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
Joakim Wasseng commented
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.
Jose Diaz commented
This is GREAT GREAT NEWS!!! thank you. Much appreciated add-in.
Pierre Trudel commented
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.
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.
Just give us a Planner button in MS Outlook please!
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.
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.
There is a possiblity to make a Flow solution, it's more tedious I have one that works.
* Flag mail
* Create task in planner
* convert html to text
* Insert text in description
Still lacking ability to add attachments in Flow, also making a flow for each planner is not good.
You could potentially use other ways of marking mail, move to folder or similar, but it's not user friendly at all.
The need for a button is important for end users, it should be a planner style box that opens with all the normal options. A simple layover that shows your plans and you chose one.
- Header -> Description
- Content -> Converted to text in description
- Attachemnts -> Attachments
As well as a checkbox for each to add or not.
Design should be planners current one, only step between is to choose plan first (if you have more than one), or even give possiblity to create new planner (although this can cause some other problems due to people not understanding groups).
This feature is indeed essential.
The Flow doesn't really work because I would want the option to have the flagged email be a checklist within a task rather than a whole new task. Right now, the Flow only allows you to create it as a Task in a Bucket. But I want a List Item in a Task.
Ultimately, for the original request, we should be able to convert to either as well, to accommodate the different ways people use tasks.
Bill G commented
Hello Planner, look at the fields required to create planner task.. make those fields avail in outlook when a user is reading an email and clicks a button called “create planner task”.. that would go a long way for us.. then in a couple months add the ability to create a plan/Board within this new “create planner task” feature ... just give us something basic to start with(other than your flow solution) then expand from there.. look at trello, apps4pro, wrike, asana.. outlook add in for guidance...
PowerApps - QuickTask does this very nicely, but it should be an OOB integration with Outlook 365
For us it would be great if I could receive an email then click once to create a task. The title of this task may be the subject of the email or edited on the fly. The entire body of the email should be added to the description and editable, and all attachments should be added as an attached file.
For us it would be great if I could receive an email then click once to create a task. The title of this task may be the subject of the email or edited on the fly. The entire body of the email and all attachments should be added as an attached file.
There are at least 2 more requests which ask for the same thing:
Phil Smith commented
The flow you suggest to use in the meantime is not a robust solution. You can only create a Planner Task to a specified plan, which is limiting / useless given you can't move planner tasks between groups (currently).
Barry White commented
I've been using the Smartsheets Addon for years and its works well. Nothing flash, simply the ability to add an email as a new task to the users own backlog with a pop up for the list of available Planner boards plus a selector for the bucket with the text as the comment.
... on reading the other comments - I like the idea of similar functionality to "Send to OneNote". A "Send to Planner" enabling target plan selection would be a good way to integrate, with the subject email automatically attached to the generated task.
My organisation has disabled Flow as a matter of policy which makes use of the Flow-based widgets impossible for us.
IMO, enabling task creation from an incoming email is an essential integration feature - if we are already expecting Outlook Tasks to be replicated into Planner, this would seem like a logical step anyway.
To start with you could just copy the iGlobe implementation. You have their add-on in your Marketplace.
Michael Buckingham commented
I would like to be able to forward emails to a plan and have them become tasks. I would also like to be able to add emails to a plan via the web and client UI in a way similar to the how I can flag and set reminders on emails.