Your processes already live in SharePoint. Just not as a process.
Look at the SharePoint lists your team is keeping today: opportunities, tickets, the new-starter checklist, the change requests, the documents queued for the next ISO review. Every one of them is a multi-stage process. None of them looks like one. The list is fine for storing what happened; it is the wrong place to push the work along.
Process Planner is the kanban view those lists were always meant to have. It connects to one list or many (across different sites when you need to roll up several teams’ work), groups items by whichever column drives stage, and lets you drag a card to move it forward. Filter and search across the board. Create, edit, and delete without leaving it. The whole thing configures in the standard SharePoint web part properties pane, with no code.
Multi-source, one board
Pull items from many SharePoint lists, even across sites, into shared lanes. Source badges show where each card came from, and every update goes back to the originating list.
30+ business templates
From a sales pipeline to an ISO audit, the templates shape the lanes and columns for a specific process. They only add fields your list doesn’t already have; existing data is untouched.
SharePoint and Teams
Drop it on any SharePoint page; pin it as a tab inside a Microsoft Teams channel. Same data, same board, surfaced where the conversation already happens.
Why teams choose Process Planner
Anything from a single salesperson’s pipeline to the next ISO audit
The product doesn’t impose a methodology or a schema. It visualises what your teams already keep in SharePoint. A sales rep can run their own opportunities board. A PMO can roll up programme delivery across multiple project lists into one stream. Compliance can map a document review with named owners, target dates, and stages. Same install in every case; the lanes change because the column driving them does.
The story that proved it
“We very quickly saw an uptick in sales, and in the quality of those sales, when we started using Aardvark Sales for Teams.”
Pete Jenkins, CEO, Gamification+ Ltd.
Process Planner is the relaunch of Aardvark, our Microsoft Teams app for stage-based work that ran for years before becoming this. The Sales pipeline at Gamification+ was the first proof; an application issue tracker at CVC Capital Partners was the second. After a dozen other patterns from the same product, the rebuild as Process Planner is what scales the model.
The list is the system of record
Your tenant, your lists, your governance
Every card on a Process Planner board is a row in a SharePoint list inside your Microsoft 365 tenant. The web part reads and writes those rows; the licensing service sees only the tenant ID and the app ID over HTTPS. No card data, no comments, and no field content leaves your control.
Uninstall and the lists stay put
The board is a view. Take it away and every list, every item, every column value sits exactly where it was, governed exactly as it was. Retention applies, permissions apply, search still finds everything. There is no parallel database to drain, and no migration when you change your mind.
See the features
Every view, every capability: Board, List, drag-and-drop, multi-source, offline, and more.
Browse the use cases
Ten worked examples, from sales pipelines and project intake to compliance reviews and onboarding.
Ready to run your processes better?
Process Planner is available on the Microsoft commercial marketplace. Install it on your SharePoint tenant and add it to any page or Teams channel where the work happens.