Microsoft Planner (Project) Data Migration Guide

Detailed Microsoft Project Data Migration Guides

Effortlessly move your tasks and users from Microsoft Planner using Help Desk Migration. Fully automated migration allows you to move data without any additional development effort in mere hours.

This guide’s goal is to show how the migration runs the Migration Wizard, step-by-step.

Note: Microsoft Planner is a replacement for Microsoft Project, which officially retired in May 2025.

Migrate data from Microsoft Planner to any of the following project management platforms

Jira Software;
Monday;
Notion;
Shortcut;
Smartsheet;
Teamwork;
Trello;
Wrike;
Zoho Projects.

How to Migrate from Microsoft Planner in 5 Easy Steps

Step 1: Connect Source and Target Platforms

Sign in to the Migration Wizard and choose Planner as your source platform. Authorize it by entering relevant credentials. Next, select your target platform and do the same. This step gives access to both platforms so it can reach and handle your data.

Step 2: Select Records & Map Your Entities

Choose the data entities you want to move. Planner gives you 2 options here: tasks and users. Map your Planner fields to the corresponding fields on your target platform to preserve compliance.

Step 3: Run a Free Demo Migration

Execute a free trial run to test the migration. Our system transfers a small batch of tasks and users so you can review the accuracy of mapped data in your target system before committing.

Step 4: Launch the Full Data Migration

Once you approve the demo results, you securely start the full migration. Overall, your fully automated migration will allow your team to keep working while it runs safely in the background.

Common questions

What data can be migrated from Microsoft Project?

Help Desk Migration allows you to transfer core task and project management entities seamlessly. However, for Planner, the transfer is limited to:

Tasks: Task titles, descriptions, status/stages, priority levels, start dates, due dates, and more.
Users: Task assignees, project owners, and user/contact records.

Out-of-the-box Migration Options

If your budget is limited, you are welcome to leverage our free migration option, which gives you an extended retention period.

How long does a Microsoft Planner migration take?

The duration depends on the total volume of records and API speed limits imposed by your target system:

Small Accounts (< 2,000 tasks): Typically completed within 30 to 90 minutes.
Medium to Large Projects (Thousands of tasks): Can take several hours.

How to check Microsoft Planner Demo Migration results?

After running your free Demo Migration, you will get a report with all your migrated VS skipped records. Additionally, you can check view of the data in your target platform:

Log in to your target platform and check the newly created test project or board.
Verify Record Details: Open transferred sample tasks to confirm that titles, descriptions, due dates, statuses, and assignees match the source.

How to calculate Microsoft Planner migration price?

Pricing is transparent and non-subscription-based. It is calculated based on three primary factors:

Record Volume: The total count of tasks and users being transferred.
Migration Plan: Choice between Standard (Free), Premium, or Signature support packages.

Best Way to Estimate: Set up a Free Demo Migration in the Migration Wizard. The system automatically scans your account, counts your total records, and displays an exact price before you pay.