Microsoft Planner is presented as a solution to organize teamwork with intuitive, collaborative, visual task management. With it, users can create Kanban boards using task cards with files, checklists, and labels. Users can collaborate in Planner and Microsoft Teams and check visual status charts—all in the Microsoft cloud.
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Progress ShareFile
Score 8.3 out of 10
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ShareFile is a cloud-based file sharing and storage service built for business. The product was acquired by Citrix Systems in 2011, and is now offered by Progress Software.
There are a few examples where MS Planner would be suitable for employees at a mature organization. In my opinion, if you have Outlook or Teams, you already have built-in calendars and to-do lists. If you need a project management tool, you have two options: either pay for MS Project or use an alternative tool like Monday, Asana, or Jira. Regardless, their free versions are much more sophisticated than Microsoft's (MS Planner). Any team wishing to put together a halfway-decent project management board will need to look elsewhere, as MS Planner is only suitable for a personal to-do list.
When we have a particularly large ad or job printing file that would "clog up" the email process, using ShareFile is very helpful. It's also useful for particular photographers we work with to upload a batch of photos all at once. Where it doesn't work as well for us is when trying to get clients to make use of a login to access folders. We find them reluctant to take on the learning curve. It works best for us when we just send them a clickable download link, and at most just require a tracking name and email address.
Workflows to get customer/affiliate responses to comments on documents.
I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
I love the upload notifications and reports on user activity.
The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
Integrations with Microsoft 365 - FANTASTIC - thank you.
Would be nice to see a calendar view instead of a list view
Permissions aren't configurable, anyone can delete any task at any time and there is no recycle bin
Notifications aren't great, you have to be attached as an owner to a task to see comments and be notified of changes, and even then notifications aren't shown for a lot of things
The web console is not the most user friendly site to use to get to, and send my files.
We have had users that have not liked the change in workflow to get files from Progress ShareFile when they were used to just clicking on files on an email.
That management of the tools are not the most user friendly. There have been some improvements but keeping up with certs and setting up new users can be more work than expected.
It is a very useful tool that brings teams in sync with one another. The integration with other Microsoft products makes it an obvious choice because you don't have to purchase a license for a completely different tool that doesn't have cross-functional capabilities with the software you already use on a daily basis.
It's a highly effective and secure storage system, has robust workarounds for serving the various equipment limits of our users, meets high security requirements of HIPAA standards, significantly reduces our needs for producing paper trails.
The board-and-bucket layout makes it easy to organize tasks, track progress, and prioritize work at a glance, even for first-time users. I also appreciate how Planner seamlessly integrates with tools like Teams, Outlook, and SharePoint, enabling users to collaborate, schedule tasks, and access their plans without needing to switch platforms. I also like how it’s accessible not only on desktops, but also on mobile devices.
ShareFile is so easy to use I was able to download all of my projects files and have them set up to sync before my supervisor could even come over to explain the process to me. It is a neatly organized and intuitive software that allows even the less tech-savvy to become power users.
Easy to use, easy to integrate with Outlook. I only gave it a 9 because I have found that sometimes it does not play nicely with Outlook and can slow it down. But, when that happens (not frequent), I restart Outlook and all is well again
Citrix was generally responsive and helpful in solving technical issues. Like any cloud based SaaS product there is a danger that it may go down. This was a rare occurrence over my three years of using the product. The more common issue we encountered was clients forgetting their login which was easily managed through a forgot password functionality.
Good documentation for the API. With a little help from RS tech staff, any competent programmer should be able to integrate RightSignature with an existing system in a week or three. That help is easy to get as well
Many areas of the company still use Trello to organize their activities and tasks, but gradually Microsoft Planner must replace the activities. Users are often "attached" to familiar technologies, but Office 365 takes advantage of the more organized use of the tools. This year we will not renew the Trello contract.
ShareFile is easier and does what you need. I have moved a few organizations from SharePoint to ShareFile. Just easier. You can setup different areas for different departments, setup their permissions and it is easy enough for them to do what they want in their zones. The mobile app works great as well. So you can all the features you really use from SP, but just easier to setup and use.
In my experience, productivity is negatively impacted because assigning subtasks aren't clear on Microsoft Planner
Managers aren't able to track direct reports' tasks across multiple boards -- leading to poor visibility for us
Notifications aren't always sent to inbox, so you rely on people's own project management skills to follow the communication on tasks they're assigned to. In my experience, this leads to missed deadlines impacting customer relationships.
All of our clients and consulting engineers find ShareFile easy to use, thus complementing our business.
Our staff also find ShareFile intuitive, accessible, and easy to use, making it an ideal, everyday indispensable desktop tool for everyone in our company.
ShareFile can be linked to our firm's primary website as a placed for private use. We haven't found need for this yet, but might in the future.
