Manage Tasks with Microsoft 365 Planner
Collaborate with other team members using Microsoft Planner Tasks linked to SharePortals Contact or Case Records and Documents
Manage Tasks with Microsoft 365 Planner
Collaborate with other team members using Microsoft Planner Tasks linked to SharePortals Contact or Case Records and Documents
SharePortals integrates with Microsoft Planner, allowing you to create tasks against records or documents, and leverage the Teams, Planner & To Do apps to stay on top of your tasks.
Use the popular Microsoft 365 Planner apps for desktop and mobile to stay on top of your daily work.
Each task holds an easy-to-follow link to the CRM / DMS Record or Document for easy reference.