Importing Plans from Microsoft Planner to KanBo

This article is directed to users of cloud environments.

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

Once you reach the limits of Microsoft Planner, it’s easy to continue using KanBo. Since a KanBo space belongs to the same Microsoft Team (Microsoft 365 Group), you can import all Planner cards, including their details, documents, and comments.

After importing a plan into KanBo space:

Importing plans to KanBo

Only space owners with the Templates KanBo role can import the Microsoft Planner data to KanBo.

To import a plan into your KanBo space, all you need to do is copy and paste the plan link.

Copying links from Microsoft Planner

To copy the plan link:

  1. Open Microsoft Planner.
  2. Open your plan.
  3. On the top menu, select the arrow next to the plan’s name, and then select Copy link to plan from the list.

To ensure a successful import from Microsoft Planner to KanBo, it is essential that you are logged in with the same email account on both platforms.

Importing plans to KanBo

To import a plan from Microsoft Planner to a space:

  1. Open KanBo.
  2. Open the space where you want to import the plan.
  3. On the space top bar, go to More (the three-dot menu), and then select Import from MS Planner.
  4. Paste the link to the plan.
  5. Decide, if you want to import documents and users.
  6. Select Import.
  1. Adjust card statuses and custom fields if needed.

Importing a plan involves adding cards and their corresponding statuses to the space. If your space already has card statuses selected as a card grouping method, additional groupings will appear on the right side of the screen.

Example: After importing a plan to the space, you may need to adjust card statuses or custom fields. You can do this by removing some of them.

Common Issues

Importing a plan repeatedly from Microsoft Planner to KanBo does not overwrite the data, but rather creates additional versions of cards, statuses, and custom fields.

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