MS Word vs Planner

[MappeMappe]

My workplace work a lot with word documents and I think most like to keep it that way. Now we are implementing teams and planner, and we are trying to get a more systematic way of working. The perfect solution in my book would be to be able to inside of word documents, create tasks that are linked that are linked to this document. When in the document, the tasks connected to the document should be visible, and should dissapear when the task is marked complete. Also, in the task in planner, there should be a link to this document. Is this possible?

[efialttes]

Hi!

"Also, in the task in planner, there should be a link to this document. Is this possible?"

This post explains how to add attachments to a Planner Task with Power Automate

https://www.alanps1.io/power-platform/flow/flow-create-planner-task-and-include-attachments-from-out...

The scenario covered in the post is based on attachments received via email, the design uses Sharepoint to store them, get a link and store the link in Planner Task.... so I guess you can adapt it to your specific requirements Please note there is a limit in nr of Attached links per Planner Task, max 9.

Hope this helps

[efialttes]

Hi again!

"The perfect solution in my book would be to be able to inside of word documents, create tasks that are linked that are linked to this document... When in the document, the tasks connected to the document should be visible... "

So I am assuming your word docs are stored in a Sharepoint library. If so, you can:

-manually execute a flow whenever you select a file in this library, this flow will create a Planner task

-redesign your SP library, you can add a new column so your Flow can fill it with an hyperlink to the Planner task

Hope this makes sense