One of the benefits of Strety for EOS or 1x1 Management, is that it doesn't feel like another tool you have to log into. Especially for To Dos that come out of Meetings, Rocks, Issues, and Headlines. This is because we have the ability to link a Strety To Do to Microsoft Planner
Two Way Syncs!
Strety and Planner two way sync. The To Do must originate in Strety, but once it's linked to Planner we will keep due dates & completion status in sync between the two platforms
How to Set-up Planner Integration
To set-up your Planner integration, head to Integrations from your avatar (top right) and follow the prompts to Add Planner
NOTE: Planner does require an O365 Admin to provide one-time consent for all members of your org to use the Strety <> Planner integration.
Follow the Consent for your Organization prompts to ensure this permission is granted. For more on the permissions required for Planner, check out this doc
Linking Strety To Dos to Planner
When you create a To Do, click on the Planner icon before saving that To Do. You just have to pick which "plan" and then it will get created there.
How it works
Click on planner icon and a plan dropdown appears.
Once created, you will now see the To Do linked to that Planner Task
And in Planner you will see it created in that Plan.
In Microsoft Teams, it show up as Assigned to me.
