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Asana -> Planner migration supported entities

In this article, we will review the Asana -> Microsoft Planner migration supported entities. 

Please note: All information in this article also applies to the Asana-> Planner (basic plans) migration scenario.

Source System Entities

Supported

Target System Entities

Notes

Workspaces/Teams (for Organization)

+

Microsoft 365 groups

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

Workspace/Team members

+

Microsoft 365 group members

Source Workspace/Team members are added as members to target Microsoft 365 groups if the option ‘Migrate all source workspace/team members’ is selected in the Migration Settings. The corresponding 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

Projects: Public to Team, Private, 

+

Planner Plans and Microsoft 365 groups

Now, new Microsoft 365 groups and Plans are created as Public ones. Microsoft 365 groups are created with the source Project names if the corresponding Group Creation Mode is selected in the Migration Settings

Archived Projects

+

Planner Plans and Microsoft 365 groups

 

Project Sections

 

+

Plan Buckets

 

Project Tasks

+

Plan Tasks

 

Project Subtasks

+

Plan Tasks

Project subtasks are migrated as regular tasks to the same Bucket as their parent tasks (as the parent task-subtask hierarchy is not supported in Planner). 

Milestone tasks

+

Plan Tasks

Milestone tasks are migrated as regular tasks

Approval tasks

+

Plan Tasks

Approval tasks are migrated as regular tasks. 

Task and Subtask field values

+

Task field values

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

Task Custom Field values

+

Task field values

Please refer to the list of supported source custom fields below.

Task user assignments

+

Plan task user assignments, Microsoft 365 group members

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

Project members (with Edit and View access) 

+

Microsoft 365 group and Plan members

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

Project owners

+

Microsoft 365 group and Plan members

Mapped users that are source Project owners are not added to the target group owners, but to the group members.

Task Collaborators

+

Microsoft 365 group and Plan members

Mapped users, that are added as Task Collaborators in the source Project, will be added as members to the corresponding target Plan and Microsoft 365 group

Project Details, Views, Forms

 

 


 

Supported Source and Target Item Fields

Source Task Fields

Supported

Target Task Fields

Notes

Section name

+

Bucket name

 

Name field

+

Title field 

Notes field

 

Assignee field

+

Assignments field 

 

Start Date field

+

Start Date field

Notes field

 

Due Date field

+

Due Date field

Notes field

 

Completed checkmark

+

Progress/Percent Completed field

 

Description field

+

Notes field

Title field

 

Attachments

+

Attachments 

 

Comments

+

Comments

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

Tags

+

Label

 

Cover image

+

Attachments


Task Updates (history)

̶

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.

Projects Task field

̶



Task Dependencies

 

Not supported in the target system

 

Supported Custom Fields 

Source Task Field

Supported

Target Task Field

Notes

Single-select (Drop-down) field

+

Progress (Percent Complete)

Priority

Notes

Label

Title

 

Mulit-select (Drop-down) field

+

Progress (Percent Complete)

Priority

Notes

Label

Title

 

Text field

+

Notes

Title

 

Number field (Number, Percent, Currency)

+

Progress (Percent Complete)

Priority

Date

Notes

 

Date field
+

Date field    +    Start Date 

Due Date     

Notes


People field
+ Assignments field

 

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