Common questions
The properties pane is designed for SharePoint admins. Most settings are dropdowns or toggles: list selection, lane field, default view, template choice, colour palette, layout. No code is involved at any point.
Acquire Process Planner from the Microsoft commercial marketplace, then upload the .sppkg to your tenant's App Catalog and tick 'make available across the tenant'. Edit any page, add the web part from the gallery, configure its properties, and publish. The Get Started page has a step-by-step walkthrough.
Visit any SharePoint site, edit a page, and search for Process Planner in the web part gallery. If it appears, deployment was successful. Add it to the page to confirm it renders.
Inside your own Microsoft 365 tenant, in standard SharePoint lists. Process Planner reads and writes those lists; nothing is stored in an external database. If you uninstall Process Planner, every list and every item remains unchanged.
Only your Microsoft 365 tenant ID and the Process Planner app ID, over HTTPS, to validate your subscription with the SaaS licensing service. No personal data, no list data, no item data leaves your tenant.
Not in the SignalR/WebSocket sense, no. Process Planner uses optimistic UI updates with ETag concurrency: when you move a card or edit a field, the board reflects the change immediately, and the SharePoint update is verified in the background. Edits made by another user since you loaded the board are caught on the next refresh, or sooner if you push the change. For most boards, a manual refresh on demand is faster than a real-time stream you don't need.
The card shows the attachment indicator and opens the full SharePoint item for upload and editing. Attachments are a first-class SharePoint feature, and Process Planner deliberately defers to that surface rather than reinventing the upload flow inside the web part.
Yes, via Power Automate. The status field update that happens when you drag a card between lanes is a standard SharePoint list change, and Power Automate triggers on those. Process Planner does not include its own rules engine because Power Automate already handles this well and is the right place for it.
Yes. The Enterprise tier supports cross-site aggregation: configure lists from different sites and site collections in the Data Sources page, and items from all sources appear in the same lanes with source badges. Updates always go back to the originating list.
Every fresh install includes a 30-day Enterprise licence by default, so every feature is available out of the box. You can evaluate multi-source aggregation, the offline queue, business templates and per-lane overrides before deciding on a tier. The trial period is tracked locally; no personal data is involved.
If your team used Aardvark, your existing SharePoint lists are unchanged. Install Process Planner, point it at the same list, and pick the Sales Pipeline template (or any template that fits your structure). The board renders against existing items immediately. See the Updates page for the relaunch notes.
The Updates page tracks the most significant changes, including new templates, reliability improvements, and maintenance releases. The Coming next section there lists the v2 roadmap.
Troubleshooting checklist
Web part not appearing in the gallery?
- Confirm Process Planner is installed in your tenant’s App Catalog
- Check the
.sppkgwas approved and deployed tenant-wide - If you added the app to a single site, you don’t need to re-add it per site once it’s tenant-wide
Template applied but the list looks empty?
- Templates add columns; existing items keep their values, including blank ones. If your list was empty before, applying a template doesn’t add rows.
- Use the New button on the board to add the first card; the lane value pre-fills from whichever lane you create from.
Licence validation error?
- Ensure your SaaS subscription is active in the marketplace
- Check the tenant ID matches the subscription
- If the issue persists, contact us and we can help diagnose
Multi-source board missing items from one of the lists?
- Open the property pane and check the Data Sources page; a failed source is flagged with a warning and a Retry button
- The most common cause is a permissions change on the source list after it was added; ask a site owner to confirm your access
- Items from successful sources still display, so a partial board is informative even when one source is offline
Where to look next
Get Started
Step-by-step installation and configuration guide.
Features
Every view and capability, with the tier that includes it.
Updates
Release notes and what is new in the Aardvark relaunch.
Need a hand with deployment or configuration?
JFDI can help with tenant rollout, multi-source design, custom field mapping, and bespoke template configuration.