iGlobe Outlook Planner Pro Add-in | iGlobe CRM Office 365

IGLOBE PLANNER PRO FOR OUTLOOK.

We are now introducing a Pro version og Outlook Planner Add-in is an Add-in to your Office 365 Planner. This is a subscriptions based Add-in. iGlobe is commited to deliver more functionality and make it easier for you to do more directly from Outlook.

Office 365 Planner offers people a simple and highly visual way to organize teamwork. Planner makes it easy for your team to create new plans, organize and assign tasks, share files, chat about what you’re working on, and get updates on progress. Planner can be used to manage a marketing event, brainstorm new product ideas, track a school project, prepare for a customer visit, or just organize your team more effectively. One of the most valuable aspects of Planner is that it helps teams organize their work visually. Each plan has its own Board, and within each Board, each work item or task is represented by a Card that can have due dates, attachments, categories and conversations associated with it. Team members receive an email notification whenever they are assigned a new Card or added to a conversation. Every Card can have documents (or pictures) attached that automatically get rich image previews, so it is easy to understand what the Card is about at a glance. In addition, Cards can be organized on the Board into customizable columns called Buckets, which can be prioritized and tagged with colored labels.

Planner also gives you views to keep your work on track. The Hub view lets you track overall progress across all plans, while the “My tasks” view lets you filter down to see just what you need to do across every plan. In addition, the “Charts” view includes interactive charts for visualizing people’s progress against deadlines. Click a red segment on the histogram to quickly see which aspects of a plan are behind schedule and use the Board to rebalance work across the team. With Planner, everyone is always on the same page. A single glance of the Charts view is all it takes to know where things stand.

Works great with all of Office 365

As a member of the Office 365 suite, Planner is integrated with other Office 365 services, such as Office 365 Groups, so all of the conversations in Planner are available in Outlook 2016, Outlook on the Web, MAC and the Outlook Groups Mobile Apps.

Introducing a Planner Pro Outlook Add-in iGlobe is giving you assecc to your task directly from your Outlook.

Get the Planner Pro Add-in for Outlook from the Office store:

1. In Outlook, click Home > Store on the ribbon.

2. This wikll open the Store. In the search box, enter "Planner" - Select the Planner Pro add-in from iGlobe , and then select Buy to download it. NOTICE! iGlobe offer two version of the Outlook Add-in a standard and a Pro version.

When the add-in is installed, go to File > Manage Add-ins or Manage Apps to make sure it's turned on. When you’re prompted to sign in, type the email address and password you use to sign in to Office programs.

NOTE: If you don’t see the Manage add-ins (or Manage Apps) button, you won’t be able to get add-ins for Outlook. To get them, you’ll need Office 2013 or 2016 and Exchange 2013 or 2016, and your administrator needs to activate add-ins for Outlook.

That is all you now have access to your Planner task directly from Outlook.

IMPORTANT; An Office 365 adminitrator must start the add-in an give consent the first time the Add-in is used. If users are getting an access error please try to give consent again be reseting the Add-in