![]() Your plan will automatically download as an Excel file to your machine. Within the Planner web app, click the “…” at the top of the screen, then select “Export plan to Excel.” And you’re done. From conducting more detailed analysis to sharing your plan’s status, Export to Excel gives you a broad range of additional capabilities for keeping your plan on schedule and your plan’s stakeholders up to date.Įxporting your plan to Excel is just a couple clicks away-literally. For more robust plan options, you can now export your entire plan to Microsoft Excel. There’s also the Charts view, which gives you different visual representations of progress, especially now with charts filtering.īut there may be times when the simplicity of these tools-and simplicity is our goal with Planner-isn’t quite enough. ![]() In-app features like red highlights for late tasks and color-coded labels provide visual cues for quickly finding tasks that need attention. Planner comes with some pretty cool out-of-the-box tools for keeping your team on track. Check out this article to see how to do it in detail, or keep reading!Ĭlick your profile picture, and select "Administration".įrom the Administration section, under the "Account" tab of our "General" settings, you can scroll down to "Export account data" and click "Export".(Please note - this feature is only currently available in the Planner web app ( ) and not when using Planner via the SharePoint web part or within Teams) The boards will each be downloaded as Excel spreadsheets. zip file containing all boards and files including Private and Shareable Boards. ![]() The admin of your account can download the entire account's data as a. You will be prompted to choose whether to include updates from the Updates Section, subitems, and if you'd like to send a copy to your email address or not. Next, click "Export" in the Batch Actions toolbar below. To export items, select the ones you would like to export using Batch Actions. To export a group to Excel, simply click the 3 dot menu to the left of your group's name, and click "Export to Excel". We can export full groups or individual items to Excel! Note: If you have Subitems on your board, the Subitems' updates will not be exported to Excel, only the item's updates. You can close the window and continue working while you wait for all of your items to import. That's it! Your items will begin importing. ![]() Click on the box corresponding to your choice, and select the blue "Start import" button to continue: In the example below, we're going to choose "Create new items". The new data will be added to a new group on your board. email, phone number, address) to help us determine whether this item already exists in your board. Be sure to choose a column with unique values in your data (i.e. If you choose "Update existing items" you will have the option to overwrite existing items based on the data in a specific column.The rest of the data will be added to a new group on your board. If you choose "Skip items", this option will skip any duplicated data based on a column you've chosen.Choose "Create new items" to add the data as new items to the board.
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