Connect Microsoft Planner

Before you start

You need a Microsoft 365 subscription that includes Planner, and your organization must allow the requested permission (an admin may need to consent once).

Connect and choose a plan

1. Project → Reports → Integrations → Project management → Microsoft Planner.
2. Click Connect and approve the Microsoft consent screen.
3. On the connected card, click Choose a plan and select which Planner plan should receive the tasks.
4. Click Sync work items to Planner.

What gets synced

• Each non-milestone work item becomes a Planner task in the chosen plan, in a “Planquora” bucket.
• Task completion reflects the work item's status, and due dates carry across.
• Re-syncing updates existing tasks rather than duplicating them.