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Using Microsoft Planner in Inspire

If your Organization has enabled the Planner Integration, this article will detail how to integrate Planner tasks with Key Results in Inspire.

  • Enter an Objective and Key Result(s) 

  • Edit Key Results - Click the Pencil Icon 
  • Scroll to the bottom and Select Select Source of Progress
  • Select Planner

  • Select a Plan. When selecting a Plan for integration, you can search for and then single select a Plan from the list. The Plans are sorted alphabetically.

Planner Task Selection and Filters

When configuring your Planner integration, you can choose how tasks are included in progress calculations.

  • All Filtered Tasks:
    Progress is calculated using all tasks in the plan that match the selected filters. Any new tasks that match the filters will be included automatically.
  • Selected Tasks:
    Progress is calculated based only on the tasks you manually select. Tasks added later must be manually selected to impact progress.

An information icon is available next to these options to provide additional guidance during setup.

  • Add filters (Buckets, Labels, Assigned To) to refine which tasks are included (optional)

  • Select the Task(s) you would like to link to your Key Result (Select All / Select None)

  • After selecting the Tasks  you wish to track, click Apply
  • You will see the Planner icon within the Contributor list section to indicate you have now integrated your Key Result with Planner. 

Note: Open Planner option will take you to Microsoft Planner in your Web browser. 

Note: If you add Planner to a Key Result, the Key Result will be locked down as a Percentage Key Result. 

 

In the Objective side panel or check-in side panel for each Key Result with a Planner integration, you can click on the logo/icon of the integration source of progress to sync progress immediately.

If you set up the integration with Planner for that Key Result, you can also click the information "info" button (next to Planner logo) to view a read-only modal displaying a list of tasks associated with the KR.
planner info icon and task drill down-1

Note: Only the user who set up the integration with Planner for the Key Result will be able to view the read-only modal list of tasks when clicking the "info" icon.

 

If you have any questions regarding the Planner Integration, please reach out to support@inspiresoftware.com.