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.
As an update, our colleagues in To-Do have delivered the ability to create tasks directly from Outlook.com!
To-Do has rolled out the Tasks Pane for Outlook.com’s Mail & Calendar, and is also the new Tasks for Outlook.com! With Planner’s & To-Do’s integration, we hope that To-Do will become a central hub for all of your personal tasks, and that switching to Planner to collaborate with others is seamless!
Here’s more information on the To-Do’s task experience within Outlook: https://support.office.com/en-us/article/using-microsoft-to-do-with-outlook-com-416865a1-0c4d-4e69-af6f-f98ffce3747c
Jemima Spare commented
I've had a look at To do - it isn't as good as Planner and doesn't have the Trello-style board look. I want Outlook to integrate with Planner, not to be pushed to using To-Do as a second best.
Cool looking forward to trying it.
Jan Nazell commented
1 We use OneNote to write Meeting Minutes
a1) Tasks to be assigned to a person using Outlook To-Do tasks (use a tag = exists today)
+ From Outlook tasks - can view content in specific task in OneNote (exist today)
- From Outlook tasks - % completed to be reflected into OneNote (Not existing today)
a2) MS To-Do, goes through Outlook To-Do tasks == same result as (a1)
b1) Tasks are assigned to a person in Planner tasks (use a tag = Not existing today and no WA)
- From Planner tasks - can view content in specific task in OnNote (Not existing today and no WA)
- From Planner tasks - % completed to be reflected into OneNote (Not existing today and no WA)
b2) MS To-Do, work the same as (b1) - (Not existing today and no WA)
2. When assigning a task in OneNote, there might already exist a task in either Outlook To-Do tasks or in Planner.
(a1) It should be possible to connect to this task, as we avoid double registration
(a2) It should also be possible to add more information into the task
Steven Synyshyn commented
What's the latest on this planned feature? It looks to me like the last update was a year ago with the status change to "planned"....?
I think the Button option is great; Although, in larger organizations, you may have multiple teams and departments using different Project Software. So the goal in adding this functionality is to increase adoption within organizations. Currently, I'm unable to add DL's to my Planner Project. So if in addition to this Button we could add a "Key Word Triggerable" task creation function. In other words, when you send an email it only creates a card when certain words are within the "Subject Line". Additionally, It should also determine which Planner Project to insert it into Also mentioned in the "Subject Line". SOoo in production, it would act like this:
Internal Customer Team (ICT1) sends an email to Another Internal Team (ICT2) member with details of a task that needs to be completed. The subject line says the following: (Planner Internal Team2 - Complete Testing of ICT1 activity of SANS upgrade.)
Task created would use the (Subject Line) of the email for Task header and all details within the email body would be added to task details. It would assign the task to ICT2's "Planner Internal Team2" Planner To-Do bucket referencing ICT1.
I know this is a lot of background processing activity(That I've seen lots of ITSM tools utilize) but any mountain worth climbing will have serval obstacles that will be overcome on the previous sweat efforts that didn't make sense at the time. "Wax on Wax off Daniel San!"
Xavier Fornari commented
A task if often starting from an email, therefore, quickly add it from outlook and then properly schedule it in planner would be really nice.
Of course, any information should be kept (as comment ?)
Still needed. Would be great to have it where the user can email the plan and it creates the Task, like Asana, Trello, etc.
My organization does not use Exchange Online, so we cannot use To-Do. This is still very much needed. Thank you!
This would be a great feature. I have used Powerautomate to do this now with flagged tasks, but it dosen't copy over sufficient detail and I end up re-keying further info. If it does convert a link to the original email in the planner task would be helpful, especially for other colleagues that were not on the original email chain
+1 to Nicole Dyehouse's comment and integration with OneNote (similar to existing OneNote integration with Outlook Tasks, but being able to assign to people)
Nicole Dyehouse commented
It would be ideal if when an email is sent you could choose if it addresses a task in a Plan you are part of and if you clicked it it would let you choose the Plan and then the task so that you can update the task accordingly (add a note, attach the email, mark as in progress/complete, whatever)
Ashley Spears commented
Is this no longer being planned because of To-Do? We do not use To-Do or have the ability to in my organization so creating tasks from outlook to planner is still a needed feature.
Convert Outlook email into Planner tasks (associated to a Microsoft Team's channel) with a simple click / button would be of great help to business users.
Especially when an email is communicated to multiple users for a time-bound activity that require users' reply. I hope by simply a click on those related emails will create a new task or tag to existing task/bucket in Planner for monitoring purpose. Just like how this can be done in Trello.
Summer Thompson commented
The sooner this is implemented the better!
I tried going the Flow route, but it gets really complicated really quickly. I wanted to add any files or attachments to the plan, as we are often sent pictures that are necessary to do the task. Someone even created a Flow walk-through to do this. But I can't get it to work for me. There is NO WAY that I'm going to be able to get my whole department to go through that fight with Flow. BTW, my department IS the IT department, but most of us aren't programmers.
It must include the option to attach the original email to the task as well (or one click to access it). Often the context that is needed is right there in the mail. This is simply replacing what already exists in outlook tasks.
Jamie Bedford commented
When generating a new Task / To-Do from an email, there should be a link back to the original email, or the original email should be attached to the new Task.
Would LOVE this feature in the desktop app.
When this will be available?