OKRs for Microsoft Planner

How to integrate Microsoft Planner with Profit.co?

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

Step 1

Go to Settings → Integrations → User Level Connectors

Step 2

Enable the Microsoft Planner toggle in the User Level Connectors.

After enabling it at the firm level,

Step 3

Go to Preferences → Integrations.

Step 4

In Integrations, manage your Microsoft Planner.

Step 5

Click Sign in to Microsoft Planner.

Enter the connection name and click Sign in to Microsoft Planner.

Enter your email address for signing in.

After getting connected,

Step 6

Create/Edit a board in your workspace.

While creating it enable the toggle for Enable Stages.

After that enable the toggle for Integration and click Edit.

Select the plan you have created in the Microsoft Planner and select Add.

Step 7

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

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.

Note: The Task stages which you have created on Microsoft planner will be reflected in your Profit.co dashboard.