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Trello -> Planner migration supported entities

All information in this article applies to the Trello -> MS Planner and Trello -> Planner (basic plans) migration scenarios. 

Source System Entities

Supported

Target System Entities

Notes

Workspaces: Private, Public

+

Microsoft 365 groups

Microsoft 365 groups are created with the source Workspace names if the corresponding Group Creation Mode is selected in the Migration Settings.

Workspace Members

+

Microsoft 365 group members

Source Workspace Members are added as members to Microsoft 365 groups if the corresponding Group Creation Mode is selected in the Migration Settings. The users should already exist in the target tenant and be mapped.

Users

̶

Users

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

Boards: Public, Organization, Workspace Visible, Private, Personal

+

Planner Plans and Microsoft 365 groups

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

Closed Boards

+

Planner Plans and Microsoft 365 groups

 

Board Lists

+

Plan Buckets

 

Board Cards

+

Plan tasks

 

Card field values

+

Task field values

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

User card 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

Board Members 

(Workspace Members and Guests)

+

Microsoft 365 group and Plan members

The corresponding users should already exist in the target tenant and be mapped.

Board Admins

̶

Microsoft 365 group and Plan owners

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

Workspace and Board settings and permissions

̶

Microsoft 365 group and Plan settings and permissions

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

Board Activity log 

̶

̶

 

Board Views

̶

̶

Not supported in the target system

Archived Board Items (Lists, Cards)

-

-

 

Butler Automations

̶

̶

Not supported in the target system

Board Power-Ups

̶ 

̶

Power-Ups themselves are not supported in the target system. However, the data added to the cards with Power-Ups may be migrated, e.g. data added with the ‘Custom Fields’ Power-Up, and the ones used for adding attachments and links.

 

Supported Source and Target Item Fields

Source Card Fields

Supported

Target Task Fields

Notes

List name

+

  • Bucket name

 

Title field

+

  • Title field 
  • Notes field

 

Members field 

+

  • Assignments field 

 

Start Date field

+

  • Start Date field

 

Due Date field

+

  • Due Date field

 

Complete checkbox

+

  • Progress/Percent Completed field

 

Description field

+

  • Notes field
  • Title field

 

Attachments section(s)

+

  • Attachments 

 

Checklist

+

  • Checklist

 

Labels

+

  • Label

 

Cover

+  ̶ 

  • Attachments

Cover image is migrated if it is added to the Attachments in the source card

Activity

̶

  • Last Changed By
  • Last Changed time

Target 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.

Comments

+

  • Comments

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

Supported Custom Fields Added with the ‘Custom Fields’ Power-Up

Checkbox field

+

  • Progress/Percent Completed field

 

Text field

+

  • Title field 
  • Notes field 

 

Number field

+

  • Progress/Percent Completed field
  • Priority field

 

Dropdown field

+

  • Progress/Percent Completed field
  • Priority field

 

Date field

+

  • Start Date field
  • Due Date field

 

 



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