Features

Process Planner does one thing: it turns SharePoint lists into a working kanban board your team can actually run their stages on. The scope is narrow on purpose, which leaves room to do the rest properly. Two views (Board and List), multi-list aggregation across sites, 30+ business templates you can adopt as-is or treat as a starting point, an offline queue for when the network drops, and every setting in the standard SharePoint web part properties pane.

Two ways to see the work

Pick the layout that suits the conversation. Both views read from the same data, so switching never costs you anything.

A tab at the top of the web part toggles between the two. The same items, the same filters, the same updates: just two ways of looking. Lane headers show their item count; empty lanes show a quiet “drag items here” placeholder rather than leaving you guessing whether the lane is broken or just empty.

Move work without leaving the board

Process Planner is built around the gesture: drag a card and the underlying list updates. Open a card and edit fields in place. Add a new item from a lane and the lane value is pre-filled.

Drag and drop

Lane-to-lane drag with a full-card drag overlay. Updates land immediately; if SharePoint rejects the change, the card snaps back.

Inline CRUD

Create, view, edit and delete items in dialogs that respect required-field validation. No round-trip to the underlying list form.

Optimistic with rollback

The board responds instantly. Failures are detected and reversed; concurrent edits by other users are caught via ETags before they overwrite.

Find what matters across every source

A planning view is only useful if the right items rise to the top.

• Text search across titles and metadata, debounced for smooth typing
• Source filter with a multi-select dropdown to narrow the board to specific sites and lists
• Combined filters that work together with AND logic, so search and source narrow simultaneously
• Three-state column sort in List view (ascending, descending, cleared), with natural sort so Item 2 comes before Item 10
• Clear empty states when nothing matches, so a user knows whether the data is missing or the filter is too tight

30+ business templates, out of the box

The single biggest upgrade from the old Aardvark product. Each template configures the columns and lane structure for a specific process, adding only the columns that don’t already exist on your list. Your existing data is never modified.

Category	Templates
General	Basic Kanban Board, General Task Board
Project Management	Project Tracker, Project Intake, Project Task
HR & People	Employee Onboarding, Employee Offboarding, Recruitment, Performance Review
IT & Support	Customer Support, IT Helpdesk, Incident Management, Security Incident
Sales & CRM	Opportunities, Lead Qualification, Client Complaints
Quality & Compliance	Bug Tracking, Compliance Check, SOP Policy Review, Risk Assessment
Operations	Change Request, Purchase Request, Invoice Processing, Access Request, Account Management
Marketing	Campaign Management, Social Media Request, Content Production
Workflow	Approval Workflow, Document Lifecycle, Idea Management, Feature Development
Partners & Vendors	Partner Onboarding, Vendor Onboarding

You can use a template as-is or treat it as a starting point. Lane order, lane names, displayed fields, and per-lane card overrides are all configurable after the template lands. The lane field auto-suggests the template’s recommended column, so the board groups correctly on the first render.

Multi-source: one board, many lists

Most kanban tools assume one list, one board. Process Planner doesn’t.

This is the difference between aggregating data into a new system and visualising what already exists. The data never leaves the lists your teams already own.

When only one list is configured, the source-related UI hides itself automatically: no source filter, no badges, no source column in List view. Single-list boards look purpose-built, not aggregated. The same install handles both shapes.

Built for the day connectivity drops

Field teams, travelling staff, anyone working on patchy networks: Process Planner doesn’t stall.

• Offline queue for edits, lane moves, creates and deletes, persisted locally so it survives a browser restart
• Automatic sync the moment connectivity returns, or manual sync with real-time progress when you’d rather choose the moment
• Conflict detection when another user edited the same item while you were offline, with the conflict reported back to you
• Queue management that expires actions older than 24 hours and warns when the queue approaches its cap of 100

Designed to stay fast at scale

Process Planner is engineered for the busy board, not the demo dataset.

Configurable in the property pane

No code. No separate admin portal. Everything is set in the standard SharePoint web part properties pane.

Every SharePoint field type, rendered correctly

Field type	How it displays
Text / Note	Plain text; multi-line notes truncated on cards
Choice / Multi-Choice	Display value
Number	Numeric, with locale formatting
Date / DateTime	Formatted date (or date and time)
User / User Multi	Display name
Lookup	Lookup value
Boolean	Yes / No
URL	Clickable link
Currency	Currency symbol with amount
Calculated	Result value
Taxonomy / Managed Metadata	Term label
Attachments	Attachment indicator

Surfaces where your team already works

Resilient when sources misbehave

Real tenancies have lists with broken permissions, retired sites, and the occasional throttle. Process Planner handles that gracefully.

• Partial fetch tolerance. If one source fails, items from the others still display, with a warning listing what failed
• Retry button to re-fetch failed sources without reloading the page
• Error messages name the site and list so the source of trouble is obvious, not a generic “something went wrong”
• Visible loading and empty states so a slow response never looks like a broken page

Compatibility and accessibility

Things Process Planner won’t do, and why

Customers ask for plenty of features that look obvious on a roadmap and would dilute the product if we built them. The list below is the running record of “no”, with the reason in each case. Most of these requests point to a tool that already does the job better.

No real-time, multi-user sync

A SharePoint web part has no SignalR or WebSocket layer. Building real-time would require an Azure backend that sits outside your tenant. Instead, Process Planner refreshes from SharePoint on demand and on reconnect, with optimistic UI updates and ETag concurrency so an edit by another user is caught before it overwrites yours.

No calendar or Gantt view

Date-driven and dependency-driven views are different products with their own complexity. Calendar Planner already covers the calendar half of the suite, and a Gantt would need full dependency tracking. For planning the work on a date axis, link out to Calendar Planner.

No attachment upload from the card

SharePoint’s own file upload is the right surface for attachments. Process Planner shows the attachment indicator and links back to the SharePoint item, where attachments behave the way the rest of your tenant expects.

No workflow rules engine

If a card needs to trigger an automation when it lands in a specific lane, that is Power Automate’s job. Process Planner provides the status change as a board event your flows can react to.

No swimlanes (horizontal grouping)

Doubles the drag-and-drop complexity for a marginal gain over filtering. The same effect is available today by filtering the board by assignee, owner, or any other field.

No card comments or activity feed

That turns a board into a project management tool with its own storage and notification system. SharePoint’s modern list comments are already there on every item and stay in the source of truth.

No custom card templates

Cards have a fixed layout; you choose which fields appear and how they order. We resisted the configurable card template because the UX surface area is enormous and the daily benefit is small.

No client-side export to Excel or PDF

SharePoint lists already export to Excel natively, and that export is more trustworthy than anything we could generate client-side from a filtered board.

Saying no to those keeps the board fast, the configuration shallow, and the support boundary clean. Process Planner is a kanban on top of your SharePoint data, and that is the surface we keep sharpening.

Licensing tiers

Process Planner is available in three tiers. All tiers include the core kanban board; higher tiers unlock additional capabilities.

Free provides a fully functional kanban board with single or multi-source data, drag-and-drop, and lane configuration: everything you need to visualise a process.

Standard adds CRUD operations (create, edit, delete), list and table view, filtering, sorting, and multi-source aggregation.

Enterprise adds offline support with queued sync, business templates, per-lane configuration, source badge colours, and field reorder.

A 30-day Enterprise trial is included with every install. Contact JFDI Consulting for licensing.

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.

Get Process PlannerSee pricing