OKRs for Microsoft Planner

Microsoft Planner is a web-based visual task management application that enables enterprise teams to create, assign and organize work in order to execute projects.

How to integrate Microsoft Planner with Profit.co?

Now integrate Profit.co with Microsoft Planner to create, manage and perform tasks and workspace.

Configure Microsoft Planner in Profit.co

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.

Step 2

Click on Profile and choose Preferences.

Switch to the Integrations tab and click on the Microsoft Planner Manage button.

Step 3

Click Sign in to Microsoft Planner.Enter the Connection name, Set the Visibility.

Step 4

Create/Edit a board in your workspace.

While creating it enable the toggle for Stages.

After that, enable the toggle for Integration and Choose the Microsoft Planner from the drop Down..

Select the plan you’ve created in Microsoft Planner. If you want to enable sync from Profit.co to Planner, turn on the toggle and click the Sync option, then select Add.

Note: Profit.co to Planner Tasks – When both Create and Update are enabled, any new tasks created in Profit.co will automatically sync to Planner. Additionally, any updates made to those tasks in Profit.co will be reflected in Planner.

Once done, click on the Create option.

Note: Once the plan is linked to a workspace board, it cannot be changed; it will be disabled.

Step 5

The task which is currently present in the Microsoft Planner will reflect on Profit.co Task Board.

Note: The Task stages which you have created on Microsoft planner will be reflected in your Profit.co dashboard.
Note: The first initial sync will happen in thirty minutes in the Profit.co dashboard. The process that takes place after the sync will get updated only at 9AM every morning.