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Using Microsoft Office 365, how to create one central list to keep an eye on small and large projects and have ability to delegate these to team members.

Hi,

We have Office 365 setup and installed in our office and make use of it on our Windows 10 PCs.

So far we have used it for applications such as Outlook, Word, Excel and Powerpoint.

My boss wants to have one central list to keep an eye on small and large projects and have ability to delegate these.

We are not yet ready to fully avail of using Sharepoint.

He said that he wants Microsoft Teams set up to avail of this function but I think that he would need to use Microsoft Planner for this.

Anybody any thoughts on this?

Thanks,
Robbie
Windows 10Microsoft OfficeMicrosoft 365Windows OS* office 365 Teams

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Vasil Michev (MVP)
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ASKER

Hi Vasil,

We have a long list of tasks listed on an Excel sheet.

Can we import tasks from this sheet into Microsoft Planner instead of manually inserting them?

Thanks,
Robbie
There's no such functionality built-in. But you can use the Graph API or Flow to achieve this.
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ASKER

Hi Vasil,

Thank you.

I am trying to add a Gmail address to our Microsoft Team. I have enabled external and Guest access.

Is this possible to do? If so, how do I connect the Gmail address with Microsoft Teams.

Thanks,
Robbie
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ASKER

Hi Vasil,

This has worked for me.

I can invite Guest users to our team.

Thanks for that.

I looked into Flow and Graph API and they are not too straight forward.

There are no templates for transferring data from Excel to Planner.

Ideally if there was even pre-written code we could use to create this or some extension to Office 365 for this function, it would be helpful.

We don't want to manually enter all tasks that have to be entered into Planner as it would be too time consuming.

Also, it would be beneficial if it was automated so that the tasks would be added to Planner after row of data entered in Excel.

Any ideas on this?

Thanks,
Robbie
There's a sample Flow here: https://powerusers.microsoft.com/t5/Building-Flows/Creating-Planner-Tasks-from-Excel/td-p/248461

Other than that you could look for some third-party tools that might do this, but those usually come at a price. Here's a sample one: https://apps4.pro/import-export-planner-tasks-using-excel.aspx
Windows OS
Windows OS

This topic area includes legacy versions of Windows prior to Windows 2000: Windows 3/3.1, Windows 95 and Windows 98, plus any other Windows-related versions including Windows Mobile.

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