ℹ️ Available on Supreme.
The Microsoft Planner integration automatically updates your goals based on the tasks in a selected Plan or Bucket, or on a single Task.
Enabling the Microsoft Planner integration
To enable the Microsoft Planner integration:
Go to Personal settings > Integrations > Microsoft Planner. Superadmins can also go to Configure > Integrations > Microsoft Planner.
Click 'Enable'.
In the modal, click 'Connect'.
If approval by your Microsoft admin is required, submit the request.
Accept the permissions request.
Click Finish.
After it's enabled, you can choose to keep the integration private or shared with everyone else under 'Settings'.
How to integrate a KPI, Key Result, or Initiative with Microsoft Planner
When creating a KPI, Key Result or Initiative, click on Advanced Options. If the goal already exists, you can edit from the details modal in the right side panel.
Click Progress driver and then select Microsoft Planner under Integration.
Select Connection.
Select Source Type: Plan, Bucket or Task.
Select Plan.
Select Bucket.
Select Measurement.
Percentage: Based on the average completion rate of all tasks in the selected Bucket.
Count: Based on the number of tasks in the selected Bucket.
Review the preview.
Click Save & Sync now.
Important notes
Perdoo will check once a day for any changes — between 12–1 AM CET — and will update in Perdoo if there was a change in the value.
If there is an issue with the connection, you'll get an email notifying you that the integration stopped working and you'll see a red connection error status on the goal.
If you'd like to update the goal at any time, you can click "Update progress" and the latest value will be fetched, or open the integration and click "Save & Sync now".
For a private connection, the lead or anyone with permission to update the goal can manually fetch the value when updating progress, but they do not have access to the integration's configuration/settings.
Need help?
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