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

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

Configure Microsoft Planner in


  • Only Super Users can be able to configure the <> Microsoft Planner Integrations.
  • Currently – Microsoft Planner integration is a one-way sync from Microsoft Planner to

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

Navigate to Preference from the left navigation panel and select the Integrations tab and select Microsoft planner Manage button to make a connection.


Step 3

Click Sign in to Microsoft Planner.

Step 4

Create/Edit a board in your workspace.
Create Board

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 5

The task which is currently present in the Microsoft Planner will reflect on Task Board.
Note: The first initial sync will happen in thirty minutes in the 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 dashboard.