Microsoft Planner KPI Integration

The planner is a lightweight, mobile, and web-based application that comes with most Office 365 for business subscriptions. With Planner, you and your team can create plans, assign tasks, chat about tasks, and see charts of your team’s progress.

What you can do with Profit.co – Microsoft Planner KPI Integration?

You can track the status of To Do, In Progress, Completed tasks through Profit.co key results and keep your progress updated.

Step 1:

Navigate to Settings from the left navigation panel.

Click on Integrations, On the Connectors page, Select the User Level tab and enable the Microsoft Planner toggle.

After enabling it, navigate to Preference from the left navigation panel, select the Integrations tab, and select Microsoft Planner Manage button to make a connection.

To establish a new connection, click on the Sign in to Microsoft Planner button.

Step 2:

Enter your Microsoft email address and click Next.

Now a Microsoft Planner connection is successfully configured in Profit.co.

Step 3:

Now Create a key result Using the Form in Profit.co where you want to integrate the Microsoft Planner KPI in a key result.

Note: Microsoft Planner supports Increase KPI, Decrease KPI, or Control KPI type.

Enter the Key Result name, and choose the required Key Result type and KPI.

Select the Automate Check-in and choose Microsoft Planner from the Connection dropdown.

A pop-up window will open where you can select the Connection list, Plans, and Buckets. The system will automatically fetch the completed tasks. At the bottom of the page, you will find the status of the Integration and Click on the Add Button.

Step 4:

Once the Key result is created, Dragging the slider will automatically retrieve the current percentage from the MS Planner. Click on the Check-in button and complete the Check-in.

If you check-in you’ll be redirected to the review page. Finally, you can Update it to make progress to your key result.