Share plans with external people/customers
Please let us share plans with external people. Or at least tell us how to do this! For example, if you work in a project with a customer, they may want insight in your work.
Anonymous
shared this idea
Guest access is live in Planner! To learn more, visit: https://techcommunity.microsoft.com/t5/Planner-Blog/Bring-your-plans-to-life-with-guests-in-Planner/ba-p/190704
We have two more parts of this feature to deliver:
1) Comments enabled for guests to see and use
2) The ability to invite a guest from within Planner
Thank you again for your patience and feedback on this!
Cheers,
The Planner Team
35 comments
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Mark Lense
commented
And in fact, and in another case, you can view the history of work with clients on their cards and clarify the "diagnosis". Controlling the terms of payment of invoices and the amount of clients' debt helps to assess how effective the manager is at the stage of "knocking out" debts. Analysis of the average duration of transactions allows you to assess how energetic he is, and systematization of the reasons for customer refusals allows him to identify his weaknesses in a timely manner like at https://personal-creations.pissedconsumer.com/customer-service.html.
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Matthew Haigh
commented
YES please and add 3) Ability to share Plan with external user (not a guest user of the team). Would be so useful to be able to share just the plan in the same way that OneDrive and shrepoint allowing sharing of files without making the external user a full guest.
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Anonymous
commented
Agree with Amanda Swisher - Need to be able to limit access to read-only, when desired.
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Darlene
commented
Please allow for guests to use planner. It would make my life so much easier as a small business owner
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Amanda Swisher
commented
Allow read only or edit access like you do for pptx and excel. Would be helpful to be able to share across org and not only a specific team.
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Jason
commented
Could this improvement be merged with syncing tasks across multiple planners? A separate Planner for external and/or other internal teams for which you can share and sync specific tasks or the entire plan.
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IT Admin
commented
Would be best if they can only access the planner plan and not the teams team also...
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Dylan
commented
To add to this - I need to spoon feed the guests and using a URL for them to access is far too much of a mission for them use. They need quick and easy access via a smart device, ideally the planner app
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Dylan
commented
I agree - this is precisely what I'm looking for.
I have guests who cant access the planner app to collaborate.
They have to access the plan via URL.
Extremely impractical and a deal breaker -
Anonymous
commented
Also need to allow guest access in Planner mobile apps otherwise this functionality is pretty useless
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Oliver
commented
Hello Planner Team, any Updates on this? Pls provide some more information. Thx
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Anonymous
commented
please make sure that External People / Guest are able to see the comments in the tasks and are able to add comments
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Junior
commented
External Guest are not able to add comments, this is basic !! Please deliver it !
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Joakim Wasseng
commented
This is done right? Consultants (guests) can now comment on the plans that we share with them.
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Anonymous
commented
As long as guests can comment on tasks, otherwise pretty much a non-starter.
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Michel
commented
please make sure that External People / Guest are able to see the comments in the tasks and are able to add comments.Them just seeing the task but not seeing any of the updates is useless
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Anonymous
commented
does that mean this will never be completed ? (five months later)
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Siddhartha Mankad
commented
In creating external access, could you please ensure that security is appropriately configurable - as it may not be appropriate to show / share all tasks or plan elements with all users.
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Anonymous
commented
That would be a very important topic
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Arvind
commented
Planner Team - is there an update on this feature? Sharing the plan as a minimal step will provide a great value add for client engagements. Additionally - any way we can export the schedule out to a friendly view to share with externals??