Question 1

How technical is the property pane?

Accepted Answer

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.

Question 2

How do I deploy a SharePoint web part?

Accepted Answer

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.

Question 3

How will I know the web part deployed correctly?

Accepted Answer

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.

Question 4

Where is data stored?

Accepted Answer

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.

Question 5

What does the licensing check transmit?

Accepted Answer

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.

Question 6

Is Process Planner real-time?

Accepted Answer

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.

Question 7

Can I upload attachments from a card?

Accepted Answer

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.

Question 8

Can I trigger workflow rules when a card moves to a lane?

Accepted Answer

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.

Question 9

Does it work across multiple SharePoint sites?

Accepted Answer

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.

Question 10

How does the 30-day Enterprise trial work?

Accepted Answer

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.

Question 11

Can I migrate from Aardvark?

Accepted Answer

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.

Question 12

Where can I find out about the latest features?

Accepted Answer

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.

Support

Common questions

Troubleshooting checklist

Web part not appearing in the gallery?

Template applied but the list looks empty?

Licence validation error?

Multi-source board missing items from one of the lists?

Where to look next

Get Started

Features

Updates

Need a hand with deployment or configuration?