Deep integration with Microsoft Planner
Imagine this: you create a task in MSProject that requires action from a task owner. You click the Link to Planner button and go through the linking process (https://blogs.msdn.microsoft.com/brismith/2017/08/29/microsoft-planner-linking-plans-to-a-project-task/#comment-48795). But instead of just being a link to the Planner plan, you actually see the task as a card on the plan, with Task Name, Start Date, Finish Date, and Resources all being pulled from MSProject to Planner. And you can add more tasks from MSProject to Planner, each as its own card. You then add this plan to a tab on Teams, and people can go from the plan to the document they're tasked to work on and back to the plan to mark their task complete, which then pushes back to MSProject as a completed task.
Wouldn't that be awesome?!
We hear you – thanks for the feedback. Please keep sharing your scenarios and your asks here. We want to make sure we have a great experience between Project and Planner.
For us (50 ppl engineering company) the most valuable use-case wuld be:
Project-Manager and Controlling using Project Server for management (medium to high complexity), special training requirements is ok.
Employees only use Planner for feedback about Progress (task status and hours worked on tasks) (low complexity). Must work without training or much explination e.g. by watching one YouTube-Tutorial.
We ould use Project Server (SharePoint) for general ERP and controlling reasons. Create projects and ressources there. Once a project has "gone live" meaning from left sales and arrived at engineering (at signing of contract), the assigned project manager would replace the generic Person-placeholders like (SoftwareEngineer1) with real People, and refine the detail-level of the project plan. He does this in Project server.
All the tasks get pushed/synced to Planner-Tasks. The employees are working on the items using Teams with Planner as Frontend. The project member/employee can further detail the task asigned to him/her by editing/updating the Checklist in Planner which should translate to Sub-Tasks in Project Server. Also there should be a Planner-like view where the team member/employees can insert the hours worked for each Task or even better for each point on the Checklist. Also there should be a Information-Field displaying the "planed hours" the project manager and/or sales assigned to this task. The project member should also have a button or request form to give feedback that he/she thinks the assigned hours are to low or to high and request a new value (to work in agile colabroation rather than waterfall-management). All this Information the team member/employee enters through Planner needs to be fed back into MS Project. Ideally its just one shared Database (one source of truth) with two APIs for each Frontend (Project or Planner) as to avoid syncing issues.
Ofcourse all of this needs to be in a GIT-like Versioncontrol so we can see who changed what at wich point in time! A roll-back feature could come more down the line in the road-map since it would require a lot of thought about how to resolve conflicts if one rolls-back to a previous point in time but only "looking" at the timeline of changes would be a great first feature!
There are a lot of Projects/Products out there delivering this integrated experience e.g. https://www.hellohq.io/
If Microsoft wants people to use SharePoint as central Plattform with Teams as Gateway there should also be REST, GrapQL APIs (and all the tech/ideas that comes afterwards aswell) for all those services (including a full Swagger-API-Docu for each service), so companies can integrate theyr own tools/software whilst keeping the data centralized in one place (SharePoint). To me the openness and eas of integration with other services/systems is the most compelling reason to use right now Teams/SahrePoint. No need to deliver all services under Microsoft brand but rather offer lots of APIs for integration and let the Serviceproviders adapt to that. Rather beeing the central platform and API transition point for all the Apps/Services that are out there already is a smart move. Add some OpenSource sprinkels and you get the Linux comunity with all theyr smart minds involved even more ;-)
Would love to hear your freedback on my ideas and keep up the good work!
Cheers from Germany,
Alex Sobtzak commented
Any update? This would be an elegant feature if I could manage my projects in MS Project, and team members could receive and update tasks for those same projects in MS Teams via MS Planner.
Morten V. Eriksen commented
Hi, is this forum actually alive?
Does not seem to be much response on the very much needed features, an my customers are definetly considering other tools if nothing happens to the product.
We have to need this function. Please make this asap :)
Bastian Benda commented
bidirectional sync of single project tasks to single planner task is must have. please work on it MS team!
Is this not the entire reason they are linked in the first place? The linking on a single task has proven useless in our world.
This is so critical.
Has there been any major improvements since the initial post? Sadly, I think not... No - task as a card on the plan, with Task Name, Start Date, Finish Date, and Resources all being pulled from MSProject to Planner.
Alisdair Gray commented
The ability to set tasks, buckets and plans in Project and have them assigned to team members, who use planner. We require this feature for Project Plan 1.
Absolute game changer. Would instantly upgrade all our project managers.
Eric Chan commented
Can MS Project 2016 Professional support planner integration
Thomas Riener commented
You describe a process that we project managers would really need in order to collaborate with the team and manage the project at the same time. Would be very good to get this implemented.
Emil Kjeldsteen commented
Sound super awesome and really like something i would could use in my everyday work.
I work with ship building, where I'm managing a small team working on a big project, which i would love a scenario like this to help manage the projects in the long term.
Erik Nasby commented
I just purchased Project Professional license thinking I could already do this. What good does a simple link to a Project Plan do? Please provide an update on the status. This would be so awesome!!
Hanne Schou commented
Imagine a departement Can have a complete view in project across a number of tasks create in various planners - team could mark if the task in planner to be included or not
Have there been any updates on this integration that has been planned for more than a year now?
Andrew Jewson commented
If I've understood correctly here people are requesting that integration is one to one from a Project Task to a Planner task rather than one to many (i.e. one Project Task to a whole Planner plan). Correct?
In which case the request seems the best route forward for the integration and is probably what most people would assume it will do and would make an excellent choice for many organisations.
Michael Avello commented
Please also enable team members to use Planner as a user interface to update their tasks. Actually, having complete integration and real-time, two-way interoperability between Project Online Professional, Planner, Teams, and Azure DevOps would be awesome. This would be great for organizations where work, demand, and availability are tracked across projects as well as operational activities that are not specific to any one project. Thanks.
Nick Ferraro commented
Definitely anxious to see planner and project integration. The ability to add and update tasks and status would be so useful (two-way) and be able to create a plan in planner from existing project plan or vice versa . Please keep us posted as to the progress.
How can we be notified once this service is in place?
Being able to link a plannar item and a task in project would be ideal for those not wanting to work with gantt charts, but still allows for a gantt chart planning view and task linking.
Having this planned is ok, but delivering this functionaility quickly would be appreciated more.