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:

Sends email messages (subject and body) to your Planner tasks.^*

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.}

_{^** 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.

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.

📋 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, 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

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

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