Microsoft Planner integration

Here is how to keep using Microsoft Planner while keeping track of your working time, thanks to Timeneye

Sara Foschini
Written by Sara FoschiniLast update 2 months ago

With this integration, you can connect Microsoft Planner to Timeneye and track time for your tasks seamlessly, either within Timeneye, or in the Microsft Planner interface.

How does the integration with Microsoft Planner and Timeneye work?

When the integration is correctly set up, you'll be able to:

  • Import the plans you have in Microsoft Planner as Timeneye Projects;

  • Have every new plan added to Timeneye automatically, reducing the manual work you have to do;

  • Track time for your Microsoft Planner tasks.

Let's begin!

Connect Microsoft Planner and Timeneye

First, the Owners of the workspace have to connect the integration. 

1) Go to Integrations>Microsoft Planner;

2) Click the green Approve Microsoft Planner integration button;

3) When you click the link, you will be asked to log in to your Microsoft account and approve the integration. Click "Accept";

4) You have approved the integration. Now, click the new green button, "Link Microsoft Planner."

Congratulations! The integration has been correctly linked.

Here comes a very important step that will allow you to experience a full integration between Microsoft Planner and Timeneye.

But before that, remember that the rest of your team members have to authorize access to the plans they're part of.

If you're a user who has to grant authorization to access your plans:

  • Go to Integrations >Microsoft Planner. You will see a screen like the following one;

MS Planner_user authorization

  • Click on the Personal Authorization button;

MS Planner_authorized user

  • Select "Authorize."

And that's it! You won't have to do anything else except refresh the authorization occasionally.

If you are an owner waiting for your team members to grant you the authorizations:

You can check the status of all your team's authorizations by clicking the button Personal Authorizations;

MS Planner_personal authorization btn

By clicking the button, you can see the status of the team members' authorizations and check which are still to be authorized;

Import Projects and Users 

Now that all the permissions have been granted, it is time to import or link projects and users! 

Importing involves seamlessly adding plans or users (or other entities like labels) from Microsoft Planner as brand-new projects or users in Timeneye. 

Linking allows you to connect an existing plan or user to a corresponding Project or user already in Timeneye. 

To make the process even smoother, you have the option to import or link automatically through our Synchronization settings. By simply enabling the "import projects automatically" and "import members automatically" features, the system takes care of everything for you. 

Alternatively, if you prefer a more hands-on approach, you can manually import or link each user and project one by one in the Manage section. Just click the corresponding green buttons and start selecting.  

MS Planner_import projects

Track time on your projects 

Now, in the project section, you will find all the imported projects. By clicking on the project name, you will be directed to the project detail page. Here, you can get an overview of the time tracked, the team members associated with that project, the buckets imported as phases, and the labels imported as Tags. 

In the Task section, you can easily monitor your progress in two views: List or Board. 

To start tracking time on any of these tasks, simply click the Add time button. The Register Time will already be filled with the correct information. Then, hit "start timer" to activate the timer for that task. 

MS Planner_track time project task

Otherwise, move to your Dashboard and open the Register Time dialog from there. Make sure you select the project, the phase, and the task you would like to track time for. 

Track time on your Tasks 

Additionally, you and your team can easily access your tasks from the Assigned to me section on the right sidebar

MS Planner_track time sidebar

Otherwise, check out our brand new Tasks section to easily monitor your progress, deadlines, and priority, boosting your productivity. 

MS Planner_tasks section

The Timeneye Browser widget 

If you’d rather track time directly inside MS Planner instead, you can easily do so by installing the Timeneye Browser widget. 

First, navigate back to the dedicated Integrations section for MS Planner. 

You can download and install the Timeneye widget for:

In order to make things easier for you, we highly recommend pinning the Timeneye widget to your browser extensions before proceeding. 

Now, log in to MS Planner through the Timeneye browser widget

You will notice that time-tracking controls have appeared next to each task. If they don’t appear automatically, please try refreshing the page. 

To track time on your task, simply click the blue button to open the register time dialog.  

When you track time (or start a timer), the widget retrieves the name of the task you have worked on, and you will find it in the time entry you have created. 

This is what it will look like in Timeneye: 

Any changes you make in Timeneye will be instantly displayed in MS Planner, ensuring seamless synchronization and up-to-date time reports. 

Lastly, when generating a report, you have the option to add a widget that provides a comprehensive overview of your tasks. This widget allows you to easily identify the team members involved, the duration of their work, and the financial value tied to each task. 

MS Planner_report entries widget

FAQs and Troubleshooting

Need help with the Microsoft Planner integration? Maybe you can find answers here:

  • "I downloaded the Timeneye widget but still do not see the Timeneye button in my Planner."
    Ensure to also log in to the widget: click the Timeneye icon on your browser, and log in to the widget with the login form. Then, refresh the Planner.

  • "Some Plans have not been imported."
    Some users may still need to authorize access to these Plans. You can check by clicking the Personal Authorizations option.

  • "All my users have granted access, but I still don't see some plans."
    Make sure to import/link the plans as projects and the users, too. You can do it with the synchronization settings or manually from the Manage section.

  • "I linked and connected everything, but I don't see any button to track time in my Planner"
    Please make sure to download and install the Timeneye Browser Widget too.

If you are still having trouble with the integration, please do not hesitate to send us an email at support@timeneye.com

To see the integration in action, watch this two-minute video:

 

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