Sync types
When creating a new sync, you first choose the sync type and direction.
One-time Sync
Runs once to transfer tasks between Microsoft Planner and Jira.
Useful for initial setup or ad-hoc transfers
Does not keep systems updated after the sync completes
Available directions:
From Planner → Jira
To Planner → from Jira
Automated Sync
Keeps Microsoft Planner and Jira aligned on a schedule (every 5 minutes).
Runs in the background, no manual work needed
Ideal for ongoing collaboration across tools
Available directions:
From Planner → Jira
To Planner → from Jira
Two-way sync → tasks update in both systems
Choosing a Direction
From Planner: Jira issues are created or updated from Microsoft Planner tasks
To Planner: Microsoft Planner tasks are created or updated from Jira issues
Two-way sync (automated syncs only): Changes flow in both directions, keeping tasks aligned
What happens to tasks the connector doesn't manage?
The connector only touches tasks it has created or linked. Other tasks in the same plan or project are left untouched — but the behavior depends on sync direction:
One-way (Jira → Planner): Only Jira issues (matching your JQL filter) are synced into Planner. Any tasks you create manually in the Planner plan are ignored by the connector — they stay in Planner only.
One-way (Planner → Jira): Only Planner tasks are synced into Jira. Jira issues created outside the sync are not affected.
Two-way sync: Manually created Planner tasks will be synced to Jira as new issues (and vice versa). If you want some tasks to exist only in Planner, use a one-way sync instead.
Deletion behavior
The connector never deletes tasks or issues in either system. Here's what happens when an item is deleted:
Two-way sync: If a Jira issue or Planner task is deleted, the connector skips it — the corresponding item in the other system is left untouched and will not be recreated or removed.
One-way sync (From Planner or To Planner): The source system is the source of truth. If the destination item is deleted, the connector recreates it from the source on the next sync cycle. If the source item is deleted, nothing happens — the destination item remains as-is.
In all cases, deleting an item in one system will never cause a deletion in the other system.
✅ Select the option that best fits your workflow, then click Next to proceed with setup.
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