Microsoft Office 365 Planner support

12/01/18 Edited 12/09/19

What I'd love is for an assigned task to create a new Planner task and be linked together when changes happen to either side they update each other.   

Primary use case is that the majority of people who will access Smartsheet in our company will have other tasks they need to keep track of in the organization through Planner in Teams.  Forcing them to use another tool to track their tasks in adds complexity and reduces the chance they will update their own tasks.  

Since Microsoft is unwilling to improve Planner to compete against it's more expensive Project Online offering it seems to me Smartsheet has an opportunity to give a decent alternative by integrating with Planner and even more with Teams.

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    Maybe it's possible to set something up with Microsoft Flow so I would research that option first but another solution would be to use Smartsheet instead of Planner. 

    What's keeping you from using Smartsheet instead of Planner?

    Please submit an Enhancement Request when you have a moment.

    Would that work?

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    How did it go? Did you manage to get something set up?

    Happy Holidays & Happy New Year!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I am curious if anyone else is looking to solve this same issue?

    We have a high level of O354/Panner adoption and adding another tool is not really a desirable option for 80% those users. The 20% that use SmartSheet for projects really need to be able to have a bi-directional feed between SmartSheet and planner. 

     

    Any thoughts/ideas?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    This might help!

    https://flow.microsoft.com/en-us/connectors/shared_planner/planner/

    Would that work?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Kristi CurryKristi Curry ✭✭✭✭✭

    I am researching the same thing.  Smartsheet is fine for the larger projects and programs but we have individual users that it would be nice for them to have just a user view of all their assigned tasks across multiple project like Monday.com or Wrike.  Just seems like all of the tools are missing key pieces. The other thing I don't love about smartsheet is the formatting options.  I hate that I can't control the colors and look and feel is a bit old school.  

    Any one find anything yet with an integration for user views/dashboards? Interested in seeing more.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Kristi,

    Would it work with reports?

    I hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

     

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • rcabralrcabral ✭✭✭✭✭

    Hi,

    the link Andree shared is useful and will take us to MSFlow workspace.

    What I am missing is the logic in Smartsheet connector to detail conditions for the triggers. It seems that I can use a trigger "When any sheet is updated", but within, would be good to have the possibility to specify which field/collumn in the sheet needs to be updated to trigger the flow. e.g. Assigned To field needs to be added/edit and this will trigger the flow.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @rcabral You'd set those conditions in the MS Automate if possible.

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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