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    Monday.com -> Planner migration supported entities

    In this article we will review Monday.com -> Microsoft Planner supported entities for migration.

    Monday.com -> Microsoft Planner 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
    Buckets


    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
    Notes field


    People field

    +

    Assignments field

    Timeline field (Timerange-from, Timerange-to fields)

    +

    Start Date field
    Due 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
    Priority field
    Notes field
    Title field


    Text field

    +

    Title field
    Notes 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

    Item Info Boxes (Notes, Files, Q&A)

    ̶

    Notes field Attachments Comments

    Item Notes and Files are migrated from the corresponding item fields/columns

    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

    ̶

    ̶


    Have any questions? Please feel free to reach out to us via live chat or at support@fluentpro.com

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