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
Is there a way to merge request as this one below asks for the sme thing.
Microsoft is thinking on this for the past 2 years...WOW!!
Hope organizations really move to Google mails for integrated approach
Agree with the critical need for a better interface between email and Planner. When I'm going through my emails, I need to be able to get an email in its entirety- including attachments- into Planner. Features should also include being able to reply to the email from Planner. I've been able to do this with programs like OmniFocus for years... saves the time of having to dig through emails to find it and respond once I've completed the task associated with it.
I've created a Flow so that any email I flag exports to Planner. However, it shows up in Planner with just the subject line as the title of the task and no other details whatsoever. This is functionally useless because I need to be able to see the body of the email, sender, etc. to know what the task is (I'm dealing with way too many emails and to dos to remember what every email is about based on the subject line). Planner has HUGE potential but is missing critical functionality right now!
Drew Lucey commented
There's already an Outlook Add-in for Trello. I'd prefer to use Planner, but need the ability to create a task from an email and have that email attached to the task card.
Garret Holland commented
C'mon MS, this isn't a huge ask and is necessary to usability. You frustrate customers away from your tools by ignoring must haves like this, and not having the same simple features others have. Outlook is your own product, integrate with it!
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?