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How to share Planner tasks (in Gantt chart) with External / anonymous users? - Apps4.Pro Planner Manager
This is the second blog in this series which describes the new features coming to Apps4.Pro Planner Manager. Our last blog details you how to create a Plan / Task template for Planner tasks using Apps4.Pro Planner Manager. We are happy to see your responses in Apps4.Pro Yammer network for this feature and glad that we help you in save time and increase productivity.
In this blog I will detail you how to share Gantt chart with anonymous users. We have received enormous feedback from users and understand that you need to share Gantt with other users who is not a member in your team in following cases.
- Share task progress for project with your customers / clients
- Share progress with management during review meetings
- During project planning and implementation
These are few cases were you need to share your Plan and tasks with anonymous users. Apps4.Pro Planner Manager allows you to share the Gantt chart with anonymous users in a click. The anonymous users can able to view the Gantt and download task attachments but cannot perform any actions on it. Trello offers the similar feature as ‘Observers’ for a board. But using Apps4.Pro Planner Manager you can even combine tasks across multiple plans to generate Gantt and share with anonymous users.
TIP : Planner Manager allows you to filter, Group By, Sort tasks across multiple plans and generate Gantt chart. Thus you don’t need to generate it separately for each plan if your team members span across multiple plans.
Now let’s see how it works. From Apps4.Pro Planner Manager, users can generate the report they need and apply Filters or Group By. Once done, click on Share Gantt button as shown in below image.
Now a popup will ask you to enter your Office 365 username and password. Enter it and click on Share button. This will create json file which includes the task details you have shared and it will be uploaded in to your OneDrive.
Once upload is completed a shared link will be available. You can share this link to anonymous users and they can view and download attachments from tasks.
When the anonymous user opens the link in browser the Gantt chart as shown in below image will be available for them in read only mode. From the same link, the users can view the tasks in Gantt chart / Scheduler view.
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