Send to Planner

Do you have an email you need to include on your Plans task boards for you or your team to take action on.

This add-in makes it easy, with a single click from the Outlook Ribbon. A task pane opens, (and after you have signed into Planner), you can select the Plan and the Bucket for your new Task click "Send to Planner" and it will create a new task on your Planner task board.

NOTE: This add-in supports pinning so you can quickly move through your inbox when creating tasks in Planner.

Send to Planner supports the following features:

Works everywhere you work: Windows, Mac, Outlook on the web, and mobile (iOS and Android)

Sends email messages (subject and body) to your Planner tasks^* with optional AI Summary.^**

Customize your email subject with preselected options, build your own, or use RegEx^**

Supports calendar appointments and meetings (subject and body and start/end time^***)

Allows you to keep a plan and bucket selected as default.

Includes all attachments and inline images.

Works with shared mailboxes.

Supports dark and light mode.

Even provides limited support for Personal plans^****.

⚠️ IMPORTANT: Send to Planner does NOT work with Premium plans. Premium Plans are a new feature added by Microsoft which use Microsoft Project. For more information please see the following article.

_{^* The FREE version lets you send up to 5 messages to Planner per day.}

_{^** AI Summary and subject configuration are available with a subscription only.}

_{^*** Appointment dates provided with a subscription.}

_{^**** Personal Plans are plans that are not shared, and are only available to you.}

Subscription Benefits

But with a premium subscription you get MUCH more. You can:

🕒 Remove all delays and subscription notifications.

🤖 Summarize your email with AI before sending it to Planner.

🛠️ Customize your email subject with preselected options, build your own, or use RegEx.

5️⃣ No daily limits on how many emails you can send.

📎 Save directly to existing Planner Tasks effortlessly.

🏷 Set Labels, priority, start, and due dates for tasks seamlessly.

✅ Create, update or remove checklist items from the task.

📝 Trim text, remove junk, and keep your tasks clean.

📎 Select and add specific attachments with ease and send as a ZIP.

📋 Attachment summary with quick access links for effortless organization.

📧 Link back to the original email message for streamlined communication.

💌 Keep the thread going and save latest response to the original task.

📆 Automatically set appointment start/end times.

For more information on subscriptions with Office Add-ins, see: Office Add-in Subscriptions.

Basic Subscription

If you do not want or need premium features but would still like to use this add-in without delays and limits, you can purchase a BASIC subscription.

With a Basic subscription you can:

Remove all delays and subscription notifications.

There are no daily limits on how many emails you can send.

Hides premium features for you ^*.

_{^* This can be changed in settings at any time.}

For more information on subscriptions with Office Add-ins, see: Office Add-in Subscriptions.

No Hassles

🎁 Always FREE: The basic functionality of the add-in is available to you at absolutely no cost! 5️⃣📩 And you can send up to 5 emails to Planner per day for FREE. 🎉

🎁 No obligation TRIAL: If you want to see what you get with a subscription, sign up for a 14-day trial. No upfront CC payments or obligations. After the 14-day trial is over the add-in will return to the basic functionality mode.

🎁 Hide Premium: If you like the basic functionality, you can select to HIDE the Premium features from settings.

5️⃣📩 NOTE: The FREE version lets you send up to 5 messages to Planner per day. If you need to send more than 5 messages per day, you can purchase a subscription.

Have Questions or Ideas? Let's Chat!🤗

We're here for you! Reach out to us at our contact page, or explore more on our website.

Unlock the Power of Send to Planner, Elevate Your Planner Journey! 🚀

IT Administrators

If you are an IT administrator and have questions about this application, or wish to manage organizational settings please see the following articles on our site:

Features, Permissions, and Security Overview of the Send to Planner Add-In for Outlook

Kryl Solutions Security Controls and Evidence

Kryl Solutions Add-in Dataflow

Kryl Solutions Incidence Response Plan

Kryl Solutions Encryption at Rest

Kryl Solutions Disaster Recovery

Add-in Feature Configuration for Organizations

If you have any other questions, please contact us.

More from Kryl Solutions

Kryl Solutions provides a range of integrations. For a full list see our products page.

Send to Planner

作者 Kryl Solutions