Microsoft Planner Integration

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Overview

The Microsoft Planner integration updates your goal progress automatically based on task completion in Planner.

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How to set up the integration

Account admins can enable the Planner integration by following these steps:

1. Access Integrations: Go to your Mooncamp workspace settings and open the Integrations section.
2. Enable Microsoft Planner: Find Microsoft Planner and toggle the integration on.
3. Connect to Microsoft Planner: Any user can then sign in with their Microsoft account and grant access to Planner. Once authorized, users can link their Mooncamp goals with their Plans in Microsoft Planner.

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Using Microsoft Planner for tracking goals

To automatically track progress for a goal using Microsoft Planner, follow these steps:

1. Create or edit a goal: Go to the Progress property and choose a measurement type that allows connecting to a data source.
2. Select Automatic Progress Tracking: Click Connect to data source and select Planner from the list of available integrations.
3. Tracking Progress: Based on the progress type (numeric or percentage-based), choose how to track progress:

There are two options for selecting the tasks to track progress: Filter (filtering a set of tasks of a Plan by buckets and labels) and Distinct tasks (selecting a set of tasks from a Plan by hand).

4. Choose the Plan: Select the Plan you want to link to your goal.
5. Select tasks (optional, per default all tasks are selected) Filter tasks by buckets or select specific tasks, see explanation above.
6. Save your connection: After configuring your tracking settings, click Save. The Planner icon will appear next to your goal, indicating it’s synced with Microsoft Planner.

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Automatic Progress Updates

Once the integration is active, Mooncamp automatically updates your goals based on changes in MS Planner.