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Monday.com -> Planner migration supported entities

In this article, we will review Monday.com -> Microsoft Planner and Monday.com -> Planner (basic plans) supported entities for migration.

Monday.com -> Microsoft Planner / Planner (basic plans) migration supported entities: 

Source system entities

Supported

Target system entities

Notes

Boards: Main, Private, Shareable

+

Planner Plans and Microsoft 365 groups

Now Microsoft 365 groups and Plans are created as Public ones.

Board Groups

+

Plan
Buckets


Board Items

+

Plan tasks


Board Subitems

+

Plan tasks

Now Board Subitems are migrated as a separate Board to a Plan, separately from main items

Item field/column values

+

Task field values

Please refer to the list of supported source and target item fields below

Users

̶

Users

Users are not migrated but mapped with the target users. Necessary users should already exist in the target tenant.

User item assignments

+

Plan task user assignments

Mapped users, assigned to items in the source Board, will be added as members to the corresponding target Plan and Microsoft 365 group

Teams

̶

Microsoft 365 groups

Teams of users are not migrated separately as Microsoft 365 groups.

Team item assignments

+

Plan task user assignments

Mapped users from the Teams, assigned to items in the migrated Board, will be added as members to the corresponding target Plan and Microsoft 365 group

Board Members & Subscribers

+

Microsoft 365 group and Plan members

The corresponding users should already exist in the target tenant

Board ownership

̶

Plan ownership

Plan ownership will be set to the Planner migration account used for creating Plans

Board permissions

̶

Microsoft 365 group and Plan permissions

User permissions and access are defined by user membership in the corresponding Microsoft 365 group and Plan

Board Activity log & Updates

̶

̶


Workspaces

+

Microsoft 365 groups

Microsoft 365 groups can be created using Workspace names if the corresponding Group Creation Mode is selected in the Migration Settings.

Workspace Members

̶

Microsoft 365 group members


Folders

̶

̶̶

Not supported in the target system

Dashboards

̶

̶̶

Not supported in the target system

Board Views

̶

̶

Not supported in the target system

Archived Boards

+

+


Boards/entities from the Recycle Bin

+

+


Integrations & Automations

̶

̶

Not supported in the target system

Settings & Admin settings

̶

̶


 Supported Source and Target Item Fields:

Source Item Fields

Supported

Target Item Fields

Notes

Name field

+

Title field
Notes field


People field

+

Assignments field

Timeline field (Timerange-from, Timerange-to fields)

+

Start Date field
Due Date field

Timeline source field corresponds to two separate fields in the Item Field Mapping - Timeline Start (Timerange-from) and Timeline Finish (Timerange-to) fields

Date field

+

Start Date field
Due Date field

Status (Color) field

+

Progress/Percent Completed field
Priority field
Notes field
Title field


Text field

+

Title field
Notes field


Long Text field

+

Title field
Notes field

Numbers field

+

Progress/Percent Completed field Priority field

Files field

+

Attachments field

Link field

+

Attachments field

Rating field

+

Priority field 

Date + Status (Date Combo)

+

Start Date field
Due Date field
Progress/Percent Completed field Priority field
Notes field

Date and Status fields are mapped and migrated separately

Timeline + Status (Timeline Combo)

+

Start Date field
Due Date field Progress/Percent Completed field Priority field
Notes field

Timeline Start, Timeline Finish, and Status fields are mapped and migrated separately

Progress Tracking field (Progress battery)

-

Progress/Percent Completed field

Not supported due to the source system API limitation

Creation Log field

̶

Created By
Creation date & time

Planner migration account will be set in the Created By field of a new task.

Creation date & time will be set to the date when a task was created during the migration.

Last Updated field

̶

Last Changed By Last Changed time

Planner migration account will be set in the Last Changed By field of a new task or an existing task that was updated during the migration.

Last Changed time will be set to the time when the migration was performed, and a task was updated.

Status (Color) field

+

Labels


Item Updates (‘Start Conversation’ section)

+

Comments The comments are merged: 10 source comments will be merged into one target. 

Item Info Boxes (Notes, Files, Q&A)

̶

Notes field Attachments Comments

Item Notes and Files are migrated from the corresponding item fields/columns

The comments are merged: 10 source comments will be merged into one target. 

Item Activity Log (‘Start Conversation’ section)

̶

̶


Mirror field

̶

̶


Connect Boards field

̶

̶


Checkbox field

̶

̶


World Clock field

̶

̶


Item ID field

̶

̶


Phone field

̶

̶


Location field

̶

̶


Tags field

̶

̶


Vote field

̶

̶


Auto Number field

̶

̶


Button

̶

̶


Dependency field

̶

̶


Dropdown field

̶

̶


Week field

̶

̶


Formula field

̶

̶


Country field

̶

̶


Color Picker field

̶

̶


Time Tracking field

̶

̶


Hour field

̶

̶


Email field

̶

̶


Checklist field + +

Have any questions? Please feel free to reach out to us via live chat or at support@fluentpro.com

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