Integrating Microsoft Planner with AutoCAD: A Streamlined Workflow for Capturing Progress

Are you tired of constantly switching between applications while working on your AutoCAD projects? Do you want to streamline your workflow and have a better way to track your progress? Look no further than Microsoft Planner. In this article, we'll explore how to integrate Microsoft Planner with AutoCAD to create a more efficient workflow and capture your progress.

What is Microsoft Planner?

Microsoft Planner is a task management tool that allows you to create and organize tasks in a visual way. It is part of the Office 365 suite of applications and can be accessed through your web browser or the Planner mobile app. Planner allows you to create tasks, assign them to team members, set due dates, and track progress all in one place.

Why integrate Microsoft Planner with AutoCAD?

AutoCAD is a powerful tool for creating detailed 2D and 3D designs. However, managing tasks and tracking progress can be a challenge. By integrating Microsoft Planner with AutoCAD, you can streamline your workflow and have a centralized location for tracking tasks and progress.

How to integrate Microsoft Planner with AutoCAD

Integrating Microsoft Planner with AutoCAD is a straightforward process. Follow these steps to get started:

Step 1: Create a new plan in Microsoft Planner

The first step is to create a new plan in Microsoft Planner. This plan will be used to track tasks related to your AutoCAD project. To create a new plan, log in to Planner and select "New Plan" from the top menu. Give your plan a name and click "Create Plan".

Step 2: Create tasks in Microsoft Planner

Once you have created your plan, it's time to start creating tasks. To create a new task, click the "Add Task" button in the plan's main view. Give your task a name, assign it to a team member, and set a due date. You can also add comments and attachments to the task.

Step 3: Link AutoCAD drawings to tasks

To link an AutoCAD drawing to a task in Microsoft Planner, you'll need to use a third-party application such as Power Automate. Power Automate allows you to create automated workflows that connect different applications. In this case, we'll use Power Automate to create a workflow that links AutoCAD drawings to tasks in Microsoft Planner.

First, create a new workflow in Power Automate. Select "Create from Blank" and choose the "When a file is created or modified (properties only)" trigger. Select the folder where your AutoCAD drawings are stored and click "Create".

Next, add a new action to the workflow. Choose the "Microsoft Planner - Create Task" action and select the plan and bucket where you want the task to be created. Enter the task name and description, and set any other properties you want to include.

Finally, add a third action to the workflow. Choose the "Microsoft Planner - Update Task Details" action and select the task that was created in the previous step. Add a link to the AutoCAD drawing in the task description, and any other details you want to include.

Step 4: Track progress in Microsoft Planner

Once you have linked your AutoCAD drawings to tasks in Microsoft Planner, you can track progress in real-time. As team members complete tasks, they can update the status in Planner, add comments, and attach files. You can also view progress reports and analytics to gain insights into how your project is progressing.

Integrating Microsoft Planner with AutoCAD can help you streamline your workflow and capture your progress in one centralized location. By following the steps outlined in this article, you can create a more efficient workflow and improve collaboration among team members. Give it a try and see how it can help you team.

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