As a user, you can export a process to Microsoft Planner if an administrator has set up the access tokens correctly.
Quick Steps
Open the process you want to export
Click on the Export button
Select Microsoft Planner
Change the title of the planner if needed
Click Go to Planner to open the exported process in the web version of Microsoft Planner
If you get the following error message you have not entered the correct access tokens on the company details properties tab:
If you get the following warning, you need to ask an administrator to set you up in Microsoft Planner before you can export a process:
When you open the process in Microsoft Planner you will see that all your activities, decisions and process links appear in the To Do column in the order that they appear in ProcessPro. Activities will appear as tasks in the planner and have a due date of 7 days from the date you exported the process.
Tasks will appear as checkboxes within your activities and will appear in the order they are in, in ProcessPro. Tasks are limited to 100 characters in Microsoft Planner, so if you have longer tasks, they will be cut off at the 100th character when exported.
Attachments will be exported with their associated activities and can be opened within the planner. Mail Tos are included in the export too. Process level attachments will not be exported.
Notes will be exported however, there is a maximum text length on checkboxes within tasks in the planner so may be cut off. A link to the original process within ProcessPro will be available on each card to navigate to the process quickly to see any cut off information.
Time added to the time and cost analysis tab will change the start and due dates of activities and process links when exported. The total hours are added up and divided by 8 (working hours) to calculate the correct start and due dates needed. Activities and process links without allocated and wait times are displayed as due that day/ current date.
The Activities will be assigned to users based on the following scenarios:
User is in ProcessPro but not found in Microsoft Planner - task will be assigned to user that exported the process from ProcessPro
No users assigned to roles in the process - task will be assigned to the user that exported the process from ProcessPro
User is assigned to a role in the process and the user is found in Microsoft Planner - task will be assigned to the user associated to the role in ProcessPro
Multiple users assigned to a role associated with an activity in the process - task will be assigned to all users (if found) associated to the activity