but it doesn't look like the guest account is notified (no email) and he can't access the task/plan (just files), so am I missing something? If external sharing with Planner is not yet available, why can I assigned a guest account to a task - makes it confusing right??

      • Mike Duggan commented  ·   ·  Flag as inappropriate

        Does anybody have a workaround? We want our general Office 365 users to create tasks in a group's Planner without adding those users to the group; we also don't want them to be able to edit/delete tasks - only start them.

      • sunil commented  ·   ·  Flag as inappropriate

        Is it possible to assign task notification via mail to the external user and he is able to approve the task in SharePoint 2013 online?

      • sunil commented  ·   ·  Flag as inappropriate

        Is it possible to assign task notification via mail to the external user and he is able to approve the ask in SharePoint 2013 online?

        pls can give me suggestions.

      • NBS commented  ·   ·  Flag as inappropriate

        I was hoping this would be completed by now. Microsoft, I haven't seen any input from you on this forum in a long time. Would you please provide an update on this? Thanks.

      • Radek commented  ·   ·  Flag as inappropriate

        And I thought that I've been doing something wrong...
        I'm truly disappointed now without being able to invite anyone I want into my project!

      • Anonymous commented  ·   ·  Flag as inappropriate

        @PeteW
        I did the same as you; added a external person to a shared One Drive area. Then I added the person to the actual plan and was able to assign tasks to that member.

        I work with external users that come from both big companies as well as "one" man companies. The big companies are usually no problem regarding licens, but the small companies are more concerned about licens.
        The question I have; What kind of licens must that person have? Are there any "free" licence with limited access? Or does everybody has to have the Enterprise licens?

      • Justin Hitt commented  ·   ·  Flag as inappropriate

        Modern businesses leverage outside users. If I'm going to move my business into Office365 it needs to let me bridge internal accounts as well as work with clients and partners without special logins. Tracking vendors in Planner won't work without third party assignments.

      • PeteW commented  ·   ·  Flag as inappropriate

        I think there may be around this....I've just added two external users to a shared OneDrive area.

        Then I go into Planner, I can give them access to the plan, then assign them to tasks just like an internal user.

      • Rob Chambers commented  ·   ·  Flag as inappropriate

        No update on this since February? Im trying to sell Planner to one of my customers but cant because this feature is missing. Will be putting them on Trello I think.

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