Microsoft Planner Integration

An overview of the Microsoft Planner data integration.

• Overview
• How to set up the integration
• Using Microsoft Planner for tracking goals
• Automatic Progress Updates

Overview

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

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.

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:


1. Progress of tasks:

This is the most popular option. It allows you to link a plan's progress to one of your goals in Mooncamp. When selected, you'll see the percentage of completed tasks among those you've chosen. Progress updates occur when tasks are marked as In Progress or Completed. In-progress tasks are considered 50% complete, while fully completed tasks are 100% complete.

Example: If your plan has 10 tasks, with 3 Completed and 2 In Progress, the overall progress would be 40%.

2. Progress of checklist items: This shows the percentage of completed checklist items. Example: If there are 10 checklist items and 3 are completed, the overall progress would be 30%.
3. Count of completed tasks: This option returns the number of completed tasks. It's useful when you know in advance how many tasks you need to complete, such as milestones. You can set up your goal to target the total number of tasks.
4. Count of completed checklist items: This option returns the number of completed checklist items.
4. Choose the Plan: Select the Plan you want to link to your goal.
5. Optional filters: You can filter tasks by:
• Buckets within the selected Plan
• Specific task labels
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.

Automatic Progress Updates

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