Easily add Planner Tasks from within Outlook client and Office 365
Emails consume too much time and energy. As an email user I want to only view an email once and should be able to reply/forward to a person or Outlook Group/SharePoint Site, schedule a Planner task, and/or archive the email for future reference.
We’re thinking about a few approaches for enabling this capability
Dear Planner Team, Flow is not activated in our company and there are no plans to activate it. Given the fact that we already own subscriptions to O365 suite, why would we bother to build integrations between products? It should be part of it.
Just an email address to forward emails t, just like Trello does, and so does Teams and Groups. Oh! Yeah, Right, Groups is already tied with Planner... Sooo... What are we waiting for?
As mentionned in previous posts, email subject goes in task header, email header and body goes into Task description, email attachements go on Tasks as attachements.
We are going to use this as a request creation tool while the request is still under review.
Then from Planner we'll dispatch the requests within the team and other tools (PWA, Planner board, SAP ITSM, etc...) As you can see, there will be more integrations needed (most of which are already posted in this forum).
That is if the feature is out soon. Otherwise we'll have to look the other products like Trello. Since Planner does not offer any integrations with Sharepoint documents or PWA, I don't see why Trello wouldn't be as wise as a choice as Planner is.
James Bibby commented
Isn't this idea linked or very much the same as the following: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/15943510-i-want-a-convert-to-task-planner-button-for-emai
Bruno Cesar (BRN Cesar) commented
Use WYSIWYG or RichText for task comments
Google is always good with having their products tightedly integrated and easy to use. Now microsoft have done something amazing by having all these cool new tools but the only downside and probably the show stopper is all these products not working hand in hand.
Planner is not very useful as a standalone planner. It will be very helpful if I can move all my communication channels such as outlook (email), Team(Slack like communication) and others into planner and have one view for planning all together.
Susan Ruhl commented
This is the only thing holding me up from migrating from Trello to Planner. Please please please hurry up and do this! It's been asked for by so many for quite a while!
James Bibby commented
Agree, and I like the process @Stefano outlined on 17 Sep. Email arrives, do I need to action? Yes, click add to planner.
Scott Booth commented
I am in the same boat at the previous poster. Most of my work comes in via email. I like to triage it from there - email to wunderlist, Trello or whatever. This is a roadblock for using planner. Currently I have to manually type in the task from the email.
I want to stay in the O365 ecosystem and use this app but it needs to be on par with equivalent apps - Trello is a good guide for adding features.
Just look at the Trello plugin for Outlook to see how to do this. I moved away from Planner because of this missing functionality but would gladly come back to Planner if you could make this happen.
Office integrates Trello and not Planner! Uhmmm
1) email arrives
2) click "add to planner"
3) a window opens
4) assign to colleagues
4) track a monitor
5) like GMAIL COLLABORATIVE INBOX
Hayley Miller commented
Please stop thinking about it and do it! If outlook could become the hub for our calendar, email, contacts, and planner, that would be AMAZING.
Planner could replace the current "tasks" that you find in outlook.
a drag and drop feature to this and the calendar would be fantastic!
We really need this...
Like trello does.
Greg Gangitano commented
Is there even a way to see planner tasks from iOS groups client?
This is an essential tool for widespread implementation in our organization.
I have this same requirement - must be able to get the email requests directly into Planner. Has anyone tried Zendesk, Help Scout, or SupportBee? I haven't yet had time to research them but saw them recommended.
You can think all you want about it but a task management program that cannot accept emails is unusable. Requests arrive by email, and currently there is NO WAY to convert them to a task. What is you suggested method of work? Get the email, retype its content to a Planner Task, then save any potential attached documents to my computer, then manually attach them to the task I created?! It's absurd.
can't seem to use this with outlook desktop app. Not sure all of these added "bonus" programs ms is adding to the office 365 subscription is worth it if you have to pay for 3rd party apps to make them work with MS desktop apps.
The majority of new tasks or projects start with an email from someone. It's ridiculous that I can't import an email into a Planner task without manually opening Planner and pasting the relevant data.
This shouldn't be difficult, and it shouldn't still be in "thinking about it" status over a year later.