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Export to Excel

Ability to export Plan data to Excel

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Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
Completed  ·  AdminPlanner Team (Product Manager, Planner) responded  · 

Hello!
The export to Excel feature is complete! for more info check out our blog: https://techcommunity.microsoft.com/t5/Planner-Blog/Export-your-entire-plan-to-Excel-for-powerful-analysis-sharing/ba-p/717431

many of you are now asking for import from excel. Please vote for this feature and add your comments here: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/11730708-import-tasks-from-excel

Cheers,
The Planner Team

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1119 comments

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  • NBS commented  ·   ·  Flag as inappropriate

    I'm only marginally interested in the data export from Planner, and that only so that it serves to make my next Plan easier to build. Microsoft, please provide feedback on this.

    I start a lot of project timelines in Excel, and then I socialize the timelines with various project stakeholders to get signoff on key project dates, and then I build out tasks in Planner based on what I started with in Excel. Perhaps this isn't a workflow everyone can appreciate, but it works for me. If I could directly import from Excel into Planner and have Planner create tasks according what I have in cells in Excel, that would be tremendously beneficial to me. I would imagine Planner would need some sort of mapping table functionality, like other Microsoft applications have when it comes to importing data, whereby Planner would ask the user who's importing the file to tell it what fields to put data from which specific columns into. If Planner required that we have the source data in a specific order, I could deal with that, so long as the documentation is clear on the expectations for the data.

  • Anonymous commented  ·   ·  Flag as inappropriate

    If you could export your project details and tasks and activities with the current status to excel it will be great.

  • Kevin Brelis commented  ·   ·  Flag as inappropriate

    Export Plan data into a report or Excel for status and summary reporting with clients and management would be huge.

  • Mark commented  ·   ·  Flag as inappropriate

    I agree that this is an important feature to add. Thank you, Mark

  • Mark commented  ·   ·  Flag as inappropriate

    I agree that this is an important feature to add. Thank you, Mark

  • Mark commented  ·   ·  Flag as inappropriate

    I agree that this is an important feature to add. Thank you, Mark

  • Mark commented  ·   ·  Flag as inappropriate

    Yes, it would be very useful to export the project / task information. At the very least be able to push the project data to Excel. Thank you, Mark

  • Ryan commented  ·   ·  Flag as inappropriate

    We need this ASAP! We need to summarize the tasks for reporting purposes.

  • Anonymous commented  ·   ·  Flag as inappropriate

    This is a MUST HAVE function. Without it we cannot use Planner. How can you share the list outside?

  • JSN commented  ·   ·  Flag as inappropriate

    Almost useless without it because you can't share outside your organization. Really critical. Without out it no one on our team will use it because we interact with some many teams outside of our own organization.

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