Can Smartsheet be integrated with Microsoft O365 Planner?
In our organization we have 2 tools utilized for planning tasks: Smartsheet and Planner. I am assessing if there is a possibility for users to choose to work with only one tool - Smartsheet for example - however to be able to integrate in Smartsheet the tasks assigned to them through Planner (based on some sort of integration between the 2).
Answers
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Hi @Vasile
I hope you're well and safe!
You could maybe use Microsoft Power Automate or the Smartsheet API.
Would that work/help?
I hope that helps!
Have a fantastic week & Happy Holidays!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I agree, we are a heavy user of MS business tools. Because of this having the ability to natively integrate with Planner would really help visualize our Project management tasks and the user's personal tasks that they manage in Planner. We use the Planner tool with MS Teams and it helps with personal task management as well and leader oversight of the teams work.
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This would be a valuable integration for us too. Without getting into APIs, and until there is an integration, I wonder if an import of a .csv file from planner would be possible.
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