9/12/2023 0 Comments Planner export to excelIn my previous blog post comparing Lists to Planner, I highlighted the shortcomings of the Planner triggers in Power Automate. Now that our List is ready, let’s start migrating! Go with the Flow While in Lists we can customise these to be whatever we want, that same is not the case with Planner – so we must align to it.Īdditionally, I had to create the board views with my new list, because the existing “Grouped by priority” and “Grouped by work item progress” pre-date the board view so therefore don’t utilise its functionality. To align with the values used in Planner, we have to make some modifications to the Priority, Progress, and Category columns. To keep things as aligned as possible, I’ve chosen to use the “Work progress tracker” list template. This time we’ll start from a blank list, and we don’t care about the Planner export. We can however create our new board view, so the pain was almost worth it: So if you want these to be assigned to actual people, you’ll need to create new columns and copy the values over. It’s important to know that some of the fields can’t be converted – such as the assigned or created columns cannot be converted from text to people lookup/picker. Remove any other columns you don’t care about, change column types from text to other formats (such as choice), hit “Next”, and a few moments later we have our import. I’d suggest setting the “Task ID” column not to be imported, and that the Task Name column should instead become the Title (as it is a required column, and we don’t need Task ID). (Don’t forget to open the Excel file and define a table before trying to import.) The easiest way to migrate your items would be to simply export your Planner board to Excel, then import it into the List.
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