Microsoft Planner integration

With this integration, you can connect Microsoft Planner to Timeeneye, and track time for your tasks seamlessly without having to leave Microsft Planner, with Timeneye.

 

An important note before we begin: due to Microsoft Planner's very specific permissions, we will require teams who want to use our integration a series of authorization, to make sure all the plans and users are correctly imported and synched from Microsoft Planner to Timeneye.

 

1) Only Global admins in the Microsoft account can connect this integration.

2) At the same time, every user in the workspace, regardless of their role, will have to grant permission to the Timeneye to access their plans/ the plans they are part of.

 

How does the integration with Microsft Planner and Timeneye work?

 

When the integration is correctly linked you'll be able to:

 

  • Import the plans you have in Microsoft Planner as Timeneye Projects;
  • Have every new plan added to Timeneye automatically, reducing the manual work you have to do;
  • Track time for every of your Microsoft Planner tasks.

Let's begin!

Step #1: Connect Microsoft Planner and Timeneye

First, Owners of the workspace have to connect the integration. To authorize all the permissions needed, the owner must also be a Global administrator in the Microsoft account.

 

1) Go in Integrations>Microsoft Planner

 

2) Click the green Approve Microsoft Planner integration button:

 

3) When you click the link, you'll be asked to log in to your Microsoft account and then approve the integration. Click "Accept":

 

 

4) You have approved the integration. 

Now all you have to do is click the new green button "Link Microsft Planner":

 

 

Congratulations! The integration has been correctly linked.

 

Here comes a very important step that will allow you to experience a full integration between Microsoft Planner and Timeneye :

 

5) The rest of your team members have to authorize access to the plans they're part of.

 

  • If you're a user who has to grant authorization to access your plans:

 

a) Go in Integrations >Microsoft Planner. You'll see a screen like this:

 

 

 

b) Click on the Personal authorizations button:

 

 

c) Select "Authorize".

 

And that's it! You won't have to do anything else except maybe refresh the authorization from time to time.

 

  • If you're an owner waiting for your team members to grant you the authorizations:

 

a) You can check the status of all your team's authorizations by clicking the button Personal authorizations:

 

 

 

b) By clicking the button, you can see the status of the team members authorizations, and check which are still to be authorized:

 

 

Step #3: Connect Projects and Users

 

Now that all the permissions have been granted, it's time to import or link projects and users!

Importing means adding plans from Microsoft Planner as new projects in Timeneye. Linking means connecting a Plan to a Project that you already have in Timeneye. The same goes for the users.

 

This process is like other integrations we offer, the Asana one for example. You can import/link automatically by using the Synchronization settings (you turn them on and then the system does everything automatically), or you can import/link every user and project manually one by one, in the Manage section:

 

 

Step #4: Track time

 

Enter the Timeneye Browser Widget.

 

Install the Timeneye Widget on your browser, and make sure to log in to your Timeneye workspace.

 

Then head to your Planner:

 

 

You can already see the little Timeneye clock icon, added by the Timeneye Widget, that you can use to track time.

Click on any tasks on the Planner to see the task detail.

 

When you track time the widget retrieves the name of the task you've worked on and you'll find it in the time entry you create. This is how it will look like in Timeneye:

 

 

FAQs and Troubleshooting

 

Having troubles with the Microsft Planner integration? Maybe you can find answers here:

 

  • "I downloaded the Timeneye widget, but I still don't see the Timeneye button in my Planner."
    Make sure to also log in to the widget: click the Timeneye icon on your browser, and log in to the widget with the login form. The refresh the Planner.
  • "Some Plans have not been imported."
    There may be some users who have not authorized access to these Plans. You can check by clicking the" Personal authorizations" option.
  • "All my users have granted access, but I still don't see some plans".
    Make sure to import/link the plans as projects and the users, too. You can do it with the synchronization settings, or manually from the Manage section
  • "I linked and connected everything but I don't see any button to track time in my Planner"
    Please make sure to download and install the Timeneye Browser Widget too.

 

 

If you're still having troubles with the integration, please don't hesitate to send us an email to support@timeneye.com