> For the complete documentation index, see [llms.txt](https://msplannertojira.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://msplannertojira.gitbook.io/docs/basics/dashboard-overview.md).

# Dashboard overview

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

<figure><img src="https://1252949338-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPTT8nb3GXWzbgQLiNgLm%2Fuploads%2FSZ7qzlgcnEqi2f3foYir%2Fimage.png?alt=media&amp;token=a5af4345-3a8b-4fd9-b9c9-1f6978378784" alt=""><figcaption></figcaption></figure>

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### Start a New Sync

Click **+ New Sync** to create:

* A **one-time import/export**
* An **automated sync** (checks for a new run every 5 minutes)

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### 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** (current work, pause state, and last result, including whether a retry is scheduled)
* **Last Sync** timestamp

Available actions: **Pause / Resume, Edit, Delete**

| Status                       | What happens next                                                                                                      |
| ---------------------------- | ---------------------------------------------------------------------------------------------------------------------- |
| **Syncing**                  | Work is currently running.                                                                                             |
| **Failed · Retry scheduled** | The last run failed. Another run is scheduled; review the error to see whether you need to fix access or settings.     |
| **Errors · Retry scheduled** | Some operations failed. Another run is scheduled; details explain which operations need attention.                     |
| **Auto-paused**              | The connector stopped scheduled runs after sync errors. Review the error, address the problem, then select **Resume**. |
| **Paused manually**          | Scheduled runs were stopped manually. Select **Resume** when ready.                                                    |
| **Paused**                   | Scheduled runs are stopped, but the pause source was not recorded for this older sync.                                 |

Pausing and refreshing the page do not remove the last error. Previous runs and their errors remain in **Recent Activity**.

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### 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)

**Re-launch** starts a new transfer; it does not resume the previous transfer.

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### 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

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✅ The dashboard gives you a real-time picture of your integration: what’s running, what changed, and where to take action.[<br>](https://msplannertojira.com/docs/activity)
