Apps4Pro Planner Manager Introduction Key Features Export Planner tasksPlan Templates Backup for the tasks and users can recreate the plan with the same tasks just by importing it back Can be used as template to create new plans from scratch ID: 755161
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Apps4.Pro Planner ManagerSlide2
Apps4.Pro Planner Manager - IntroductionSlide3
Key FeaturesSlide4
Export Planner tasks(Plan Templates)
Backup for the tasks and users can recreate the plan with the same tasks just by importing it back
Can be used as template to create new plans from scratch.
Bulk edit the tasks in Excel and import back for updating those in Planner.
Supported Formats: Excel, PDF, CSV, HTMLSlide5
Import Planner tasks from Excel
Update below Planner tasks fields using Import
Task title
Assigned to
State / Due dateCategoryChecklistBucketProgressDescriptionAttachmentSlide6
Copy / Move tasks between plansSlide7
Custom Report - View all Tasks Assigned to an User across all PlansSlide8
Custom FieldsSlide9
Custom Fields – Supported Types
Single / Multi line (Ex: Notes for approver)
Date/Time (Ex: Project deadline)
Number (Ex: Hours spent for this task)
User (Ex: Responsible person for this task)Options (Ex: Priority - High, Medium, Low)Label-MapSlide10
Calendar / Timeline view for tasksSlide11
Calendar viewSlide12
Timeline viewSlide13
Auto Schedule – Automatically backup and export tasks to OneDrive and Local StorageSlide14
Send plans/tasks report to specific e-mail addressesSlide15
Can create new plan with members and edit existing plan details (plan name, description and members)Slide16
Add/Remove members
from the associated group of the selected plansSlide17
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