Get Started

Process Planner is a SharePoint Framework (SPFx) web part. It installs once on your SharePoint Online tenant and can then be added to any page, by any user with edit rights on that page. No code. No separate admin portal. Allow about fifteen minutes for the first install; subsequent boards take a couple of minutes each.

Install Process Planner on your SharePoint tenant

A SharePoint administrator does this once. After install, every user on the tenant can add Process Planner to pages they have edit rights on.

  • Open the Microsoft commercial marketplace. Search for "Process Planner" and choose the listing published by JFDI Consulting Ltd.
  • Pick a plan and acquire it. The Free tier requires no licence assignment; paid tiers are per user, per month. Every install includes a 30-day Enterprise trial so every feature is available out of the box.
  • Deploy to your App Catalog. The SharePoint admin centre walks you through the deploy step; choose "make available across the tenant" if you want users to add the web part to any site.
  • Verify the deployment. Open a site, edit a page, and search for Process Planner in the web part gallery. If it appears, install was successful.

Install Process Planner on your SharePoint tenant

A SharePoint administrator does this once. After install, every user on the tenant can add Process Planner to pages they have edit rights on.

  • Open the Microsoft commercial marketplace. Search for "Process Planner" and choose the listing published by JFDI Consulting Ltd.
  • Pick a plan and acquire it. The Free tier requires no licence assignment; paid tiers are per user, per month. Every install includes a 30-day Enterprise trial so every feature is available out of the box.
  • Deploy to your App Catalog. The SharePoint admin centre walks you through the deploy step; choose "make available across the tenant" if you want users to add the web part to any site.
  • Verify the deployment. Open a site, edit a page, and search for Process Planner in the web part gallery. If it appears, install was successful.

Common pitfalls

Web part not appearing in the gallery

The most common cause is that the SharePoint admin installed the package but didn’t make it available across the tenant. Check the App Catalog and re-deploy with the tenant-wide option ticked. If you added the app to a single site, you only need to add it on that site.

Licence validation error

Make sure your SaaS subscription is active in the marketplace, and that the tenant ID matches the subscription. If the issue persists, contact us and we can help diagnose.

List not created when applying a template

The user installing the template may not have permission to create lists on the chosen site. Create the list manually first, then point Process Planner at it; the template will add any missing columns to the existing list.

Dates or numbers look wrong

Locale follows your SharePoint regional settings. If a board shows US date order on a UK tenant, check the site’s regional settings rather than the web part.

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