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 Notes |
The comments are merged: 10 source comments will be merged into one target. Alternatively, Comments can be transferred to the Notes target field if the task mapping is set up accordingly. |
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 |