Overview

The Microsoft Planner data connector for WorkBoard enables you to select projects and pull progress based on project completion. Key Result in WorkBoard will be updated on the next data pull specified by the update cadence, or can be updated manually.  

Requirements

• The IT admin for your organization may need to approve the connector for the first time if the App is configured to require approval.

Enable MS Planner integration

First, you will need to enable MS Planner integration. To do this, click on Settings (Top Right corner) and then Integrations and Import. Then, click on 'Add to Planner'

Create a Key Result from MS Planner

1. Hover over your Objective and click the Kebab.
2. Select Edit Settings.
3. Select Add another Key Result.
4. Select Advanced Options.
5. Choose Pull data from external applications.
   
6. Select Microsoft Planner from the list of integrations.

7. Select the plan that you want to measure.

8. Save your changes.

Force a Sync on a Single Microsoft Planner Key Result:

1. Select Key Result to go to the Key Results Details page.
2. Choose the Kebab menu in the upper right-hand corner.
3. Select Sync Integration Data.

Force a Sync for All Key Result Integrations:

1. From the My Objectives Page, select the Kebab icon in the upper right-hand corner.
2. Select Sync Integration Data.