Feedback by UserVoice

How can we improve Planner?

I want a "Convert to Task Planner" button for emails

Most of our tasks come in via email, a simple button to convert it to a planner task would be imperative, otherwise it renders the planner a little bit pointless for us.

2,221 votes
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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Scheduled  ·  AdminPlanner Team (Admin, Planner) responded  · 

    We’re in the process of finalizing designs for a Planner add-in for Outlook. From the add-in, users will be able to create tasks for Planner without having to leave their inbox. The email subject and body will autofill as the task title and description, respectively and users will have the ability to set plan, bucket and assignees . We appreciate your feedback and patience and look forward to this first step in what we hope to be a greater integration with Outlook!


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      • fabizi commented  ·   ·  Flag as inappropriate

        hi, this is definitely one of the most imperative new feature, as most tasks come-in by email. As a temporary workaround I had to create a Microsoft Flow and trigger it when an email is flagged.

        When will this be launched?

      • Murray commented  ·   ·  Flag as inappropriate

        HI. I would like the ability to add an email to an existing Card or create a new Card. Sometimes I get additional information or documents that I want to add to an existing task.

      • MikeC commented  ·   ·  Flag as inappropriate

        I noticed that the "Integration with outlook tasks" idea that has accumulated 8,539 votes recently had an update from the admins that said "We’ve pivoted our work here to focus on our integration with ToDo, rather than an Outlook Add-in."
        Does this pivot to ToDo also mean that the Convert to Planner Task from Outlook feature is also being abandoned?
        This is the core feature that I (and obviously many others) need to put Planner into our workflows. I find it odd that Trello, which is not made by Microsoft, has tighter integration with Outlook than Planner which is made by Microsoft.
        Please provide feedback on the future of this proposed feature if possible.
        Thank you.

      • JP commented  ·   ·  Flag as inappropriate

        As more and more business are using Mac, please also immediately program it also for Outlook for Mac.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Evernote can do that, wunderlist can do that, omnifocus can do that, a lot of apps can do that, but not the little Microsoft :=)
        Sending a email to planner for creating a task... WITH the attached docs.
        It would be so kind...

      • allard commented  ·   ·  Flag as inappropriate

        We want a “Convert To Task” button not only in outlook but all over in Office 365. From one note to convert the note into task, from a teams discussion, from one drive document, from groups conversation, from meeting calendar event etc.

      • Joakim Wasseng commented  ·   ·  Flag as inappropriate

        Sounds great, thanks. But if you had an e-mail for the plan, other apps than Outlook could also add tasks by sending an e-mail to the plan. You then could use all sorts of automation processes to create tasks.

      • Pierre Trudel commented  ·   ·  Flag as inappropriate

        Flow is not the solution. I don't want to flag message so that they end up in planner. I want to be able to create a task in the planner board and budcket I choose while reading my mail. And I want it to work from OWA. Either planner is an integrated tool in the O365 suite or it is a fluke that will go away. BTW plenty of solution with Gmail and Trello working perfectly now.

      • Mike commented  ·   ·  Flag as inappropriate

        Would have to agree - a button in outlook would be simplest way to support all user requirements - flow is something too much for common denominator users - ie my dads level.

      • RJ commented  ·   ·  Flag as inappropriate

        We should be able to Create a planner task using a sent or received email. It would save a lot of time currently spent duplicating documentation that's already in the email just to manually create a planner task.

      • René commented  ·   ·  Flag as inappropriate

        Instead of converting a mail to a task I would like to be able to flag an email with a task like it works with categories. A dropdown in Outlook with all the Plans/Tasks so we can easily mark a mail for being relevant to one or more Plans or Tasks would be great.
        In Planner we should be able to open a window with the flagged mails for the active Plan or Task.

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