In this article, we will review Monday.com -> Microsoft Planner and Monday.com -> Planner (basic plans) supported entities for migration.
Monday.com -> Microsoft Planner / Planner (basic plans) migration supported entities:
Source system entities |
Supported |
Target system entities |
Notes |
Boards: Main, Private, Shareable |
+ |
Planner Plans and Microsoft 365 groups |
Now Microsoft 365 groups and Plans are created as Public ones. |
Board Groups |
+ |
Plan |
|
Board Items |
+ |
Plan tasks |
|
Board Subitems |
+ |
Plan tasks |
Now Board Subitems are migrated as a separate Board to a Plan, separately from main items |
Item field/column values |
+ |
Task field values |
Please refer to the list of supported source and target item fields below |
Users |
̶ |
Users |
Users are not migrated but mapped with the target users. Necessary users should already exist in the target tenant. |
User item assignments |
+ |
Plan task user assignments |
Mapped users, assigned to items in the source Board, will be added as members to the corresponding target Plan and Microsoft 365 group |
Teams |
̶ |
Microsoft 365 groups |
Teams of users are not migrated separately as Microsoft 365 groups. |
Team item assignments |
+ |
Plan task user assignments |
Mapped users from the Teams, assigned to items in the migrated Board, will be added as members to the corresponding target Plan and Microsoft 365 group |
Board Members & Subscribers |
+ |
Microsoft 365 group and Plan members |
The corresponding users should already exist in the target tenant |
Board ownership |
̶ |
Plan ownership |
Plan ownership will be set to the Planner migration account used for creating Plans |
Board permissions |
̶ |
Microsoft 365 group and Plan permissions |
User permissions and access are defined by user membership in the corresponding Microsoft 365 group and Plan |
Board Activity log & Updates |
̶ |
̶ |
|
Workspaces |
+ |
Microsoft 365 groups |
Microsoft 365 groups can be created using Workspace names if the corresponding Group Creation Mode is selected in the Migration Settings. |
Workspace Members |
̶ |
Microsoft 365 group members |
|
Folders |
̶ |
̶̶ |
Not supported in the target system |
Dashboards |
̶ |
̶̶ |
Not supported in the target system |
Board Views |
̶ |
̶ |
Not supported in the target system |
Archived Boards |
+ |
+ |
|
Boards/entities from the Recycle Bin |
+ |
+ |
|
Integrations & Automations |
̶ |
̶ |
Not supported in the target system |
Settings & Admin settings |
̶ |
̶ |
Supported Source and Target Item Fields:
Source Item Fields |
Supported |
Target Item Fields |
Notes |
Name field |
+ |
Title field |
|
People field |
+ |
Assignments field | |
Timeline field (Timerange-from, Timerange-to fields) |
+ |
Start Date field |
Timeline source field corresponds to two separate fields in the Item Field Mapping - Timeline Start (Timerange-from) and Timeline Finish (Timerange-to) fields |
Date field |
+ |
Start Date field Due Date field |
|
Status (Color) field |
+ |
Progress/Percent Completed field |
|
Text field |
+ |
Title field |
|
Long Text field |
+ |
Title field Notes field |
|
Numbers field |
+ |
Progress/Percent Completed field Priority field | |
Files field |
+ |
Attachments field | |
Link field |
+ |
Attachments field | |
Rating field |
+ |
Priority field | |
Date + Status (Date Combo) |
+ |
Start Date field Due Date field Progress/Percent Completed field Priority field Notes field |
Date and Status fields are mapped and migrated separately |
Timeline + Status (Timeline Combo) |
+ |
Start Date field Due Date field Progress/Percent Completed field Priority field Notes field |
Timeline Start, Timeline Finish, and Status fields are mapped and migrated separately |
Progress Tracking field (Progress battery) |
- |
Progress/Percent Completed field | Not supported due to the source system API limitation |
Creation Log field |
̶ |
Created By Creation date & time |
Planner migration account will be set in the Created By field of a new task. Creation date & time will be set to the date when a task was created during the migration. |
Last Updated field |
̶ |
Last Changed By Last Changed time |
Planner migration account will be set in the Last Changed By field of a new task or an existing task that was updated during the migration. Last Changed time will be set to the time when the migration was performed, and a task was updated. |
Status (Color) field |
+ |
Labels |
|
Item Updates (‘Start Conversation’ section) |
+ |
Comments | The comments are merged: 10 source comments will be merged into one target. |
Item Info Boxes (Notes, Files, Q&A) |
̶ |
Notes field Attachments Comments |
Item Notes and Files are migrated from the corresponding item fields/columns The comments are merged: 10 source comments will be merged into one target. |
Item Activity Log (‘Start Conversation’ section) |
̶ |
̶ |
|
Mirror field |
̶ |
̶ |
|
Connect Boards field |
̶ |
̶ |
|
Checkbox field |
̶ |
̶ |
|
World Clock field |
̶ |
̶ |
|
Item ID field |
̶ |
̶ |
|
Phone field |
̶ |
̶ |
|
Location field |
̶ |
̶ |
|
Tags field |
̶ |
̶ |
|
Vote field |
̶ |
̶ |
|
Auto Number field |
̶ |
̶ |
|
Button |
̶ |
̶ |
|
Dependency field |
̶ |
̶ |
|
Dropdown field |
̶ |
̶ |
|
Week field |
̶ |
̶ |
|
Formula field |
̶ |
̶ |
|
Country field |
̶ |
̶ |
|
Color Picker field |
̶ |
̶ |
|
Time Tracking field |
̶ |
̶ |
|
Hour field |
̶ |
̶ |
|
Email field |
̶ |
̶ |
|
| Checklist field | + | + |
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