For the complete documentation index, see llms.txt. This page is also available as Markdown.

Dashboard overview

The Dashboard is the central hub for managing and monitoring your Planner ↔ Jira syncs.


Start a New Sync

Click + New Sync to create:

  • A one-time import/export

  • An automated sync (runs every 5 minutes)


Automated Syncs

View and manage your recurring syncs. Each sync shows:

  • Name

  • Direction (Planner → Jira, Jira → Planner, or Bidirectional)

  • Microsoft Plan and Jira Project

  • Status (last run)

  • Last Sync timestamp

Available actions: Pause, Edit, Delete


Recent Activity

Track the most recent sync events, including:

  • One-time syncs (imports/exports)

  • Automated syncs (only when updates occur or errors are detected)

Details may include:

  • Sync name and direction

  • Issues created, updated, or skipped

  • Error messages (if any)


Company Stats

Get an organization-wide overview of sync activity:

  • Active Syncs → total running automated syncs

  • Total Changes → number of fields/issues updated across syncs

  • Last Sync → time of the most recent successful sync


✅ The dashboard gives you a real-time picture of your integration: what’s running, what changed, and where to take action.

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