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.
Thanks again for your feedback and support! We’re happy to announce we’ve fully released guest access to Planner users.
The Planner Team
198 commentsComments are closed
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
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.
Víctor Arvizu commented
It would be great to have different levels of permissions to edit plans (see, edit, comment)
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.
Yes please, I am also waiting for this feature!
Rob Chambers commented
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.
Peter Reed-Forrester commented
Surely this is an absolute "No Brainer"? Very surprised Planner was launched without it!
Virtually every "Plan" we create involves collaboration with an external Client or Contractor somewhere along the line.
No being able to assign tasks, share progress etc.with Clients, Sub-Contractors etc. is what is keeping us with Basecamp.
and assign more than on user per task
Mark Mees commented
I am an external consultant currently using Planner to deliver my handover tasks for the last month of my engagement. It really is a nuisance that I am unable to give access to my client (who is on Office 365) to view and track progress with the plan. To be honest, granting external access to Planner tasks seems kind of fundamental, and I look forward to seeing this functionality real soon.
A vote from me too!
Chris Grant commented
Adding external users (clients,consultants, etc) to plans is essential functionality!
Rohan Patil commented
This is very essential, I would say needs to be upvoted even more.
Lawrence Kiefer commented
Like most office 365 tools, they are 1 step away from being useful. If I cannot share my plan with customers not using office365 then its useless.
Useless without this option....my clients stay on trello, no arguments for the planner.
Amol (IFRC) commented
Biggest limitation in using this effectively is missing external user integration. Usually we use external partners and collaborators for any project or operations. In absence of external integration, most of our activities are not completely supportable under Planner
Is this already done?
Alex Henry commented
This is a critically needed feature! I cannot see my work adopting Planner if they cannot get outside consultants into the mix.
Karen Lopez commented
Can't even start to use this until this feature is available.
We tried using Yammer for this -- but are anxiously awaiting the ability to assign external users to Groups so we can get them onto a Plan.
This is SO critical. Almost every project we will use Planner for requires the involvement of external collaborators. And I'm already creating Groups and Plans with this in mind. We already can share files externally with OneDrive for Business. Getting this done is important. So important that if it's not done when I need it, I will buy extra licenses and assign them to external users. But using it that way is not going to work as well as having a method of getting external users into Groups. Let me know when you want us to test it, Planner Team. Thanks!