Trello vs. Planner - whats missing in Planner and what would make it better than Trello
Hi Everyone, So as a user of Trello (but an enterprise user of 365) I am constantly fighting the battle to migrate over to Planner from Trello (I want to migrate). The following elements are what we see as what is missing: - Full Integration with Outlook task management - Ability to export plans from project and create a new plan in Planner - The ability to move tasks with assignments, attachments and comment history's between plans - I get the fact around plan members but we need to be innovative about how to resolve this. - Desktop version or added fully to Teams and/or Outlook - Ability to create an executive summary board by enabling the ability to sync the same task on multiple boards without giving access to the assigned person - Ability to @tag someone in comments and send a notification to them - The ability to see all the tasks across all the cards at the Hub level (similar the calendar feature in Trello) - Be able to set recurring tasks and assign the bucket and plan they appear in - When copying a list from other office apps it adds one line per checklist item - Ability to set hotkeys - PowerBI link to complement current reporting - Gantt chart view with dependencies and resources - Configurable notifications i.e. if I am syncing with an external tool e.g. unito I would like the ability to not get thousands of notifications each time it syncs. - The ability to change the order of plans in the favourites area - Change the background colour and design to each Plan - Ability to watch tasks - Ability to copy a board - Ability to set a time as well as a deadline date - Ability to print a board - Voting - How to use this board notes area which allows pictures and info graphics What would make it better than Trello: - The ability to assign a priority to a task personally I use the Franklin Covey method of ABC and 1,2,3 but any 2 level prioritisation would be fine - Once a priority assigned for that task to be priority ordered in the bucket(s) it exists - Stickers and the ability to filter against them - Configurable Progress categories - Email to task/ bucket/ plan - ability to assign a checklist item and due date to someone not necessarily on that plan - set dependencies against other tasks - Different template designs e.g. agile, 7 habits etc. - Ability to set an alert against a task - Custom fields - List views - Add 'live' power bi tiles and show on card e.g. simple KPI tracker - The ability for the board admin to fix cards into position preventing members from moving them and finally further develop links to other software e.g. Mindjet Mindmapper, zoho, salesforce, etc. Its a long list I know but welcome anyone else to add to thisWhen can we drag files, outlook items and attachment to Planner?
The flow to flag mail getting into a task in Planner is great but the attachment of mail is not included. We like to use Planner as Trello for complaints handling by different assignees. The complaint mail is getting into Planner but the attached complaint file doesn't come with it by this flow. So to get this into Planner i would like to drag and drop attachments and files what Trello facilitates. Anybody smart alternatives or workaround or better smart Flow ideas?? I prefer to stick to the MS apps, so no 3rd party apps.Oh yeah, guests users support is finally coming to Planner!
So now it's official: guests users support is finally coming to Planner as you can check in the Office 365 Messages Center: Updated feature: Microsoft Planner now supports guest user access MC132887 Stay Informed Published On : March 27, 2018 We’re updating Microsoft Planner to support guest user access. We'll begin rolling this feature out in the next few days. This message is associated with Office 365 Roadmap ID: 14702. How does this affect me? Guest access in Office 365 Groups and Microsoft Teams enables end users to collaborate with people from outside your organization. If you decide to enable guest access, as administrator, you can grant access to group conversations, team chats, files, calendar invitations, and the group notebook. With this update, guest users will also be able to access Planner plans for any groups and teams they've been added to. We will begin rolling this feature out over the next few days, and we anticipate rollout completion by the end of April. What do I need to do to prepare for this change? There is nothing you need to do to prepare for this change. If you would like to manage guest access for your organization, please click Additional Information to learn more.BUG: empty notes while opening by link
If I open a Planner Task by a link, the notes-section is empty. But at the same time, if I open it through selecting in the Planner Overview, there is my content. If I now type some content inside the blank note-section, while opening the Task by link, then it overwrites the previous content (which I didn't see in the link-version). This also happens, if I just add a comment. It seems for me, that as soon as a textarea is changed (either notes or comments), it triggers a save of the current state. And because the notes-section is buggy-empty while opening by link, it deletes the content of the note-section. Is this bug already kown? Are there any investigations?
How do you use Planner?
With the recent changes to Planner, my small team has leaned in and made it our project management tool of choice. There are so many choices for task management tools and methodologies out there (Trello, Wrike, Todoist, easynote.io, Kanban, bullet journaling, and good-old Outlook tasks to name a few), and we've tried a lot of them to varying degress of success. Planner though, with its integration into Teams, has become sticky in a way others haven't. Initially, here at AvePoint, my team had some process hurdles to jump--it was a big change to go from our home-brew system to something as frictionless and adaptable as Planner is--so I reflected on this change and wrote out how I personally use Planner here. https://www.avepoint.com/blog/strategy-blog/how-to-use-microsoft-planner-avepoint-technical-writers/ I'd love to hear how the community here uses Planner for their day-to-day project management. I feel like this is one area I could always get better at, so I'm curious-- How do you use Planner to stay on top of all your work? Do you have system or process for creating tasks? Do you use the Groups conversations for something specific, like I do? What value do you get out of Planner charts?
Show on my Outlook Calendar the tasks assigned to me on Planner
We need a real-time syncronization between Planner and Outlook Calendar. We tried by using Power Automate but we saw only 3 triggers: When a task is created When a task is assigned When a task is completed But there isn't any trigger invoked by editing a task on Planner that update the event on Outlook CalendarPlanner Dashboards (Cross Planners, AD Direct Reports, Etc.)
What - if any - rollup capabilities do the planner dashboards have? I'm looking specifically to Planner as a solution for a central, simple, unified task management platform. However, my reporting needs would include: Roll-up of multiple planners into one view for a user (Similar to what the old MySite task rollup allowed) Roll-up of multiple planners into one view for a project manager, admin, etc. Ability to view a team's tasks...for instance based on AD manager
