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

Note: Only Super Users can be able to configure the Profit.co <> Microsoft Planner Integrations.

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.

all_my_okrs
user_level

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.

integrations

Step 3

Click Sign in to Microsoft Planner.
sign-in
product

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.
edit

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

Step 5

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