Although there is no direct way to connect Microsoft Planner with Outlook, you can achieve integration through Microsoft To-Do. Since Microsoft Planner pulls in tasks from Microsoft To-Do, this method provides a seamless experience, especially if you’re using Planner within Microsoft Teams. This integration allows you to convert flagged emails into tasks and manage them effectively. Here’s how you can set it up:
1. Connecting Planner to Outlook via Microsoft To-Do
To link your Outlook emails with Planner tasks, you’ll first connect them through Microsoft To-Do. Here’s how:
Convert Flagged Emails into Tasks in Microsoft To-Do:
Open Microsoft To-Do in Outlook Web:
Click the To-Do icon located just below the calendar icon in the Outlook web app to open Microsoft To-Do.
Enable Flagged Emails in Microsoft To-Do:
On the left side menu in Microsoft To-Do, click on the settings icon (above “My Day”).
Scroll down in the settings pop-up until you see the Flagged Emails option.
Turn on the toggle for flagged emails, then close the settings.
View Flagged Emails as Tasks in Planner:
Once you’ve enabled flagged emails in Microsoft To-Do, you can view these tasks in Microsoft Planner.
In Planner app in MS teams, click on My Tasks, then select the Flagged Email button to see any emails you flagged in Outlook. These flagged emails will now appear as tasks in Planner.
2. Using Microsoft Power Automate for Integration
Another way to integrate Outlook with Planner is through Microsoft Power Automate. This allows you to create custom workflows that convert emails or calendar events into tasks.
Set Up a Workflow in Power Automate:
Open Power Automate:
Go to the Power Automate website and sign in with your Microsoft account.
Create a New Flow:
Select “Create” and choose a template that fits your needs, such as converting an email into a Planner task.
Customize the Flow:
Configure the flow by setting triggers (like receiving an email) and actions (such as creating a task in Planner).
Save and Use the Workflow:
Save the workflow and let it run in the background, automatically converting emails or calendar events into tasks in Planner.
3. Simplified Project Management with Trovve
If you’re looking for a simple, out-of-the-box project management tool with native Outlook integration, consider using Trovve. Trovve offers seamless integration with Outlook, allowing you to pull in your meetings, manage tasks, and more, all within one platform.
Benefits of These Integrations
Seamless Task Management: Convert emails into tasks easily and manage them within Planner.
Customized Workflows: Power Automate enables complex task automation to suit your project needs.
Enhanced Productivity: Tools like Trovve offer straightforward integration, bringing together your meetings, tasks, and project management into one place.
By using these methods, you can integrate Outlook with Planner and enhance your project management workflow.
