Microsoft Planner Backup or Restore Plans

 Office 365, Office 365 Planner
Sep 23 2017

Microsoft Planner has gained a great momentum due to its simplicity and easy go. Many teams / organizations have started using it to manage their projects efficiently. There are many cases in which you need to backup / restore the plans with its tasks. Such cases may be
  • Project gets completed
  • Clean up ad-hoc plans
  • Regular backup to restore during accidental deletes
  • Create new plans using Excel as Plan template

The following task fields can be exported to Excel

We have offered wide range of settings in Apps4.Pro Planner Manager for excel import. These settings are accessible by clicking on Gear icon in Import window.
Users need to take care of these settings before start using Import feature. The below points explains these settings in detail.
  1. Create new plan if not exists
    During import process Apps4.Pro Planner will check the Plan names in Excel with Microsoft Planner and creates new plans that doesn't exist in Planner.
  2. Make new plan as Public
    When this settings is turned 'Yes' the plans will be marked as Public. By default, it is set as No.
  3. Enable email subscription
    This setting will enable email subscription for all users in the plan. By default it is set as No
  4. Update label names in Plan
    Check this option as Yes if you wish to update the label names in tasks with the values in excel.

Hope this blog helps you to get familiar about Export / Import tasks from Excel to Microsoft Planner using Apps4.Pro Planner Manager. Please post your comments / questions and will be happy to answer those.