Option to create custom fields for tasks
How it works: In the planner settings, you can create and customize the field and then select which projects it will be available, including the "all projects" option. Each task created now will have the new custom fields avaliable inside the card.
Thanks for your feedback!
We’d like to add custom columns to Planner, but don’t have anything planned at this time. We’re working on three big initiatives that are landing later this year (stay tuned!) and will likely start work on recurring tasks soon after.
Please continue to vote as we utilize UserVoice heavily to order our product backlog and will adjust regularly if things change!
Thanks again for your patience and feedback,
The Planner Team
It should be configurable, to add statuses
Tahli Lake commented
Agreed! Even having the option to label your own statuses, as you can with the coloured tags. For example, we are a learning design team, we would like to be able to label each project as
- to be considered - future project - in scope - in design - in review - awaiting feedback - launch - on hold, etc. This would be much more helpful than not started, in progress or complete. Thanks!
Be great to have the ability to add custom attributes (bespoke fields) to planner. Ideally this would be in pre defined global custom fields (i.e. Custom1, Custom2 etc) so that eventually we could export across all plans (down to user to ensure consistent across their plans! Or pick from globally defined list).
Alon Ekelund commented
We made an integration from iGlobe CRM Office 365 to the Planner. The app is a SharePoint online app. This means we can create a task from iGlobe CRM in the Planner. This is great. However I want to be able to see the task on the company or contact in iGlobe CRM. For that I need to add the company or contact ID to a custom filed on the task. From iGlobe CRM I will be able to look for the contact ID among the tasks and display then on the contact.
I have been using Liquid Planner for several years (on my own), but now my office is adopting Planner as a replacement solution. I am seeing a BIG difference - and not a good one. The ability to do multiple statuses is crucial to organization. I currently am tracking more than 100 small projects (tasks) in LP, where I use subfolders to both arrange and prioritize by status. I have Active, In Process, Handed Off, Planned - Hold, Pending, Upcoming Month, Client Hold, etc. and they are invaluable. Come on, Microsoft, make this tool USEFUL. Being able to categorize tasks by type of activity would also help with organization.
Henry Staples commented
Agree; we have been using an SP task list template that was customized with several additional fields for sifting/sorting/reporting purposes. It would be nice to be able to define the task fields for a particular plan. (e.g. Size/LOE, Component, etc.) It also would be nice to revise the Status choices. I have looked at using the colored labels and even overriding the checklists, but it's not as functional as just adding additional custom fields and being able to sift/sort on those.
Agreed. We need a status "Ready for Testing"
Matthew Bassett commented
Would be good to be able to customise the name (and colour in the chart) for "Progress" / "Status" field (for instance I would like to use a progress named "Blocked" for items where I can make no further progress due to missing inputs or actions from other people).
At the moment the only choice I have is to move such tasks back to "Not started" so that I can focus on the current tasks that I can make progress on.
We should have the ability to customize the fields that we want to add that would better fit our own companies use of the system. We can do this in MS CRM it would be very cool to be able to do this in planner as well.
8 months and 188 votes and still nothing from Microsoft. I thought the concept of "Sending Feedback" was to acknowledge user requests.
Mark Ledwich commented
This is an important feature even for basic task planning. We are using tags to capture out adiditonal status but it isn't as good.
I also find this could be helpful. My current workaround for this is the label function. you can Name the colored labels on the right side of the task. For instance i have named the red label ON HOLD. once applied you can see the label on the task in any view.
I would like it if the colors of the labels were customizable though.
Andy Robinson commented
Raising my hand on this one. Example: A plan for a specific tradeshow where we support multiple vendor booths with hardware for the show. A customer can be one task that moves from initial request bucket to hardware define, media define, shipping, and return buckets, adding information along the way. Yes, these can be subtasks, but this allows a more easily visual confirmation and organization tool.
Michael Waters commented
Yes... definitely need ability to add custom fields. I have several data points that need collecting and to be able to use in reports (exporting or otherwise). Branch, Dept, etc. Buckets will not resolve all of that for me because if I use Buckets as my separate Departments, for example, I still need to be able to segment by branch and other organizational categories we use in the company (priority status, severity, etc.) Please add this ability
Rubens do Carmo commented
Option to estimate work for each task and a custom field to add a real work log information. A comparative report shows estimated work vs. real work. This report can be useful to project managers work together with Project Online.
It needs to be more than this. Do something like what VSTS does which is to map buckets to states. That way I can have "Not Started" mapped to "To Do", "On Hold", "In Work", "Blocked", etc. mapped to In Work. This is much more flexible.
Dimitris Foukas commented
The least we should have is the ability to customize the labels, i.e. Not started -> On Hold.
The next step, adding (extra) custom status enums is debatable: what kind of transitions are permitted per bucket - i.e. can we back from Completed -> Not Started? Reporting & Graphs extensions are trivial with added status enums.
In general I think we have to arrive at a design where invalid states (combinations of bucket & status) are non-representable! If we want to be more precise, somehow this has to be tied to assignee roles...
Mikael Rundqvist commented
Second the On-Hold idea. I am scouting around to se what Planner can do in comparison to for example Request Tracker (RT) which we use as a ticketing system. Even if Planner is not a ticketing system much of the same tasks are done in a planing system. With the conversation possibility it is also possible to communicate with end-users to
Rodrigo Silva commented
Additional status is essential, also have a field for in progress percentage 25%->100%