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Enable Export to Microsoft Planner

Enables the Microsoft Planner option in the export dropdown within a process or value stream.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a year ago

As an administrator, you can enable the ability for users to export to Microsoft Planner.

Quick Steps

  • Open the Settings from the left navigation menu

  • Click on the companies button

  • Open the individual company detail screen

  • Select or unselect the Export to Microsoft Planner permission

  • Add the access tokens in the properties tab

  • Click Update Company

Once the setting is selected, there are several access tokens that will need to be added to the company under the properties tab. Only once the permission, and all valid access tokens have been added can the permission be saved to the company. Then the option to export to Microsoft Planner is available within processes and value streams.

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