Source System Entities |
Supported |
Target System Entities |
Notes |
Planner Plans |
+ |
Boards |
|
Plan Buckets |
+ |
Board Groups |
|
Plan Tasks |
+ |
Board Items |
|
Task field values |
+ |
Item column values |
Please refer to the list of supported task fields below |
Users |
̶ |
Users |
Users are not migrated but mapped with the target users. Necessary users should already exist in the target tenant. |
Plan task user assignments |
+ |
Item user assignments |
Mapped users, assigned to tasks in the source Plan, will be added as members to the corresponding target Board and assigned to Board items |
Microsoft 365 Groups |
+ |
Workspaces |
Target Workspaces can be created with the source Microsoft 365 group names only for the selected Plans |
Microsoft 365 Group Members |
+ |
Board Members |
All source group members (for the selected Plans) will be added to the target Board Members if the corresponding users exist in the target system and are mapped. |
Microsoft 365 Group Owners |
+ |
Board Owners |
All source group owners (for the selected Plans) will be added to the target Board Owners if the corresponding users exist in the target system, have the Member or the Admin role and are mapped. |
Microsoft 365 Group Privacy |
̶ |
Workspace/Board Type |
Workspaces will be created of the Open type, and Boards will be created of the Main (Public) type |
Supported Task/Item Fields
Source Task Field |
Supported |
Target Item Field |
Notes |
Task Name |
+ |
Item Title |
|
Bucket Name |
+ |
Group Name |
|
Assignments |
+ |
Assignments (People type) |
|
Start Date |
+ |
Start Date (Date type) |
|
Due Date |
+ |
Due Date (Date type) |
|
Progress (Percent Complete) |
+ |
Progress |
|
Priority |
+ |
Priority (Status/Color type) |
|
Notes |
+ |
Description (Long Text type)/ |
|
Attachments |
+ |
Updates |
Source file and link attachments will be added to the item Updates section, in an update posted by the migration account. |
Checklist |
+ |
Checklist in item Updates |
Checklist will be added to the item Updates section, in an update posted by the migration account. |
Labels |
+ |
Labels (Dropdown type) |
|
Comments |
+ |
Updates |
Comments migration is supported |
Created By |
+ |
Created By |
Source task creator will be specified in the 'Created By’ item field, while the migration account will be set as the item creator in the default ‘Creation Log’ field. |
Creation date & time |
+ |
Created Date |
Source task creation date & time will be specified in the ‘Created Date’ item field, while the date when an item was created during the migration would be set in the default ‘Creation Log’ field. |
Completed By |
+ |
Completed By |
|
Completed date & time |
+ |
Completed Date |
|
Last Changed By |
̶ |
Last Updated |
Target Monday.com migration account would be specified in that field for a new item or an existing item that was updated during the migration. |
Last Changed time |
̶ |
Last Updated |
Last Updated time would be set to the time when the migration was performed, and an item was updated. |
During the migration, the target item fields will be created in new Boards with the names and types specified in the task field mapping (‘Target Item Field’ column of the table).