Process Planner
بواسطة JFDI Consulting
Kanban boards for managing SharePoint list processes in Microsoft 365.
Process Planner is a modern SPFx-based SharePoint solution that provides a clear, visual way for teams and departments to manage stage-based work using Kanban-style process boards. It helps users organise SharePoint list items into structured lanes, track progress, update work items, and keep operational processes moving across Microsoft 365.
Designed for Microsoft 365 and built natively for SharePoint Online, Process Planner helps organisations replace fragmented spreadsheets, manual status trackers, and disconnected process boards with a clean, intuitive interface that works on any modern SharePoint page. Users can view work as cards, move items between stages, open item details, and manage process information while keeping SharePoint as the system of record.
Key Capabilities
- Kanban-style process boards based on SharePoint list data
- Configurable process stages, lanes, cards, and board layouts
- Drag-and-drop updates to move work through defined stages
- Integrated item detail panel for viewing and updating SharePoint list items
- Support for multiple business processes, including tasks, issues, approvals, onboarding, audits, and operational workflows
- Fully SharePoint-native experience built using the SharePoint Framework (SPFx)
- Consistent with Microsoft 365 permissions, governance, and theming
Who Benefits
Process Planner is ideal for teams and departments that need a shared, always-up-to-date view of process activity, including:
- Project managers and PMOs
- Operations teams
- Service delivery teams
- HR and onboarding teams
- Compliance, audit, and governance teams
- Departmental teams managing repeatable business processes
Why Organisations Choose Process Planner
- Clear visibility of work moving through each process stage
- Improved coordination across teams and departments
- Support for repeatable business processes and operational tracking
- Reduced reliance on spreadsheets and disconnected process tools
- SharePoint remains the system of record for process data
- Easy deployment through the SharePoint App Catalogue
Licensing and Trial Information
A 30-day trial will be automatically activated on deployment, giving you access to the entire feature set. After the trial period has ended, a free-tier licence with limited functionality will be applied. To permanently access the full functionality of Process Planner, including all options available in the configuration and management panels, an active licence is required. New users can obtain a licence using the link below.
Click here to obtain a licence
Some advanced features and platform integrations, including usage outside SharePoint Online, are available with Standard or Enterprise licences.
Get Started
New users can get started with Process Planner using the following resources:
Process Planner integrates seamlessly into your SharePoint environment and delivers a modern, user-friendly process management experience that helps teams stay organised, aligned, and informed as work moves from start to finish.