Planner is a card-based team task management app. If you use Outlook on the Web, you can also right-click on an email in your message list, hover over Advanced Actions, then click Create Task to add it to To Do. You can add details, due dates, steps, and attachments to it, just like any other task. The To Do task based on the flagged email displays the word Message and an email icon. Checking it off in To Do removes its flag in Outlook, and checking off the flag in Outlook completes the associated To Do task. From there, you can drag it to Tasks and it will be handled like any other task. When you flag an email in Outlook, a task will appear in Flagged email in To Do.
Please note: If the auto-calculation of Statuses is turned off on the Insights settings page, the Tasks Statuses will be set to N/A for all tasks. If custom rules are set there, the custom logic will be applied to the task statuses on the Planner tasks page. Please note: These default calculation logic rules can be customized on the Insight settings page. Critical - The task is late for more than 10 days (from Today).At Risk - The task is late for less than 10 days (from Today).On Track - Finish Date is greater or equals Today.The following calculation logic is applied: Tasks Status is not editable and is set according to the Tasks finish date, taking into account the current date. The progress of the group is calculated taking into account the average value of progress across tasks. The progress is synchronized in the following way: Planner fields will be mapped to PPM Express fields in the following way: Planner tasks are displayed by the created date, and completed tasks are always at the bottom of the page (Group). Please note: Planner Bucket is synchronized to PPM Express as Group, preserving its name. You can also create new filters and new views if needed. You can use multiple filters to quickly review the tasks you need. There are two views available: table and timeline. Tasks section includes all tasks synchronized from Planner. To open the Planner system click on the Planner icon at the top of the Project Details page. To open PPM Express tasks, click on the 'View PPM Express Tasks' button. To get back to the PPM Express project, click on the project name on the top of the page or on the 'Open PPM Express Project Dashboard' button. All the numbers on the cards are clickable and can be used to filter out the information in the Tasks section. Tasks Summary section includes four cards where you can quickly review the tasks statuses, progress, summary, and timeline. Planner tasks page includes two sections: Tasks Summary and Tasks.
If you need to edit the tasks, open them in Planner, edit them there and run project synchronization in PPM Express, all changes will be present on the Planner tasks page when the synchronization is completed. Please note: The Planner tasks page is for viewing the tasks only, it is not possible to edit the tasks on this page. On the Planner tasks page, you can review all tasks synchronized from Planner. For example, if you click on the Critical tasks number, Critical tasks will be shown on the Planner tasks page at once. Click on the 'View Tasks from Planner' button on the right.Īlso, if you click on the tasks number on the Tasks Statuses, Tasks Progress, or Tasks Summary cards, the Planner tasks page will be opened at once and the tasks will be filtered out according to the selected value.
Navigate to the Schedule project section and select Planner tasks by clicking on the corresponding icon on the right.ģ. Open the Project Details page of the project where you need to review Planner tasks.Ģ. To access this page perform the following:ġ. You can review tasks synchronized from Planner on a separate Planner tasks page in PPM Express. In this article, we will review the Planner tasks page, its layout, and detailed information on how the Planner tasks are synchronized to PPM Express.