The planner is a lightweight, mobile, and web-based application that comes with most Office 365 for business subscriptions. With Planner, you and your team can create plans, assign tasks, chat about tasks, and see charts of your team’s progress.

What you can do with Profit.co – Microsoft Planner KPI Integration?

You can track the status of To Do, In Progress, and Completed tasks through Profit.co key results and keep your progress updated.

Configure Microsoft Planner KPI in Profit.co

Note: Super Users need to enable the Microsoft Planner integration in Profit.co.

Step 1

Navigate to Settings from the left navigation panel.

Click on Integrations. On the Connectors page, select the User Level tab and enable the Microsoft Planner toggle.

integration

Click on Profile and choose the Preferences

Switch to the Integrations tab and click on the Microsoft Planner Manage button.

preferences

To establish a new connection, click on the Sign in to Microsoft Planner button.

signin

Step 2

Enter your Microsoft email address and click Next.

enter_password

Now a Microsoft Planner connection is successfully configured in Profit.co.

create_connection

Step 3:

Now, create a key result using the Form in Profit.co where you want to integrate the ChargeBee KPI in a key result.

Note: Microsoft Planner supports Increase KPI, Decrease KPI, or Control KPI types.

Enter the Key Result name and choose the required Key Result type and KPI.

Select Automate Check-in and choose Microsoft Planner from the Connection dropdown.

automate_checkin

Select the Name, you will find two options:

Plan Based –This option allows users to select and work with a specific plan, even if it’s not associated with a Microsoft 365 Group.

Group Based –This option enables users to select a Microsoft 365 Group, giving visibility into all plans associated with that group in Microsoft Planner.

Choose the required one.
For Plan Based,
Enter the plan name and bucket name, and from the drop-down, choose the status and you can click Add to update the current value from Planner to the key result and update the key result.

plan_based

For Group Based,
Enter the grop name and choose the plan and bucket and from the drop-down down choose the status After choosing you will find the Current Value.

group_based

Step 4:

Once the key result is created, dragging the slider will automatically retrieve the current percentage from the MS Planner. Click on the Check-in button and complete the Check-in.

checkin

If you check-in you’ll be redirected to the review page. Finally, you can update it to make progress to your key result.

update
key_result

Note: The automatic check-in will happen every day at 09.00 AM based on the user’s region.