r/MicrosoftPlanner

There is one third party tool in Microsoft marketplace called [Send to Planner by Kryl Solutions ](https://marketplace.microsoft.com/en-us/product/office/wa200006378?tab=overview)

Of course our organization will not allow it

So like a stone age person I have to manually copy paste

Funny part is there is MS Teams message to planner but no email to planner.

Just Microsoft things, I guess

At work, we have access to Lists, Loop, Planner, Power Apps, Power BI, Power pages, SharePoint, To Do, Visio, and Viva (and of course the classic Office suite).

I'll walk you through my thought process and maybe someone will have some insight on where I'm going wrong? Or maybe a suggestion of a tool that might better suit my needs.

I work in communications, and the type of communications I do can be split into four main types. I had initially planned on making each of those types a different Bucket. Then within each Bucket, I was going to have the Type Tasks with the checklist being populated by the more granular task (so for example, Start might include the data entry I need to do; Drafting would have one checklist item per product I write; Distribution would have items for each step of the distribution process).

My dream (and please let me know if this is a lofty one) is to be able to add something, whether it's a Bucket or a new Plan or whatever the case may be from one of my "templated" types that I've created (with tasks and subtasks [via checklist] nested). In this dream, I can add all the projects I'm working on to the same place, with due dates, so that I can see a calendar with all my upcoming deadlines (for each project and any tasks), or even a "here's what's due this week."

Is Planner the right tool for this? I've tried playing around with To Do and Lists and dug around in Planner for ages, but haven't found a good way to have a "bank" of templates. It'll be tedious for me to add every task manually, especially since the tasks are consistent for each of the four event types (and honestly, they don't vary that much between them either, mostly just the sublist of products to write changes slightly).

In my wildest dreams, I find something that even allows me to autoset the task deadlines based on the project due date (ex. X task needs to be checked off T-2 business days before the due date, or it turns red), because I once had an Excel formula for that, but that spreadsheet wasn't great at visually representing multiple on-the-go projects.

If you've stuck with me this long, thank you for coming on this adventure with my ADHD brain (the same one who says "buy the shiny new agenda, THIS one will fix all your organizational problems!")