Two way integration with microsoft planner and Microsoft projects
Have full in depth integration between microsoft planned and Project to ensure the reach is greater and not limitted to the Project environment, Ideally it should also link to PWA and the full Microsoft Projects.
Hi everyone – thanks for the feedback so far. In regards to Planner & Project for the web, we are definitely listening to these scenarios and thinking about how to improve them!
Would helping import from Planner to Project be helpful in this case, and enabling teams to work in Project?
I read a lot of comments on making sure we can leverage full Planner capabilities in Project, team members being able to see and complete their task, and not wanting to “re-write” and “move” tasks over. Are these the most important scenarios for us when thinking about this area?
It would be even more usefull to have a full integratio into project, so that even buckets could be assigned to tasks. In Project there should be a full overview over all tasks to be completed, and everyone should have a overview in his tasks in the to-do app and in the my-tasks planner view. This would help a lot and would streamline work in a project a lot.
Once you assign a Project task to a person, that task should show up in Planner, clearly showing which project the task belongs to. Once the task is completed in either tool, the completion should be synced across both platforms.
You should be able to convert a Planner to a Project and vice versa or add a Project to a Planner so that the additional Planner features can be applied to Project tasks. This will make people used to operating in Project and who particularly need the dependencies and timeline/gantt chart view more likely to utilize Planner. Also, you should be able to create a new Project in Teams the same way you can create a new Planner in Teams. This will make the project timeline/task management functionalities more clearly integrated with the collaboration functionalities. I also second what another user said about allowing individual project tasks to be added to planners so that everyone doesn't need a project license to collaborate with each other.
Ideally being able to sync a PWA task to a planner task. This is so team members can move the tasks to In Progress/Done, as well as update the planner task with implementation details.
This means all members do not need Project licenses whilst allowing us to distribute work tasks across the teams.
E2E Use Case: Individuals should be able to see and update all their tasks across multiple projects in an easy view. Something similar to what they see in "My Tasks" in Planner. That view doesn't exist today in PFTW.
Individuals are nowadays involved in multiple projects and for each project to be successful, we need to provide them an easy way to know their tasks without having to go to each specific project file.
For this use case, if the "My Tasks" view is coming from Planner, then ideally:
* Keep PFTW tasks and those tasks in planner on sync.
On the other hand, other steps as exporting tasks and its status from Planner to PFTW or from PFTW to Planner could be helpful.
Same for us:
Planner does offer some more functionality like checklists, a history of comments and so on. Most important is the fact, that tasks are visible in ToDo.
Whenever using P4W to have a more sophisticated project plan, we are loosing this functionality.
We need the integration and full functionality to avoid project managers asking for monday.com and others...
Rebecca Smit commented
From our side, I'll create a Project for each product release of our software. I've set up the Project with tasks assigned to users and buckets for each department. Each user and/or department would like to bring their tasks into their own departmental Planner to manage in a central collaborative space. At the moment they are manually copying tasks from Project to Planner but there is no linkage to dates as they change or completion. Any update on when this functionality will be looked at? Thanks
The most critical aspects of Planner - Project integration are:
Integration of tasks between P4W, Project Online, and Planner - ie, when you go to you microsoft to-do app, or Tasks by Planner and To Do in Teams, you should be able to see all of the tasks assigned to you, regardless of platform
Complete functionality of Planner inside of P4W - it does not make any sense that the paid product, "P4W", has less functionality (ie, checklists, attachments, flags, etc..) then the free Planner product
The ideal state would be that P4W has the full capabilities of Planner, and also fully integrates with To-Do so that enterprise wide task planning and resource leveling on a portfolio basis can be performed; then the Planner and P4W two-way sync would allow for people to use the tool that they prefer to manage day to day work, with the results fully synced.
So this is quite an old comment, and I would like to know if there is any progress on the intetgration between Planner and Project?
I found that https://ppmworks.com/ have custommade a solution for this, can't MS just bye the solution from them, and make it available for all MS 365 and MS Project users ?
Jan-Pier Loonstra commented
I agree with the previous reaction. It could be that project creates to-do items or tasks, but it should be automated. We can't expect our people to have to-do;s, tasks and then they have to look in all teams channels if there is a line in a planing somewhere
We use Teams to also communicate and assign tasks through the Planner/Task app.
With the Planner/Task app the individual team member can check and track all their assigned work.
As a project manager I need to plan the project but also assign tasks to the team members and track the progress. For this I use the Project for the web app (this one: project.microsoft.com) which is integrateable into Teams.
Now the problem is that to assign the tasks to the members I currently must create the same tasks I just did in Project again in the Task/Planner app and double track the progress back in Project.
It would be great if the task created and assigned in Project for the web would automatically create a task in Task/Planner and that when the task is updated or completed by the team member the status would be updated in the Project for the web app.
This higher level of integration would improve the usability of Teams, Task/Planner and Project and make assigning and tracking tasks allot easier.
The most important features for me as a PM looking at using Project online are:
1. That users I have added to a project can easily see and update their project tasks directly form "Tasks for Planner" just like they can see and update all the other planner tasks that they see from this 1 location.
2. The ability to get better reporting of tasks, progress, number of tasks assigned per person(completed and in progress) across multiple projects (roadmap).
3. Better overview/export information per project/roadmap to make it simpler for PMs to easily export snips and overviews to leads, manager, and administrators.
We use projects for Structured work and Planner for less structured. Where a person has both types of tasks, it would be great to be able to see them in one place - i.e. the Planner "My Tasks: view.
I'm curious why a third party hasn't fixed this issue with seeing tasks across task generating tools (outlook/project/planner) in one place?
Microsoft have been sitting on it for over a year and it's the most requested item. They are likely balling it up into an extra license. Someone like a Paul Mather. They must know something we don't.
Ondřej Novák commented
We would definitely benefit from users being able to edit tasks created in Project for Web in Planner. This would limit the need for multiple Project licenses in small project, only the PM would need one to create the plan including (Gantt etc). Other users usually don't need the advanced features Project offers.
Peter Haahr Schmidt commented
We use a lot of Planner plan for individual projects for customers (and share them with the customers). I wish we could connect project online/professionals to these plans, and see them all in one Gantt diagram for a timeline overview, making dependencies on tasks, see the allocation of resources, and so forth.
Please implement this. There is a lot of confusion in our organization on who should use which tool. Many projects are trying to use planner due to the lack of end user integration between PftW and To-Do. We need an end-to-end way to manage project work!
Where do I manage project work?>PftW, Where do I manage line org work?>Planner, where does an end user go to update their tasks?> To-Do
Omar Warrak commented
Hi, is there any update on this please? Are you going ahead with incorporating this between PFTW and Planner?
Please incorporate assigned Project For The Web tasks into Planner / To-Do (just like the flagged emails from outlook) so that a user can have a one-stop place to see all his/her assignments, from all sources, and plan his/her day. For example they could show up in the "assigned to me" and/or in the "planned" sections in planner.
Mel Lewis commented
We have a small number of project managers (PM) who schedule tasks at a high level. We have teams of people who create planner tasks to break down activity such that they can meet the high-level tasks assigned to them by the PM. Linking planner tasks to these high-level project tasks (sort of sub-tasks) would allow the workers to get on with the delivery of their jobs and record progress using Planner, and allow the PM to see progress directly related to a Project Task entry.
Enabling this would keep the Project Plan uncluttered (which is usually shared with the client) and make good use of the included Office 365 features to deal with the detail.